WHAT A HEALTHY FILE LOOKS LIKE

Strong files don’t happen by accident.

We look at the data that drives retention, revenue and long-term growth.

WHAT WE ANALYZE

Donor file health, engagement trends, retention, and more.

WHAT YOU’LL GET

Clear insights into what’s working, what’s at risk, and what to fix first.

WHAT COMES NEXT

Actionable recommendations built for your goals and capacity.

“The audit gave us clarity we didn’t have — and a plan we could actually use.”

– DIRECTOR OF DEVELOPMENT

Your fundraising may be "fine" right now.
But is your donor file built for next year — and the year after that?

DON’T LET EARLY WARNING SIGNS GO UNNOTICED.
A FILE HEALTH AUDIT GIVES YOU CLARITY ON WHAT TO DO NEXT.

When reporting is limited, it's easy to miss declining retention, weak new-donor performance, or revenue that depends on too few donors. And if your program is struggling, it can be hard to know which lever to pull first.

● A clear read on overall file health, donor cohorts, and retention

● The 2 highest-impact KPIs to prioritize next

● Concrete strategic recommendations to improve performance

Built for nonprofits with plenty of data —
but not enough clarity.

You have the transactions. What you don't always have is an easy way to see cohort health, retention risk, and which levers will actually move revenue.

—

Your CRM stores data but doesn't surface decision-grade insights

—

Reporting is possible, but time-consuming, inconsistent, or hard to trust

—

You can export data, but can't easily answer: "What should we fix first?"

If you've ever asked…

— "Are we retaining donors — or just replacing churn?"

— "Is our file getting healthier, or just older?"

— "Which cohorts are driving revenue, and which are weakening?"

— "What's the best next step to stabilize and grow?"

…THIS IS FOR YOU.

WHAT THIS AUDIT LOOKS AT

A donor file isn't just a list — it's a system.

We analyze the health of that system across core dynamics, then identify the two KPIs most likely to move your program forward — with a practical plan to improve them.

Overall file health trends

Direction over time — not just a snapshot.

Donor cohorts

New, repeat, lapsed/reactivated, and sustainers when flagged.

Retention & churn

Where donors stick, and where they slip away.

Average gift

Movement across cohorts and over time.

Gifts per donor

Engagement depth across your file.

New donor volume

Acquisition trajectory and quality.

Reactivation

How well lapsed donors return — and stay.

Revenue concentration

How dependent you are on small segments.

TIMELINE

Two weeks. Clear process. Minimal lift.

01

We send SFTP instructions

Plus a simple file template so you know exactly what to export.

02

You upload your transaction file

A 10-year donor transaction export, transferred securely.

03

We analyze & build your deck

Cohort health, retention, KPIs, and strategic recommendations.

04

Two weeks later: deck + 30-min call

We walk you through the findings and align on what to do next.

WHAT YOU GET

A strategic deck you can use immediately.

  • An executive summary of current file health

  • Cohort and retention insights (what's strong vs what needs attention)

  • Key patterns that explain why things look the way they look

  • Two priority KPIs to focus on next

  • Concrete strategic recommendations to improve them — not generic advice

Plus: 30-minute review call

We'll walk you through the findings, answer questions, and align on what to do next.

WHAT WE NEED FROM YOU

A simple export. That's it.

A 10-year transaction file is all we need to get started. If you're not sure what your export should look like, we'll tell you.

REQUIRED

● Donor ID

● Transaction ID

● Transaction amount

● Transaction date

● Sustainer flag (if available)

OPTIONAL

● Source code field

● Key/legend to decode source codes

If you include source codes and a key, we can layer in insight on what's driving performance.

INVESTMENT

File Health Audit

$3,500

Includes analysis, strategic deck, and a 30-minute review call.

REQUEST A FILE HEALTH AUDIT

Two-week turnaround • Secure SFTP • Clear next steps

FAQ

Common questions

  • No. It works for any organization — it's ideal for teams with data but limited visibility into file health and cohort performance.

  • Not required. If you include source codes and a decoding key, we can add additional insight into what's driving performance.

  • This package is diagnosis and strategy. If you want help implementing, we can scope a follow-on engagement after the audit.

  • Yes. Files are transferred via secure SFTP and handled confidentially.

Know whether your donor file is built for the future.

If your fundraising is "fine," make sure it stays that way. If it's struggling, get clarity on the best next move.

REQUEST A FILE HEALTH AUDIT

Two-week turnaround • $3,500 • Includes a 30-minute review call