WATCH · Systems & Operations_
Your Donor Spreadsheet Is Costing You Supporters
Saleem Beg · Founder, Teque
● 2:00 · Posted 4 months ago
KEY TAKEAWAYS_
- Donor retention is about consistency — thanking promptly, updating on impact, asking at the right time
- Spreadsheets can't remind you to follow up, segment by history, or track engagement
- Simple, affordable donor management tools exist for small charities
TRANSCRIPT_
If you are running a charity and your donor data lives in spreadsheets, you are losing supporters. Not because spreadsheets are evil. They're perfectly good tool for many things. But donor relationships aren't one of them. And here is what happens. A donor gives once you add them to the spreadsheet. Maybe you send the thank you email. Maybe you don't. Depends on how busy January is.
Six months later, you're running an appeal and you export the spreadsheet, but the formatting broke and you're not sure which column is current email versus old email. And Sarah, who understood the system, left in March.
Meanwhile, that donor, they've forgotten you even exist. And when they donate again, it's to the charity that remembered to stay in touch. Donor retention isn't about grand gestures. It's about consistency. Thanking people promptly, updating them on impact, remembering their preferences, asking at the right time in the right way. Spreadsheets can't do that. They can't remind you to follow
up. They can't segment by giving history. They can't track which emails were opened or which events were attended. Now, I'm not saying you need expensive enterprise software because simple affordable donor management tools exist specifically for small charities.
Investment is modest. The return i.e. keeping donors who would otherwise drift away is significant. Your most valuable supporters aren't the ones you haven't met yet. They're the ones you've already got. Don't let them slip away because your data lives in the wrong place.
“Your most valuable supporters aren't the ones you haven't met yet. They're the ones you've already got.”
Prefer to read? This take is also a written article.
Read the article →


