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Fundraising Report Card: An Overview

Fundraising Report Card is an analytics tool built for nonprofit fundraising teams to measure donor behavior and campaign performance. It surfaces metrics such as Donation Growth, Donor Retention, Donor Lifetime Value, Donation Churn, and other fundraising KPIs with one click, and presents them in dashboards and exportable prospect lists.

Compared with full-featured donor CRMs like Blackbaud Raiser’s Edge, DonorPerfect, and Bloomerang, Fundraising Report Card focuses narrowly on reporting and metrics rather than transaction processing or donor management workflows. That makes it a lighter, faster option for organizations that already have a CRM and want immediate analytics without rebuilding donor records.

Fundraising Report Card does particularly well at turning raw donation data into actionable performance metrics and prospect portfolios, which suits small to mid-sized nonprofits, development teams, and consultants who need fast reporting. Its simple import and sync options mean teams can get started quickly and put metrics at the center of fundraising strategy.

How Fundraising Report Card Works

The product connects to your donor database or CRM and ingests donation records to calculate fundraising KPIs automatically. You can also upload a spreadsheet with donor ids, donation dates, and amounts to generate the same metrics if you prefer manual imports.

Once data is loaded the tool computes retention, donor lifetime value, donation frequency, churn, and growth rates, and displays results in configurable dashboards. Exports let you build prospect portfolios and lists for recapture or major-gift outreach without manual spreadsheet work.

Typical workflows include syncing nightly with an existing CRM to keep dashboards current, running a campaign analysis to compare channels and segments, and exporting a targeted portfolio for a reactivation or major-gift program. These workflows shorten the time from data to decision and keep teams aligned around the same fundraising metrics.

Fundraising Report Card features

Fundraising Report Card concentrates on core fundraising KPIs, dashboard reporting, campaign analysis, and exportable prospect lists that let fundraising teams act on metrics. The platform emphasizes simplicity so non-technical users can produce reports, recapture lapsed donors, and create optimized prospect portfolios quickly.

Donation Growth Reports

Donation Growth is calculated across time periods to show overall fundraising momentum, recent campaign lift, and multi-year trends. That helps teams identify when growth is driven by new donors, increased giving from existing donors, or one-off gifts.

Donor Retention and Churn

Retention metrics show the percentage of donors who give from one period to the next while churn quantifies donors lost over time. These measures are essential for diagnosing whether development work should focus on stewardship, acquisition, or reactivation.

Donor Lifetime Value (LTV)

Donor LTV projects the average revenue a donor will generate based on historical giving and frequency patterns. Teams use LTV to segment portfolios, prioritize stewardship, and set acquisition cost targets.

Donation Frequency and Average Gift

These metrics break down how often donors give and the typical gift size by cohort or channel. Frequency and average gift help refine cultivation strategies and expectations for solicitation outcomes.

Bequest Potential and Wealth Indicators

The tool flags potential planned-giving or major-gift prospects using lifetime giving patterns and other available markers. That creates a starting list for major gift officers to qualify and prioritize.

Exportable Prospect Portfolios

Export creates targeted prospect lists for reactivation campaigns, major gift outreach, or personalized appeals. Exports are formatted to feed back into CRM workflows or to be used by development officers for outreach planning.

Campaign Analysis and Attribution

Campaign Analysis aggregates giving by campaign, appeal, or channel so teams can compare performance and ROI. That capability supports data-driven decisions on where to invest fundraising resources.

CRM Sync and Spreadsheet Import

The platform supports direct syncing with donor databases and simple CSV or spreadsheet imports to accommodate a variety of data setups. This flexibility reduces onboarding friction for organizations with different technical stacks.

With these features, the biggest benefit is rapid, reliable fundraising intelligence that keeps development teams aligned around measurable goals and gives fundraisers the data they need to act quickly.

Fundraising Report Card pricing

Fundraising Report Card follows a flexible approach and emphasizes free access to core analytics, but the vendor does not publish a dedicated pricing page for all plans and enterprise options. For the most current details on available tiers, paid features, and enterprise licensing, check the Fundraising Report Card homepage.

What is Fundraising Report Card Used For?

Fundraising Report Card is used to measure and monitor fundraising performance across campaigns, donor segments, and time periods. Nonprofit teams use it to calculate retention rates, donor lifetime value, donation growth, churn, and frequency so they can prioritize outreach and set realistic fundraising goals.

It is also used to generate prospect portfolios and reactivation lists that feed into cultivation workflows, enabling development staff to focus outreach on the donors most likely to respond. The tool fits organizations that already have donor data in a CRM or spreadsheet and need fast analytics without replacing their existing systems.

Pros and Cons of Fundraising Report Card

Pros

  • Easy setup: The tool ingests spreadsheets or syncs with donor databases quickly, so teams can run reports without complex configuration. This reduces time to insight and removes the need for technical resources.
  • Fundraising-focused metrics: It calculates nonprofit-specific KPIs such as donor retention, donation churn, and donor LTV, which are directly relevant to development strategy. Those metrics make it easier to compare campaigns and track fundraising health.
  • Export-driven prospect lists: Built-in export capabilities create targeted prospect portfolios for reactivation and major gift work, which speeds up outreach planning. Exports are formatted for use in CRM or outreach workflows.
  • Accessible for non-technical users: Dashboards and one-click reports are designed so fundraising staff and boards can understand metrics without data specialists.

Cons

  • Not a full CRM: The platform focuses on analytics and reporting rather than donor record management or gift processing, so organizations still need a CRM for operational tasks. That may require two separate systems and workflows.
  • Limited customization for advanced analytics: Users seeking highly customized models, predictive scoring beyond standard LTV, or deep statistical analysis may find the built-in options limited. Advanced analysts may need to export data for further modeling.
  • Public pricing details are limited: There is no dedicated, public pricing page with clear tiered pricing, which can make evaluation harder for procurement teams. Prospective customers may need to contact the vendor for enterprise arrangements.

Does Fundraising Report Card Offer a Free Trial?

Fundraising Report Card offers a free tier for its analytics and reporting features. Core dashboards, KPI reports, and spreadsheet import are available without charge so nonprofits can evaluate and use fundraising metrics immediately; contact the vendor through the Fundraising Report Card homepage for details on any premium or enterprise features.

Fundraising Report Card API and Integrations

The platform supports syncing with existing donor databases and CRMs, and accepts spreadsheet imports for organizations that prefer manual uploads. For integration setup and connector options, visit the Fundraising Report Card homepage to learn how to connect your database.

Many organizations pair this tool with donor CRMs such as Blackbaud Raiser’s Edge, DonorPerfect, or Bloomerang to combine operational donor management with Fundraising Report Card’s analytics. If you need developer-focused automation, contact the vendor about API access and connector availability through their site.

10 Fundraising Report Card alternatives

Paid alternatives to Fundraising Report Card

  • Bloomerang — A donor management platform with retention analytics, email tools, and donor-facing reports that combine CRM and analytics in one product.
  • DonorPerfect — A fundraising CRM with segmentation, reporting, and integrated fundraising tools designed for mid-size nonprofits and larger development teams.
  • Blackbaud Raiser’s Edge — An enterprise-class donor management and fundraising solution with extensive reporting and stewardship features for large organizations.
  • Neon CRM — A cloud CRM with reporting, online giving, and constituent management that includes fundraising dashboards and automation features.
  • Classy — A fundraising and donor engagement platform that combines donation processing, campaign reporting, and peer-to-peer capabilities.
  • Little Green Light — A donor management and fundraising tracking tool with built-in reporting and prospect research features aimed at small to mid-size shops.
  • Salsa Labs — A fundraising and advocacy suite with reporting and donor analytics geared toward integrated campaigns and online engagement.

Open source alternatives to Fundraising Report Card

  • CiviCRM — An open source constituent relationship management system with reporting modules and community-built extensions for nonprofit analytics; see the CiviCRM website for details.
  • Odoo Community Edition — While not nonprofit-specific, Odoo’s open source CRM and reporting modules can be configured for donor tracking and basic fundraising analytics; explore the Odoo website.
  • ERPNext — An open source ERP/CRM that can be adapted for nonprofit donation tracking and reporting, useful for organizations that want full data control and customization.

Frequently asked questions about Fundraising Report Card

What is Fundraising Report Card used for?

Fundraising Report Card is used to calculate fundraising KPIs and produce dashboards that show donation growth, retention, churn, and donor lifetime value. Teams use it to monitor campaign performance and prioritize donor outreach based on measurable signals.

Does Fundraising Report Card integrate with CRMs?

Yes, Fundraising Report Card syncs with existing donor databases and CRMs or accepts spreadsheet imports. For connector options and setup instructions, check the integration resources linked from the Fundraising Report Card homepage.

Is Fundraising Report Card free to use?

Fundraising Report Card offers a free tier for core analytics and reporting. Nonprofits can run dashboards and basic KPIs without payment; contact the vendor for details about premium features or enterprise arrangements.

Can Fundraising Report Card help recapture lapsed donors?

Yes, Fundraising Report Card includes churn and reactivation metrics plus exportable prospect lists for re-engagement. Those exports are intended to support targeted reactivation campaigns and major-gift outreach.

How does Fundraising Report Card calculate donor lifetime value?

The tool computes Donor LTV based on historical giving patterns, frequency, and average gift amounts to estimate future revenue potential. Teams use LTV to prioritize portfolios and guide acquisition budgets and stewardship plans.

Final Verdict: Fundraising Report Card

Fundraising Report Card delivers focused, easy-to-use fundraising analytics that make it simple for nonprofit teams to measure and act on the metrics that matter. Its strength is in converting donation data into retention, LTV, churn, and growth insights, plus exportable prospect lists that speed up outreach work.

Compared with a full CRM like Bloomerang, which combines donor management and paid subscription tiers, Fundraising Report Card stands out as a lightweight analytics layer that is free to start and fast to deploy. Organizations that already use a donor CRM but need clearer fundraising KPIs and prospect portfolios will find Fundraising Report Card especially useful.

For pricing specifics, enterprise options, and integration details, visit the Fundraising Report Card homepage and contact their team to match the tool to your organization’s needs.