fundraising-analyzer

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            | $______  | ____%     | $______ | $______  | $______