Giving Stats – Donorfy Support

Constituent Giving Stats provide key insights about how your Constituents are financially supporting your organisation. The summary stats are available to view at the top of the Constituent Profile and can be used within Lists for financial reporting, segmentation, and more.

On the main Constituent form

Constituent giving stats appear on the top-right of the main constituent form, with a down-arrow to expand them:

To expand the view, click on the down arrow to the right of the screen - next to Average Gift.

Expanded:

What is "gift income"?

It means the money that you have raised through your fundraising efforts. Donations, yes, but also grants and other forms of voluntary income. Donorfy classifies income streams using the concept of a Product.

You can define whether an income stream is considered Gift income for each Product in your Donorfy this is done by setting the option for 'Gift Income in giving stats' as Yes within Settings > Configuration > Products; see here for further details about Products: Products

Note: Gift Income does not necessarily mean Gift Aid-able. That's still controlled by the Gift Aid-able setting.

Summary giving stats

First, Last, Average, Lowest, Highest, Donor pyramid level, current consecutive run of giving years, and best consecutive run of giving years are all provided, with information about which gift represents the stat concerned, where appropriate.

Annual giving stats - according to your financial year

A 6-column display of the constituent's lifetime of giving, according to year.

What is the year? It's the year according to your Reporting Year configuration in Settings > Account > Donorfy Settings.

So if you want Donorfy to report according to your organisation's financial year, for example, 1st October - you will need to set the "Reporting year starts on" to 1st October.

If you want to report on calendar years you would need to set it to 1st January (you can change your reporting year date but the values are not instantly recalculated - that happens overnight).

The following columns are displayed:

The first column shows the Lifetime values - the total of all the other columns to the right.
The second column shows the Current Year values, according to your reporting year date setting.
The third column shows current year minus 1 values, again according to your reporting year date setting.
The fourth column shows current year minus 2, and so on, until the 6th column, which shows current year minus 4 and earlier.

Please note: Donorfy uses the Accounting Date in the transaction allocation in conjunction with your reporting year start date to identify the year in which it is included.

The rows displayed are:

Given - the total value of Transaction Allocations whose products are categorised as gift income.
Gift Aid reclaimed - the amount of Gift Aid that has been reclaimed from HMRC by Donorfy or added into a transaction by the uploader or from the integrations with Just Giving or VMG.
Pledged - the value of pledges that are not yet paid (in which case they would appear in Given).
Soft Credits - value of donations from other people that have been attributed to this constituent using the Soft Credit feature.
Total - the total of the above columns.

then...
Non-gift income - the total value of Transaction Allocations whose products are not categorised as gift income. Not included in the Total, but provided here for completeness.

Note about soft credits: they are included in the annual giving stats, regardless of Product. This is because soft credit values are not always 100% of the original transaction, so the soft credited amount would need to be pro-rated across the allocations for gift products, which would result in a pretty meaningless number in this context.

How can I use these giving stats?

Apart from being useful information displayed on the constituent record, you can use these fields in Lists, for:

reports using Lists
reporting tools using Donorfy's oData service - including Microsoft Power BI and Excel
appeal selections
auto-tagging
trigger conditions

Giving Stats are available in Lists

All the above fields are available in Lists. So you will be able to display or filter on fields such as Current Year Gifts Amount or Lifetime Total Contribution. Additionally, these following fields are also available:

Rolling 12 month totals for all of the above, for:
- Current Year Minus 1 "to date" fields - to enable comparison of current year figures (which by their nature are "year-to-date") versus the same point last year. This means Current Year minus 1 has 2 sets of values - the whole year, and the "to date" amount.

This feature significantly add to the number of fields that you can (a) filter on and (b) select for display within your Lists. The Giving Stats are available from within the available columns selection:

Note: Giving stats are also available in the Donorfy OData service, enabling you to use them in third-party reporting tools such as Microsoft Power BI and Excel.

Campaign Lists

Campaign Lists include giving stats along the same lines as constituent giving stats - Current year, -1, -2, -3 and minus 4+, and rolling 12 months.

When are the giving stats updated?

Donorfy will update the Summary and Current year stats more or less immediately (there may be a few minutes delay), depending on how they were added to Donorfy. For example, transactions added by the API will be updated overnight, whilst an item manually keyed onto a Timeline will be added as soon as the item has been saved.

Prior years (minus 1, 2, 3, 4, and beyond) are unlikely to change, but they are re-calculated nightly in case there has been a change in the reporting year, or if transactions have been loaded into Donorfy, as part of a data migration exercise, for example.

Dashboard report tiles

Income this week, month, and year have been renamed to Gift Income this week, month, and year, and only include the income for products considered as Gift Income. Historically the product name had to be Donation.
Donations this / last year are now based on rolling 12-month figures (to the end of the prior month), for products considered as Gift Income.
Donor Pyramid - now based on total contribution (not just amount given).

Donor Pyramid

The current year in the Donor Pyramid has the same meaning as the current year in the constituent giving stats.

The Donorfy Academy features a learning course for Giving Stats - enrol here

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