Donor Quality - How do you qualify/score donors?

This would probably depend upon your organization's funding goals, and the type of funding you have. 

1. If you are talking regular donations then we have usually setup a Monthly Recurring Revenue MRR metric 

2. Otherwise the donations are likely either a single one time or perhaps measured by Annual Recurring Revenue. 

3. I might argue that  scores are specific and unique to each non-profit. 

4. On a different aspect when we do a lot of Google Analytics setup, there is the issue of "attribution" or which set of activities we have found to generate the sale or donation. Usually there is a process of getting a name, then qualifying that person and then time in the pipeline until they get enough newsletters or phone calls to be interested in donating.  

That being said. 

Key Scoring Components:

• Giving History: Recency, frequency, and monetary value of donations
• Engagement Level: Event attendance, email opens, website visits
• Demographic Indicators: Age, income bracket, philanthropic interests
• Relationship Depth: Years of involvement, volunteer history
• External Wealth Markers: Property ownership, business affiliations

Implementation in Salesforce:

1. Create custom fields for scoring factors
2. Build a weighted scoring formula:

CopyTotal Score = 
(Giving History × 0.4) +
(Engagement × 0.25) +
(Demographics × 0.15) +
(Relationship × 0.15) +
(Wealth Indicators × 0.05)

Qualifying Metrics:

• RFM Analysis (Recency, Frequency, Monetary)
• Engagement Rate = (Total Interactions / Opportunities for Interaction)
• Donor Lifetime Value = Total Giving / Years Active
• Loyalty Score = Consecutive Years of Giving

Automation Tips:

• Set up automatic score updates based on interactions
• Create segmentation based on score ranges
• Trigger different cultivation strategies per segment
• Schedule regular score recalculation