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Silent Major Donors

Audience on the Grow tab

Supporters with high lifetime giving who have never come to an event or volunteered. Generous but invisible. You may not even know what they look like.

Open the Field GuideWhat to do next
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.
Silent Major Donors · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value.
Silent Major Donors · Who's in it The Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value. Everyone is Premium and none volunteer, and most are still giving today.
Silent Major Donors · Audience rules, part 1 of 2, in Apteco Orbit: The first half of the rules: the Includes box, which picks people whose lifetime giving is at the major-gift level.
Silent Major Donors · Audience rules, part 1 of 2 The first half of the rules: the Includes box, which picks people whose lifetime giving is at the major-gift level. The Excludes box in the second half takes out anyone who comes to events or volunteers.
Silent Major Donors · Audience rules, part 2 of 2, in Apteco Orbit: The second half of the rules: the Excludes box, which leaves out anyone who has been to an event or volunteers.
Silent Major Donors · Audience rules, part 2 of 2 The second half of the rules: the Excludes box, which leaves out anyone who has been to an event or volunteers. What remains is big givers who give quietly, so they may need a personal visit or call.
Silent Major Donors · Why they're here, in Apteco Orbit: The Why they're here tab: a donut of donor stage and a table of lifetime value with event and volunteer flags.
Silent Major Donors · Why they're here The Why they're here tab: a donut of donor stage and a table of lifetime value with event and volunteer flags. Most are Established or Loyal, so a major-gift officer can pick quiet big donors to meet in person.
Silent Major Donors · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status.
Silent Major Donors · Lifecycle The Lifecycle tab: a grid of donor stage against donor status. Established donors are almost all active, while some Developing donors are lapsing, so the team can catch big donors starting to slip.
Silent Major Donors · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags.
Silent Major Donors · Call sheet The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Most next steps are Major gift cultivation, so a major-gift officer can plan visits and calls from it.
Silent Major Donors · Value by channel, in Apteco Orbit: The Value by channel tab: a single bar, Premium Supporters, with no volunteers in it.
Silent Major Donors · Value by channel The Value by channel tab: a single bar, Premium Supporters, with no volunteers in it. It confirms this is a list of top-value donors only.

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

These are big givers who never come to events or volunteer, so they may need a personal visit or call.

4

insights it is built from

Grow

its tab on the Field Guide Audiences dashboard

Silent Major Donors · Audience rules, part 1 of 2, in Apteco Orbit: The first half of the rules: the Includes box, which picks people whose lifetime giving is at the major-gift level.
Silent Major Donors · Audience rules, part 1 of 2 The first half of the rules: the Includes box, which picks people whose lifetime giving is at the major-gift level. The Excludes box in the second half takes out anyone who comes to events or volunteers.
Silent Major Donors · Audience rules, part 2 of 2, in Apteco Orbit: The second half of the rules: the Excludes box, which leaves out anyone who has been to an event or volunteers.
Silent Major Donors · Audience rules, part 2 of 2 The second half of the rules: the Excludes box, which leaves out anyone who has been to an event or volunteers. What remains is big givers who give quietly, so they may need a personal visit or call.
Silent Major Donors · Why they're here, in Apteco Orbit: The Why they're here tab: a donut of donor stage and a table of lifetime value with event and volunteer flags.
Silent Major Donors · Why they're here The Why they're here tab: a donut of donor stage and a table of lifetime value with event and volunteer flags. Most are Established or Loyal, so a major-gift officer can pick quiet big donors to meet in person.

What to do next

A personal invitation to your next event, a private tour or a one-on-one with your ED. Bring them inside.

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

Silent Major Donors · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags.
Silent Major Donors · Call sheet The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Most next steps are Major gift cultivation, so a major-gift officer can plan visits and calls from 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

  • Lifetime ValueHow much has this supporter given in total, over their whole time with us? Group donors by total giving, and give your top lifetime givers personal thank-you calls or major gift attention.
  • Event Participant FlagHas this supporter ever attended an event? Separate event-engaged donors from those who have never come to an event.
  • Volunteer FlagHas this supporter ever volunteered? Build volunteer-specific messages and appeals for everyone who has volunteered at least once.
  • Donor Development StageWhich stage of the donor journey is this supporter in right now? Build a journey for each stage, with a welcome for New donors, deeper asks for Developing, and recognition for Loyal.

Next to it on the Grow tab

Questions people ask

Who is in the Silent Major Donors audience?

Supporters with high lifetime giving who have never come to an event or volunteered. Generous but invisible. You may not even know what they look like.

These are big givers who never come to events or volunteer, so they may need a personal visit or call.

What should I do with Silent Major Donors?

A personal invitation to your next event, a private tour or a one-on-one with your ED. Bring them inside.

Which data does Silent Major Donors use?

Lifetime Value, Event Participant Flag, Volunteer Flag, Donor Development Stage. Each is an insight Orbit works out for every supporter.

Which pathway uses Silent Major Donors?

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 Grow audiences

All 25+ audiences