Nonprofit
Know which major donors are drifting before they lapse
Donation history, event attendance and communications connected to score donor engagement in real time.
Why this decision matters.
Donor attrition is quiet. A recurring gift lapses, an email goes unopened for three months, an annual donor misses their usual month. Individually these look like noise; together they are the reliable early shape of a lapsed donor.
The failure mode is an appeal calendar that treats the whole file the same way. The mid-level donors who are drifting get the same mass appeal as everyone else, and the personal outreach that would have retained them never happens because nobody knew to make it.
Retention is far cheaper than acquisition in every donor file, so the value of catching drift early is high relative to the effort. It usually means a short list of names for personal outreach rather than a new campaign.
Comparing tools for nonprofit? See how SIGNLD compares with Powerdrill. For the underlying numbers, read connecting Salesforce Nonprofit and QuickBooks.
How SIGNLD answers it.
Step 01
Connects to your source systems
Read-only access to donor and constituent records (Salesforce), email engagement history (Mailchimp), and recurring and one-time payment records (Stripe).
Step 02
Builds the graph across those systems
Donors, gifts, campaigns, appeals, and engagement events are linked so a lapsed recurring gift and months of unopened email are recognized as one donor drifting rather than two unrelated data points.
Step 03
Returns a ranked brief
The brief ranks drifting donors by expected value at risk, shows the signals behind each name, and recommends which need personal outreach versus a targeted re-engagement appeal.
Reads from.
SIGNLD connects read-only to your existing systems. 800+ integrations available.
What the brief looks like.
The question
Which major donors are showing reduced engagement in the last 90 days?
What SIGNLD found
6 major donors (gifts over $10K annually) have not attended an event, opened a communication, or had a relationship manager contact in the last 90 days. Two of these donors increased giving in each of the last 3 years. Their silence is not typical and is not visible in any current donor report.
Evidence
- 6 major donors: zero event attendance, email opens, or RM contact in 90 days
- 2 of 6 had YoY giving increases in each of the last 3 years
- Historical data: major donors with 90+ day silence lapse at 3.8x the rate of engaged donors
Recommended move
Assign a relationship manager to each of the 6 donors this week. Lead with a personal call, not an email. Reference their prior giving and specific program impact. At-risk annual revenue if all 6 lapse: $140K.
33% improvement in major donor retention
Illustrative brief. Figures are sample data, not customer results.
Questions.
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