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As Giving Tuesday and the year-end fundraising season arrive, now is the time for nonprofits to double down on the metrics that truly drive growth. In this refreshed episode of the Nonprofit Hub Podcast, Meghan sits down with Carly Berna of Virtuous to unpack the most essential data points every fundraiser needs to understand before year-end appeals hit full speed. From donor retention and average gift size to recurring giving, acquisition costs, portfolio balance, and the brand-new “days to second gift” metric, Carly breaks down how these insights can shape smarter asks, stronger donor journeys, and more predictable revenue during the most generous season of the year. If you’re preparing for Giving Tuesday or mapping out your year-end strategy, this conversation will help you focus on the numbers that matter most.

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Chapters

1. Sponsor Message: Pledgitt Overview (00:00:00)

2. Host Intro And Guest Background (00:00:26)

3. Why A Benchmark Report Matters (00:02:01)

4. What’s New In This Year’s Report (00:03:05)

5. Three Metrics For Beginners (00:04:18)

6. Using Median Gift To Shape Asks (00:07:05)

7. Personalizing Online And Direct Mail Asks (00:09:03)

8. Defining Core Terms: Retention And Acquisition (00:10:56)

9. Start Smart: Cost To Acquire And LTV (00:12:13)

10. Breaking Data Silos With Portfolio Balance (00:14:04)

11. Practical Upgrade Triggers And Workflows (00:16:17)

12. Setting Mid And Major Levels For Your File (00:18:02)

13. Internal Labels Vs Donor-Facing Language (00:20:21)

14. The One Lesson For New Fundraisers (00:22:00)

15. Where To Get The Benchmark Report (00:23:28)

16. Encouragement For Nonprofit Leaders (00:24:55)

218 episodes