Free download · PDF, Excel and PowerPoint
The Beckard Review
The whole deliverable, not just the deck.
An illustrative donor review for Beckard Family Mission, a fictitious organization built from synthetic giving records.
One donor file, read three ways. The executive review tells a board what happened and what to decide. The workbook holds every number behind it and the lists a team can work from on Monday. The slide deck is the review again, ready to edit.
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Illustrative example. Beckard Family Mission is a fictitious organization and all data is synthetic. The structure, the methods, and the way the findings are presented are what we prepare for a real donor file.
What you get
Three files, one donor file, one set of numbers.
Each file answers to a different reader. The figures match across all three, so a board, a development team, and an analyst can work from the same story.
PDF · 24 pages
Executive review
The board-ready review. Each page leads with its finding, and the review ends with a 90-day plan.
Excel · 24 tabs
Donor audit workbook
The numbers behind every page, the scoring model, a scenario model, and three ranked lists of 100 donors.
PowerPoint · 24 slides
Editable slide deck
The same review as native, editable slides with speaker notes, ready to present or to make your own.
Who it is for
A finished set to put in front of the people you serve.
Read it as the deliverable at the end of a real engagement, whether you build reviews for clients or you lead an organization that could ask for one.
01
Agencies pitching strategy
Walk a prospect through the PDF, then open the workbook to show the work behind every page. The ranked lists turn a finding into next week's mailing.
02
Leaders briefing a board
Present the editable deck as it stands or swap in your own numbers. Each slide states its point in the headline, so the room reads the argument at a glance.
03
Development teams
Work the Winback, Upgrade, and Prospect lists. Winback rows carry a reason in plain words and a suggested channel, and the scored-donor tab marks the donors held back to measure the result.
04
Analysts checking the math
The workbook keeps a methodology tab and live formulas, so every headline can be traced back to the giving records it came from.
Inside the review
A finding on every page, and a plan at the end.
The review moves from the size of the file to who stays, who lapses, and what to do in the next 90 days. The figures below are Beckard's synthetic numbers, taken straight from the review.
Section 01
Donors and revenue over time
How many people give each year, what they give, and how many new donors arrive.
−60%new donors per year, from 6,180 in 2015 to 2,470 in 2025
Section 02
Keeping donors
How many of last year's dollars came back this year, and which donors gave less.
$90of every $100 that 2024's donors gave came back in 2025
p. 08Dollars kept. What came back from last year's donors and what left. Section 03
New donors and the second gift
How fast new donors give again, and what that second gift is worth over five years.
~$580more over five years from new donors who give again within a year
Section 05
Monthly givers
Who already gives on a schedule without a monthly pledge, and how well they stay.
1,587donors give on a regular schedule with no pledge on file, and 90% kept giving
Section 06
Donors who stopped giving
When a lapsed donor is still likely to return, and who to contact first.
38%of donors 13 months past their last gift give again within a year. By month 25, 11% do.
p. 15Lapsed donors. The chance of return falls fast after month 13. Section 09
The top 100 lists
Which donors to contact, in what order, and how the ranking was tested before anyone used it.
$1.5Mgiven over their lifetimes by the 100 donors on the winback list
p. 20The three top 100 lists, and how the winback list was tested. Section 12
The 90-day plan
What happens next, who owns each step, and how Beckard will know it worked.
7steps over 90 days, each with an owner and a date
p. 23The 90-day plan. Seven steps, each with an owner and a date.
Six of the 24 pages are shown here. The rest, the workbook, and the slide deck arrive when you submit the form. Get all three files
What a review surfaces
Beckard's largest donors kept 75% of their giving.
The top 1% of Beckard's 2024 donors kept 75% of their giving in 2025, while everyone else kept 98%. The top 1% kept less than the rest in 12 of 12 years from 2014 to 2025.
A file can look steady on the revenue line while the donors who carry it slowly give less. The review names the loss, sizes it, and puts the 100 donors most likely to give more in front of the development director.
75%
of 2024 giving kept by the top 1% of donors in 2025
Synthetic figures for a fictitious organization.
How it is made
One output of an always-on platform.
The Beckard Review is what the DonorInsights platform produces from a gift file: sixty-plus charts across contacts, donations, and campaigns, read into a review a board can act on and lists a team can work. The platform runs every day. The review is the moment it is written down.
Connect to any source system
Gift and constituent records come in from the CRM and email tools the organization already uses. No re-keying, no exports by hand.
Decades of donor stewardship
The method behind the review has been applied across hundreds of organizations and hundreds of millions of gifts.
Numbers you can trust
Every figure traces back to the organization's own giving records, and the review says plainly what the file cannot yet tell you.
Get the Beckard Review.
The executive review, the workbook, and the editable deck, free. Read them as the set you could hand a client, or the one you could ask for on your own file.
Illustrative example. Beckard Family Mission is a fictitious organization and all data is synthetic, built to show the shape of a real review without describing any real donor file.