What It Does
Install this skill when you need your AI agent to reason about fundraising data, surface performance gaps, or help build data-driven fundraising strategies.
Fundraising Analyzer provides ready-to-use analytical frameworks for nonprofit development teams. It covers donor segmentation (including RFM scoring and lifetime value calculation), campaign performance dashboards, multi-year trend analysis, monthly giving program tracking, and major gift pipeline management.
Key Features
- Donor Segmentation Matrix — Classifies donors across three dimensions: giving tier (Major, Mid-level, Grassroots, Small), engagement level (Champions through Lapsed/New), and RFM scoring (Recency, Frequency, Monetary on a 1–5 scale). Each segment comes with a recommended strategy, making prioritization straightforward.
- Donor Lifetime Value (LTV) Calculator — Provides both a simple LTV formula and a retention-adjusted LTV model, broken down by donor segment. Includes acquisition cost and annual stewardship cost inputs so you can calculate true net LTV per tier.
- Campaign Performance Dashboard — A structured report template covering total revenue, gift counts, average and median gift size, cost analysis, and channel-by-channel ROI (email, direct mail, social, events, phone/text). Includes year-over-year comparison fields for every key metric.
- Fundraising Health Scorecard — An annual scorecard covering growth, retention, efficiency, and revenue diversity metrics — each with sector benchmarks. A three-tier health indicator (Green / Yellow / Red) gives an at-a-glance view of organizational fundraising health.
- Multi-Year Trend Analysis & Projections — A five-year trend template tracking revenue, donor count, average gift, retention, new donors, and lapsed donors. Includes forward projections under both current-trend and improved-retention scenarios.
- Major Gift Pipeline Tracker — Stages prospects from Identification through Closed with probability weights at each stage, producing a weighted pipeline value. Tracks cultivation time, close rate, and whether gifts came in above or below ask.
Use Cases
- Year-end campaign debrief — After your year-end appeal closes, use the Campaign Performance Dashboard to calculate ROI by channel, compare results to last year, and identify which donor segments responded best — informing next year's strategy.
- Donor retention deep-dive — Use the Fundraising Health Scorecard and RFM segmentation together to identify lapsed-risk donors before they lapse, measure first-year vs. multi-year retention separately, and benchmark both against sector averages.
- Monthly giving program growth planning — Analyze your current monthly giving program's retention rate and average gift, identify upgrade cohorts by current giving band, and project revenue impact of converting one-time donors — all within a single template.
- Major gifts forecasting — Populate the Major Gift Pipeline with current prospects at each cultivation stage, apply probability weights, and produce a weighted forecast value to share with leadership during budget planning.