About the Metric: Retention Rate

Kindful displays Donor Lifecycle Metrics to you on your dashboard to make it easy for you to know how your fundraising efforts are going.

This article seeks to explain how the Retention Rate metric is calculated. 

Definitions

Donor
For this formula, a "Donor" is a Contact with at least one ("hard money") transaction (regardless of the tax-deductibility of said gift)

Gift
A ("hard money") transaction in Kindful (not a non-cash gift, not a soft credit)

Period 1 and Period 2

Jan 2016 Feb 2016 Mar 2016 Apr 2016 May 2016 June 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016
Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 June 2017 Jul 2017 Aug 2017 Sep 2017 Oct 2017 Nov 2017 Dec 2017
Jan 2018 Feb 2018 Mar 2018 Apr 2018                

 

 if today's date was in April 2018, then

This is Period 1
This is Period 2

What is the Retention Rate? 

Count of donors with 1+ gift(s)

in both Period 1 and Period 2

 /

Count of donors with 1+ gift(s)

in Period 1


Why is this helpful?

Retaining an existing donor is often more cost effective than acquiring a new one. The Retention Rate metric illustrates your organization's success in this area.

 

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