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.

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How to Use It:

  • Understand terms like unspent funds, underspent funds, underwater endowments, or missing gift documentation.
  • Clarify donor engagement metrics like views, click-throughs, and downloads.
  • Use clear definitions to align your team on what to track and why.
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