$1MM Threshold Analysis

$1MM Threshold Analysis

How to use the $1MM Threshold Analysis * analysis

This analysis identifies and details every donor whose cumulative giving has just reached or surpassed the $1 million threshold, allowing you to pinpoint when key donors enter your top giving segment. It draws on your gift transaction data, constituent profiles, and a customizable set of giving thresholds to surface the exact gift and date when a donor's lifetime giving total exceeds $ 1 million. For each donor, it highlights the donor's name, the gift that triggered their entry into the $ 1 million+ category, their total giving to date, and additional supporting details, such as their largest single gift and giving before crossing the threshold. These supporting fields are valuable for crafting highly personalized acknowledgments and engagement strategies, as they help you understand both the pace and nature of a donor's giving.

The primary calculation tracks the running total of each donor s giving history, then flags the specific gift that brings their total above the $1MM mark, along with how much they d given before and after that gift. This allows you to celebrate the milestone with precision, ensuring your outreach is both timely and meaningful. Including the donor s largest gift amount and the full total giving also provides context for stewardship planning, recognizing not just the milestone itself but the donor s overall pattern of support.

Strategically, use this analysis to prioritize high-value stewardship and cultivate deeper relationships with your most significant donors as they cross a transformational threshold. This insight supports board updates, campaign planning, and major gift officer portfolios, ensuring that you never miss a key moment of donor engagement. The analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines so that you can respond quickly to new milestones.

Development leadership, major gift officers, and stewardship managers should review this analysis at least quarterly to ensure ongoing effectiveness. Use the insights to trigger personal recognition touchpoints, tailor proposals for leadership giving, and update donor segmentation for future campaigns. Success can be measured by tracking increased retention and upgrade rates among donors identified by the analysis, as well as the timeliness and personalization of stewardship actions following each threshold crossing. By leveraging this analysis, you deepen donor loyalty and maximize the value of your Constituent Intelligence program.