Sample report · All figures are illustrative

DONOR LIFECYCLE PERFORMANCE DASHBOARD  ·  3-PERIOD COMPARISON

L12M Apr 2024 (2yr Ago)  vs.  L12M Apr 2025 (1yr Ago)  vs.  L12M Apr 2026 (Current)  ·  Illustrative Sample Data

Summary Metrics by Reporting Period
L12M   APR 2024   (2yr Ago)
Total Donors in File9,846
Active Donors (L12M)3,813
Total Revenue (L12M)$1,192,410
Overall Retention Rate55.0%
L12M   APR 2025   (1yr Ago)
Total Donors in File10,407
Active Donors (L12M)4,289
Total Revenue (L12M)$1,364,910
Overall Retention Rate59.9%
⭐ L12M   APR 2026   (CURRENT)
Total Donors in File10,967
Active Donors (L12M)4,824
Total Revenue (L12M)$1,583,240
Overall Retention Rate64.1%
Trend Highlights ►▲ Revenue YoY: +16.0%▲ Revenue 2yr: +32.8%▲ Active Donors YoY: +12.5%▲ Active Donors 2yr: +26.5%▲ Retention YoY: +4.2 pts▲ Retention 2yr: +9.1 pts
DONOR COUNT BY LIFECYCLE SEGMENTNumber of unique donors per segment across all three reporting periods
Lifecycle SegmentApr 2024
(2yr Ago)		Apr 2025
(1yr Ago)		Apr 2026
(Current)		YoY
Change		YoY
% Chg		2yr
Change		2yr
% Chg
New-to-File9851,1021,284▲ +182▲ +16.5%▲ +299▲ +30.4%
New Prior Year298342387▲ +45▲ +13.2%▲ +89▲ +29.9%
Core2,2892,5672,841▲ +274▲ +10.7%▲ +552▲ +24.1%
Reactivated241278312▲ +34▲ +12.2%▲ +71▲ +29.5%
Recently Lapsed2,3122,1341,987▲ -147▲ -6.9%▲ -325▲ -14.1%
Long-Lapsed3,7213,9844,156▼ +172▼ +4.3%▼ +435▼ +11.7%
TOTAL9,84610,40710,967▲ +560▲ +5.4%▲ +1,121▲ +11.4%
GIFT COUNT (L12M) BY LIFECYCLE SEGMENTNumber of gifts received in the last 12 months of each reporting period
Lifecycle SegmentApr 2024
(2yr Ago)		Apr 2025
(1yr Ago)		Apr 2026
(Current)		YoY
Change		YoY
% Chg		2yr
Change		2yr
% Chg
New-to-File1,0241,1481,341▲ +193▲ +16.8%▲ +317▲ +31.0%
New Prior Year325378432▲ +54▲ +14.3%▲ +107▲ +32.9%
Core3,5183,9414,523▲ +582▲ +14.8%▲ +1,005▲ +28.6%
Reactivated267304348▲ +44▲ +14.5%▲ +81▲ +30.3%
Recently Lapsed———————
Long-Lapsed———————
TOTAL4,8335,7716,644▲ +873▲ +15.1%▲ +1,811▲ +37.5%
REVENUE (L12M) BY LIFECYCLE SEGMENTGross fundraising revenue in the last 12 months of each reporting period
Lifecycle SegmentApr 2024
(2yr Ago)		Apr 2025
(1yr Ago)		Apr 2026
(Current)		YoY
Change		YoY
% Chg		2yr
Change		2yr
% Chg
New-to-File$102,780$118,350$147,900▲ +$29,550▲ +25.0%▲ +$45,120▲ +43.9%
New Prior Year$63,480$74,520$89,640▲ +$15,120▲ +20.3%▲ +$26,160▲ +41.2%
Core$956,400$1,089,700$1,247,500▲ +$157,800▲ +14.5%▲ +$291,100▲ +30.4%
Reactivated$69,750$82,340$98,200▲ +$15,860▲ +19.3%▲ +$28,450▲ +40.8%
Recently Lapsed———————
Long-Lapsed———————
TOTAL$1,192,410$1,364,910$1,583,240▲ +$218,330▲ +16.0%▲ +$390,830▲ +32.8%
RETENTION RATE BY LIFECYCLE SEGMENT% of donors who gave again in the subsequent 12-month period  ·  N/A for lapsed segments by definition
Lifecycle SegmentApr 2024
(2yr Ago)		Apr 2025
(1yr Ago)		Apr 2026
(Current)		YoY
Change		YoY
% Chg		2yr
Change		2yr
% Chg
New-to-File16.3%17.8%19.2%▲ +1.4 pts▲ +7.9%▲ +2.9 pts▲ +17.8%
New Prior Year45.2%48.6%52.1%▲ +3.5 pts▲ +7.2%▲ +6.9 pts▲ +15.3%
Core71.6%74.2%76.8%▲ +2.6 pts▲ +3.5%▲ +5.2 pts▲ +7.3%
Reactivated38.9%41.2%44.3%▲ +3.1 pts▲ +7.5%▲ +5.4 pts▲ +13.9%
Recently LapsedN/A — lapsed donors did not give in the reporting period by definition
Long-LapsedN/A — lapsed donors did not give in the reporting period by definition
OVERALL55.0%59.9%64.1%▲ +4.2 pts▲ +7.0%▲ +9.1 pts▲ +16.5%

Visual Trends

Revenue (L12M) by Segment — Active Segments

Donor Count by Segment — All Segments

Lifecycle Segment Definitions

New-to-File
Donors whose first-ever gift was made within the past 12 months.
New Prior Year
Donors whose first-ever gift was 12–24 months ago who gave again in the past 12 months (2nd-year donors).
Core
Donors who made gifts in each of the past 2 consecutive 12-month periods (excluding NTF and New Prior Year).
Reactivated
Donors previously in Recently Lapsed or Long-Lapsed who made a gift in the past 12 months.
Recently Lapsed
Donors whose most recent gift was 13–24 months ago with no gift in the past 12 months.
Long-Lapsed
Donors whose most recent gift was more than 24 months ago.
▲ Green = Favorable change ▼ Red = Unfavorable change· For lapsed segments, a decrease in donor count is favorable· YoY = current vs. 1yr ago  |  2yr = current vs. 2yr ago