Charity data insight services

Data can make a difference between guessing what your supporters need vs knowing exactly how to serve them. With clear insights, we can help your charity make informed decisions that drive real impact.

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Insights

Supporter behaviour and demographics
Predictive modelling – who is most likely to respond or increase their support?
Lifetime Value (LTV)
Segmentation
Recency, Frequency, Value (RFV)
Supporter Lifecycle
Engagement and loyalty
Experienced in Cash, Raffle, Regular Giving, Lottery, Gift in Wills, Events, Community Fundraising, Volunteering, Campaigning and more

Individual Giving

Appeal performance
Predictive modelling
Lifetime value (LTV)
Supporter engagement and loyalty
Retention and attrition
Upgrades and reactivation
Legacy marketing and pipeline
Budgets, forecasts and financial planning
Supporter communications and journeys
Performance of acquisition sources

Data Audits

Supporter types
Demographics
Segmentation
Recency, Frequency, Value (RFV)
Supporter Lifecycle
Attrition and retention
Contactable rates by method
Income by year and product
Rates of single and multi support
Gift Aid rates
Analysis of financial and non-financial support

Reporting

Design and set up reports and dashboards
Reports tailored to audience
Interactive reports
Data visualisation
Advice on KPIs and measurements
Experienced in Power BI, Tableau, Excel, database dashboards and others

Data Management

Set up and run data selections
Advice on best practise
Duplicate management
Advice on legislation such as GDPR, Gift Aid and communications

Surveys

Design supporter surveys for engagement and impact
Survey analysis and insights
Staff satisfaction surveys and analysis
Quantitative and qualitative analysis of responses

Testimonials

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“Anne is a highly experienced and professional database manager and analyst who is fully abreast of current regulation and robust processes. Anne has a high level of accuracy and ability to communicate clearly complex and technical solutions/challenges in a clear and concise manner”

George Milne

Individual Giving Specialist

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“I am delighted to recommend Anne Carter, a highly skilled consultant whom I have had the pleasure of knowing and working with since 2007. Our professional journey began at Barnardos, and since 2024, Anne has been an invaluable asset to my team at Diabetes UK, providing exceptional support in selections and analysis.

Anne consistently delivers work of the highest quality. She has a remarkable talent for understanding and refining requirements, and she excels in collaborating with non-technical stakeholders. Her ability to bridge the gap between technical and non-technical team members has been crucial to the success of our projects.

I wholeheartedly recommend Anne for any role that demands dedication, expertise, and outstanding interpersonal skills.”

Anita Connolly

Senior Insight and Analysis Manager

Diabetes UK