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Presented by: Lynne M. Wester, UNC
Charlotte
www.donorrelationsguru.com
@donorguru
Nine Reports to Replace Your LYBUNT and
SYBUNT Reports
9 reports you need to have:
1. Giving Pyramid Report
2. Consecutive Donor Report
3. First-Time Donor Report
4. Donor Retention Report
5. Donor Giving Channel Report
6. Married Alumni Report
7. Multiple Degree Report
8. Email Address Percentage Report
9. Event Attendance vs. Giving Report
AGENDA
• Donors of 5 or more years
• Donors of 10 or more years
• STOP! How did you pull this info- IT
MATTERS
CONSECUTIVE
DONOR REPORT
How many of you classify year vs. year donors as individuals who give each fiscal year? Calendar year?
• Anyone who has made their first gift to
you of any amount this calendar or fiscal
year
• They have NEVER given to your
organization in any way before
FIRST-TIME
DONORS
DEFINED
A donor who gave last year either fiscal or
calendar and gives again this year at any
amount
RETAINED
DONORS
DEFINED
• A giving channel is the way a person makes
their gift
• Channels include:
– Cash
– Check
– Online
– Recurring
– Phonathon
– Payroll deduction
DONOR GIVING CHANNEL DEFINED
• Married to each other and both have
received at least one degree from your
institution, not just married
• Partner reporting
MARRIED
ALUMNI
DEFINED
An alum who has more than one degree from
your institution
– BSBA + MBA
– BA + JD
– JD + MD
– Etc.
MULTIPLE DEGREE ALUMNI DEFINED
Thank You!
Lynne M. Wester
www.donorrelationsguru.com
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