The Annual Giving Dashboard shows a quick snapshot of your program’s performance Year over Year. By using this tool, you can see YTD gift, revenue, and donor summaries broken down by donor type (renewed, reactivated, or acquired). You’ll also see a summary of your unit’s leadership annual giving numbers, retention rate, and top solicitations. The donor detail tab is filterable, sortable, and clickable, allowing you to really get into the weeds if you have time!
Filtering Results
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You can use the site box on the right side to narrow down your unit's specific information. Alternatively, you an open the funnel on the right to narrow down the dashboard by Fund, Transaction Type, Degree status, and others.
If you filter by Site on one page, it will apply to the first three tabs, but not the FY24 Phone Campaign Report. For example, when filtering for Art on the Overview page you will see only Art donations in the Donor Detail tab, but you will still see all Site's information in the Phone Campaign Report. The funnel filter also remains for the first three tabs but not the Phone Campaign tab.
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Terms + Definitions
Terms and acronyms used on the Annual Giving Dashboard:
SITE – Area of giving
SCU – School/College/Unit
LAG – Leadership Annual Giving
Retention Rate – Percentage showing the rate at which donors are retained year over year; the rate at which donors who gave in the last fiscal year have given in this fiscal year
SCU Retention Rate –The percentage of last fiscal year’s donors to your SCU that have given to your SCU in the current fiscal year
UGA Retention Rate – The percentage of last fiscal year’s donors from your SCU that have given to any UGA designation in the current fiscal year
Recognized Donors – Donors plus any constituents in their household (constituents that would get recognition credit)
Color Key
Breakdown of bar graph color meanings:
OVERVIEW TAB
BLACK – Renewed donors; donors who gave in the previous fiscal year who have given in this fiscal year RED – Reactivated; Previous donors who did not give last fiscal year, but did give this fiscal year
GRAY – Acquired; first-time donors
OVERVIEW (CDAG) TAB
BLACK – Renewed donors; donors from your SCU who gave to your SCU in the previous fiscal year who have also given in this fiscal year
RED – Reactivated; Previous donors from your SCU who did not give last fiscal year, but did give to your SCU this fiscal year
GRAY – Acquired; first-time donors to your SCU that are affiliated with your SCU
CREAM – Renewed donors; donors from your SCU who gave in the previous fiscal year who have given elsewhere at UGA in this fiscal year
BLUE – Reactivated; Previous donors from your SCU who did not give last fiscal year, but did give elsewhere at UGA this fiscal year
GRAY – Acquired; first-time donors from your SCU who have given elsewhere at UGA this fiscal year
Commonly Asked Questions
Q: What is the difference between BBIS and Electronic Transfer?
A: BBIS (Blackbaud Information Systems) refers to any gifts made through GAIL donation forms. Electronic Transfers commonly refer to recurring gift transactions but may also include other forms of bank drafts.
Q: What counts as LAG (Leadership Annual Giving)?
A: Gifts between $1,500 and $24,999 are considered LAG gifts