Sure there are the basic LYBNT, and SYBNT reports but what if you could get more details. More nuance.
1. First time donors that gave 335 days ago.
These are your first time donors that are about to lapse. Building a stewardship plan for these donors can ensure they don’t make it to the LYBNT list.
In Salesforce:
Report Type: Account
Filters:
All Accounts
Created Date: All Time
First Gift Date: 335 DAYS AGO
Last Gift Date: 335 DAYS AGO
2. First time donors that gave 90 days ago.
These you your first time donors that need to be checked in on.
In Salesforce:
Report Type: Account
Filters:
All Accounts
Created Date: All Time
First Gift Date: 90 DAYS AGO
Last Gift Date: 90 DAYS AGO
3. Donors that gave some year, didn’t give last year, and gave this year. (Returning donors)
These are donors that used to support your organization but had to take a year or more off. This is a perfect opportunity to welcome them back to the fold.
In Salesforce:
Report Type: Account
Filters:
All Accounts
Created Date: All Time
First gift date < LAST FISCAL YEAR
Last gift date = THIS FISCAL YEAR
Most database systems can provide these reports with varying levels of automation. It would be worth your while to get them put on your dashboard.
