Note: The opposite, a donor retention rate, can be also be calculated. Please refer to How to calculate the donor retention rate.
The examples below are based on a scenario of:
- Last Year is July 2015 through June 2016
- This Year is July 2016 through June 2017
Follow these steps:
- Create a static, constituent query of constituents who gave Last Year. Run the query and note the number of keys generated (a popup with this number will appear when running or saving a static query), which is the number of constituents selected.
- Create a static, constituent query of constituents who gave This Year and base it on last year's query. Run the query and note the number of keys generated, which is the number of constituents selected.
- Calculate the donor attrition rate by:
- Subtracting 'This Year' from 'Last Year' to get the 'Number Lost'. (This is the number of donors that you lost.)
- Take the 'Number Lost', divide by 'Last Year', and multiply by 100 to get the attrition rate percentage.
The formulas look like this and using our examples:
|1. 'Last Year' - 'This Year' = 'Number Lost'||273 - 196 = 77|
|2. ('Number Lost'/'Last Year') * 100 = 'Attrition Rate'||(77/273) * 100 = 28.21%|
From our example, this organization had a 28.21% attrition rate from Last Year to This Year. This means that 28.21% of the donors that gave Last Year did not make a gift This Year.