DonorTrends Models Overview
DonorTrends is a predictive analysis tool in Bonterra CRM that uses artificial intelligence to rank donors on their likelihood to respond to specific asks in five key fundraising areas:
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Yearly Donor Retention/Renewal
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Yearly Donor Upgrading
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Sustainer Conversion/Upgrading
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Lapsed Donor Reactivation
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Planned Giver Identification
Getting Started
To begin using DonorTrends, you can access the Fundraising Optimization Guide which provides recommended target lists based on your DonorTrends scores. These lists help you implement data-driven fundraising strategies without having to build complex queries from scratch. The DonorTrends models are also accessible through the Create a List function, on individual contact records, and in various reports.
Feature Details
DonorTrends works by analyzing your donor database and assigning predictive scores to each contact. The system provides these scores in three formats:
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Raw scores: Numerical rankings
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Tiers: Groupings such as "High," "Medium," or "Low" potential
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Clusters: Similar-characteristic groupings
Each model focuses on a specific fundraising objective, allowing you to segment your audience with precision. The models only score contacts where relevant - for example, lapsed households are only scored in lapsed models, while active households are not. The system also considers contributions made through Donor-Advised Funds, Family/Private Foundations, or Workplace Giving when calculating scores.
Feature Navigation
Read more about specific DonorTrends functions:
- How do I use the Fundraising Optimization Guide?
- How do I build target lists using DonorTrends?
- How do I export DonorTrends data?
- How do I find DonorTrends data on a contact record?
- How do I add DonorTrends data to reports?
Tracking Your Success
You can measure the effectiveness of your DonorTrends-based targeting by adding DonorTrends Tier rankings to various reports, including Contribution Reports, Contribution Aggregate Reports, Moves Management Reports, Planned Giving Reports, Membership Reports, Count of Contacts Reports, Email Performance Reports, and Online Activity Reports. This allows you to analyze how well your targeted segments perform compared to other segments or your general donor population.
Next Steps
The articles below provide step-by-step instructions for specific DonorTrends tasks to help you implement predictive analytics in your fundraising strategy.