diff --git a/.mokogitea/workflows/issue-branch.yml b/.mokogitea/workflows/issue-branch.yml
index 75a6963..8038885 100644
--- a/.mokogitea/workflows/issue-branch.yml
+++ b/.mokogitea/workflows/issue-branch.yml
@@ -5,7 +5,7 @@
 # FILE INFORMATION
 # DEFGROUP: Gitea.Workflow
 # INGROUP: mokocli.Automation
-# VERSION: 01.00.00
+# VERSION: 01.04.02
 # BRIEF: Auto-create feature branch when an issue is opened
 
 name: "Universal: Issue Branch"
diff --git a/source/packages/com_mokosuitenpo/mokosuitenpo.xml b/source/packages/com_mokosuitenpo/mokosuitenpo.xml
index a9d716e..17839f0 100644
--- a/source/packages/com_mokosuitenpo/mokosuitenpo.xml
+++ b/source/packages/com_mokosuitenpo/mokosuitenpo.xml
@@ -7,7 +7,7 @@
 	<license>GPL-3.0-or-later</license>
 	<authorEmail>hello@mokoconsulting.tech</authorEmail>
 	<authorUrl>https://mokoconsulting.tech</authorUrl>
-	<version>01.04.00</version>
+	<version>01.04.02</version>
 	<php_minimum>8.3</php_minimum>
 	<description>MokoSuite NPO component</description>
 	<namespace path="src">Moko\Component\MokoSuiteNpo</namespace>
diff --git a/source/packages/plg_system_mokosuitenpo/src/Helper/DonorRetentionHelper.php b/source/packages/plg_system_mokosuitenpo/src/Helper/DonorRetentionHelper.php
new file mode 100644
index 0000000..6b20186
--- /dev/null
+++ b/source/packages/plg_system_mokosuitenpo/src/Helper/DonorRetentionHelper.php
@@ -0,0 +1,120 @@
+<?php
+namespace Moko\Plugin\System\MokoSuiteNpo\Helper;
+
+defined('_JEXEC') or die;
+
+use Joomla\CMS\Factory;
+use Joomla\Database\DatabaseInterface;
+
+/**
+ * Donor retention analysis — LYBUNT/SYBUNT detection, retention rates, lapsed outreach lists.
+ */
+class DonorRetentionHelper
+{
+	/**
+	 * Get LYBUNT donors — gave Last Year But Unfortunately Not This year.
+	 */
+	public static function getLybunt(int $currentYear = 0): array
+	{
+		$currentYear = $currentYear ?: (int) date('Y');
+		$lastYear = $currentYear - 1;
+		$db = Factory::getContainer()->get(DatabaseInterface::class);
+
+		$db->setQuery($db->getQuery(true)
+			->select('cd.id AS contact_id, cd.name, cd.email_to, cd.telephone')
+			->select('MAX(d.donation_date) AS last_donation_date')
+			->select('SUM(CASE WHEN YEAR(d.donation_date) = ' . $lastYear . ' THEN d.amount ELSE 0 END) AS last_year_total')
+			->from($db->quoteName('#__contact_details', 'cd'))
+			->join('INNER', $db->quoteName('#__mokosuitenpo_donations', 'd') . ' ON d.contact_id = cd.id')
+			->where('YEAR(d.donation_date) = ' . $lastYear)
+			->where('cd.id NOT IN (SELECT d2.contact_id FROM #__mokosuitenpo_donations d2 WHERE YEAR(d2.donation_date) = ' . $currentYear . ')')
+			->group('cd.id')
+			->order('last_year_total DESC'));
+
+		return $db->loadObjectList() ?: [];
+	}
+
+	/**
+	 * Get SYBUNT donors — gave Some Year But Unfortunately Not This year.
+	 */
+	public static function getSybunt(int $currentYear = 0, int $lookbackYears = 3): array
+	{
+		$currentYear = $currentYear ?: (int) date('Y');
+		$lastYear = $currentYear - 1;
+		$startYear = $currentYear - $lookbackYears;
+		$db = Factory::getContainer()->get(DatabaseInterface::class);
+
+		$db->setQuery($db->getQuery(true)
+			->select('cd.id AS contact_id, cd.name, cd.email_to')
+			->select('COUNT(DISTINCT YEAR(d.donation_date)) AS years_donated')
+			->select('MAX(d.donation_date) AS last_donation_date')
+			->select('SUM(d.amount) AS lifetime_total')
+			->from($db->quoteName('#__contact_details', 'cd'))
+			->join('INNER', $db->quoteName('#__mokosuitenpo_donations', 'd') . ' ON d.contact_id = cd.id')
+			->where('YEAR(d.donation_date) BETWEEN ' . $startYear . ' AND ' . $lastYear)
+			->where('cd.id NOT IN (SELECT d2.contact_id FROM #__mokosuitenpo_donations d2 WHERE YEAR(d2.donation_date) = ' . $currentYear . ')')
+			->group('cd.id')
+			->order('lifetime_total DESC'));
+
+		return $db->loadObjectList() ?: [];
+	}
+
+	/**
+	 * Calculate retention rate — percentage of donors who gave again this year.
+	 */
+	public static function getRetentionRate(int $currentYear = 0): object
+	{
+		$currentYear = $currentYear ?: (int) date('Y');
+		$lastYear = $currentYear - 1;
+		$db = Factory::getContainer()->get(DatabaseInterface::class);
+
+		$db->setQuery($db->getQuery(true)
+			->select('COUNT(DISTINCT d.contact_id) AS last_year_donors')
+			->from($db->quoteName('#__mokosuitenpo_donations', 'd'))
+			->where('YEAR(d.donation_date) = ' . $lastYear));
+		$lastYearDonors = (int) $db->loadResult();
+
+		$db->setQuery($db->getQuery(true)
+			->select('COUNT(DISTINCT d.contact_id) AS retained')
+			->from($db->quoteName('#__mokosuitenpo_donations', 'd'))
+			->where('YEAR(d.donation_date) = ' . $currentYear)
+			->where('d.contact_id IN (SELECT d2.contact_id FROM #__mokosuitenpo_donations d2 WHERE YEAR(d2.donation_date) = ' . $lastYear . ')'));
+		$retained = (int) $db->loadResult();
+
+		return (object) [
+			'last_year_donors' => $lastYearDonors,
+			'retained'         => $retained,
+			'lapsed'           => $lastYearDonors - $retained,
+			'retention_rate'   => $lastYearDonors > 0 ? round($retained / $lastYearDonors * 100, 1) : 0,
+		];
+	}
+
+	/**
+	 * Get donor giving trends — year-over-year comparison.
+	 */
+	public static function getGivingTrends(int $years = 5): array
+	{
+		$currentYear = (int) date('Y');
+		$startYear = $currentYear - $years + 1;
+		$db = Factory::getContainer()->get(DatabaseInterface::class);
+
+		$db->setQuery($db->getQuery(true)
+			->select('YEAR(donation_date) AS year')
+			->select('COUNT(*) AS donation_count')
+			->select('COUNT(DISTINCT contact_id) AS unique_donors')
+			->select('SUM(amount) AS total_amount')
+			->select('AVG(amount) AS avg_donation')
+			->from('#__mokosuitenpo_donations')
+			->where('YEAR(donation_date) BETWEEN ' . $startYear . ' AND ' . $currentYear)
+			->group('YEAR(donation_date)')
+			->order('year ASC'));
+
+		$trends = $db->loadObjectList() ?: [];
+
+		foreach ($trends as &$t) {
+			$t->avg_donation = round((float) $t->avg_donation, 2);
+		}
+
+		return $trends;
+	}
+}
diff --git a/source/pkg_mokosuitenpo.xml b/source/pkg_mokosuitenpo.xml
index 1d740f9..1928507 100644
--- a/source/pkg_mokosuitenpo.xml
+++ b/source/pkg_mokosuitenpo.xml
@@ -2,7 +2,7 @@
 <extension type="package" method="upgrade">
 	<name>Package - MokoSuite NPO</name>
 	<packagename>mokosuitenpo</packagename>
-	<version>01.04.00</version>
+	<version>01.04.02</version>
 	<creationDate>2026-06-11</creationDate>
 	<author>Moko Consulting</author>
 	<authorEmail>hello@mokoconsulting.tech</authorEmail>