Active Middle Donor 5-Year Amount Score Summary thru Last Fiscal Year Analysis

Active Middle Donor 5-Year Amt Score Summary thru LFY

How to use the Active Middle Donor 5-Year Amt Score Summary through LFY (Last Fiscal Year) analysis

This analysis provides a clear, data-driven summary of your active middle-tier donors, examining the last five fiscal years to reveal giving trends and engagement signals. Drawing from your organization's gift data, it focuses specifically on donors whose last fiscal year giving falls within your defined middle donor thresholds, as determined by your organization's annual total giving segmentation breakpoints. For each qualifying donor, the analysis evaluates annual giving amounts across each of the last five fiscal years, then assigns a concise Score that codes their giving pattern year-over-year-such as increases, decreases, lapses, or new engagement-and summarizes the donor s most recent engagement status as Positive, Neutral, or Possible Concern.

You gain the ability to see at a glance which of your middle donors are increasing their gifts, maintaining steady support, or showing signs of declining engagement or lapsing. The scoring logic captures nuanced patterns: for example, a donor who gave more last year than the year before is coded as 'I' (Increase), while a donor who dropped off is flagged as 'L' (Lapsed). Other flags include 'N': New, 'R': Recaptured, 'L': Lapsed, 'E': Gave Equal Amount YOY, 'D': Annual Giving Amount Declined.  The analysis aggregates these scores, allowing you to quickly quantify the number of donors in each category, which helps you prioritize outreach and stewardship actions.

By incorporating this analysis into your Constituent Intelligence routines-ideally on a quarterly or biannual schedule-you ensure timely and relevant engagement with your core donor segment. Fundraising directors and frontline development officers should review this analysis together to identify at-risk donors who need re-engagement, as well as those whose increased giving signals potential for upgrade. Consider customizing stewardship touchpoints or personalized appeals for those with Positive or Neutral indicators, while developing targeted win-back strategies for those flagged as Possible Concern. If the analysis includes donor names and recent giving history alongside scores, use these details to tailor your outreach, referencing specific giving patterns or milestones in your communications.

Success can be measured by monitoring changes in donor retention rates, growth in total giving from the middle donor segment, and the effectiveness of targeted interventions, such as reactivating lapsed donors or upgrading donors flagged as increasing in value. Applying insights from this analysis helps you proactively manage donor relationships, focus your efforts for maximum impact, and drive sustainable fundraising results.