https://bloomerang.co/resources/webinars/ Ligia Peña, CFRE, MInstF will teach you how to revamp your KPIs, their definitions, and implement a legacy dashboard to better manage and track the evolution of legacy fundraising globally. The tools presented will be easily adaptable to small and large organizations.

1. 1
Org’s Legacy Dashboard
2018
FUNNEL DEVELOPMENT KPIs
Period 2018 - Q1 2018 - Q2 2018 - Q3 2018 - Q4
FTE 1.0 1.0 1.5 1.5
Pool of Prospects
Total Active Supporters 8,503 8,205 8,534 8,510
Total Legacy Pool (e.g. Aged 55+) 2,037 2,038 1,807 894
Existing Supporters IN the Legacy Pipeline 1,057 1,039 805 789
Existing Supporters NOT in the Legacy Pipeline aged 55+ 980 999 1,002 105
Total Supporters Contacted (either through mail, face to
face, email etc.) 645 875 1,650 1,013
Mass Marketing Approach 600 800 1,200 888
Personalised Approach 45 75 450 125
Leads by Stage of Development 925 899 660 480
Enquirer 550 520 300 275
Considerer 300 289 275 135
Intender 75 90 85 70
Conversions
Total Pledges (incl. from Prior Years) 123 125 124 123
New Pledges in Current Year 2 5 4 4
Total Realized Gifts in Year 7 9 11 11
Realised Gifts in Year (Existing Supporter) 2 2 3 3
Realised Gifts in Year (Known Supporter) 1 1 2 2
Realised Gifts in Year (Unknown Supporter) 4 6 6 6
Pledged Amounts
Average Pledged Amount $11,200 $13,889 $22,727 $35,974
INVESTMENT AND INCOME KPIs
Period 2018 - Q1 2018 - Q2 2018 - Q3 2018 - Q4
Total Legacy Programme Costs $27,500 $26,000 $34,395 $35,500
Legacy Marketing/Operating Costs $2,500 $1,000 $1,895 $3,000
Legacy Staff Costs $25,000 $25,000 $32,500 $32,500
Realised Legacy Income $78,400 $125,000 $250,000 $395,713
Newly Pledged Income $22,400 $69,444 $90,909 $143,896
Annual Program Net Profit $50,900 $99,000 $215,605 $360,213
Total Pledged Balance Outstanding $1,299,200 $1,611,111 $2,568,182 $4,029,078
QUARTERLY PROGRAMME EFFICIENCY KPIs
Period 2018 - Q1 2018 - Q2 2018 - Q3 2018 - Q4
Pool Volume / Active Supporters 24.0% 24.8% 21.2% 10.5%
Number of Leads / Pool Volume 45.4% 44.1% 36.5% 53.7%
Number of Supporters Contacted / Pool Volume 31.7% 42.9% 91.3% 113.3%
Total Pledges / Number of Leads 13.3% 13.9% 18.8% 25.6%
New Pledges / Number of Leads 0.2% 0.6% 0.6% 0.8%
Realised Income / Programme Costs 2.85x 4.81x 7.27x 11.15x
Realised Income / Pledged Balance 6.0% 7.8% 9.7% 9.8%
Breakeven Month (Realised Income) 4.2 2.5 1.7 1.1
QUARTERLY GROWTH RATES
Period 2018 - Q1 2018 - Q2 2018 - Q3 2018 - Q4
Pool of Prospects - 0.000490918 --11.3% --50.5%
Total Pledges - +1.6% --0.8% --0.8%
Newly Pledged Income - +210.0% +30.9% +58.3%
Pledged Balance - +24.0% +59.4% +56.9%
Net New Pledged Income - +94.5% +117.8% +67.1%
Realised Income - +59.4% +100.0% +58.3%

2. 2
Org’s Legacy Dashboard
2019
FUNNEL DEVELOPMENT KPIs
Period 2019 - Q1 2019 - Q2 2019 - Q3 2019 - Q4
FTE 1.5 1.5 1.5 1.5
Pool of Prospects
Total Active Supporters 8,503 8,205 8,534 8,510
Total Legacy Pool (e.g. Aged 55+) 1,769 1,749 1,864 965
incl. Existing Supporters IN the Legacy Pipeline 789 750 862 860
incl. Existing Supporters NOT in the Legacy Pipeline aged 55+ 980 999 1,002 105
Total Supporters Contacted (either through mail, face
to face, email etc.) 645 875 1,650 1,013
Mass Marketing Approach 600 800 1,200 888
Personalised Approach 45 75 450 125
Leads by Stage of Development 988 1,156 1,306 1,536
Enquirer 768 800 875 966
Considerer 150 275 333 423
Intender 70 81 98 147
Conversions
Total Pledges (incl. from Prior Years) 122 120 118 117
New Pledges in Current Year 4 3 3 4
Total Realized Gifts in Year 11 11 11 11
Realised Gifts in Year (Existing Supporter) 3 3 3 3
Realised Gifts in Year (Known Supporter) 2 2 2 2
Realised Gifts in Year (Unknown Supporter) 6 6 6 6
Pledged Amounts
Average Pledged Amount $25,879 $32,986 $35,000 $47,248
INVESTMENT AND INCOME KPIs
Period 2019 - Q1 2019 - Q2 2019 - Q3 2019 - Q4
Total Legacy Programme Costs $38,000 $36,245 $37,699 $38,500
Legacy Marketing/Operating Costs $3,000 $1,245 $2,699 $3,500
Legacy Staff Costs $35,000 $35,000 $35,000 $35,000
Realised Legacy Income $94,520 $132,000 $347,985 $350,000
Newly Pledged Income $103,516 $98,958 $105,000 $188,992
Annual Program Net Profit $56,520 $95,755 $310,286 $311,500
Total Pledged Balance Outstanding $3,062,718 $3,826,320 $3,782,015 $5,178,016
QUARTERLY PROGRAMME EFFICIENCY KPIs
Period 2019 - Q1 2019 - Q2 2019 - Q3 2019 - Q4
Pool Volume / Active Supporters 20.8% 21.3% 21.8% 11.3%
Number of Leads / Pool Volume 55.9% 66.1% 70.1% 159.2%
Number of Supporters Contacted / Pool Volume 36.5% 50.0% 88.5% 105.0%
Total Pledges / Number of Leads 12.3% 10.4% 9.0% 7.6%
New Pledges / Number of Leads 0.4% 0.3% 0.2% 0.3%
Realised Income / Programme Costs 2.49x 3.64x 9.23x 9.09x
Realised Income / Pledged Balance 3.1% 3.4% 9.2% 6.8%
Breakeven Month (Realised Income) 4.8 3.3 1.3 1.3
QUARTERLY GROWTH RATES
Period 2019 - Q1 2019 - Q2 2019 - Q3 2019 - Q4
Pool of Prospects +97.9% -0.011305822 +6.6% --48.2%
Total Pledges --0.8% --1.6% --1.7% --0.8%
Newly Pledged Income --28.1% --4.4% +6.1% +80.0%
Pledged Balance --24.0% +24.9% --1.2% +36.9%
Net New Pledged Income --84.3% +69.4% +224.0% +0.4%
Realised Income --76.1% +39.7% +163.6% +0.6%
ANNUAL GROWTH RATES
Period 2019 - Q1 2019 - Q2 2019 - Q3 2019 - Q4
Pool of Prospects --13.2% --14.2% +3.2% +7.9%
Total Pledges --0.8% --4.0% --4.8% --4.9%
Newly Pledged Income +362.1% +42.5% +15.5% +31.3%
Pledged Balance +135.7% +137.5% +47.3% +28.5%
Net New Pledged Income +11.0% --3.3% +43.9% --13.5%
Realised Income +20.6% +5.6% +39.2% --11.6%