Find duplicates, unreachable donors, and lapsed supporters in a CRM export.
Export your donor or contact list from your CRM as a CSV, then drop it here. Works with Bloomerang, Little Green Light, DonorPerfect, Neon, Salesforce, and most other exports.
A second CSV with one row per gift: donor ID, gift date, and amount. This turns on year-over-year retention and LYBUNT/SYBUNT. Export at least three years of gifts.
Tip: you only need names, contact fields, and last gift date and amount. Remove notes and wealth data before exporting. A gift file only needs three columns: donor ID, date, and amount.