Reflection questions for Recurring Giving analysis

Last updated: September 22, 2026

  • How many successful RG gifts did we receive in the past month?

  • Is the total number of active RGs increasing or decreasing over time?

  • How many donors did we reactivate, convert or upgrade in the past quarter?

  • How does our number of RG acquisitions and conversions compare to similar sized organisations?

  • Is our active donor pool increasing or decreasing over time?

  • Did our new acquisition strategy/campaign have an additional impact on conversions, upgrades or reactivations?

  • If our active pool is shrinking, is it due to a lack of inflow (not enough new donors), or a large outflow (too many lapsed donors)?

  • If our active pool is growing, is it due to a high inflow (new donors) or a low outflow (few lapsed donors)?

  • What is the average LTV to expect from newly acquired RG donors?

  • Are digitally acquired RG donors more likely to upgrade than donors acquired via phone campaigns?

  • Are acquisition metrics such as LTV and upgrade rate higher or lower this year compared to last year?

  • How do our acquisition metrics compare to a benchmark of competitor organisations or the sector at large?