Donor Insights

For nonprofits

See who's slipping away.

Donor Insights reads your organization's giving records and shows you which donors have started to drift, usually months before they stop giving.

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

Monthly partners whose gift failed

The Alvarez family

Monthly partners since 2019

Slipping
Last gift
March 5
Card expired
April 2
Months since
6

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

Example

Most development directors watch the retention number. Few read the records behind it. We understand why.

The records run to thousands of rows, the year-end appeal is always next, and a name in a spreadsheet doesn't feel like a person. So the file sits in the CRM, and nobody reads it for what it also is: the earliest sign that a donor is pulling away.

We think that's a relationship 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.

612 of 4,820 donors

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

74 monthly partners

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

31% of revenue

Comes from 22 households.

Worth knowing their names before one of them sells a business or moves away.

So the board meeting never surprises you

Example figures from an organization of 4,820 donors. Yours will be different.

How it works

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

  1. Send us an export.

    From Virtuous, Raiser's Edge, 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 Cedar Hollow Relief is up 4% on last year. Here is what's underneath that.

612 donors have stopped giving since spring, and 74 of those stopped the week a card expired. Twenty-two households now give 31% of revenue, up from 26% two years ago.

Start with the 74 expired cards. Those partners 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 nonprofits and churches. The software does what we used to do manually, for an organization 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 churches. See the church edition

See who's slipping away.

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