SYBUNT (Some Year But Not This Year) Report

The SYBUNT report (Some Year But Not This Year) in Reports module of Retention CRM helps Associations, Chambers of Commerce and Nonprofit organizations in identifying donors who have donated in the past but not in the year (that they can specify). This helps you target lapsed donors and potentially reignite their support.

General Functionality of SYBUNT report

Available Fields:

• Donor Name: This displays the full name of the donor (individual or organization).
• Email: Lists the donor’s primary email address.
• Phone: Shows the donor’s primary phone number.

These fields provide essential contact information for potential outreach efforts.

Using SYBUNT report in Association Management

Now, let’s explore these fields and report options in the context of a nursing association:

• Donor Name: This identifies nurses who have previously donated to the association in the past but haven’t this year.
• Email: This allows the association to directly reach out to lapsed nurse donors through email campaigns.
• Phone: This provides an alternative for contacting lapsed donors by phone.

Additional Filtering Options:

• Gender: This helps tailor outreach based on demographics. You might segment your communication for male and female nurses differently.
• Birth Date: This can be used to identify lapsed donors within specific age groups, potentially targeting campaigns relevant to their career stage.
• Contact Type: Filtering by Individual or Organization helps focus outreach on the appropriate donor type.
• On Hold: This allows excluding inactive donors who might not be receptive to outreach.
• Address Information: This can be helpful for sending physical mail appeals to lapsed donors who might not be as active online.
• This Year: This is the key field in SYBUNT. You’ll enter the current year (2024) to identify donors who haven’t donated yet this year.
• Financial Type: This helps filter by specific donation types (e.g., membership dues, event sponsorships).
• Contribution Status: This allows filtering by the status of past contributions (e.g., completed, refunded).
• Campaign: If you ran targeted campaigns in the past, you can filter to see lapsed donors from those campaigns.
• Credit Card Type: While less commonly used, this allows filtering by the type of credit card used for past donations (potentially for future payment processing considerations).
• Tag: You can utilize tags assigned to specific donor segments (e.g., “past scholarship recipient”) to target outreach.
• Group: This helps filter by pre-defined donor groups within the association (e.g., “retired nurses”).

A nursing association might use the SYBUNT report to identify lapsed nurse donors who haven’t contributed in 2024. They can then filter by gender and age group to personalize an email campaign highlighting the association’s recent achievements and the value of continued support. Additionally, they can leverage past contribution types (e.g., scholarship recipient) to tailor the message further. The association can also choose to exclude inactive donors marked as “On Hold”.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

1. Re-engaging Lapsed Donors for a Nursing Association

As described in the passage, a nursing association can use the SYBUNT report to identify nurses who have donated in the past but not in the current year (2024). They can then filter by factors like gender, age group, and past contribution types (e.g., scholarship recipient) to personalize outreach efforts through email or phone calls. This helps reignite support from valuable donors.

2. Targeting Potential Event Sponsors for a Chamber of Commerce

A chamber of commerce can leverage the SYBUNT report to find businesses that have sponsored events in the past but not this year. They can then filter by industry or business size to target relevant organizations for sponsorship opportunities. This report helps identify potentially interested sponsors and secure funding for future events.

3. Identifying Recurring Donors for a Non-Profit

Non-profits can utilize the SYBUNT report to find donors who consistently donated in the past but haven’t donated yet in the current year. They can then segment these donors by donation history (e.g., amount donated) to prioritize outreach efforts. This allows non-profits to focus on retaining high-value donors and encourage them to continue their recurring support.

By utilizing the SYBUNT report effectively, Associations, Chambers of Commerce and Nonprofits can reconnect with valuable lapsed donors and potentially reignite their support.