Active Top Donor 2-Year Frequency Trend Score Detail Last Fiscal Year Analysis

Active Top Donor 2-Year Frequency Trend Score Detail LFY

How to use the Active Top Donor 2-Year Frequency Trend Score Detail LFY analysis

This analysis identifies your organization's most active top donors based on their gift frequency and trends over the past three fiscal years, focusing on those who meet or exceed the current threshold for top-level giving. Examining detailed giving activity, such as the number of gifts made in each of the last three full fiscal years and the total amount contributed in the most recent full fiscal year, provides a nuanced view of which high-value donors are increasing, maintaining, or reducing their engagement. The analysis draws from your Gifts, Constituents, and Thresholds tables, combining giving data with donor profile information and custom thresholds to ensure relevance to your organization's unique donor landscape.

You'll see that, for each qualifying donor, not just their giving history, but also their "Donor Classification" (New Top Donor, Developing, or Established) is based on the length of their giving relationship. The "Giving Frequency Score" is a two-part indicator that summarizes year-over-year changes: the first letter compares the most recent fiscal year to the prior year, while the second letter compares the prior two years, with codes for increased (I), even (E), decreased (D), new (N), or reactivated (R) giving. This helps you quickly spot emerging patterns-such as donors who are ramping up their engagement, remaining steady, or declining so you can prioritize outreach and stewardship accordingly.

The inclusion of donor names, organizational affiliation, and classification supports a more personalized approach, allowing gift officers to tailor their contact with relevant background and context. For example, a donor newly classified as "Developing" who is showing increased gift frequency may be primed for deeper cultivation or recognition.

You should review this analysis at least quarterly as part of your Constituent Intelligence routines, ensuring timely action on shifts in donor behavior. Fundraising directors, major gift officers, and stewardship leads should utilize these insights to segment portfolios, design targeted engagement strategies, and initiate personalized outreach for donors exhibiting changes in trend or frequency. Consider flagging those with declining frequency for re-engagement campaigns and those with increasing patterns for potential upgrade conversations.

Success with this analysis can be measured by improvements in donor retention among top givers, increases in year-over-year giving from this cohort, and the number of personalized touchpoints attributed to insight-driven outreach. By consistently leveraging these insights, you'll be better equipped to strengthen relationships, maximize giving potential, and proactively address attrition risks within your most valuable donor segment.