Institutional donor analytics

Your donor file is a trust. Steward it like one.

We read your contacts and gifts the way a fund reads a portfolio, scoring retention, lifetime value, and concentration across the whole file. Every number traces back to your own giving records, so the figure your team sees is one it can act on.

$0.0Mtypically recoverable on a first pass

Get your first analysis See the methodology

Your first analysis is included with every plan, and it starts with a five-minute conversation. How your data is handled

Score every donor's 24-month survival probability

donor-survival — Rivermark Relief

48,201 rows · 6 cohorts · complete

Modeled 24-month survival probability by donor. Sample data for a fictional organization.
Donor	Last gift	Gifts 24mo	Survival 24mo
M. Okafor	$250	9	0.94
T. Rasmussen	$1,000	6	0.91
J. Delacroix	$75	12	0.88
A. Whitfield	$500	4	0.83
S. Nakamura	$120	7	0.79
R. Bello	$40	5	0.71
K. Underwood	$300	3	0.64
L. Fontaine	$60	2	0.52
D. Achebe	$25	2	0.43
P. Sorensen	$150	1	0.38
C. Ellsworth	$45	1	0.31
V. Moreau	$80	1	0.27

Illustrative — sample data for a fictional organization.

hundreds of organizations
Decades of donor stewardship
Connect to any source system
built for hundreds of millions of gifts

The cost of not knowing

Most organizations discover donor lapse a year too late.

Improper donor stewardship loses money quietly. By the time a slow decline shows up in the annual numbers, three giving cycles have already passed.

22%

Donors lapse each year

On a typical file, roughly a fifth of active donors stop giving within twelve months — most without a single flag before they go.

33%

Recurring gifts lost to failed payments

Expired cards and quiet declines end recurring gifts. A third of recurring churn is a payment problem, not a decision to stop.

94%

Net dollar retention below 100%

When a file keeps 94 cents of every dollar year over year, the base is shrinking before a single new donor is counted.

The platform

The platform your team reads between meetings.

The product is one platform, built on your file and open whenever a question comes up. More than sixty charts cover contacts, donations, and campaigns, with marketing data read next to the gift file.

60+charts across contacts, donations, and campaigns, every one filterable and exportable to CSV

The donor lifecycle, end to end

01
Acquire
New donors by source, channel, and cohort
02
Convert
First gift to second, and the time between
03
Retain
Who is staying and who is slipping
04
Reactivate
Lapsed donors worth a second ask

Filter and export on every chart

Two dozen filter attributes narrow any view to the donors you mean, and every chart exports to CSV in one click for the next campaign.

Built to open instantly

Views are pre-computed, so a chart is on screen the moment you click it, with nothing to wait on while your team watches.

AI analysis, added on top

Ask the file a question in plain language and read the answer with the chart behind it. The Ask panel below is a live preview.

Marketing economics

Know your true cost of acquisition.

The platform reads Google Analytics and your email platform next to the gift file, so every channel and campaign carries its real economics: what it cost, what it returned, and what its donors became worth over two years.

Email leads the file at $18 to acquire.

7.9×

return on the best-performing channel, once you count what its donors gave over two years, not just their first gift

Cost to acquire vs 24-month value, by channel

acquisition-economics — Rivermark Relief

Channel	CAC	24-mo value	Return
Email	$18	$142	7.9×
Organic search	$24	$118	4.9×
Referral	$31	$126	4.1×
Paid social	$52	$96	1.8×
Paid search	$68	$88	1.3×

Illustrative — sample data for a fictional organization.

One file, many lenses

Choose a segment and the whole review re-reads the file.

Pick a group of donors and every panel moves together — the survival curve, the scorecard, and the lifetime-value estimate all re-read the same file through that lens. Below is a fictional organization, switched live.

Read every active donor on the file

segment-explorer — Rivermark Relief

Modeled lifetime value per donor

Across 42,000 active donors on the file.

24-month survival

Scorecard

24-month survival70%
Net dollar retention104%
Recurring share of revenue41%
Median annual gift$95
Reactivation rate9%

Illustrative — sample data for a fictional organization.

The analysis beneath it

The methods are the ones a quant would recognize.

No black box. Each figure in the review comes from a named method, stated plainly and shown with its uncertainty.

Methodology revised July 2026.

Kaplan–Meier survival, Greenwood 95% CI

kaplan-meier — sample organization

Survival analysis

Kaplan-Meier estimation with Greenwood confidence intervals. We measure how long donors stay, month by month, with error bars that widen honestly as a cohort thins.

Lifetime value

Weibull-modeled LTV with sensitivity grids. Each giving tier gets its own survival tail, discounted across horizons you can vary.

Seasonal-trend decomposition

STL separates the year-end spike from the underlying trend, so a strong December cannot hide a slow decline.

Concentration risk

A Lorenz curve and Gini coefficient show how much revenue rides on the top few donors, and what one departure would cost.

58% of revenue in the top decile

Net dollar retention

One number for whether the base is growing or shrinking before any new donor is counted.

Upgrade-value matrix

Which donors sit one ask away from the next giving band, ranked by expected value.

What the platform produces

When your team meets, the file speaks their language.

Once a quarter the platform turns the same charts into a leadership-grade brief: a steward's letter, a six-metric scorecard, a revenue bridge that reconciles to the dollar, and a sequenced set of moves. Below is a sample rebuilt for a fictional organization.

Sample review · Rivermark Relief · illustrative figures

Rivermark Relief — Donor & Fundraising Strategy Review

$48M

Rivermark's donor file is a $48M trust. Over the next four quarters, here is how we would steward the donors you hold today and grow the giving they have entrusted. Six metrics tell the story. Three moves change it.

Revenue bridge — trailing twelve months

Scorecard

Gross donor retention64%
First move: Re-sequence the second-gift ask
Net dollar retention104%
First move: Steward the mid-tier
Recurring share of revenue41%
First move: Route failed payments to dunning
Payment-failure rate6.8%
First move: Add a card updater and retry ladder
Top-decile revenue share58%
First move: Widen the major-gift pipeline
Reactivation rate9%
First move: Test a win-back series at month 14

Sequenced roadmap

Q1
Dunning and card updater
Recovers close to $0.5M now lost to involuntary churn
Low effort
Q1
Second-gift welcome series
Adds 3 to 5 points to first-year retention
Low effort
Q2
Mid-tier upgrade path
Moves an estimated $0.4M into the next giving band
Medium effort
Q3
Major-gift pipeline
Reduces the file's reliance on its top decile
Higher effort

What a read surfaces

The first pass usually finds money the file was quietly losing.

A national organization on 400,000 donors found a third of its recurring lapse was involuntary. The recovery plan defended an estimated $0.5M.
A regional non-profit learned its best-looking channel returned less over two years than its cheapest. Budget moved, and two-year value rose.
A development team of two got the same read a senior strategist once delivered by hand — in a one-hour walkthrough.

Illustrative examples — drawn from the patterns a first read typically surfaces, not client results.

Ask your donor file

Ask a question in plain language and read the answer with its work.

The platform answers the questions a development director actually asks, and shows the chart behind each answer. Try one below, on a fictional organization.

Which donors are at risk of lapsing?

Scanning 48,201 gift rows · 3 sources

Donors likely to lapse, by first-gift band

gift ledger · FY2024–26

select first_gift_band, count(*) as donors
from gift_ledger
where lapse_probability > 0.5
  and months_since_last_gift > 8
group by first_gift_band
order by donors desc

Illustrative sample for a fictional organization.

Illustrative — sample data for a fictional organization.

Sources

We read the systems you already run on.

Contacts and gifts come from the CRM and payment tools you use, and the marketing side comes from Google Analytics and your email platform, so giving and campaign data land together.

Any source system, connected for you. We build the connection when a new one comes up.

Virtuous
Salesforce
HubSpot
Bloomerang
Funraise
Neon CRM
DonorPerfect
Raiser's Edge
eTapestry
Planning Center
Google Analytics
Mailchimp
ActiveCampaign

Get started

Send two files. Get an institutional-grade read in a one-hour walkthrough.

No integration project and no long onboarding. Export your contacts and gifts, and a strategist walks you through the full review.

01
Send two files
Export contacts and gifts as CSV from the CRM you use. That is all we need to begin.
02
We run the full analysis
Survival curves, lifetime value, retention, and concentration — the complete review, rebuilt on the data you send.
03
Walk through it with a strategist
In a one-hour walkthrough, sit with someone who can read the numbers and name the first three moves.

Get your first analysis

Your first analysis is included with every plan, and it starts with a five-minute conversation. How your data is handled