Where your giving system is losing money

Estimated annual leakage: $XX,XXX – $XXX,XXX

Based on current processing, recovery, and giving flow.

Where it's leaking

Processing

  • Effective rate: X.X%
  • Market range: X.X–X.X%
  • Estimated loss: $X,XXX–$XX,XXX/year

Insight: Rates are sitting above market based on current structure.

Pathways

  • Drop-off indicators present
  • Giving flow friction (mobile especially)

Insight: People are starting to give but not finishing.

Pulpit

  • No consistent recurring framing
  • Weak moment of decision

Insight: Recurring isn't being captured at the point it matters most.

People

  • Recurring: X% (benchmark: 40–60%)
  • No failed gift recovery

Insight: Giving is inconsistent because the system doesn't hold it.

What this is costing

  • Processing inefficiency: ~$X,XXX/year
  • Missed / failed gifts: ~$XX,XXX/year
  • Low recurring impact: ~$XX,XXX/year

Most of this isn't visible. It's buried in how the system is set up.

What I would fix first

  1. Fix processing structure
  2. Implement failed gift recovery
  3. Reposition recurring at the point of decision

You don't need to change everything. You need to fix what's actually leaking.

If you want, I can walk you through this and show you exactly how I'd fix it.

— Stu