What needed to be understood.
The organization’s data was split across three source files. Different managers needed different views of performance, donor behavior, retention, and geography without creating separate disconnected analyses.
How the analysis was built.
- Cleaned, deduplicated, and combined membership, donation, and regional data.
- Created relationships, category fields, and manager-specific summaries.
- Built dashboards for the Donation Manager, Relationship Manager, and Regional Manager.
- Analyzed contribution concentration, donation frequency, age groups, repeat giving, and regional performance.
What the evidence showed.
- The dashboards recorded $263.38K in contributions from 287 unique donors.
- Donation frequency declined sharply after the first contribution, making retention a central issue.
- The Southwest led total donations, while the Northeast showed stronger average gift size despite lower total volume.
- A relatively small set of high-value donors represented a meaningful share of contributions.
What should happen next.
- Create fast, personalized second-gift journeys for first-time donors.
- Protect high-value relationships through tailored recognition and stewardship.
- Adapt successful regional tactics while accounting for differences in donor volume and average gift size.
What this project does—and does not—prove.
The source data did not explicitly record monthly non-donors, which limited direct calculation of inactivity and conversion rates.