How Coast Guard Foundation Unified Fundraising Reporting in One Dashboard
Coast Guard Foundation wanted clearer, faster visibility into their Blackbaud Luminate Online fundraising performance without spending hours stitching reports together across tools. They needed a single place to monitor campaign health, donor trends, and retention, with enough clarity to guide both day-to-day decisions and long-term strategy.
Project Highlights
Unified Reporting
Email, Donor, and Campaign Data in One View
Replaces hours of report-stitching across multiple tools with a single browser-based dashboard.
Email Performance Scoring
Sends Graded Against Industry Benchmarks
Top-performing sends earned A-grade scores, making it faster to interpret what’s working.
Year-Over-Year Donor Trends
Movement Visible in Real Time
Active, new, and recurring donor metrics surface alongside built-in YoY comparisons rather than weeks later in a quarterly report.
Survey-to-Gift Insights
Acquisition Path Performance
Form conversion and time-to-first-donation views connect engagement paths to actual giving behavior.
Our Solution
Supporting a Multi-Channel Fundraising Program
Coast Guard Foundation runs a sophisticated fundraising program spanning email, online donation forms, surveys, and recurring giving. We partnered with their team to build a custom Blackbaud Luminate Online Insights Dashboard so every one of those threads could be monitored in a single place.
Consolidating Email Performance at Every Level
The dashboard surfaces campaign-level email metrics like opens, clicks, unsubscribes, and direct revenue, alongside individual send performance. Email scoring grades each send against industry benchmarks for faster interpretation.
Bringing Donor Trends into Focus
Active donors, new donors, recurring donors, average first gift, and retention rate all appear with year-over-year comparisons built in, so CGF can spot movement the moment it happens. Tier migration and retention-by-tier views make it easy to see where donors are upgrading, holding steady, or slipping.
Connecting Surveys to Giving Behavior
Form conversion rates and time-to-first-donation views help the team understand how different acquisition paths actually perform, which surveys turn engaged users into donors, and how long that journey typically takes from first engagement to first gift.
The Results
We were able to help Coast Guard Foundation strengthen their fundraising program by giving them a single dashboard to monitor donor, campaign, and email performance in real time.
Since deploying the LO Insights Dashboard, CGF can view recurring donors, retention rates, and acquisition program trends in real time. The team now has the visibility they need to spot trends early, whether that’s a high-performing segment worth doubling down on or an acquisition path that needs rethinking.
We’re here to help!
Spending more time pulling Luminate Online reports than acting on them? A custom Insights Dashboard puts every email, donor, and campaign metric in one place, so your team can move from assembling data to using it.
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