How to use the Bottom Segment Stable-Target Increase analysis

This analysis, named "Bottom Segment Stable-Target Increase," is designed to identify potential upgrade candidates from your bottom-segment donor pool. It focuses on donors who have consistently given at a comparable level over the past two years, specifically filtering for those whose giving patterns have either remained stable or shown a slight increase. The data utilized includes donor gift history from the past five fiscal years, segmented thresholds for donor levels, and individual donor information.

The analysis calculates a performance score for each donor based on their giving trends over the last four fiscal years. This score is derived from comparing their most recent giving amounts to those from previous years. The scoring system categorizes donors into different performance brackets, allowing you to quickly identify those who are eligible for targeted engagement. For instance, a donor who has maintained or increased their giving is marked with an 'EI' (Equal then Increased) or 'EE' (Equal then Equal), highlighting their potential for further engagement and investment.

Strategically, this analysis provides valuable insights into your donor base by pinpointing individuals who are already inclined to give but have not yet reached higher giving tiers. By identifying these donors, you can tailor your outreach efforts to encourage them to increase their contributions, thereby maximizing your fundraising potential. You can use this information to enhance donor relationships through personalized communication, appreciation strategies, and targeted appeals that resonate with their giving history.

To effectively leverage this analysis, consider running it at the beginning of your fiscal year or right after major fundraising campaigns to refresh your understanding of donor dynamics. Fundraising directors and development officers should review the findings, as they will provide a clearer picture of which donors may respond positively to an upgrade ask. When applying the insights, focus on crafting personalized outreach strategies that acknowledge their past support while inviting them to consider increasing their contributions.

To measure the success of utilizing this analysis, track the number of donors who upgrade their giving levels after targeted outreach and the total increase in donations attributed to these efforts. Additionally, assess engagement rates and feedback from these donors to refine your approach over time, ensuring that your strategies are effectively resonating with your audience. By continually evaluating the impact of this analysis, you can enhance your fundraising strategies and foster stronger relationships with your donors.