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Donor Retention Presentation Worksheet
1. Donor Retention Presentation Outline
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IMPACT OF DONOR LOYALTY TO MY ORGANIZATION
FUNDRAISING EFFECTIVENESS PROJECT
LIFETIME VALUE
My current retention rate is:
Retention calculation:
# Repeat Donors/Repeat Donor Contribution $ in Year 2
Total Donors/Total Donor Contribution $ in Year 1
Impact of attrition on a base of 1,000 donors over 5 years:
20% attrition – 328
40% attrition – 78
60% attrition – 10
My attrition over 5 years:
Impact of a 10% Boost in Donor Retention
1,000 donors X $200 average gift X 1.8 year life expectancy = $360,000 LTV (cash)
100 additional retained donors (10% of 1,000) X $200 = $20,000 Immediate Cash Lift
Doubled Overall LTV (taking stewardship into account) = $720,000 total new LTV for the same donors.
(My active donors) X (My avg. gift) X 1.8 = (LTV of my current donors)
My Immediate Cash Lift in Year 1 (10% of my active donors X my average gift) $
New Total LTV of my Current Donors (My current LTV X 2) $
2. Donor Retention Presentation Outline
WHY DONORS LAPSE
RETENTION BEGINS WITH THE THANK-YOU LETTER
CUSTOMER SERVICE
Factors outside our control:
Factors within our control:
Things we can do to prevent lapses:
Transaction vs. Relationship
Differences Transaction
Soliciting Donations Retaining Donors
Relationship
Focus
Measures
Orientation
Time
Service
Basic segmentations:
New, small
New, large
Repeat, small
Repeat, large
Acknowledgement Principles What I need to know about my donors
Tracking Donor Engagement – What are the Indicators? Monthly Giving
Retention – 100% Higher!
LTV – 800% Higher!
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