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fundr

The goal of fundr is to provide lightweight, tidyverse-compatible utilities for fundraising and advancement analytics, with minimal required dependencies.

Installation

You can install the development version of fundr from GitHub with:

# install.packages("pak")
pak::pak("mattfarrow1/fundr")

Features

Fiscal Year Helpers

Convert dates to fiscal year representations. Default fiscal year starts in July (month 7).

library(fundr)

dates <- as.Date(c("2024-06-30", "2024-07-01"))

fy_year(dates)
#> [1] 2024 2025

fy_label(dates)
#> [1] "FY24" "FY25"

fy_quarter(dates)
#> [1] 4 1

Currency Formatting

Format numbers as currency with proper thousands separators. Use compact notation for large values.

format_currency(1234567)
#> [1] "$1,234,567"

format_currency(-500)
#> [1] "($500)"

format_currency_short(c(1500, 50000, 2500000))
#> [1] "$1.5K" "$50K" "$2.5M"

format_pct(0.4567)
#> [1] "45.7%"

Donor Analytics

Classify donors based on giving history and calculate engagement metrics.

# Donor status classification
dates <- as.Date(c("2024-09-15", "2024-03-01", "2022-01-15", NA))
donor_status(dates, as_of = as.Date("2025-01-15"))
#> [1] Active LYBUNT SYBUNT Never
#> Levels: Active < LYBUNT < SYBUNT < Lapsed < Never

# Calculate age
calc_age(as.Date("1980-06-15"), as_of = as.Date("2024-06-01"))
#> [1] 43

# Years since last gift
years_since(as.Date("2020-06-15"), as_of = as.Date("2024-06-15"))
#> [1] 4

Data Normalization

Clean and standardize phone numbers and ZIP codes.

normalize_phone(c("(555) 123-4567", "555.987.6543", "1-800-555-0199"))
#> [1] "555-123-4567" "555-987-6543" "800-555-0199"

normalize_zip(c("12345-6789", "12345", "1234"))
#> [1] "12345" "12345" NA

Gift Level Bucketing

Map gift amounts to categorical levels using built-in reference data.

bucket_gift_level(c(500, 5000, 50000, 1000000))
#> [1] $1-$999 $1,000-$9,999 $10,000-$99,999 $1,000,000+

ggplot2 Integration

Color palettes, currency scales, and a custom theme (requires ggplot2).

library(ggplot2)

ggplot(mtcars, aes(wt, mpg)) +
geom_point() +
scale_y_currency(short = TRUE) +
theme_fundr()

Additional Utilities