The Blackbaud Fundraiser Performance Management (BFPM) platform — what you may formerly have refered to as Reeher — introduces exciting new behaviorally-based giving metrics to assist fundraisers in their prospect and portfolio decision making. You may have seen, heard talk of, or even be using these four scores introduced with this new platform. They are:

  • Annual Giving Expected Value Index (AG EVI)
  • Annual Giving Probability to Donate Index (AG PDI)
  • Major Giving Expected Value Index (MG EVI)
  • Six Square Segmentation Color/Rating
If you’re looking to get a handle on this flurry of acronyms, the video below provides a nice 5 minute introduction to the new values and what they mean. We’ve also provided a quick chart to reference scores and their definitions. Check it out!

AG EVI

Annual Giving Expected Value Index

This is a score that places constituents into percentile groups based on their predicted gifts to Annual Giving for the current fiscal year (their AG EV).

  • Scores range from 1 to 99, with 99 being the highest and 1 being the lowest, so a higher score will indicate a greater capacity and inclination to make a gift to annual giving.
  • Many factors go into this number including information about giving history, participation, and demographics (see the video above for more complete details on this).
  • Only individuals, not corporations or foundations, have AG EVI scores (BFPM (Reeher) Platform Glossary).
Note: Ticket priority is included in EVI scores, which may inflate them.

MG EVI

Major Giving Expected Value Index

This is a score that places constituents into percentile groups based on their MG EV, a prediction of how large a gift a donor will commit in the current fiscal year.

  • Similar to AG EVI, this score goes from 1 to 99, a higher score indicating a greater capacity and inclination to give a major gift.
  • This capacity and inclination to give is based on factors related to giving history, participation, and demographics (see the video above for more details).
  • It only applies to individuals, not corporations or foundations (BFPM (Reeher) Platform Glossary).

Note: Ticket priority is included in EVI scores, which may inflate them.

AG PDI

Annual Giving Probability to Donate Index

As the BFPM (Reeher) Platform Glossary states, AG PDI “predicts the probability that an individual will give to the Annual Giving program in a particular fiscal year. Scores range from 0 to 100, with 100 being the most likely and 0 being the least likely. Only individuals, not corporations and foundations, have AG PDI scores.”

  • PDI is a good barometer of affinity; higher levels mean a greater likelihood to engage with the university.
  • What makes a “good” PDI score? You may notice that the PDI scores you come across are much lower than EVI scores. That’s normal; the vast majority of constituents will have a score of 0, 1, or 2 — low probability. A high probability score will be anything greater than 5.

Six Square Segmentation

The six square segmentation combines AG EVI and AG PDI and places potential donors into one of six boxes. It’s intended to help make more efficient decisions about which constituents might make great additions to a fundraiser’s portfolio — those who fall in the green box — and which constituents may be better candidates for other fundraising or involvement initiatives.

  • The intent behind the Six Square model is to more efficiently differentiate outreach efforts based on which squares constituents fall into.
  • This rating is not reliable for parents and recent grads.

Read more about this model at the BFPM (Reeher) support page.

To find these values in GAIL, simply navigate to a constituent’s profile and under more information on the explorer sidebar to the left click on wealth and ratings. These scores will populate in the table under model scores and ratings.
(Note that not all users will have access to the wealth and ratings page for constituents, and not all constituents will have these scores associated with their profile. Depending on how your model scores and ratings table is ordered and how many metrics a constituent has, these Reeher values may appear on the table’s second page.)