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Nonprofit Leadership Podcast

What is the Fundraising Report Card?

April 12 · 42 min · 102.4 MB
0:00-42:40

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Greg Warner

In this episode of the Nonprofit Leadership Podcast, Dr. Rob Harter sits down with Greg Warner, founder of MarketSmart, to explore how nonprofit leaders can use fundraising data more effectively. Greg shares the story behind the Fundraising Report Card, a free tool designed to help organizations better understand donor retention, lapsed donors, giving trends, and overall fundraising performance.

The conversation also dives into the future of fundraising, including how AI can create efficiencies, improve donor engagement, and free up development teams to focus more on meaningful relationships. Greg offers a powerful reminder that donors should never be treated like ATMs, but rather as people looking for purpose, trust, and connection through their giving.

Key Topics Include:

  • What the Fundraising Report Card is and how it helps nonprofits assess donor trends, retention, and lapsed giving
  • Why lifetime donor value is one of the most important metrics nonprofit leaders should understand
  • Common data challenges organizations face, including poor data hygiene and activity-based measurement
  • How AI can improve fundraising efficiency by handling repetitive tasks and supporting donor cultivation
  • Why donor relationships should be approached relationally rather than transactionally
  • How empathy for the donor experience can lead to more transformational gifts
  • What nonprofit leaders should prepare for as fundraising continues to evolve in the years ahead

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