Donor Retention Reports - Best Practices for Deceased Donors

Melissa Sheinman

Curious the best practice on including deceased donors in donor retention reporting. Appreciate all opinions. Thank you!

Carolyn Copp

Yes, include them....if you remove them, then you would also be removing their giving history. Clearly, when you are looking at those donors who are lapsed, you won't want to reach out to them. But for overall metrics, include them.

Elizabeth Grover

I second Carolyn's advice! Keep them in the report.