Managing Fundraising Health

The knowledge and data you need to build a healthier program

Based on our ground-breaking LENS behavioral analytics, our Donor Lifecycle Audit and LENS Subscription bring your donors and your results into clearer focus than any other tool in the industry.

Your measurement system to guide continuous improvement

Our Donor Lifecycle Audit uses our ground-breaking LENS analytics to identify the most important issues facing your program and provide strategic guidance you can action to increase revenues and reduce unproductive spend. Then, our quarterly and monthly LENS subscriptions let you track progress from this baseline and identify emerging risks and opportunities you need to action.


Acquire New Donors

Track and compare post-acquisition giving behaviors to help you identify your best acquisition prospects, tactics, and channels.


Improve Donor Retention

Improve donor retention and reduce donor fatigue by tailoring appeals and stewardship to donors’ lifecycle stages and giving styles.


Reduce Donor Churn

Sense and act on cooling signals from at-risk active donors before they lapse, and rescue these donors before it’s too late.


Improve Upgrade Effectiveness

Identify your best candidates for monthly giving conversion or significant giving increases, and your most effective upgrade tactics.


Trim Unprofitable Spend

Get more visibility into which investments deliver positive returns and which don’t, so can better align your spend with your returns.


Plan and Budget for Success

Monitor and evaluate your program more objectively, plan and budget more accurately, and build executive/board confidence.

Watch our LENS Video with Dr. Adrian Sargeant


A Complete LENS-Based Program

Our Fundraising Health Program includes a one-time audit to benchmark your program performance and provide strategic insight, and an ongoing quarterly or monthly LENS subscription to track changes from this baseline and let you use LENS continuously. Both the audit and the subscription are based on our LENS donor behavioral segmentation – a unified analysis and targeting system.


LENS Segmentation

LENS is built to track donors along their path of support, and to group donors by life cycle and giving pattern for easy analysis and targeting.


Donor Lifecycle Audit

Our in-depth donor database audit provides powerful, actionable insights into the most important issues, risks, and opportunities facing your program.


Ongoing LENS Subscription

Our quarterly and monthly subscriptions track changes from this baseline, enable LENS-based targeting and testing, and alert you to donor movements.


Expert Support

iNFORMED’s experts will present Audit insights and recommendations to your team in a workshop format, then support you as you use LENS in your program.

Your LENS Donor Lifecycle Audit

A LENS Donor Lifecycle Audit is recommended once for all not-for-profit organizations—especially those without an in-house analytics team. Our audit utilizes up to 10 years of your donor data for analysis through LENS, for an unprecedented view of the state of your fundraising program and donor movements.

LENS Donor Analytics Reports

The iNFORMED analytics team prepares 10 easy-to-understand LENS reports covering your entire donor file, each of them designed to provide key insights you can action:


  • Donor Distribution report
  • Revenue Indicator report
  • Acquisition Pathway report
  • Churn Donor Source report
  • Monthly Donor Pathway report
  • Monthly Donor Source report
  • Trending Mid/Major Donor Distribution report
  • Trending Mid/Major Donor Revenue Indicators report
  • Churned Donor Distribution report
  • Churned Donor Revenue Indicators report

In-Person Presentation by iNFORMED Experts

Your iNFORMED analyst will present our audit in person to your fundraising team in an in-depth workshop format, explaining each report, discussing the findings, reviewing the areas of opportunity and risk in more detail, and answering questions.

LENS Segmented Donor File

We append your donor file with LENS segment flags and other important indicators – allowing you to import these back into your database and act immediately on any of the insights presented.


Our findings are documented in an explanatory summary report. The report rolls up the findings into a high-level executive summary and then breaks down the findings of each report culminating in the review of the opportunities and risks before the organization.

Your Ongoing LENS Subscription

Our LENS subscription is available on a monthly or quarterly basis, and uses the same LENS segmentation and structure as the Audit, so you can track the impact of program improvements and can use LENS continuously for analysis and targeting. Start with a quarterly subscription to achieve early wins, then upgrade to monthly. And add our At-Risk Donors reports, to identify and rescue more at-risk donors.


LENS Donor Reports

10 easy-to-understand reports (described above) that track and analyze your entire donor file

LENS analyzes all donors, non-monthly and monthly

Comparative reports include 2 years’ worth of data (current vs previous)


LENS Segmented Donor File

User-friendly, ready-for-action file of your donor IDs with all LENS indicators added


The Support You Need

Comprehensive LENS User Guide

Strategy and tactical recommendations for each at-risk group

iNFORMED experts only a phone call away, ready to help


What Our Clients Have to Say

“The team at iNFORMED provides exceptional service and expertise. We started with the Donor Life Cycle Audit and have transitioned to the Quarterly Data Reports Subscription. The quarterly reports continue to drive further segment analysis, aligned with our donor information. The LENS data has provided a framework to better understand our donors’ behaviours, allowing us to build programs and strategies that help to reframe activation through donor centricity. We continue to uncover new insights, implement, test and validate new strategies and continue to evolve our analytics program using our LENS subscription data.”

Amanda Hatt, Director, Annual Programs, QEII Health Sciences Foundation

Fundraising Health Program

For mid-sized to large fundraising programs, our program for Managing Fundraising Health can deliver truly transformative ongoing returns for a modest ongoing investment.

Learn more about our Fundraising Health solution

Contact our team to chat with an iNFORMED expert about how we can help you achieve your goals.