What do the terms in Donations mean?
The Donations area of Insights uses specific terminology to categorize and track donor activity, helping you understand your donor base and giving patterns more effectively.
Donor Renewal Type
Donor Renewal Type indicates where a donor stands in their giving journey with your organization, based on the timing of their donations relative to previous giving history.
| Donor Renewal Type Name | Definition |
| New | No prior donation history |
| Renew | Donated within 8 weeks of renewal date. |
| Reinstate | Donated after 8 weeks of renewal date but less than 12 months. |
| Reactivate | Donated after 12 months of renewal date. |
Gift Level Movement
Gift Level Movement tracks how a donor's giving has changed compared to their previous contribution level, helping you monitor upgrade and downgrade patterns.
| Gift Level Movement Name | Description |
| New | No prior giving |
| Same Level | YTD giving at same level as previous. |
| Upgrade | YTD giving at a higher level than previous. |
| Downgrade | YTD giving at a lower level than previous. |
Gift Level
Gift Level is a named category which represents a range of giving amounts. This will often align with how you divide your giving/membership programme into different benefit levels, although you can set up gift levels however you want.
For example, you might have gift levels like "Friend" ($1-$99), "Supporter" ($100-$499), "Patron" ($500-$999), and "Benefactor" ($1,000+).
Portfolio
Portfolio refers to a set of one or more gift levels which are overseen by a member of your team. Often, high-level giving is stewarded differently than lower-level add-on or round-up giving. A portfolio can be named, have its own set of targets, and can be assigned to a team member. This allows for specialized relationship management of different donor segments.
Project Type
Project Type categorizes the source of donations based on the type of donor entity, helping you track and report on different funding streams.
| Project Type Name | Description |
| Individual | Donations from private individuals or households |
| Corporate | Donations from businesses, companies, and other corporate entities |
| Government | Funding received from government bodies, agencies, or public sector organizations |
| Trusts & Foundations | Donations from charitable trusts, family foundations, and other grant-making institutions |