Apteco Learn Mission Schedule Time with an Apteco Architect Play with a Live System

Stages and the second gift

Stop 12 of 58 · about 10 minutes

Where is each supporter on their journey with you, and who is about to slip?* First gifts made on giving platforms arrive in batches, so the thank-you waits until someone imports them and notices. By then the window for a second gift is closing.

Donor Development Stage on Charity Overview. Count the bars: Lapsed First Gift is the group that gave once and never came back.
Donor Development Stage on Charity Overview. Count the bars: Lapsed First Gift is the group that gave once and never came back. Open full size

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

The lesson

Donor Development Stage places each supporter on a path, using how many gifts they have made and how recently:

  • Non Donor: no gifts yet.
  • New Donor: one gift, in the last year.
  • Lapsed First Gift: one gift, over a year ago.
  • Developing: 2 to 4 gifts.
  • Established: 5 to 9.
  • Loyal: 10 or more.

A funnel chart shows how many people make it from one stage to the next. Watch the step from New Donor to Developing. That is the second gift, and it is where many supporters quietly slip away.

Two insights time it: Days To Second Donation, and Second Donation Within 90 Days, which is 1 for anyone who gave again inside 90 days. The Field Guide's First 90 Days pathway is built on them.

Watch this stop · about a minute

More of it in Orbit

A funnel chart: how many people make it from one stage to the next.
A funnel chart: how many people make it from one stage to the next. Help Hub: Orbit release notes

Your turn, in Field Guide, then Orbit

  1. In the Field Guide, look up Donor Development Stage and Second Donation Within 90 Days.
  2. In Orbit, find the Donor Development Stage chart on Charity Overview or Donation Analysis.
  3. Find the biggest drop between two stages, and note how many people sit in Lapsed First Gift.

Quick check

Someone has given 6 times, most recently last month. Which stage?
  • Developing
  • Established
  • Loyal

Answer: Established

Someone gave once, 14 months ago. Which stage?
  • New Donor
  • Lapsed First Gift
  • Developing

Answer: Lapsed First Gift

A new donor gave again on day 60. What is their Second Donation Within 90 Days?
  • 0
  • 1
  • 60

Answer: 1

Need a hint?

Count the gifts first, then check how recent. Inside 90 days flips the flag to 1.

Why it matters

See every supporter's stage and you can walk each one toward their next gift on purpose.

* Standard definition. Your Orbit Admin or Apteco can change it to fit you.

Read on

Read more in the Apteco Help Hub

Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.

Do this stop yourself

It is stop 12 of 58. Open it in the course, or start from the beginning.

Open this stop in the course