How do I use the Increase Retention page?

Overview

The Increase Retention page helps you visualize how improving donor retention rates affects your fundraising revenue. 

Step 1: Open the Increase Retention page 

From the Fundraising Optimization Guide landing page, select the "Increase Retention" opportunity. 

Step 2: Review the potential impact card 

Examine how a modest increase (2%) in your multi-year and new donor retention affects your revenue. Try adjusting this percentage to see different scenarios. 

Step 3: Analyze your historical performance graph 

Review the graph showing: 

• Multi-year retention: How well you're retaining donors who have given for multiple years 

• New donor retention: How well you're retaining first-time donors from the previous fiscal year 

Step 4: Implement action steps 

Review the specific recommendations at the bottom of the page to boost retention rates. If you have DonorTrends, access the targeted donor lists for immediate action. 

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• Navigate back to the Fundraising Optimization Resource Index.

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