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Individual Giving Assessment

Individual Giving Assessment

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Organize your donors.

Dig into donor demographics and giving patterns to determine which donors to target in your next campaign.

This Excel template allows you to organize your individual donors by how much they have given and their basic demographics. Learn who gives to you now so you can find more people to donate to you in the future.

What You’ll Get

An easy way to analyze your individual donors based on their demographics and your individual donations based on their amounts and timing.

What You’ll Learn

  • The demographic information you need to know about your donors
  • How to analyze giving trends
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Your download includes:

  • Written Explainer

    A PDF document that describes how to use the tool, why the tool is fundamental to success, and tips and best practices

  • Explainer Video

    Each product contains an Explainer video, each at 15 minutes or less, that provides training for the product

  • Tool or Template

    Each tool or template is flexible and compatible with both the Google and Microsoft suite

  • Analysis Tool

    Each tool includes a Word document with a specific section with prompts for each tool