Donor Recapture Analysis

Through your appeals and donor retention efforts, you may recapture lapsed supporters who haven't given in over a year. To analyze donors who gave during the current fiscal year after more than 15 months since their previous gift within the past five years, select Recapture in Fundraising, Analyze or Reporting.

Tip: To view the Recapture dashboard in Fundraising, Reporting, select Add , Recapture, Open.

To help prevent a relapse, show your appreciation with a personalized hand-written thank you note and ask for details — through a friendly inquiry or short survey — about how to improve engagement.

For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.

  • To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.

  • To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.

Tip: By default, the metrics under Recapture consider all constituents. To include only donors with specific primary constituent codes, assigned fundraisers, or giving through specific fundraising efforts, use the filters.

Note: While the Recapture metrics consider all constituents, their lists respect security by constituent code and may include fewer records, based on who you have rights to view. For more information, see Record Security.