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Classify donor status based on giving history

Source: R/donor.R
donor_status.Rd

Categorizes donors based on their last gift date relative to the current fiscal year. This is fundamental for advancement reporting and outreach segmentation.

Usage

donor_status(
  last_gift_date,
  as_of = Sys.Date(),
  fy_start_month = 7L,
  lapsed_years = 5L,
  sybunt_years = NULL,
  labels = NULL
)

Arguments

last_gift_date

Date vector of most recent gift dates (or coercible via as.Date()). Use NA for constituents who have never given.

as_of

Reference date for status calculation. Default is today.

fy_start_month

Integer 1-12 indicating fiscal year start month. Default 7 (July).

lapsed_years

Number of fiscal years with no gifts before a donor is considered "Lapsed". Default 5.

sybunt_years

Number of fiscal years that qualify as SYBUNT. Default is lapsed_years - 1 (so SYBUNT = 2 to lapsed_years). Set to a smaller value to narrow the SYBUNT window (e.g., sybunt_years = 2 means only 2-3 years ago counts as SYBUNT).

labels

Named character vector to customize status labels. Names must be the default labels ("Active", "LYBUNT", "SYBUNT", "Lapsed", "Never") and values are replacements. Partial replacement is supported.

Value

Ordered factor with levels from most to least engaged. Default levels are: "Active", "LYBUNT", "SYBUNT", "Lapsed", "Never".

Details

Default status definitions:

  • Active: Gave during the current fiscal year

  • LYBUNT: "Last Year But Unfortunately Not This" - gave last fiscal year but not yet this year

  • SYBUNT: "Some Year But Unfortunately Not This" - gave 2+ fiscal years ago but within the SYBUNT threshold

  • Lapsed: Last gift was more than lapsed_years ago

  • Never: No gift on record (NA last_gift_date)

See also

Other donor-analytics: calc_age(), consecutive_giving_years(), total_giving_years(), years_since()

Examples

# Assuming today is in FY2025 (July 2024 - June 2025)
dates <- as.Date(c(
  "2024-09-15",  # Active (current FY)
  "2024-03-01",  # LYBUNT (last FY)
  "2022-01-15",  # SYBUNT (2+ years ago)
  "2018-06-01",  # Lapsed (5+ years)
  NA             # Never
))

donor_status(dates, as_of = as.Date("2025-01-15"))
#> [1] Active LYBUNT SYBUNT Lapsed Never 
#> Levels: Active < LYBUNT < SYBUNT < Lapsed < Never

# Narrower SYBUNT window (only 2-3 years counts as SYBUNT)
donor_status(dates, as_of = as.Date("2025-01-15"), sybunt_years = 2)
#> [1] Active LYBUNT SYBUNT Lapsed Never 
#> Levels: Active < LYBUNT < SYBUNT < Lapsed < Never

# Custom labels
donor_status(dates, as_of = as.Date("2025-01-15"),
             labels = c("Active" = "Current", "Never" = "Non-Donor"))
#> [1] Current   LYBUNT    SYBUNT    Lapsed    Non-Donor
#> Levels: Current < LYBUNT < SYBUNT < Lapsed < Non-Donor

# In a dplyr pipeline (using native pipe)
# donors |>
#   mutate(status = donor_status(last_gift_date))