The Blackbaud Fundraiser Performance Management (Blackbaud FPM or BB FPM) 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
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).
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.
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.
How often are these scores updated?
The algorithm that calculates EVI and PDI scores is based on the previous fiscal year giving. It takes into account the entire previous year to make predictions for the upcoming fiscal year so we’ll only get updated Blackbaud FPM (Fundraiser Performance Management) platform scores once per year. This means that you’ll always have the predictive FPM scores available to you that are relevant to the current fiscal year and the work you’re doing now — not scores that are years old and no longer applicable.
So when exactly does this happen? While we can’t give you an exact date of when the next refresh of the scores is going to happen, as you might expect it can’t happen until the previous fiscal year has come to an end. For FY20 the announcement from Blackbaud that their score had been updated happened on Wednesday, August 7th, 2019. You can expect that the FY21 scores will be ready at around the same time next year. The scores are also moved into GAIL in the weeks following their availability in FPM.
Do all constituents have these scores?
Not all constituents in GAIL will have these predictive Blackbaud FPM scores associated with them or their profile, but a great deal of constituents will. The table to the right shows that around 88% of our records in GAIL will have associated EVI/PDIs (the table shows information for FY20). As you may be able to glean, most of the constituents who don’t have scores are either organizations, UGA employees, or current students. This doesn’t mean that we’re not interested in these types of constituents, just that the predictive modeling provided by FPM is not really intended or reliable for these types of constituents.