Board Donor Snapshot Report

A simple, high-level look at your donor trends that is built for small nonprofit teams.

If your board is asking for clearer fundraising data, or if you're not sure where to focus next, our Donor Snapshot Report can help. It shows which donors have stopped giving, how that’s impacting your fundraising, and where you might want to follow up.

Why It Matters

Many nonprofits focus on finding new donors, but reconnecting with past supporters is often a simpler and more effective place to start.

If you're running a small or newer nonprofit, you might not have the time or tools to dig into your donor data. But your board may still be asking important questions, like: Who’s no longer giving? Where should we focus next?

The Snapshot helps answer those questions—quickly and clearly.

What It Is

The Board Donor Snapshot is a one-time report that shows which donors have stopped giving and where you might want to focus next. It’s built for small teams that need clear answers without extra tools or setup.

You’ll get a summary of your donor data, plus a few key insights to help your board or team decide what to do next.

What You’ll Learn

This report gives you a clear picture of what’s happening in your donor base—and where to focus next. It highlights key patterns in your data that can help guide your next steps:

  • How many donors have lapsed—and what that means for your revenue

  • Which past supporters may be ready for re-engagement

  • How your high-value donors are trending

  • What giving patterns say about donor loyalty and retention

  • Simple next steps to reconnect with supporters

What’s Included

The Snapshot is designed to be easy to read and easy to share. You’ll get a clear breakdown of donor activity, plus straightforward recommendations your team can use. Here’s what’s inside:

  • Five easy-to-read charts showing donor activity

  • Key insights based on your actual data

  • Practical recommendations you can act on right away

  • A board-ready format that’s easy to share and discuss

Who It’s For

The Snapshot is built for small teams that want to understand their donor data and take action—without needing a full database or CRM. It’s especially useful if you’re working with limited time, staff, or tools. This report is ideal for:

  • Executive Directors who want to show donor trends to their board

  • Fundraising staff who need a starting point for re-engagement

  • Volunteer-led teams who want to understand their donor base

  • Anyone who wants to make donor data more actionable

How It Works

We designed the Snapshot to be quick and easy for small teams. You don’t need a database or fancy tools—just a basic donor file. We’ll analyze up to 1,000 rows of data and return a custom report that’s clear, useful, and ready to share.

You send us your donor file (Excel, CSV, or Google Sheet). We analyze it using a consistent method and return a custom report within a few days. No setup. No software. Just insights you can use.

We’ve kept submission simple—just three columns:

  • Donor ID

  • Gift Date

  • Gift Amount

Pricing & Turnaround

We know small teams often need quick answers without a big price tag. The Snapshot is designed to be affordable, fast, and easy to use—whether you’re preparing for a board meeting, planning a campaign, or just trying to make sense of your donor data.

  • Snapshot Report: $250 CAD

  • Delivery: 3–5 business days

  • Need it faster? Next-business-day delivery is available for an additional $100 CAD

This is a cost-effective option for small teams that need help understanding their donor data.

Ready to Get Started?

Have questions before you request? Just send us an email at: info@storypoint.ca. we’re happy to help you figure out what makes sense for your team.