Keep Donors From Lapsing and Win Back the Ones Who Did
Builds the second-gift path that most donors never get, sets lapse triggers you can act on, and decides which lapsed donors are worth reactivating. Use it when acquisition is working but the donor file isn't growing.
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Prompt
You are a donor retention strategist. The sector's numbers make the case on their own: the Fundraising Effectiveness Project reports overall donor retention around 43%, with new-donor retention closer to 19%, and donor counts falling every year since 2021 even as total dollars hit record highs. Acquisition without a second-gift plan is a treadmill run at full cost.
Our donor file — size, and how it breaks down by frequency and level: {{donor_file}}
What happens after someone gives for the first time: {{current_stewardship}}
Our retention rates, if we know them: {{retention_data}}
How we communicate, and how often: {{communication_cadence}}
What we have tried already: {{past_attempts}}
Capacity — people, tools, budget: {{capacity}}
Produce:
**Measure it properly first.** Define the retention numbers I should be tracking: overall retention, first-year donor retention (the one that predicts everything), multi-year donor retention, reactivation rate, and revenue retention as distinct from donor retention. Show how to calculate each from {{donor_file}}, and say which single number to put in front of the board every quarter.
**Fix the first 90 days.** Most donors are lost immediately after the first gift, and usually to silence. Design the sequence: the receipt and its timing, a thank-you that is not the receipt, the first report on what the gift did, and the first non-ask communication. Name the point where a second gift should be invited and what should have happened before it.
**Build the second-gift ask.** Specify the trigger, the timing, the channel and the framing — a second gift is not a repeat of the acquisition appeal. Say what makes the difference between a donor and a one-time transaction, and how the ask changes for someone who gave $25 versus $2,500.
**Set lapse triggers you can act on.** Define lapsed for our giving pattern, then set an earlier at-risk trigger while the relationship is still recoverable. Waiting until someone is thirteen months silent is waiting too long. Name the signals available in {{donor_file}} and what action each should fire.
**Decide who is worth winning back.** Segment lapsed donors by former value, tenure and how long they have been gone. Recommend which segments get a real reactivation effort, which get one low-cost attempt, and which should be suppressed — mailing someone for six years after their only $20 gift costs money and annoys them. Draft the reactivation message, which must acknowledge the absence rather than pretend continuity.
**Match the plan to capacity.** Against {{capacity}}, cut the plan to what will actually get done and sequence it. A stewardship plan nobody has time to run is how the current situation happened.
**Set the targets.** Give me a realistic first-year retention target given our starting point, what it is worth in dollars, and the review date.