First Event, First Gift

Audience on the Engage tab

Supporters whose first gift came shortly after their first event. Events are how they found their way to giving.

Who's in itA profile: status, stage, value and volunteering.AudienceThe rules: who is let in, and who is left out.Why they're hereThe signal that put each person on the list.LifecycleDonor stage against donor status, in one grid.Call sheetNames, value, last gift and a suggested next step.Value by channelHow much they are worth, split by volunteer status.

First Event, First Gift · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, stage and value band, with most Active, spread across Developing and Loyal, and many Major or Premium. — **First Event, First Gift · Who's in it** The Who's in it tab: donuts of donor status, stage and value band, with most Active, spread across Developing and Loyal, and many Major or Premium. Many donors who started at an event stay and grow.

First Event, First Gift · Audience rules, in Apteco Orbit: The rules tab: two rules under Includes, took part in an event and gave a first gift soon after it, and nothing under Excludes. — **First Event, First Gift · Audience rules** The rules tab: two rules under Includes, took part in an event and gave a first gift soon after it, and nothing under Excludes. They show that events can turn guests into donors, so a quick follow-up matters.

First Event, First Gift · Why they're here, in Apteco Orbit: The Why they're here tab: donuts of first event year and first gift year, with each person's dates and days to a second gift. — **First Event, First Gift · Why they're here** The Why they're here tab: donuts of first event year and first gift year, with each person's dates and days to a second gift. Fundraisers plan a quick thank-you and a second ask after events.

First Event, First Gift · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status, with Loyal and New Donors all Active and most Lapsed First Gift people Lapsing. — **First Event, First Gift · Lifecycle** The Lifecycle tab: a grid of donor stage against donor status, with Loyal and New Donors all Active and most Lapsed First Gift people Lapsing. It shows who to nudge for a second gift.

First Event, First Gift · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, donor status and next steps such as Priority email sequence or Upgrade appeal. — **First Event, First Gift · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, donor status and next steps such as Priority email sequence or Upgrade appeal. Staff work down it, skipping anyone marked Do Not Phone.

First Event, First Gift · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of value bands, coloured by volunteer status, for the people who have volunteered, with Major the tallest. — **First Event, First Gift · Value by channel** The Value by channel tab: stacked bars of value bands, coloured by volunteer status, for the people who have volunteered, with Major the tallest. It points to valuable donors who have stopped volunteering and could be invited back.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result. The Audience tab is Orbit's own. The other tabs are views added to this audience's workbook; Get to know the list shows how to add them.

Who is in it

It includes people who have taken part in at least one event AND made their first gift within 0 to 90 days of their first event; nothing is excluded. These people gave soon after their first event, which shows events can turn guests into donors.

insights it is built from

Engage

its tab on the Field Guide Audiences dashboard

What to do next

Track this pattern across your events and put more into the ones that turn guests into givers.

The call sheet tab lists each person with a suggested next step, so you can work down it.

What it is built from

Each insight below is worked out by Orbit for every supporter. Click one to read it in the Field Guide.

All 25+ audiences

Insights

First EventWhen did this supporter first take part in an event? Compare supporters who came in through events with those who came in through giving.
First Donation DateWhen did this supporter give for the first time? Compare retention between donors who started in different years, and see which campaigns brought the loyal ones.
Days To Second DonationHow long did this supporter take to give a second time? Use it to judge your welcome series, since donors who give again quickly stay far longer.
Event Participant FlagHas this supporter ever attended an event? Separate event-engaged donors from those who have never come to an event.

Next to it on the Engage tab

Volunteers Who Have Never DonatedHow many of your volunteers have never been asked to give?
Volunteers Starting to DriftVolunteers who gave their time last year but have not logged a shift this year.
Lapsing Volunteers Who Still GiveSupporters who stopped volunteering but still give.
Multi-Channel ChampionsSupporters who give, come to events and volunteer.
Gala Guests Who Never GaveSupporters who came to one or more events but have never made a gift.
Event to Donor ConversionSupporters who come to your events but have not yet become regular givers.
Event Regulars, Gift IrregularsSupporters who come to events consistently but whose giving is sporadic or declining.

Questions people ask

Who is in the First Event, First Gift audience?

Supporters whose first gift came shortly after their first event. Events are how they found their way to giving.

What should I do with First Event, First Gift?

Track this pattern across your events and put more into the ones that turn guests into givers.

Which data does First Event, First Gift use?

First Event, First Donation Date, Days To Second Donation, Event Participant Flag. Each is an insight Orbit works out for every supporter.

Which pathway uses First Event, First Gift?

No Field Guide pathway starts from this list yet. Use the advice above, or build your own journey in Orbit.

How do I build it in Apteco Orbit?

Open Audiences, start a new audience and add each rule: who to let in, then who to leave out. Build an audience by hand walks you through it, and Ask Orin to build it shows how Orin can draft it for you.

Learn Mission is a free course. Part 5 is all about audiences: you build one, read it tab by tab and tidy it before anyone gets a message.

Build it yourself

Start with the stops below, then read more in the Apteco Help Hub.

Start the course

The Engage audiences

All 25+ audiences