$18,400 in giving is on the table today.
Overnight summary: 4 lapsed or cooling donors need a note, 5 thank-yous are drafted and the Walsh Family just gave 3x their average. There are also 3 quick data fixes, about 5 minutes. You are 14% ahead of last year’s pace.
What changed since yesterday
- 1MCNote draftedReview note
Maria Chen
Lapse risk · 13 months since last gift · $5,000 lifetime
Note drafted
- 2WFSuggest a $25K talkReview signal
The Walsh Family
Gave $5,000, 3x their average
Suggest a $25K talk
- 3DOThank-you draftedReview thank-you
Dana Okafor
First gift 3 days ago · $150
Thank-you drafted
- 4JNReminder draftedReview reminder
Jordan Novak
Missed annual gift · $1,200/yr
Reminder drafted
- 5SRReply neededReview reply
Sam Rivera
Replied to your note yesterday
Reply needed
Agents are in preview. Drafts and results shown are samples.
Agent-assisted gifts · Sept
$7,850
31 thank-yous · 6 donors back
Raised vs goal, FY 2026
$412,300
62% of $665K goal · 14% ahead of last year · projected $690K
How gifts can be used
Donors can limit how their gift is spent. Your auditor and board report need these totals.
Use anywhere: staff, rent, programs
e.g. “for the youth program”, “for 2027”
Kept invested; only the earnings are spent
Do new donors come back?
Share of each year’s first-time donors still giving in later years.
| First gift | Donors | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|---|---|
| FY 2021 | 612 | 41% | 33% | 29% | 26% | 24% |
| FY 2022 | 688 | 39% | 31% | 27% | 25% | – |
| FY 2023 | 754 | 42% | 34% | 30% | – | – |
| FY 2024 | 903 | 44% | 36% | – | – | – |
| FY 2025 | 1,108 | 46% | – | – | – | – |
Donors to win back
Gave last year, not yet this year
214 donors
$96,300 given last year
Gave before, not in the last 2 years
1,380 donors
$210,800 given historically
Giving by channel
Data health
Fix issuesSample data from a fictional nonprofit.