Our finance department would like to be able to tell the board that there were (say) 100 new donors in FY19.
In other words we would like to be able to track how many new donors we get a year regardless of what campaign and then be able to drill down on them. This is separate from the new, renew, reinstate option in Membership. They then want to use this criteria be able to say what channel the gifts came in on, what the dollar amount was etc, and even who they were. By being able to do this for each year we can then see, also, the ebbs and flows of new donors.
Any ideas?
Thanks
Margaret
Norma and Madeline - yes to both of those ways. I was looking for something that could be easily looked at by our Finance team. I am going to try Chris' suggestion and see if that is more to Finance's liking. Will probably end up with a combination of the three in the end.
Thank you all.
margaret