Fundraising Analytics: Donor Retention, LTV, Campaign ROI & Upgrades

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

• Classify 20 donors of Brightwater Food Bank by their giving history, count each group and calculate the donor retention rate and the net change in donors.
• Compare the mean and median of 20 September gifts, count and sum them in gift bands, measure the share of dollars from the largest band and chart the distribution.
• Score 15 donors on recency, frequency and monetary value with fixed fundraising thresholds and pick the donors for a personal thank-you call before the year-end appeal.
• Model what one new donor is worth over five years with two retention rates, gift growth and discounting, and compare it with the cost of acquiring the donor.
• Compare six fundraising channels on net revenue, ROI, cost per dollar raised and cost per new donor, and find the cheapest way to acquire donors.
• Roll the monthly donor programme forward through FY2026, measure monthly attrition, convert it into annual retention and calculate the gifts collected.
• Measure the gift change of 16 donors, put each into Upgrade, Same, Downgrade, Lapsed or New with thresholds kept in cells, and total donors and dollars per band.
• Build a gain/loss report from Brightwater's donor file summary, express losses per 100 gained and draw the dollar bridge from FY2025 to FY2026 as a waterfall chart.