How to use the 3-Year Consecutive Donor Value Detail

This analysis identifies individual donors who have maintained a consecutive giving streak over three years and evaluates their retention status in the fourth year. By categorizing these donors based on their giving segment in the third year, you gain valuable insights into donor loyalty and engagement. The analysis draws on data from your Gifts and Constituents tables, focusing on gift amounts, donor identities, and segments defined by established thresholds. The aim is to assess whether these donors continued their support into the fourth year, thus providing clarity on donor retention.

Key metrics include the total giving amount in the fourth year, the total giving over the four-year span, and the cumulative lifetime giving for each donor. The categorization of donors into segments-Top, Middle, or Bottom-based on their giving amounts helps you understand patterns in donor behavior and loyalty. The retention classification, denoted as "Retained" or "Lapsed," offers actionable insights into which donor segments are engaging effectively with your organization and which may require additional attention or strategies to improve retention.

Utilizing this analysis allows you to make informed decisions regarding fundraising strategies and donor engagement. By assessing donor loyalty, you can tailor your communication and outreach efforts to enhance relationships with high-value donors while identifying opportunities to re-engage lapsed donors. This understanding of donor behavior helps you allocate your resources more effectively, ensuring that you focus on segments that yield the highest returns.

You should consider running this analysis at the end of each fiscal year to capture the most recent data on donor retention. It is particularly useful for fundraising directors and development officers who are responsible for donor engagement strategies. Reviewing the insights can lead to targeted campaigns aimed at retaining high-value donors or revitalizing relationships with those who have lapsed.

To measure the success of implementing this analysis, monitor the retention rates of donors categorized as "Retained" in subsequent years. Additionally, track any increases in giving amounts from these segments and evaluate the effectiveness of tailored engagement strategies. This will help you assess whether your organization is effectively utilizing the insights from the analysis to enhance donor relationships and improve overall fundraising outcomes.