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The Generosity Audit

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What is the Generosity Audit?

This audit evaluates the narrative of a generous culture in your church. Churches seek committed givers who are committed to long term change and generosity in their community. Use this report to evaluate where to focus in the next season of alignment and vision around generosity.

The Generosity Audit is organized into five interactive panels:

  • Generosity Overview
  • Giving Turnover Analysis
  • Ministry Fund Analysis
  • Giving Band Analysis
  • New & Lapsed Donors

 


 

Customizing the Generosity Audit

Generosity Audit Timeframe

The Generosity Audit supports a four-year time frame, based on a 12-month window. The date range selector at the top of the sidebar on the left allows you to select whether you'd like to view reporting by a Trailing 12 Month window from the current month or by Calendar Year.

 

Funds included in Analytics

The reports will include all Funds in the categories selected in the left sidebar. To select which of the three Fund Categories are active, click the checkbox next to that Fund.

  • To edit which Funds are included in each Fund Category, click the Edit button next to the Fund Category list to be redirected to the Funds Admin tab.

 

Only users with Role permission to edit/recategorize Funds will see the Edit button.

 


 

The Generosity Audit Overview

This report provides you a visualization of the dollar amount and percentage of the top Donors in your organization.

  • You can click on a data pair in the chart to see it visualized in the graph above
  • Additionally, you can click the Explore Data button to see a list of all individuals, families, and organizations that match the selected criteria

Generosity_Audit_1.png

 


 

Giving Turnover Analysis

This report provides you with critical information about giving retention. Each data "cluster" displays the Amount Given, Amount Retained, and % Retained Year to Year for that particular bracket.

  • You can click on a data cluster in the chart to see it visualized in the graph above
  • Additionally, you can click the Explore Data button to see a list of all individuals, families, and organizations that match the selected criteria

 

Generosity_Audit_2.png

 


 

Ministry Fund Analysis

This report provides context to your Ministry Fund by displaying a rolling four years organized by:

  • Total Ministry Giving
  • Total Donors
  • Average Total Annual Giving

 

Click on a row in the report to see the data visualized in the graph.

Ministry_Fund_Analysis_Panel.png

 


 

Giving Band Analysis

This report gives you insight into how many donors are giving in a particular donation band annually. Click on a row in the report to see the data visualized in the graph.

Giving_Band_Analysis.png

 


 

New and Lapsed Donors

This report provides invaluable insight into who in your organization is giving that wasn't giving before, as well as who has stopped giving. Click on a row in the report to see the Donor and Giving data visualized by category.

new_and_lapsed_donors.png

 

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