BKY Data Consulting
Live demo
Built for your DonorPerfect & GiveCloud setup

Donor Engagement & Data Health

Transforming DonorPerfect and GiveCloud data into clear insights for fundraising. Live demo on synthetic data.

Hi [Client Name] — here's a working demo I built for your DonorPerfect and GiveCloud setup; click anything, every number is live from the sample data below.

Total Donations (Last 12 Mo)
$7,050
▲ from 15 donors
Average Donation Value
$470
■ across all campaigns
Active Donors
12
▲ donated in last 12 mo
Average Data Completeness
84%
▲ key fields filled

Donations by Campaign

This shows which campaigns are bringing in the most donations, helping you focus your efforts.

Donor Status Distribution

See the proportion of your active versus lapsed donors to understand retention.

Monthly Donation Trend

Track how donations change over time to identify seasonal patterns and campaign effectiveness.

What I'd do for you

Clean up your donor data
We'll find and merge duplicate donor records to ensure a single, accurate profile.
Improve data quality
We'll identify missing information and help fill in critical donor details consistently.
Optimize CRM setup
We'll configure DonorPerfect and GiveCloud to align with your fundraising best practices.
Enhance reporting
We'll build custom reports to give you clear insights into donor engagement and campaigns.
Plus, repetitive work I'd put on autopilot
Auto-sync new donors from GiveCloud to DonorPerfect
GiveCloud API · DonorPerfect API · n8n
Automated 'Thank You' emails for new donations
DonorPerfect Webhooks · Google Apps Script
Daily report on new lapsed donors to Slack
DonorPerfect API · Python · Slack API
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
DonorPerfect & GiveCloud
Your live donor and fundraising data.
Automation
DonorPerfect API · GiveCloud API · n8n · Google Apps Script
Connecting your systems and automating manual tasks.
Output
Google Sheets · Custom Dashboards · Slack/Email
Centralized data, clear insights, and timely notifications.

Recent Donations & Data Health

Donor NameDonation DateAmountCampaignStatusData Completeness Score
Alice Smith2023-11-15$500Annual FundActive95%
Bob Johnson2023-10-20$250Spring GalaActive80%
Charlie Brown2023-09-01$1000Capital CampaignActive98%
Diana Prince2023-12-05$150Annual FundActive70%
Eve Adams2023-08-10$750Spring GalaActive90%

Raw source data

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Donor IDDonor NameDonation DateAmountCampaignStatusLast ActivityData Completeness Score
101Alice Smith2023-11-15500Annual FundActive2024-03-0195
102Bob Johnson2023-10-20250Spring GalaActive2024-02-2880
103Charlie Brown2023-09-011000Capital CampaignActive2024-03-0598
104Diana Prince2023-12-05150Annual FundActive2024-01-1070
105Eve Adams2023-08-10750Spring GalaActive2024-02-1590
106Frank Green2023-07-22200Annual FundLapsed2023-07-2265
107Grace Hall2023-06-18300Capital CampaignActive2024-03-0385
108Henry King2023-05-01100Spring GalaActive2024-01-2075
109Ivy Lee2023-04-05400Annual FundActive2024-02-0192
110Jack White2023-03-12600Capital CampaignActive2024-03-0899
111Karen Black2023-02-2850Annual FundLapsed2023-02-2860
112Liam Grey2023-01-151200Spring GalaActive2024-03-1097

Ready to optimize your CRM?

I can wire this to your live DonorPerfect and GiveCloud data in days.

bing@bkydataconsulting.com