Calculate donor fee-coverage percentage

First decide whether you want a gift-level rate or a unique-donor rate. They answer different questions.

Export a consistent population

Use Online Giving → Reporting → Custom Reports to create or edit a Gift Row Report with donation_id, a stable donor/constituent identifier, and donor_covered_payment_fee. Export it from Online Giving → Reporting → Donations using the intended date range and layout under Select your Report → Download Report. See the full export steps.

Define the population consistently: successful eligible gifts, the same forms/campaigns and dates, and a stated treatment of refunded, failed, test and recurring records. For payment coverage, count actual installments rather than both a recurring commitment and its installment payments.

Calculate the percentage

• Gift-level coverage rate: distinct gifts/payments with donor_covered_payment_fee greater than zero ÷ all distinct gifts/payments in that same population × 100. For example, 128 covered gifts out of 250 gifts is 51.2%.
• Unique-donor coverage rate: unique donors with at least one positive coverage amount ÷ all unique donors in the same population × 100. Use a consistent constituent/donor identifier; several gifts from one donor still represent one donor.

Deduplicate by gift/payment ID before counting or summing fees. Designation splits and the campaign All Gifts Report can contain several rows for one gift, including a separate fee row. Raw spreadsheet row counts will overstate gifts or donors.

Positive recorded coverage measures gifts paid with coverage. It does not establish everyone who saw the checkbox, clicked it, or declined it. Do not call this a checkbox opt-in/conversion rate without a matching exposure population; Opt Out forms also start with the checkbox checked. Historical platform adoption figures are not a forecast for your school.