Welcome to Part 4 of our “Actually Useful Maths for Data Work” series.
Written by our very own Anthony Fawkes, this five-part series will provide fundraisers, data managers, analysts, and CRM heroes holding charity operations together with easy-to-apply solutions that strip away the stress from maths. The aim is to show you how everyday calculations (and a bit of logic) can level up your data confidence.
What Is Attrition Modelling?
It’s a way to understand how and when people stop engaging-whether that’s regular donors cancelling, event attendees not coming back, or email subscribers dropping off.
Where to Start: Look Back Before You Look Forward
Ask: When did they last give? How many months until they stopped responding? What’s the average donor lifespan? Do different groups behave differently?
Build a Retention Curve
Create a line chart for each donor cohort. Track what % of donors are still active each month. Compare different channels or campaigns to spot trends.
Key Metrics to Try
Metric | What It Tells You | Why It Matters |
---|---|---|
Churn rate | % who stop giving each month | Helps predict drop-off and set goals |
Median donor lifespan | How long supporters stick around | Target re-engagement before they leave |
Attrition point | When most drop off | Perfect timing for interventions |
Cost-adjusted value | Value after costs | Shows true profitability |
Included Costs
Track net value: include staff time, tech fees, campaign costs. Donor value isn’t just income- it’s income minus effort.
Let’s Talk Tools
Task | Excel | Power BI | Python |
---|---|---|---|
Track last gift date | =MAXIFS() | Filter + DAX | pandas date functions |
Retention curves | Manual cohorts + charts | Custom visuals | matplotlib cohort plot |
Attrition rate | COUNTIFS, pivots | CALCULATE with filters | date diffs in pandas |
LTV modelling | SUMIFS + cost fields | Net income per donor | regressions or calculations |
What To Do With What You Learn
Set up thank-you campaigns, create CRM alerts, improve messaging for high-attrition segments, and invest in channels with stronger retention.
TL;DR
Attrition modelling helps you anticipate supporter drop-off. Use it to act earlier, smarter, and with more context.
Coming Up Next in the Series…
- Post 5: Python For Fundraising Automation – Making Data Work While You Sleep
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