How TntMPD Determines the Monthly
Average for a Contact
Contacts in TntMPD have an AveMonthlyGift field that
can be used to determine past giving performance and can also be used to
estimate future expectations. This field is not necessarily a simple
average. If you want a simple average, you can just divide the
TwelveMonthTotal
field by 12.
Special Partners
When a contact does not have a financial pledge, they are
treated as a special partner and the AveMonthlyGift field does represent
the simple average. This is the TwelveMonthTotal
field divided by 12.
Financial Partners
When a contact does have a financial pledge, their
MonthlyPledge
(PledgeAmount / PledgeFrequency) is taken into consideration.
First of all, the average is based upon (12 + PledgeFrequency) months.
This means that a monthly giver has the average based on (12 + 1) 13 months.
A quarterly giver is based on (12 + 3) 15 months, and an annual (12 + 12) 24
months. If no gifts have been received within this time frame, the average
is zero. If there are no gifts before this range, the number of months is
shortened to just include the first gift.
Once this range is established, the first month with gifts
prior to the range and the last month with gifts within the range are treated
uniquely. The first month with gifts prior to the range is spread out
evenly to fill in all months without gifts up until right before the first month
with gifts within the range. This is done because the donor probably
intended for that gift to cover those months. The last month with gifts is
spread out into the future based upon the MonthlyPledge. This is
done because the donor probably intends for the gifts that month to count for
future months if it is larger than the MonthlyPledge.
Examples
This donor has pledged $50/month of support.
Here is their giving history: (The current month is
March)
|
300
|
|
|
|
|
|
100
|
|
100
|
|
50
|
100
|
|
150
|
|
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
First of all, their average will be based on (12 + 1) 13
months.
|
300
|
|
|
|
|
|
100
|
|
100
|
|
50
|
100
|
|
150
|
|
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
The first month with gifts before this range will be spread
out to fill in all the months up until the first month with gifts within the
range.
|
50
|
50
|
50
|
50
|
50
|
50
|
100
|
|
100
|
|
50
|
100
|
|
150
|
|
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
Now the last month with gifts is spread out into the future
based upon the MonthlyPledge of $50. Notice this causes $50 from the last
month’s total of $150 to not be counted. This $50 was probably intended to
cover future months.
|
50
|
50
|
50
|
50
|
50
|
50
|
100
|
|
100
|
|
50
|
100
|
|
50
|
50
|
50
|
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
Apr
|
The average can now be determined by adding all of the
monthly totals within the range.
|
50
|
50
|
50
|
50
|
100
|
|
100
|
|
50
|
100
|
|
50
|
50
|
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
Therefore, this partner’s average is $650/13 = $50 per month.
This seems very reasonable because the partner occasionally gives a few months
at a time to cover future months, and because this partner has done this
consistently. If a simple mean were calculated for 12 months, the partner
would have an average of about $42 (12 month total of $500), which in this case does not make sense since the
partner has been faithful to their $50/mo pledge.
