Donor Management demo — CharityFrog
Supporter overview
Where Donor Intelligence watches the outside world for signals, this one watches your database for patterns.
1,847
Active supporters
£184,200
Individual giving this year
92%
Regular giving retention
34
Lapsed alerts to action
Smart segments
AI has grouped your supporters by behaviour, potential and moment. Each segment has a next action.
Loyal regulars
412 supporters
↑ +12 this month
Given every month for 24+ months without a missed payment. Backbone of your income.
£72,400
Annual value
97%
Retention
🤖 AI recommends
Send the September thank-you postcard series — 4 out of 5 respond positively to physical mail.
About to lapse
34 supporters
↑ +6 this week
Regular donors whose last payment failed or who've paused. Statistically at highest risk of ending soon.
£11,200
At-risk value
73%
Winback rate
🤖 AI recommends
Trigger the 3-step winback sequence — first email drafted by Parrot, ready to send.
Upgrade candidates
18 supporters
↑ +3 this month
Regular givers whose gift size has stayed static for 18+ months and whose engagement is trending up.
£4,800
Potential uplift
£320
Avg. current annual
🤖 AI recommends
Include in the autumn appeal — soft ask with a specific project attached, not a generic upgrade prompt.
Legacy prospects
24 supporters
↑ +2 this quarter
Long-term supporters aged 60+ with no children on record, giving £500+/yr, high engagement with impact stories.
£1.2m+
Estimated potential
8 yr
Avg. tenure
🤖 AI recommends
Rachel M. (Legacy Officer) to schedule 6 personal calls this quarter — priority list ready.
Skydive donors — one-off
189 supporters
↑ +189 this month
Supporters who gave to the July skydive event but have no ongoing relationship. Warm but new.
£18,400
Raised
£97
Avg. gift
🤖 AI recommends
4-week welcome journey with James's story arc — best-in-class first-year conversion trigger.
Silent big givers
12 supporters
→ stable
Given £1,000+ in a single gift in the last 3 years but have received no direct contact from a named person.
£47,500
Total given
£3,958
Avg. gift
🤖 AI recommends
Personal thank-you call from Emma this month — no ask, just recognition and relationship.
Priority actions this week
7 supporters need a touch
M
Margaret Fenwick
Regular payment failed 2 days ago (card expired) · Given £15/mo for 5 years
£15/mo · 5 yrs
REGULAR
⚠️ Lapsed
T
Tom Ashcroft
Regular gift paused in July — no response to first winback email
£30/mo · 2 yrs
REGULAR
⚠️ Lapsed
P
Priya Ranganathan
Gave £500 to skydive event — matches your legacy prospect pattern (age 68, high engagement)
£500 one-off
NEW
💝 Legacy watch
R
Richard Osei
Given £25/mo for 4 years — hasn't upgraded despite reading every impact email
£25/mo · 4 yrs
REGULAR
⬆️ Upgrade candidate
F
Fiona Blackwood
Gave £2,000 in March — no personal contact logged since
£2,000 one-off
SILENT BIG
🤝 Needs recognition
D
Derek Milne
10-year supporter, monthly gift ended June, no notification received
£40/mo · 10 yrs
LAPSED
⚠️ Lapsed
A
Alistair Renwick
Given £50/mo for 3 years — engagement doubled since James's story went out
£50/mo · 3 yrs
REGULAR
⬆️ Upgrade candidate
🤖 AI is working on right now
- Drafting personalised winback emails for the 3 lapsed supporters flagged above
- Analysing 189 skydive donors to predict which are most likely to convert to regular giving
- Updating legacy prospect segment — 2 new supporters crossed the engagement threshold this week
- Preparing the autumn appeal audience — cross-referencing upgrade candidates against past appeal responders
Giving trends
This month's income
£18,400
↑ 12% vs Aug 2025
New regular givers
24
↑ 4 vs last month
Avg. regular gift size
£23.40
↑ £1.20 vs Q2
Recent activity
- New regular gift set up: Priya Ranganathan — £50/mo2 hours ago
- Winback email sent to 3 lapsed supporters — 2 opened within 30 minutesyesterday
- Upgrade signal detected: Alistair Renwick — engagement doubled after James's story2 days ago
- Emma called Fiona Blackwood — logged as "warm, wants site visit in September"3 days ago
- Legacy prospect segment updated: 2 new supporters crossed threshold4 days ago
- 189 skydive donors added — new welcome journey starts Monday5 days ago
- Lapse detected: Derek Milne — 10-year supporter, priority winback1 week ago