How to use the Active Middle Frequency and Mo Distribution analysis
This analysis helps you identify and understand your current cohort of middle-tier donors- those who gave within a specific dollar range during the last full fiscal year, as defined by your organization's thresholds. Drawing from your Gifts and Constituents data, it compiles a comprehensive set of metrics for each donor who fits this profile. You gain immediate visibility into their lifetime giving total, the largest gift, its timing, the number of active giving years, and the recency of support. For each donor, the analysis also reveals their most frequent giving months (Mode Month and Second Mode Month), providing insight into their habitual engagement windows.
The set of outputs includes both calculated metrics and supporting columns, such as the donor's name, most recent gift amount, and a full 12-month breakdown of gift counts. These details enable you to quickly identify not only who your most valuable middle donors are, but also when and how often they are likely to give. The inclusion of calendarized giving patterns enables the tailoring of communications and solicitations to match each donor's behavior. For example, if a donor tends to give in May and December, you can tailor your outreach to maximize relevance.
Key calculations include the average number of gifts per year, categorized into meaningful segments, such as Frequent Giver or Sporadic Giver. These patterns are vital for segmenting stewardship efforts, prioritizing personalized outreach, and identifying donors who may be ready for cultivation into higher tiers. You should use this as a foundation for one-to-one strategy sessions, planned campaign calendars, and moves management.
You are encouraged to have your development officers and annual giving managers review this analysis, especially before campaign planning, renewal cycles, or major stewardship pushes. Use the insights to shape personalized engagement plans, align solicitation timing with donor preferences, and spot at-risk relationships. Incorporate the supporting data to craft individualized thank-you notes or invitations based on a recipient's giving history. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines.
To measure success, track increases in renewal rates, lift in average gift size, and improved conversion of middle donors to higher giving levels. Monitor response rates to personalized or seasonally timed outreach as additional indicators of impact. By integrating these insights, you can drive stronger relationships and more predictable fundraising results.