An attrition rate is defined as the percentage rate at which something is lost or reduced over a period of time. In fundraising terms, the attrition rate is the percentage of donors that your organization loses or reduces (i.e. stops giving) from one time period to another. There is not an "attrition report" available in The Raiser's Edge. However, a simple rate can be calculated using Query:

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.
    In the example, on the Criteria tab, select Gifts, Gift Date between 7/1/2015 and 6/30/2016. Let's say this generates 273 keys. We'll call this number 'Last Year'.
    In the example, on the Criteria tab, select Gifts, Gift Date between 7/1/2016 and 6/30/2017. Click on Tools > Query Options. On the Records Processing tab, mark the Select from query checkbox and browse to and select last year's query. Let's say this generates 196 keys. We'll call this number 'This Year'.
    • 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.