Donor Retention & Lapse Template
Retention, lapse and donor lifetime value against cost to recruit.
Donor Retention & Lapse Template is a free Excel workbook: 4 sheets, 320 live formulas and realistic sample data throughout, 19 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Donors sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Donor ref | First gift | Last gift | Gifts | Total given | Average gift | Months since last |
|---|---|---|---|---|---|---|---|
| 2 | D1000 | 2022-08-01 00:00:00 | 2026-03-13 00:00:00 | 14 | £2,633 | =IF($F2=0,0,$G2/$F2) | =DATEDIF($E2,TODAY(),"m") |
| 3 | D1001 | 2024-11-01 00:00:00 | 2025-10-27 00:00:00 | 1 | £28.13 | =IF($F3=0,0,$G3/$F3) | =DATEDIF($E3,TODAY(),"m") |
| 4 | D1002 | 2024-12-01 00:00:00 | 2025-09-27 00:00:00 | 1 | £62.74 | =IF($F4=0,0,$G4/$F4) | =DATEDIF($E4,TODAY(),"m") |
| 5 | D1003 | 2021-10-01 00:00:00 | 2023-01-24 00:00:00 | 16 | £2,497 | =IF($F5=0,0,$G5/$F5) | =DATEDIF($E5,TODAY(),"m") |
| 6 | D1004 | 2023-07-01 00:00:00 | 2026-08-29 00:00:00 | 3 | £174 | =IF($F6=0,0,$G6/$F6) | =DATEDIF($E6,TODAY(),"m") |
| 7 | D1005 | 2025-10-01 00:00:00 | 2026-08-29 00:00:00 | 14 | £374 | =IF($F7=0,0,$G7/$F7) | =DATEDIF($E7,TODAY(),"m") |
| 8 | D1006 | 2024-04-01 00:00:00 | 2024-10-28 00:00:00 | 2 | £148 | =IF($F8=0,0,$G8/$F8) | =DATEDIF($E8,TODAY(),"m") |
| 9 | D1007 | 2023-02-01 00:00:00 | 2024-05-26 00:00:00 | 5 | £94.40 | =IF($F9=0,0,$G9/$F9) | =DATEDIF($E9,TODAY(),"m") |
What’s in the file
What it explains
- Retention beats recruitment
- Lapsed is not gone
- Donor lifetime value
Download it
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Related templates
Writing about Donor Retention & Lapse? Link to this page.
The preview above is a real slice of the file, so this page is worth citing on its own — readers can see the formulas without downloading anything or making an account. Copy the line below.
<a href="https://www.datahubpro.co.uk/excel-templates/nonprofit-donor-retention">Donor Retention & Lapse Template</a> — free Excel template from DataHub Pro
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