Donor Retention Analysis

The goal of your acquisition efforts is to turn new donors into retained supporters who give again and again for the long term. To analyze how many donors give year-over-year and their giving, select Retention in Fundraising, Analyze or Reporting. You can use these donor retention metrics to track how many of last year's donors remain engaged during the current year — or don't, with the LYBUNT donors total.

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

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

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.

Note: While the Retention 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.

Tip: Retained donors gave gifts of any type — excluding soft credits — during both the current and previous fiscal years. With the Revenue type filter, you can choose whether to analyze their revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.