Donor Retention Metrics

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Donor retention metrics examine the percentage of donors who give from one year to the next. A high donor retention rate means you're doing a great job stewarding these important relationships. MonkeyPod makes it easy to access your donor retention metrics and a list of your monthly recurring donors.

Go to "Donor Retention" (under the Reports menu). From there you can view your metrics over a specific date range, over the past 12 months, or for your fiscal year to date. MonkeyPod will automatically calculate your donor retention metrics as well as show you metrics for the previous year for comparison.

Donor Retention Metrics

For a sample date range of January 1, 2020 to December 31, 2020

Retained Donors: At least one donation, pledge, or grant between January 1, 2019 and December 31, 2019 and again between January 1, 2020 and December 31, 2020.

Donations from Retained Donors: Donations, pledges, and grants between January 1, 2020 and December 31, 2020 by donors who also donated during the prior year.

Re-engaged Donors: At least one donation, pledge, or grant before January 1, 2019 and again between January 1, 2020 and December 31, 2020 but none in the interim.

Donations from Re-engaged Donors: Donations, pledges, and grants between January 1, 2020 and December 31, 2020 by existing donors who did not give during the prior year.

First Time Donors: First-time donors between January 1, 2020 and December 31, 2020.

Donations from First Time Donors: Donations, pledges, and grants between January 1, 2020 and December 31, 2020 by first-time donors.

Monthly Donors

On the Monthly Donors tab you will see a list of all of your monthly donors, their donation amount, and the date of their first and latest donations. You can also filter your list of monthly donors by Active or Ended.

Improving Donor Retention

Improving your donor retention metrics is a smart way to boost your fundraising in a cost-effective way. For more information about how to identify and reengage lapsed donors, check out our blog post How To Improve Donor Retention.