Year to date against the same point last year: six graded measures, the lapsed donors worth calling and what to say, campaign results, and a ranked list of what to fix first. Plus a one-page board report.
Made for
Each one is year to date, compared with the same date last year, and graded on a clear scale. The overall grade is their average.
| Measure | How it's calculated | An A means |
|---|---|---|
| Donor retention | Last year's donors who've given again this year | 70% or more |
| First-time donor retention | Donors whose first gift was last year who've given again | 45% or more |
| Donor growth | Donors so far vs. the same date last year | +10% |
| Revenue growth | Revenue so far vs. the same date last year | +10% |
| Donors who gave more | Of donors who gave both years, the share who gave more | 35% or more |
| Lapsed donors won back | Stopped before last year, gave this year | 12% or more |
Who gave last year (or some year) but not this one, ranked, with what to do about each group.
A ranked list of the changes most likely to raise your grade, written in plain language.
Reach, opens, clicks and cost for each campaign, with cost per donor and donation-page conversion.
Revenue gained and lost, by donor group and channel, so you can explain this year's number.
Share a read-only link with no donor names. Turn it off or replace it any time.
Gifts can carry a program, so every report narrows to one program or hosted project.
Upload a spreadsheet with one row per gift, or connect Engage, Give, Sponsorships and Fiscal to pull them every hour.
Six measures, an overall grade, and the lists behind them. Gifts that passed through two apps count once.
Start a win-back journey in Engage for your lapsed donors, and send the board report.
Pay yearly and get two months free.
No. Upload a spreadsheet with one row per gift: name or email, amount, date, and optionally type, campaign and channel.
Someone who gave Last Year But Unfortunately Not This year. SYBUNT means Some Year But Unfortunately Not This year.
No. The board report link is read-only and shows no donor names.
Your data stays your own. Benchmarks for similar organizations are shown as a reference only.
A 20-minute demo. Bring a spreadsheet of gifts and see your report card on the call.
Book a free demo