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In this podcast episode, Mary Hackett discusses the importance of metrics in annual giving. She emphasizes the need to measure what truly matters and avoid vanity metrics. Mary then dives into specific key performance indicators (KPIs) for annual giving, including retention rate, retention rate for first-time donors, upgrade rate, total raised, donor pool growth, and second gifts in the same fiscal year.
Chapters
00:00 Introduction to Metrics
03:03 Importance of Annual Giving
07:13 Retention Rate
08:32 Retention Rate for First-Time Donors
10:29 Upgrade Rate
12:51 Total Raised
14:31 Donor Pool
16:10 Second Gift in the Same Fiscal Year
18:07 Trendy Annual Giving Slogans
Downloads and Resources Mentioned In This Episode
→ Download KPI's For Annual Giving
→ Join The Fundraising Collective
→ Connect with Mary Petersen on LinkedIn
→ Join our Private Facebook Group
→ Schedule Your Free Gameplan Call with Mary
Stop having “nice meetings” that go nowhere. If you want meetings that end with momentum (next step + timeline + clarity), start here:
🔥 Major Donor Meeting Mastery — my step-by-step system for better donor meetings.
📘 Mary's book — grab the framework and major gift ask scripts.
🎥 Momentum Webinar — learn the core strategy in one sitting.
💻 Connect with Mary Petersen
By Mary Petersen5
2020 ratings
In this podcast episode, Mary Hackett discusses the importance of metrics in annual giving. She emphasizes the need to measure what truly matters and avoid vanity metrics. Mary then dives into specific key performance indicators (KPIs) for annual giving, including retention rate, retention rate for first-time donors, upgrade rate, total raised, donor pool growth, and second gifts in the same fiscal year.
Chapters
00:00 Introduction to Metrics
03:03 Importance of Annual Giving
07:13 Retention Rate
08:32 Retention Rate for First-Time Donors
10:29 Upgrade Rate
12:51 Total Raised
14:31 Donor Pool
16:10 Second Gift in the Same Fiscal Year
18:07 Trendy Annual Giving Slogans
Downloads and Resources Mentioned In This Episode
→ Download KPI's For Annual Giving
→ Join The Fundraising Collective
→ Connect with Mary Petersen on LinkedIn
→ Join our Private Facebook Group
→ Schedule Your Free Gameplan Call with Mary
Stop having “nice meetings” that go nowhere. If you want meetings that end with momentum (next step + timeline + clarity), start here:
🔥 Major Donor Meeting Mastery — my step-by-step system for better donor meetings.
📘 Mary's book — grab the framework and major gift ask scripts.
🎥 Momentum Webinar — learn the core strategy in one sitting.
💻 Connect with Mary Petersen

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