Nonprofit Expert The Mallory Erickson Mini Series: Track Relationship-Building KPIs for 2026
6 snips
Nov 12, 2025 
Mallory Erickson, fundraising coach and author focused on relational fundraising, shares a framework for tracking relationship-building KPIs for 2026. She covers measuring relational depth, donor trust, engagement consistency, and impact awareness. Practical tips include short surveys and simple CRM tracking to prioritize long-term connections over transactional asks.
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Money Metrics Drive Transactional Fundraising
- Tracking only dollars encourages transactional fundraising that undermines long-term relationships.
- Measuring relational KPIs reveals whether your actions match stated values and reduces burnout.
Survey Donors To Measure Depth And Trust
- Survey donors regularly to rate relational depth and trust using simple 1–10 questions.
- Log conversations and survey scores in your CRM to track changes over time.
Monitor Consistent Nonfinancial Engagement
- Track engagement consistency by monitoring event attendance, volunteer hours, and responses outside asks.
- Use CRM records and email/social analytics to measure both participation and sentiment.