GUIDE

Fund Metrics Cheat Sheet

A quick-reference guide to the most important fund health and donor engagement metrics, designed to bring clarity and consistency to your reviews.

Fill out the form to get your copy

How to Use It:

  • Understand terms like excessive accumulation, underwater endowments, or missing documentation.
  • Clarify donor engagement metrics like views, click-throughs, and downloads.
  • Use clear definitions to align your team on what to track and why.
chief designer goes on break

Turn every dollar in to impact

Click the link to schedule a discovery call and let's discuss how FundMiner can help you.