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Strategic Review

We help charitable foundations use data to fund-raise more effectively. Let us analyze your donor data and show you the best ways to focus your fundraising.

25 strategic areas of review

  • Executive Summary Of Giving History
  • Active Donor Giving Pyramids
  • Recency, Frequency & Monetary Analysis
  • Gift Frequency History
  • Gift Frequency Broken Down By Monetary Value Of Gift
  • Donors Who Gave More, Same or Less
  • Gift Size History
  • Donor Renewal Rates
  • Consecutive Years Giving History
  • Time Of Year Donors Give
  • New Donor Acquisition and Retention
  • Second Gift Conversion Rates
  • Second Gift Conversion History By Year
  • Donor Attrition Report
  • Donor Reactivation Report
  • Long Term Donor Value Tables
  • Gift Results By Time Period
  • Donor Segmentation Table
  • Monthly Appeal Report
  • Appeal Summaries

 

39 Action Reports Included!

Our action reports do the work for you by identifying the donors you need to work with and the actions you can take to increase gift levels and build donor loyalty.  They include identifying:

Your Top Donors
Top   2% Donors last 0 to 12 months
Top   2% Donors last 13 to 24 months
Top   2% Donors last 25 to 36 months
Top   8% Donors last 0 to 12 months
Top   8% Donors last 13 to 24 months
Top   8% Donors last 25 to 36 months
Top 20% Donors last 0 to 12 months
Top 20% Donors last 13 to 24 months
Top 20% Donors last 25 to 36 months
Top Upgrade Prospects Remaining 70% Donors last 0 to 12 months
Top Upgrade Prospects Remaining 70% Donors last 13 to 24 months
Top Upgrade Prospects Remaining 70% Donors last 25 to 36 months

Use these reports to steward and cultivate your top donors and identify your top upgrade prospects.

Donors By Number Of Years They Have Given Consecutively
– Consecutive Giving All Donors
– Consecutive Giving Donors 0 to 12 months
– Consecutive Giving Donors 13 to 24 months
– Consecutive Giving Donors 25 to 36 months

Use this report to identify donors you will want to reward for their long time loyalty and consistent giving history

Donors By Time Of Year They Give

Use this report to send appeals to donors only during the time of year they have been known to give

Donors By Gift Size

– $0 to $50
– $51 to $500
– $501 plus

Use this report to identify donors who need different levels of stewardship and cultivation strategies based on level of giving

Donors Who Have Recently Lapsed
– Donor Attrition Those Who Gave 1 Gift
– Donor Attrition Those Who Gave 2 Gifts
– Donor Attrition Those Who Gave 3 to 9 Gifts
– Donor Attrition Those Who Gave 10 Plus Gifts

Use this report to identify top prospects for reactivation strategies so as to re-engage these donors

Donors Who Give Frequently By Gift Size And Most Recent Gift
– Donors who gave 1 gift last 0 to 12 months
– Donors who gave 2 gifts last 0 to 12 months
– Donors who gave 3 to 9 gifts last 0 to 12 months
– Donors who gave 10 plus gifts last 0 to 12 months
– Donors who gave 1 gift last 13 to 24 months
– Donors who gave 2 gifts last 13 to 24 months
– Donors who gave 3 to 9 gifts last 13 to 24 months
– Donors who gave 10 plus gifts last 13 to 24 months
– Donors who gave 1 gift last 25 to 36 months
– Donors who gave 2 gifts last 25 to 36 months
– Donors who gave 3 to 9 gifts last 25 to 36 months
– Donors who gave 10 plus gifts last 25 to 36 months

Use these reports to identify donors who are beginning to lapse from your list, especially those who have given frequently and have given larger gifts but have not given in the most recent year.  Also identify monthly giving and major gift prospects

Donors By Gift Segmentation

Use this report to target different segments of your donor database with just the right appeal.  Target by gift level, recency and frequency of gift

Donors By Number Of Years They Have Given

Use this report to identify donors who have been loyal over many years even if they have not given every year consecutively

New Donors

Use this report to ensure new donors are welcomed and identified as prospects for second gift conversion programs