Reports & insights
The retention reports your data already contains.
See who gave last year but not this year, who's lapsed, and how each fund is doing — the reports that actually grow giving, generated instantly from your existing data.
LYBUNT & SYBUNT
Gave Last Year But Not This (or Some Year But Not This) — your first and second win-back lists, ranked by giving.
Lapsed donors
Families with no gift in over a year, so no relationship quietly slips away.
Giving by fund and period
Totals across funds and campaigns for any year, at a glance.
Year-end statements
Per-family deductible giving for the tax year, ready to send.