From Data to Decisions:

Mastering Constituent Intelligence for Fundraising Success

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Part I Foundational Analytics for Nonprofit Fundraising Performance



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Part II Predictive and Diagnostic Analysis

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Part III Predictive & Forecasting Intelligence

What You'll Learn

  • Spot trends that matter: How to interpret year-over-year giving patterns to uncover donor behavior shifts and organizational growth signals.

  • Uncover hidden risks and opportunities: Techniques like revenue concentration, anomaly detection, and early warning systems to strengthen financial resilience.

  • Map the donor journey: A complete framework for acquisition, retention, lapsing, reactivation, and lifetime value analysis.

  • Use data to shape strategy: Smarter gift ask strategies, seasonal giving insights, and campaign effectiveness evaluation to maximize return.

  • Predict donor behavior: Tools like attrition risk scoring, upgrade potential analysis, and major-gift readiness to guide engagement.

  • Recover lost support: Proven methods for second-gift speed curves and lapsing donor recovery models to boost retention.

  • Build reliable forecasts: How to use tier transition probabilities, rolling 12-month KPIs, and forecasting intelligence to plan ahead with confidence.

  • Transform raw data into intelligence: A practical toolkit of constituent intelligence methods that turn numbers into actionable fundraising strategy.

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Who This Book Is For

Nonprofit leaders, development directors, fundraising strategists, and data-minded professionals who want to elevate their fundraising performance through actionable insights. Whether you’re responsible for annual giving, major gifts, or donor retention strategy, it equips you with a practical roadmap to turn raw fundraising data into clear intelligence. Both executives seeking a high-level view of organizational health and frontline fundraisers looking for tactical donor engagement strategies will find tools to guide decisions, prioritize actions, and confidently forecast the future.

Learn more about the one place to get all of your Constituent Intelligence in easy to use action cards.