A donor went quiet and nobody noticed
Margaret R. Twenty five thousand dollars in lifetime giving, a gift every year since 2019.
Her renewal month passed with no gift. Nobody has contacted her since the staff change in March.
This is the first gap in five years of steady giving. She is not lapsed yet. She is about to be.
A personal check-in from the ED, referencing the after-school program she funds.
Gratefully has her brief, her full giving history, and a note already drafted. You read it, edit a line, and send.
Good morning, Sarah
One donor needs your attention today.
Margaret R. has gone quiet
$25K lifetime · gift every year since 2019 · first gap this year
To: Margaret R.
Checking in on the after-school program you fund
Hi Margaret. Your renewal month came and went this spring, and I wanted to reach out personally. The after-school program you have supported since 2019 just served its 500th student, and I would love to share what your giving made possible.
- Follow up
Thank the Okafor family
$18K gift 6 weeks ago · no acknowledgment sent
- Renewal
Reach Robert Chen before Q4
Annual $12K pledge expires in 30 days
- Stewardship
Invite the Millers to the program visit
$35K lifetime · expressed interest in March
- At risk
Check in on the Henderson pledge
$20K pledge · 2 missed installments
- Opportunity
Ask the Yamamoto Trust for a renewal
$50K gift last December · engagement up
- Stewardship
Send impact update to St. James Church
$22K annual · prefers print
- Renewal
Schedule the Davidson renewal call
$15K annual · usually renews in October
- Follow up
Acknowledge the Patel memorial gift
$10K in honor of a parent · card pending
- Stewardship
Invite Lopez Foundation to site tour
$40K cumulative · opened every email this month
- At risk
Re-engage Westside Community Board
Lapsed 10 months · $30K peak annual