BC Cancer Donor Lifecycle POC

LIVE DEMO

Demo Preview in GIF

A proof-of-concept dashboard for managing donor lifecycles, tasks, and engagement. Includes automated categorization and easy-to-use management tools.

Features

• Donor Dashboard:

  • Key metrics for donor lifecycle stages: Active, New, At Risk, and Lapsed.
  • Trends and insights for donations.

• Task Management:

  • Create and manage tasks for donor engagement campaigns.
  • Filter tasks by status or priority.

• Donor Table:

  • Search and filter donors by name, city, or lifecycle stage.
  • Sortable, paginated table with lifecycle and donation details.
  • Add comments for individual donors.

• Automated Lifecycle Categorization:

  • Auto-classifies donors into stages (NEW, ACTIVE, AT_RISK, LAPSED) based on donation patterns and activity.

Auto Categorize logic

The donor lifecycle stage is automatically determined based on the following criteria:

1. Immediate Lapsed: Donors marked as excluded or deceased are automatically categorized as LAPSED.

2. New: Donors whose first gift occurred within the last 6 months are classified as NEW.

3. At Risk: Donors flagged as AT_RISK based on:

   • No gifts for over 18 months.
   • Significant reduction in donations compared to the last fiscal year.
   • Total contributions falling below 40% of the last fiscal year's total.

4. Lapsed: No donations in the past 4 years are marked as LAPSED.

5. Active Donors: Donors who do not meet the criteria for other stages are considered ACTIVE.

Tech Stacks

Frontend

• Next.js
• Shadcn UI

Backend

• Bun + Hono
• PostgreSQL + Prisma

Deploy

• Frontend: Vercel
• Backend: Self-hosted

LICENSE