Your first read is included with every plan. About an hour on a call.
ƒx
Monthly partners whose gift failed
Example
The Alvarez family
Monthly partners since 2019
Slipping
OctMonthly gifts, last 12 monthsSep
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.
612of 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
74monthly 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.
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.
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.