Donor Retention Snapshot | FourPoints Collective
FourPoints Collective
Donor Retention Snapshot
● A quick overview · your data stays in your browser · no donor names

Are your donors coming back?

Donor retention is the clearest early signal of where your fundraising is headed, and it comes down to two numbers: how many donors convert in their second year of giving, and how many established donors stay. This free snapshot gives you both in about two minutes, from a simple export with no names attached.

The two numbers we build every strategy on

At FourPoints, retention starts with two metrics, because they tell two very different stories. Set your metrics to meet these benchmarks, and you'll know more about where to focus your efforts, on retaining new or existing donors.

25%
Second-year donor conversion
Are the donors you worked hard to acquire giving again in year two, or is it a leaky bucket? Aim for at least one in four.
75%
Returning donor retention
Are your established relationships holding? Three in four returning donors is the mark to beat.
A quick note on the numbers. We're giving you a mid-range benchmark. The national average for major gift retained donors runs as high as 85%, and midlevel sits around 70 to 75%. Second-year conversion ranges anywhere from 19 to 35% nationally, and major donors should fall more in line with 25%.

This is the quick version

The snapshot shows you where your new and returning retention stand today, in minutes, on your own. Our complimentary full assessment goes further: it digs into how your new and returning donors are performing, how your assigned and unassigned donors are being managed across caseloads, and where your pipeline needs strengthening. Whether you're focused on midlevel giving, major gifts, or both, you'll walk away with personalized recommendations built around your organization's specific needs.

Ready for the deeper look? Request it right from your results.

What you'll need

A spreadsheet (CSV or Excel) with one row per donor and just four columns. Names, addresses, and contact info are not needed and are never used.

1. First gift date
When the donor first gave.
2. Revenue 2 fiscal years ago
Total given in the year before last.
3. Revenue last fiscal year
Total given last year.
4. Revenue this year to date
Total given so far this year.

Upload your donor data

Your full export is fine (CSV or Excel). It's read right here in your browser and never uploaded or stored. We only use four fields; everything else is ignored.

⬆
Drop your file here or click to browse

CSV, XLSX, or XLS

Match your columns

We guessed based on your headers. Adjust any that look wrong.

Your Donor Retention Snapshot (quick overview)

Want the deeper look?

This snapshot is the headline. Your complimentary full assessment digs into how your new and returning donors are performing, how your assigned and unassigned donors are managed across caseloads, and where your pipeline needs strengthening, then hands you personalized recommendations for your midlevel and major gift goals.

A few quick questions and your data file, and we'll take it from there.

Built by FourPoints Collective. Your donor file is processed entirely in your browser and is never uploaded or stored.

FOURPOINTS COLLECTIVE

Services
About
Blog
Contact

Transforming Fundraising, One Point at a Time.