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Lapsed Donor Re-Engagement Report

Example prompt: "Pull our donor list from Airtable, find everyone who hasn't donated in the last 90 days, summarise each donor's giving history, draft a short personal re-engagement email for each one, and save the full report to a Google Doc."

The Problem

Donor attrition is one of the biggest challenges in fundraising, yet most teams only notice lapsed donors when they run an annual audit. By then, the window for re-engagement has often closed. Manually cross-referencing donor records, identifying who has lapsed, reviewing their giving history, and writing personal outreach for each person takes hours — so it rarely happens at the frequency needed to catch donors before they drift away entirely.

How GloriaMundo Solves It

We build a workflow that runs on a schedule — weekly or fortnightly — to catch lapsed donors early. An integration step pulls your donor records from Airtable (or Google Sheets). A code step filters for donors whose last gift was more than 90 days ago and calculates their lifetime giving total and average gift size. An LLM step reviews each lapsed donor's history and drafts a short, personal re-engagement email that acknowledges their past support and gives a specific reason to reconnect. A final integration step saves the full report — donor summaries and draft emails — to a Google Doc for your team to review and send. Glass Box preview shows you every draft email before the report is generated, so you can adjust tone or correct details.

Example Workflow Steps

  1. Trigger (schedule): Runs every Monday morning.
  2. Step 1 (integration): Pull donor records from Airtable, including name, email, donation history, and tags.
  3. Step 2 (code): Filter for donors with no gift in 90+ days. Calculate last gift date, lifetime total, and average gift amount.
  4. Step 3 (LLM): For each lapsed donor, summarise their giving history and draft a personal re-engagement email.
  5. Step 4 (integration): Create a Google Doc with the full report — one section per donor with their summary and draft email.

Integrations Used

  • Airtable — source of donor records and giving history
  • Google Docs — destination for the lapsed donor report and draft emails

Who This Is For

Development directors and major gifts officers at nonprofits with 200+ donors who want to catch lapsing supporters early rather than discovering the attrition months later in an annual review.

Time & Cost Saved

Manually auditing a donor list of 500 records, identifying lapsed donors, reviewing each one's history, and writing personal outreach takes a development officer roughly 4-6 hours. Running this weekly as an automated workflow means lapsed donors are flagged within a week of passing the 90-day mark, and draft outreach is ready for review in minutes rather than hours. The time spent shifts from data wrangling to relationship decisions.