Donor Analytics

Segmentation, wealth intelligence, major gift pipeline, grants, planned giving, LYBUNT/SYBUNT, and NCOA

+3.1%

14,872

Active Donors

Current Year

+1.8%

62.4%

Donor Retention

vs. Prior Year

+8.2%

$12.0M

Major Gift Pipeline

DM-08 · All Stages

+3.1%

$12.4M

Planned Giving

Canopy · 89 commitments

Donor Acquisition Funnel

14,872

Prospects (Windfall)

8,240

First Contact

4,890

First Gift

3,420

Repeat Donor

2,340

Sustained Giver

680

Major Donor ($1K+)

Giving by Donor Segment

Major Gift Pipeline — Visual Board

$12.0M total pipeline

Identification

$2.8M· 42d avg

Stevens Family Foundation

$50K12d

Midwest Energy Corp

$75K8d

Anonymous (Windfall)

$100K3d

Qualification

$1.4M· 28d avg

Harrison Trust

$200K22d

Blackwell Industries

$150K18d

Cultivation

$3.2M· 65d avg

Katherine S. Donovan

$250K45d

Dr. & Mrs. Chen

$100K32d

Metro KC Foundation

$75K28d

Solicitation

$1.1M· 14d avg

Hall Family Foundation

$500K15d

Sunderland Foundation

$200K10d

Ask Pending

$0.7M· 21d avg

Johnson & Johnson Fund

$300K8d

Stewardship

$2.8M

Robert J. Mitchell

$150K60d

Grace Community Church

$100K45d

KC Chiefs Charitable

$75K30d

Donor Segments

Segment	Count	Total Giving	Avg Gift	Retention
Major Donors ($10K+)	87	$2.8M	$32,644	89.2%
Mid-Level ($1K-$9.9K)	624	$2.2M	$3,494	74.1%
Regular ($100-$999)	4,210	$1.9M	$449	61.3%
Small (<$100)	7,840	$680K	$87	42.8%
First-Time Donors	2,111	$520K	$246	N/A

Wealth Intelligence — Windfall Integration

14,872 screened

Wealth Tier	Prospects	Total Capacity	Identified	Cultivating	Asked
Ultra High Net Worth ($10M+)	12	$48.0M	8	3	1
Very High Net Worth ($5M–$10M)	34	$204.0M	22	8	4
High Net Worth ($1M–$5M)	187	$374.0M	120	42	25
Affluent ($500K–$1M)	480	$336.0M	320	110	50
Mass Affluent ($250K–$500K)	1240	$434.0M	800	280	160

Top Prospects by Net Worth

ID	Net Worth	Current Giving	Capacity	Stage	Officer
D-00234	$12.4M	$25K	$500K	Cultivation	Dev. Director
D-00891	$8.2M	$10K	$250K	Identification	Unassigned
D-01456	$6.8M	$50K	$200K	Ask Pending	Dev. Director
D-02103	$5.1M	$5K	$150K	Identification	Unassigned
D-00567	$4.7M	$75K	$120K	Stewardship	CEO

Planned Giving — Canopy Integration

3 realized this year ($340K)

Bequest (Will)

$6.2M

Charitable Remainder Trust

$2.8M

Beneficiary Designation

$1.6M

Charitable Gift Annuity

$980K

Perpetual Interest

$820K

Total Estate Pipeline

$12.4Macross 89 commitments

Grant Tracking — DM-09

Hall Family Foundation

Youth Services · Grants Mgr

$150K

Awarded

Report: 2026-06-30

Sunderland Foundation

Emergency Shelter · Grants Mgr

$200K

Awarded

Report: 2026-09-15

Kauffman Foundation

Workforce Development · Grants Mgr

$100K

Proposal Submitted

Greater KC Community Foundation

Recovery Programs · Grants Mgr

$75K

Awarded

Report: 2026-12-31

Sprint Foundation

General Operating · Dev. Director

$50K

LOI Pending

Oppenstein Brothers Foundation

Food Services · Grants Mgr

$40K

Awarded

Report: 2026-07-31

NCOA — Address Quality (FM-15)

13,240

Verified

842

Moved

312

Undeliverable

478

Needs Verification

Mail Return Rate2.1%

Last NCOA Run2026-02-28

Next Scheduled2026-03-31

Cost Saved$12K

Reduced BDI mail returns by 34% since NCOA implementation

LYBUNT (Last Year But Not This)

3,420

Lapsed Donors

$1.3M

Potential Recovery

Direct Mail Responders

1,840 donors

$520K

Event Attendees

680 donors

$340K

Online One-Time

540 donors

$180K

Major Donor Lapsed

42 donors

$240K

SYBUNT (Some Year But Not This)

5,610

Lapsed Donors

$890K

Potential Recovery

2-3 Year Lapsed

2,890 donors

$420K

3-5 Year Lapsed

1,720 donors

$280K

5+ Year Lapsed

1,000 donors

$190K

Total Reactivation Opportunity

9,030

Total Lapsed Donors

$2.2M

Potential Revenue Recovery

Major Donor LYBUNT (Priority)