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Pennies for Pencils — Q3 2026 Snapshot

Sample Data
Donor Retention Rate

61%

-7 ptsdown from 68% last quarter
Total Revenue

$184,200

-12%vs. $210,000 target
New Donors

312

+8%this quarter
Lapsed / At-Risk Donors

146

+14%due for outreach

Revenue by Campaign

Total$184k
Back-to-School Drive
$92,000
Monthly Giving
$38,000
Corporate Sponsors
$54,200

Donor Retention Trend

Q4 2025Q1 2026Q2 2026Q3 202655%60%65%70%75%

Quarterly Narrative

What Changed

First-time donor retention fell from 68% to 61% this quarter. Monthly donor cancellations rose 12% following a payment processor switch in May.

Possible Reasons

This may be related to the processor switch disrupting recurring payments, and to reduced contact with lapsed donors during the transition.

Recommended Actions

Reach out to the 146 lapsed donors who gave between $50 and $500 last year. Review the payment processor switch for failed recurring transactions. Re-engage monthly donors who cancelled since May.

Board-Ready Summary

Pennies for Pencils raised $184,200 against a $210,000 target this quarter. Donor retention softened, largely tied to a payment processor transition in May, and 146 donors are due for renewal outreach. Addressing the payment issue and re-engaging this donor segment is the clearest path back to target.

Sample data, illustrative only, not a real client. Real client dashboards are built in Power BI using their own data.

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