Your donor file, read honestly.
Export your donor list, drop it in below, and get a plain-language read of what's in it, what's missing, and what's worth doing about it before your next appeal goes out.
Takes about five minutes · No account, no sales call required
A real report, not a score
Duplicates, households, reachability, lapsed donors, retention, concentration — counted, named, and put in order of what actually costs you money.
Nothing, and no strings
You keep the report whether or not you ever talk to us. Everything in it can be done in the system you already have.
Nowhere. It stays here.
The audit runs inside your own browser. Your donor data is never uploaded, never stored, and never leaves this page.
Four steps, and you never hand over your list.
Export your donors
Excel or CSV, whatever your system calls the list — constituents, contacts, donors, patrons. If you can also export gifts or donations, bring that too; it unlocks the giving sections.
Drop the file in
It's read by your own browser, the way a spreadsheet app reads a file you open. Nothing is transmitted.
Confirm the columns
We guess which column is which and show you our guesses. Fix anything we got wrong — every system names things differently.
Read it, then save it
The report appears on screen. Save it as a PDF to keep, forward to your board, or work through with your team.
The things that quietly cost small shops money.
Not every file has every problem. The report only raises what's actually there, and says plainly when something is already in good shape.
Duplicate records
Split across name, email and address, sorted by how confident we are. Giving split across duplicates is giving you can't see.
Possible households
People who look like they belong together, ranked by how much the file corroborates it — never asserted as fact off a shared address alone.
Reachability
How many people you can actually reach by mail, email and phone — and the cheapest list growth available to you.
Lapsed donors, split three ways
Due for renewal right now, recently lapsed, and long gone — because those need three different responses, and one “lapsed” number needs none.
Retention and concentration
Two retention rates — whether people new to you come back, and whether your donors as a whole do — plus what your top ten and your top ten percent represent.
Data integrity
Gifts with no date, zero-dollar gifts, look-alike duplicates, and records flagged deceased or do-not-contact that are still in your mailing list.
Five things worth doing, ranked from your own file.
Not generic fundraising advice. The report ranks what it actually found, by what it's worth — with the names, the counts and the dollar figures attached. Every one comes with a “do this now” you can act on in the system you have today, and a note on how GreenRoom handles it. If your file is already in good order, the report says so and talks about what that makes possible instead.
Renew the donors who are due now
Not “here are 81 lapsed donors” — the ones who gave around this point last year and whose gift hasn't arrived yet, what they gave in that window, and which of them you have a phone number for.
Merge the duplicates holding money
Not just how many duplicates there are, but which of them have giving on both records and how many dollars are split across them — because that's the part that changes who lands on a major-gift list.
Fill the contact gaps that matter
A missing email on someone who last gave in 2009 isn't urgent. On someone who gave $2,500 last year it is. The report tells you which is which, by name.
Whatever your file actually needs
If your households are already clean, we don't spend a recommendation telling you to merge them. The five are ranked from your own findings, by what they're worth.
The audit is a read. Some orgs want it running all the time.
A file only stays clean while somebody is looking after it, and the looking is what never quite happens in a week with a production in it.
GreenRoom's Grow module watches the file continuously — proposing duplicate merges, modeling households properly, catching a donor who has gone quiet before you miss the renewal, tracking retention by cohort, and putting giving concentration in front of you at the moment it matters rather than the year after.
And Stagehand does the reading for you: who has gone quiet, whose second gift never came, who is ready to be asked and for how much — on your home page the morning it happens.
Ready to step inside?
The audit is free, private, and yours to keep.
Start your audit
So we know whose report this is, and so we can answer sensibly if you write back. We also keep the numbers the report puts on screen — how many records you carry, how many gifts you process, how much of it is duplicated. Your donor file itself stays on your machine and we never see a record in it.
Exactly what we receive
From this form: your name, organization, email and role.
From the report: the counts, totals and percentages you're about to see — record count, gift count, giving totals, duplicate and household counts, reachability rates, lapsed and retention figures. Plus the column headings from your export, which is how we can tell what system you're on without asking.
Never: a name, an email, an address, a phone number, a gift, or the file itself. None of it is uploaded — the analysis happens on this machine, and only the totals are sent.
Excel workbooks (.xlsx) or CSV, and as many of them as you like. Plenty of systems split this up — accounts in one export, contacts in another, gifts in a third — so bring whatever your system gave you and we'll work out which is which. Workbooks with several tabs get read tab by tab.
Not sure what you'll get back? — a full one, run on a made-up opera company with a deliberately messy file.
Before you start.
Where does my donor file actually go?
Nowhere. The audit is written in JavaScript that runs inside your own browser, on your own machine. Your file is read the same way a spreadsheet app reads a file you open — it is never uploaded, never stored on a server, and never seen by us. Close the tab and it's gone.
What is sent to GreenRoom is what you typed in step one — your name, organization, email and role — together with the figures the report puts on screen: how many records and gifts are in the file, how much has been given, how much is duplicated, how many people you can reach. We also keep the column headings from your export, because that tells us what system you're on. That's how we know whether GreenRoom is a fit for you, and it's what lets us answer sensibly when you write back. Never a name, an address, a phone number, or a gift. Step one spells all of it out before you load a thing.
Do you contact our donors?
No. Not ever, for any reason. We couldn't if we wanted to — we don't have their details. The summary we receive is counts and totals, with no individual records in it.
What if my export is messy?
That's rather the point. Missing columns, inconsistent names, blank fields, gifts with no date — the report is built to find those, not to be defeated by them. Run it as it is. If a column is missing entirely we'll say so rather than guess.
My data is in Excel, not CSV.
That's fine — drop the .xlsx straight in. If the workbook has several tabs we'll show you a list and let you pick the one to read, so a single file holding both people and gifts is no problem: load it into the people slot and pick that tab, then load it again into the gifts slot and pick the other.
The one format we can't open is the old .xls. Open it in Excel and Save As an .xlsx or a CSV first. Numbers and Google Sheets both export to .xlsx under Download or Export.
Do I have to buy GreenRoom afterwards?
No. Every recommendation in the report is written to be done in the system you have today. Each one also notes how GreenRoom would handle it, because that's honest about who wrote the report — but the findings stand on their own and the report is yours to keep either way.
Can I get the underlying lists?
Yes — you download them yourself at the end of the report. The duplicates, the possible households, the donors due for renewal, the recent donors with no email address, and the records that should be excluded from a mailing, each as a CSV with names and contact details in it.
They're built in your browser from your own export, which is also why we can't email them to you — those rows never reach us. Download them from the report and open them in Excel or Sheets.