Donor Analytics

Pipeline, retention & campaign performance · FY 2025-26

Key Takeaways

•The mid-tier donor segment ($500–$999) showed the strongest growth at +18% YoY — a prime upgrade opportunity.
•Recurring donors give 4.2x more over their lifetime than one-time donors and retain at 82% vs 34%.
•December giving accounted for 14% of annual revenue — the end-of-year appeal outperformed the prior year by $25K.
•Leadership-tier donors ($5K+) have a 78% retention rate, well above the 60% nonprofit benchmark.

Total Donors

Retention Rate

Average Gift

Recurring Donors

0 (17%)

New This Year

Lifetime Value

$0K

Donor Pipeline Funnel

Prospects

4.5K(100%)

First Gift

1.8K(40%)

Second Gift

1.6K(87%)

Recurring

300(19%)

Major Gift ($1K+)

297(99%)

Planned Gift

99(33%)

Retention by Segment

Giving Trends

Revenue by Source

Donor Health

Active & Growing$1.3M33.6%

Stable$877K23.0%

Lapsed$831K21.8%

At Risk$820K21.5%

Campaign Performance

Campaign	Goal	Raised	Donors	Avg Gift	Progress	Status
Annual Fund	$500K	$412K	892	$462	82%	Active
Spring Gala 2025	$180K	$195K	340	$574	100%	Completed
Year-End Appeal 2025	$250K	$89K	201	$443	36%	Active

Predictive Insights

Re-engagement Campaign

791

Send re-engagement emails to 791 at-risk and lapsed donors before end of quarter.

Upgrade Micro Donors

131

131 recurring micro donors are upgrade candidates to the small segment.

Welcome New Donors

Thank 27 first-time donors from this fiscal year with a personal note.

Stewardship Calls

297

Schedule stewardship calls for 297 major and leadership donors.

Lifetime Value by Segment

Giving Velocity

At-Risk Donors

Name	Segment	Last Gift	Total Given	Lapse Risk
Mary Thomas	micro	2021-08-21	$41.34	98%
Jennifer Smith	micro	2023-09-06	$51.25	98%
Lisa James	micro	2020-06-30	$35.91	98%
Pamela Ross	micro	2020-01-05	$92.29	98%
Anthony Green	micro	2024-01-14	$36.01	98%
Donna Parker	micro	2021-04-02	$36.43	98%
John Brooks	micro	2020-03-04	$23.33	98%
Angela Smith	micro	2022-07-30	$84.09	98%
Thomas Sanders	micro	2023-11-28	$20.37	98%
Larry Phillips	micro	2020-05-21	$57.2	98%
George Ramirez	micro	2022-01-11	$50.06	98%
Brian Brooks	micro	2023-06-15	$16.9	98%