- name
- fundraising-analyzer
- description
- Nonprofit fundraising performance analysis with donor segmentation, campaign ROI, retention metrics, and trend analysis. Use when evaluating fundraising effectiveness, analyzing donor data, or planning campaigns.
Fundraising Analyzer
Frameworks for analyzing nonprofit fundraising performance, segmenting donors, evaluating campaign effectiveness, and building data-driven fundraising strategies.
Donor Analysis
Donor Segmentation Framework
DONOR SEGMENTATION MATRIX:
BY GIVING LEVEL:
Tier | Annual Giving | % of Donors | % of Revenue
------------------|--------------------| ------------|-------------
Major donors | $10,000+ | [%] | [%]
Mid-level donors | $1,000 - $9,999 | [%] | [%]
Grassroots donors | $100 - $999 | [%] | [%]
Small donors | Under $100 | [%] | [%]
BY ENGAGEMENT:
Segment | Definition | Strategy
------------------|-------------------------------|------------------
Champions | Top 10% by giving + volunteer | Steward, recognize
Loyal | 3+ consecutive years giving | Retain, upgrade
Growing | Increased gift this year | Encourage, cultivate
Lapsed risk | Decreased gift or late renewal| Re-engage campaign
Lapsed | No gift in 13+ months | Win-back campaign
New | First gift in last 12 months | Welcome series
BY RECENCY-FREQUENCY-MONETARY (RFM):
Score each 1-5:
Recency: How recently did they give? (5 = this month)
Frequency: How often do they give? (5 = monthly)
Monetary: How much do they give? (5 = top tier)
RFM Score | Segment | Priority
555 | Best | Highest — personal stewardship
5XX | Active | High — upgrade opportunities
X5X | Frequent | Medium — increase gift size
XX5 | High value | High — increase frequency
1XX | At risk | High — re-engagement needed
111 | Lost | Low — win-back or remove
Donor Lifetime Value
DONOR LIFETIME VALUE (LTV) CALCULATOR:
INPUTS:
Average annual gift: $______
Average giving years: ______ years
Donor retention rate: ______%
Discount rate: ______% (typically 5-8%)
SIMPLE LTV:
LTV = Average annual gift × Average giving years
LTV = $______ × ______ = $______
ADJUSTED LTV (with retention):
LTV = Average gift × (Retention rate / (1 - Retention rate))
LTV = $______ × (____% / (1 - ____%)) = $______
COST-ADJUSTED LTV:
Acquisition cost: $______
Annual stewardship cost: $______
Net LTV = Adjusted LTV - Acquisition cost - (Stewardship × Years)
Net LTV = $______
BY SEGMENT:
Segment | Avg Gift | Retention | LTV | Acq Cost | Net LTV
-----------------|----------|-----------|---------|----------|--------
Major donors | $______ | ____% | $______ | $______ | $______
Mid-level | $______ | ____% | $______ | $______ | $______
Grassroots | $______ | ____% | $______ | $______ | $______
Small | $______ | ____% | $______ | $______ | $______
Campaign Analysis
Campaign Performance Dashboard
CAMPAIGN REPORT: [Campaign Name]
Period: [Start Date] — [End Date]
Goal: $______
RESULTS:
Revenue raised: $______ (___% of goal)
Number of gifts: ______
Average gift: $______
Median gift: $______
New donors acquired: ______
Returning donors: ______
COST ANALYSIS:
Total campaign cost: $______
Cost per dollar raised: $______
Cost per acquisition: $______
ROI: (Revenue - Cost) / Cost = ______%
CHANNEL PERFORMANCE:
Channel | Revenue | Gifts | Avg Gift | Cost | ROI
-----------------|----------|-------|----------|---------|-----
Email | $______ | _____ | $______ | $______ | ___%
Direct mail | $______ | _____ | $______ | $______ | ___%
Social media | $______ | _____ | $______ | $______ | ___%
Website | $______ | _____ | $______ | $______ | ___%
Events | $______ | _____ | $______ | $______ | ___%
Phone/text | $______ | _____ | $______ | $______ | ___%
YEAR-OVER-YEAR:
Metric | Last Year | This Year | Change
Revenue | $______ | $______ | ____%
Donors | ______ | ______ | ____%
Avg gift | $______ | $______ | ____%
New donors | ______ | ______ | ____%
Campaign Comparison Matrix
| Metric | Spring Appeal | Year-End | Gala Event | Giving Tuesday | Peer-to-Peer |
|---|
| Revenue | $______ | $______ | $______ | $______ | $______ |
| Cost | $______ | $______ | $______ | $______ | $______ |
| ROI | ____% | ____% | ____% | ____% | ____% |
| New donors | ______ | ______ | ______ | ______ | ______ |
| Avg gift | $______ | $______ | $______ | $______ | $______ |
Key Metrics
Fundraising Health Scorecard
ANNUAL FUNDRAISING SCORECARD:
GROWTH METRICS:
Total revenue: $______ (target: $______)
Revenue growth (YoY): ____% (benchmark: 5-10%)
Number of donors: ______ (target: ______)
Donor growth (YoY): ____% (benchmark: 5-8%)
RETENTION METRICS:
Overall retention rate: ____% (benchmark: 45-50%)
First-year donor retention: ____% (benchmark: 25-30%)
Multi-year donor retention: ____% (benchmark: 60-65%)
Donor upgrade rate: ____% (benchmark: 10-15%)
Donor downgrade rate: ____% (target: <10%)
EFFICIENCY METRICS:
Cost to raise a dollar: $______ (benchmark: $0.20-0.30)
Fundraising expense ratio: ____% (benchmark: <15%)
Average gift size: $______
Revenue per donor: $______
Revenue per staff FTE: $______
DIVERSITY METRICS:
# of revenue sources: ______ (target: 5+)
Largest source % of total: ____% (target: <30%)
Individual vs institutional: ___% / ___%
HEALTH INDICATORS:
✓ Green: Retention > 50%, Growth > 5%, Diversity > 5 sources
△ Yellow: Retention 40-50%, Growth 0-5%, 3-4 sources
✗ Red: Retention < 40%, Decline, < 3 sources
Benchmark Comparison
| Metric | Your Org | Sector Avg | Top Quartile | Status |
|---|
| Retention rate | ____% | 45% | 65%+ | |
| First-year retention | ____% | 27% | 40%+ | |
| Cost per dollar | $____ | $0.25 | <$0.15 | |
| Online giving % | ____% | 13% | 25%+ | |
| Major gift % | ____% | 60% | 75%+ | |
| Monthly giving % | ____% | 15% | 30%+ | |
Trend Analysis
Multi-Year Trend Template
5-YEAR FUNDRAISING TRENDS:
YEAR | Y-4 | Y-3 | Y-2 | Y-1 | Current
|----------|----------|----------|----------|--------
Revenue | $______ | $______ | $______ | $______ | $______
Donors | ______ | ______ | ______ | ______ | ______
Avg Gift | $______ | $______ | $______ | $______ | $______
Retention | ____% | ____% | ____% | ____% | ____%
New Donors | ______ | ______ | ______ | ______ | ______
Lapsed Donors | ______ | ______ | ______ | ______ | ______
TREND ANALYSIS:
Revenue trend: [Increasing / Stable / Declining] at ___% annually
Donor base trend: [Growing / Stable / Shrinking] at ___% annually
Key concern: [Identify the most worrying trend]
Key strength: [Identify the most positive trend]
PROJECTIONS (next 3 years):
If current trends continue:
Revenue Y+1: $______
Revenue Y+2: $______
Revenue Y+3: $______
If retention improves by 5%:
Revenue Y+1: $______
Revenue Y+2: $______
Revenue Y+3: $______
Giving Strategy Templates
Monthly Giving Program Analysis
MONTHLY GIVING PROGRAM:
CURRENT STATE:
Monthly donors: ______
Average monthly gift: $______
Annual value per donor: $______ (monthly × 12)
Total annual revenue: $______
% of total fundraising: ____%
Retention rate: ____% (benchmark: 80-90%)
GROWTH ANALYSIS:
New monthly donors (this year): ______
Upgraded from one-time: ______
Cancelled: ______
Net change: ______
UPGRADE OPPORTUNITIES:
Donors giving < $25/month: ______ → Upgrade to $35
Donors giving $25-49/month: ______ → Upgrade to $50
Donors giving $50-99/month: ______ → Upgrade to $100
Potential revenue increase: $______/year
ACQUISITION CHANNELS:
Channel | Conversions | Avg Gift | Cost/Acquisition
Website popup | ______ | $______ | $______
Email campaign | ______ | $______ | $______
Direct mail insert | ______ | $______ | $______
Thank-you page upsell| ______ | $______ | $______
Major Gift Pipeline
MAJOR GIFT PIPELINE: FY[Year]
STAGE | # Prospects | Total Value | Avg Gift | Probability
----------------|-------------|-------------|-----------|------------
Identification | ______ | $______ | $______ | 10%
Qualification | ______ | $______ | $______ | 25%
Cultivation | ______ | $______ | $______ | 50%
Solicitation | ______ | $______ | $______ | 75%
Closed | ______ | $______ | $______ | 100%
WEIGHTED PIPELINE VALUE:
= Σ (Value at each stage × Probability)
= $______
PIPELINE METRICS:
Average cultivation time: ______ months
Close rate (solicited): ____%
Average solicitation: $______
Average closed gift: $______
Gifts above ask: ____%
Gifts below ask: ____%
See Also
