Fundraising analysisData Analysis

Donor and fundraising data analysis for nonprofits

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Donor and fundraising data analysis for nonprofits

Example result

Example for the Standard package

Data analysis: 9 months of bookings at a family-run guesthouse

Key numbers

MetricValue
Bookings (excl. cancelled)251
Room nights sold689
Revenue$78,540
Average rate per night$114
Cancellation rate11.6% (33 of 284)
Average stay2.7 nights

Summary by channel

ChannelBookingsShare of revenueAvg. rateCommissionNet per night
Booking platforms14254%$10915%$93
Direct (phone, email, website)8738%$1260%$126
Local travel agent228%$10210%$92

Direct guests pay more, stay longer (3.4 nights vs 2.3) and bring $33 more per night after commission than platform guests.

Trends and outliers

  • July and August made 41% of revenue; occupancy reached 93%.
  • March and April were weakest (occupancy 38%), but weekend nights still sold at 79%: the gap is midweek.
  • Cancellations were 19% for platform bookings with free cancellation and 4% for direct bookings with a deposit.
  • Outlier: 6 bookings in May at $45 per night. These are all one corporate group with a manual discount; they were kept in totals but flagged.

Findings

  1. Your most profitable guests are direct, returning guests, yet only 14% of platform guests were invited to book direct next time.
  2. Midweek in spring is the only real gap; weekends sell themselves.
  3. Free cancellation on platforms costs about 27 lost nights over 9 months.

Recommendations

  1. Add a "book direct" card at check-out with a 10% returning-guest rate: still $20 above platform net.
  2. Create a midweek spring offer (3 nights for the price of 2, Sun–Thu) for March–April.
  3. Switch platform listings to a non-refundable rate at 8% off alongside the flexible one.
  4. Track the booking channel for every guest from now on: 17 rows had no channel and were grouped as "direct".

All totals were cross-checked against the monthly sums in your sheet; the difference is $0.

Client: a 12-room guesthouse by a lake, run by two owners Data: 284 booking rows, January to September (date, room type, nights, channel, price paid, cancellation) Question asked: "Which channel and which months actually make us money, and where are we losing it?"

The client and all details are made up.

About this service

Most nonprofits have years of donation records, but few know how many first-time donors give again or which appeal actually raised the money. We take your donor export from your CRM or spreadsheet, calculate donor retention, average and recurring gifts, lapsed donors and income by campaign and channel. You get a clear picture for the board and a list of donors and segments worth contacting first.

What is included

  • What you getA report with donor retention year to year, income by campaign and channel, gift size bands, recurring donor trends, a lapsed donor segment and suggestions for the next appeal. You get it on the order page and as a Word document, with the tables also as an Excel file (values only, no formulas or charts).
  • Donor retentionFirst-time and repeat donors who gave again
  • Campaign resultsIncome and donors per appeal
  • Gift bandsSmall, mid and major gifts
  • Lapsed donorsWho stopped giving and when
  • Next appeal ideasWho to ask and how

How it works

  1. 1
    BriefYou attach the anonymized gifts list
  2. 2
    AnalysisWe measure retention and campaigns
  3. 3
    ReportYou get findings ready for the board

What we need from you

A gifts export with donor ID, date, amount, campaign or appeal and channel, without names or addresses, the years it covers, and your main questions for the board or the next campaign.

We will ask you:

  • Which CRM or tool holds your donor data?
  • How many years of gifts can you export?
  • Do you have monthly or recurring donors?
  • What decision is coming up?

Compare packages

PackagesBasicUp to 100 gifts$15StandardUp to 300 gifts$35PremiumUp to 1,000 gifts$69
Deadline1 day2 days4 days
Revisions123
Gift recordsup to 100up to 300up to 1,000
Summary tablesup to 3up to 6up to 10
Appeal suggestionsShortYesBy segment
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Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
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Questions and answers

Why does donor retention matter so much?

Keeping a donor usually costs far less than finding a new one, and many organizations lose most first-time donors within a year. The report shows your own rate.

Can you analyze grants as well?

Yes, if they are in the export. We keep grants and large one-off gifts separate so they do not hide trends in individual giving.

How should we protect donor privacy?

Send donor IDs instead of names, emails and addresses. We only need IDs, dates, amounts and campaign labels.

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Order · $35· 2 days