Analyzing First Gift and Last Gift Data

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 Hey you guys!

A very common topic on the Facebook Raiser's Edge Support group is "how can analyze giving between more than two years, without having to run multiple reports?"  I must maintain some hope that eventually Blackbaud will dramatically beef-up the built-in reporting abilities of RE, but for now there are third-party options.  

I've been doing multiple year analysis of donors for a decade now in Tableau.  There are some very quick methods to tackle this issue.  You only need four fields to do a considerable amount of analysis:

Gift ID

Constituent ID

Gift Amount

Gift Date

It will take FAR less time to export these as Gift Records rather than Constituent Records with summaries.  With ALL gift records, you can analyze your data and trends at any scale (three years, five years, ten years, etc.). Here's the simple version.

A much more thorough take on deep retention and KPI metrics can be found on YouTube by Concourse Hosting.   They do some really outstanding stuff with fundraising data.

Next time, dealing with split gifts!  Until then,

Yours in Data,

-Dave


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