Accessing LYBUNT and SYBUNT Reports

This guide will walk you through the process of accessing LYBUNT and SYBUNT reports using the Charitable Pro plugin in WordPress. These reports are essential for tracking donor retention and identifying past donors who have not yet contributed in the current fiscal year.

Step 1

To begin, navigate to your WordPress dashboard, locate the "Charitable" menu, and then select "Reports."

Step 2

You will be directed to a new page displaying all of your reports. The initial page provides an overview of your activity, highlighting top donors and a breakdown of donations alongside a chart. Proceed by clicking on "Advanced Reports."

Step 3

Once in the advanced reports section, available exclusively with Charitable Pro, you will find the LYBUNT and SYBUNT reports. LYBUNT represents "Last Year But Unfortunately Not This Year," indicating donors who contributed last fiscal year but have yet to donate this year.

Step 4

Similarly, SYBUNT stands for "Some Year But Unfortunately Not This Year," referring to individuals who donated in previous fiscal years but not in the current one. These reports are valuable for identifying donors who previously supported your cause but have not repeated their donations. Engaging with these donors via email or other channels can encourage them to contribute again, especially during urgent fundraising campaigns. Nonprofit organizations typically have an average retention rate of only 43.6%.

Step 5

To meet or surpass this retention rate, it is crucial to nurture your existing donors, which is precisely what this report aims to assist you with. For example, in 2020...