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HookPilot

RESOURCES

Everything you need to get more from your donor data.

Guides, templates, answers and live sessions for small teams with big missions.

BlogPractical ideas from the Journal.
Sample reportSee a report before you commit.
Data upload templateWhat to export from your CRM.
Client FAQsStraight answers.
Donor retention guideKeep the supporters you already have.
WebinarsDonor Data Hour, every month.

FROM THE JOURNAL

Latest from the Journal

A lighthouse-blue notebook with a hand-drawn plan, sticky notes and a pen on a desk
Donor Priorities

From spreadsheet to Monday morning: what a 90-day action plan really looks like

Insight is only useful if someone acts on it. Here's how a 90-day plan turns donor data into calls, notes and conversations.

Nicole Hayward · November 11, 2026 · 6 min read

A bright meeting room with a whiteboard of colourful sticky notes and charts
Board Reporting

Five questions every board asks about your donors (and how to answer them fast)

Are we keeping our donors? Where does our money come from? Here are the five questions boards ask most, and what a clear answer looks like.

Nicole Hayward · November 4, 2026 · 7 min read

Colleagues reviewing ideas on sticky notes behind a glass wall
Retention

Monthly donors are your foundation. Here's how to spot the cracks.

Monthly giving feels automatic, until it isn't. Here's what to watch so your steadiest supporters stay with you.

Nicole Hayward · October 28, 2026 · 6 min read

Visit the Journal

SAMPLE REPORT

See a HookPilot report before you commit.

Request a walkthrough of a sample report built from fictional data: the KPI report, donor priorities and a 90-day action plan.

Request a sample report

DATA UPLOAD TEMPLATE

Know what to export before you start.

HookPilot works with an export from any CRM or spreadsheet. Here's what we need, and what makes your report richer.

Fields for the donor data export
TypeFields
Required
  • Donor ID
  • Gift date
  • Gift amount
Recommended
  • Gift type (one-time or recurring)
  • Fund
  • Campaign
  • Appeal
  • Donor type
  • Acquisition source
  • First gift date
  • Postal code (we keep only the first part)
  • Deceased, estate and do-not-contact flags
  • Interaction dates
Not needed (removed before upload)
  • Names
  • Email addresses
  • Street addresses
  • Phone numbers
  • Notes
Download the template

CLIENT FAQS

Straight answers.

DONOR RETENTION GUIDE

The Donor Retention Guide

Book cover: The Donor Retention Guide

Inside the guide

  1. 1Why donors leaveThe patterns behind quiet drop-off.
  2. 2The second giftTurning first-time donors into supporters.
  3. 3Overdue loyal donorsThe most valuable calls you can make.
  4. 4Monthly donorsProtecting your steadiest income.
  5. 5Seasonal timingReaching donors before their moment.
  6. 6Building your 90-day planFrom insight to owners and dates.

WEBINARS

Donor Data Hour: our free monthly webinar

45 minutes, the second Wednesday of every month, 12:00-12:45 pm ET. Practical, no sales pitch, with time for your questions.

Next session

Wednesday, December 9, 2026 · 12:00 pm ET: Reading your donor retention numbers

24 days until the session

Upcoming

  • January 13, 2027: Turning first-time donors into second-time donors
  • February 10, 2027: Building a 90-day donor plan your team will actually use

Past sessions

Recordings will appear here after each session.

Register

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