Donor Insights

For churches

See who's slipping away.

Donor Insights reads your church's giving records and shows you which families have started to drift, usually months before they stop showing up.

Your first read is included with every plan. About an hour on a call.

Monthly givers whose gift failed

The Okafor family

Monthly givers since 2020

Slipping
Last gift
February 14
Card expired
March 3
Months since
7

The card failed and the gift stopped. Probably worth a call.

Example

Most pastors don't look at the giving records. We understand why.

You don't want to know who gives what, because you don't want it to change how you treat anyone. So the records sit with the bookkeeper, and nobody reads them for what they also are: the earliest sign that a family is pulling away.

We think that's a pastoral question more than a financial one, and we wrote the report to be read that way.

From a first read

Three things your giving records already know.

41 of 312 families

Have stopped giving since spring.

Regular givers for years. No one on staff has heard why.

Sorted by who's most likely to come back

9 families

Had a card expire.

The gift stopped that week. Nobody called them, so most of them don't know.

The easiest calls you'll make all year

38% of the budget

Comes from six families.

Worth knowing their names before one of them takes a job in another city.

So the budget meeting never surprises you

Example figures from a church of 312 giving families. Yours will be different.

How it works

One export from your giving software, and one call with us.

  1. Send us an export.

    From Planning Center, Bloomerang, or whatever you use. If we haven't connected to your system before, we'll do that part.

  2. We read it.

    Every gift and every household, going back as far as your records do.

  3. We walk through it together.

    About an hour. You leave with a list of names and a first call to make.

What you receive

Every quarter, a letter your board can read.

The charts are in the platform if you want them. The letter is the part you'll actually read.

Get your first read

Example

Steward's letterQ3 2026

Giving at Larkfield Hill Church is up 3% on last year. Here is what's underneath that.

41 households have stopped giving since spring, and 9 of those stopped the week a card expired. Six households now give 38% of the budget, up from 31% two years ago.

Start with the nine expired cards. Those families didn't leave. Most of them don't know the gift stopped.

Why you can trust the read

No black box.

Every number comes with the method behind it, written in plain English, and the range of error.

See the methodology

Your records stay yours.

We work from a single export and we're specific about how it's handled and when it's deleted.

How your data is handled

We did this by hand for years.

The team has read giving files for hundreds of churches and nonprofits. The software does what we used to do manually, for a church of any size.

About the team

Works with

  • Planning Center
  • Bloomerang
  • Virtuous
  • Salesforce
  • DonorPerfect
  • Raiser's Edge
  • Neon CRM
  • Funraise
  • and whatever you use

Donor Insights also works with nonprofits. See the nonprofit edition

See who's slipping away.

Your first read is included. It starts with a five-minute call.