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Effectively Using YOUR Data

By October 20, 2009January 16th, 2018Data

This checklist was created to help you allow your donor data to tell you next steps of who to contact and where to focus your time.

[su_note note_color=”#e8e8e8″ text_color=”#000000″ radius=”0”] DATA CHECKLIST

___ Who has been giving? For how long?

___ Know your LYBUNT donors (Last Year But Unfortunately Not This
Year) & SYBUNTs (Some Years But Unfortunately Not This Year)

___ What do we define as a major gift?

___ What’s our retention rate?

___ What’s our acquisition rate?

___ Why did they start giving?

___ With which current donors should you focus your time?

___ How many personal (phone or in-person meeting) contacts do you
have annually?

___ Who are you meeting with? Calling?

___ Are you tracking the board activity of calls & meetings with donors
or prospects?

During this time of year when donors are making thoughtful choices about where to give, it is important to give them a reason to stay connected to you. Keep your messages short, timely, and make sure your communication lets your donors why YOUR organization should remain a priority in their giving.

Watch for those who have fallen off in their giving and reach out to them with a special message inviting them to return. And most of all, make sure your contacts with donors are personal: phone or in person. Personal contacts make a difference!

Seven weeks of live coaching with Lori WILL ensure you are making the most of your data. Learn more here.



  • Wow, great post Lori-I think every nonprofit should take a look at this insightful list! I think that “how many contacts do you have annually” is neglected or overlooked by many nonprofits. Donors lives are cyclical, and the reality is that they may be in a better position financially to provide support during certain times of the year than others. Mal Warwick suggests asking a minimum of 6 times per year. Frequency is critical as well for keeping donors dialed in even when they are not in a spot where they can help financially. You also mention segmenting (which donors to focus on) and this can help those trying to stretch a lean budget.

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