Civis is a Select partner in the Claude Partner Network.Read the announcement
Free Claude skill

Give Claude a fundraising analyst's playbook.

The nonprofit data analytics skill teaches Claude how fundraising teams measure their donor file: retention, lapsed donors, channel mix, RFM segments, sustainers, and campaign ROI. Add it to Claude and ask about your data in plain language.

Get the skill

We'll show you the download right away and email you a copy.

nonprofit-data-analytics7 files
  • SKILL.md
  • references/
  • donor-lifecycle.md
  • channel-fundraising.md
  • rfm-segmentation.md
  • sustainer-analytics.md
  • crm-schema.md
  • validation.md
SKILL.md

How to engage users

  • "I want to understand my donor file"donor-lifecycle.md
  • "How are my channels performing?"channel-fundraising.md
  • "Who should I mail, email, or call?"rfm-segmentation.md
  • "Why are sustainers cancelling?"sustainer-analytics.md
  • "Which campaigns worked best?"crm-schema.md
  • "Validate this report"validation.md

Six questions every fundraising team asks.

Each one has its own reference file, so Claude answers with the definitions and benchmarks fundraising teams already use.

  1. Is my donor file growing or aging?

    Six lifecycle segments, from new-to-file and core donors to recently and long-lapsed, show where retention slips.

  2. Which channels are working?

    Direct mail, email, online, phone, events, and canvassing compared on donors, revenue, average gift, and cost per dollar raised.

  3. Who should we ask next?

    RFM segmentation scores donors on recency, frequency, and gift size, then turns the scores into mail, email, and call priorities.

  4. How healthy is our monthly giving?

    Sustainer analytics covers monthly retention, payment failures, lifetime value, and upgrades for recurring donors.

  5. Did the campaign pay off?

    Campaign attribution with source codes, net revenue, and cost per dollar raised, plus SQL against a standard reporting schema.

  6. Can I trust this report?

    A set of validation questions Claude runs against a report, so you can check its numbers before you share them.

Make it yours.

A skill is a folder of plain text files. Start from ours, then change the definitions, targets, and table names to match how your team works.

Read how Claude is changing fundraising analytics
  1. 1

    Get the skill

    Fill in the form and download the ZIP.

  2. 2

    Add it to Claude

    In Claude, open Customize, then Skills, and upload the ZIP. Claude reads its description to decide when to use it.

  3. 3

    Ask about your data

    Try "why is retention dropping?" Connect Claude to Civis Platform and it can answer from your own tables.

Want help fitting it to your data?

We can help you prepare your tables and draft a skill for your own reporting.

Get the skill
 Talk to Civis