Nonprofit Annual Fund Performance Analysis
Annual fund analysis provides the data needed to make informed fundraising strategy decisions. This year-end review identifies retention trends, optimal ask amounts, most productive channels, and donor segments requiring attention.
- Industry: Nonprofit
- Frequency: Annually
- Estimated Time: 4-6 hours
- Role: Development Director
- Total Items: 28
Retention and Acquisition Analysis
Analyze donor retention and acquisition.
- Overall donor retention rate calculated (prior year donors who gave again)?
- New donor acquisition count and cost-per-donor calculated?
- LYBUNT (Last Year But Unfortunately Not This) list generated and contacted?
- SYBUNT (Some Year But Unfortunately Not This) list analyzed for long-lapsed reactivation?
- Ratio of new donors to retained donors within acceptable growth range?
Revenue Analysis
Analyze annual fund revenue.
- Total annual fund revenue compared to goal and prior year?
- Average gift size calculated and compared to prior year?
- Median gift size calculated (less distorted by major gifts than average)?
- Gift array showing number of donors at each gift level?
- Donor upgrade and downgrade rates analyzed?
Channel Performance Analysis
Analyze performance by channel.
- Direct mail campaign response rate, average gift, and ROI calculated?
- Email campaign open rate, click rate, and conversion rate analyzed?
- Online giving percentage of total and year-over-year trend analyzed?
- Event revenue vs net (after expenses) analyzed by event?
- Phonathon or personal call results if applicable?
Donor Segment Analysis
Analyze performance by donor segment.
- Mid-range donors with major gift potential identified?
- Recurring donor program performance analyzed separately?
- Donor composition analyzed by generation (Millennials, Gen X, Boomers, Silent)?
- Top 100 donors reviewed for retention and upgrade strategy?
ROI and Cost Analysis
Calculate fundraising ROI.
- Cost to raise a dollar calculated by channel and overall?
- Fundraising expense ratio as percentage of revenue calculated?
- Donor lifetime value estimated for retention planning?
- ROI calculated by donor segment to prioritize investments?
Next Year Planning
Use analysis to plan next year.
- Annual fund goals for next year set based on this analysis?
- Annual fund calendar with all campaigns planned?
- Ask amounts calibrated to donor history and capacity?
- Specific donor retention strategy for at-risk segments planned?
- Channel mix adjusted based on performance data?
Related Nonprofit Checklists
- Nonprofit Major Gift Cultivation and Solicitation Strategy
- Nonprofit Donor Acknowledgment and Gift Substantiation Audit
- Nonprofit Gift Acceptance Policy and Unusual Gift Review
- Nonprofit Donor Database Hygiene and Data Quality Audit
- Nonprofit Office Safety and Facilities Inspection
- Nonprofit Equipment Maintenance and Inventory Management
- Nonprofit Facility Lease Compliance and Space Management
- Food Bank Donation Intake and Inspection Checklist
Related Donor Relations Checklists
- Nonprofit Donor Database Hygiene and Data Quality Audit - FREE Download
- Nonprofit Major Donor Stewardship Program Audit - FREE Download
- Nonprofit Pledge Tracking and Fulfillment Management - FREE Download
- Nonprofit Major Gift Cultivation and Solicitation Strategy - FREE Download
- Nonprofit Donor Acknowledgment and Gift Substantiation Audit - FREE Download
- Nonprofit Gift Acceptance Policy and Unusual Gift Review - FREE Download
Why Use This Nonprofit Annual Fund Performance Analysis?
This nonprofit annual fund performance analysis helps nonprofit teams maintain compliance and operational excellence. Designed for development director professionals, this checklist covers 28 critical inspection points across 6 sections. Recommended frequency: annually.
Frequently Asked Questions
What does the Nonprofit Annual Fund Performance Analysis cover?
This checklist covers 28 inspection items across 6 sections: Retention and Acquisition Analysis, Revenue Analysis, Channel Performance Analysis, Donor Segment Analysis, ROI and Cost Analysis, Next Year Planning. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed annually. Each completion takes approximately 4-6 hours.
Who should use this Nonprofit Annual Fund Performance Analysis?
This checklist is designed for Development Director professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.