The Sequoia Forecasting App allows you to generate retention, income and breakeven scenarios for your regular giving recruitment activity.

• Select a campaign type to populate our benchmark retention figures for that channel
• Adjust the annual attrition rates to mirror your own metrics or to test different scenarios
• Choose whether to include non-starters or to include your non-starter rate
• Input the average annual value anticipated per recruit
• Input your campaign spend, volume and cost per acquisition

  • Note: you can choose which 2 of the 3 metrics to input and the other one will be automatically calculated. i.e. if you input your spend and expected volume the tool will calculate the CPA

• Advanced options allow you to include upgrade and cash giving values, as well as an ongoing stewardship cost.

  • Upgrade: Enter the % of donors you expect to upgrade in the year and the average annual amount of the upgrade.

  • Cash giving: Enter the % of donors you expect to make a cash donation in the year and the average donation amount.

  • Stewardship: Enter the average amount you expect to spend on retention  / stewardship for each donor.

• Press Generate Forecast to see your results