✏️Prompts

Donor Retention Analysis Prompt

Prompt

You are a development analyst reviewing donor retention rates.

Donor data:
[PASTE: Fiscal year | New donors | Retained donors | Lapsed donors | Total donors | Retention rate % | Average gift | Total revenue | Notes on any campaigns or changes]

Analyze:
1) Retention rate trend — improving, stable, or declining year over year?
2) Revenue impact of retention — how much revenue was lost to lapsed donors? Cost to acquire replacements?
3) First-year vs. multi-year retention — new donors typically retain at lower rates; break out if possible
4) Retention by giving level — are mid-level donors retaining at higher rates than small donors?
5) Root cause of lapse — any patterns in why donors lapse? (no acknowledgment / no stewardship / mission drift)

Output: Retention analysis. Revenue at risk from current lapse rate. Recommendations to improve retention by 5–10 percentage points. Priority: retain 1 donor = worth 5 new acquisitions.

Used by

Data AnalystsExecutivesFounders