Active Top Donors 2-Year Giving Amount Score Summary thru Last Fiscal Year Analysis

Active Top Donors 2-Year Giving Amt Score Summary thru LFY

How to use the Active Top Donors 2-Year Giving Amt Score Summary thru LFY analysis

This analysis enables you to identify and understand the giving patterns of your top donors over the past two fiscal years, using a data-driven approach rooted in Constituent Intelligence. It examines all donors who meet or exceed your organization's top donor  threshold, aggregating their gifts over the most recent fiscal year and comparing their giving averages across the last two years. By doing so, you gain a clear view of each donor's trajectory-whether they are increasing, maintaining, or decreasing their support.

The core metric is the Trend Score,  a concise code that reflects each donor's giving pattern over the last two years. For example, a score of "I" indicates an increased average gift, "E" means the pattern is even, "D" signals a decline, and "N" designates a new donor. The analysis summarizes the number of donors in each trend category. It flags the overall indicator as Positive, Neutral, or Possible Concern, allowing you to prioritize which relationships need attention quickly.

You can use this analysis to segment your top donors for tailored stewardship and outreach. For example, those scored as Positive present an opportunity for deeper engagement, while those flagged as Possible Concern should prompt retention strategies or personal check-ins. If you have access to more detailed donor data, such as contact preferences or giving designations, alongside the trend scores, you can further personalize your approach and craft messages that resonate with each donor's interests and history.

Development directors and frontline fundraisers should review this analysis periodically as part of their Constituent Intelligence routines. It is especially useful before major campaigns, annual appeals, or stewardship planning sessions. Use the insights to inform targeted meeting lists, develop retention strategies for at-risk donors, and celebrate or recognize those whose giving is increasing. Over time, measure success by tracking improvements in retention rates among top donors, growth in average gift size, and the number of donors moving from Possible Concern to Positive  indicators. This will help ensure that your engagement efforts are both strategic and effective, ultimately strengthening your donor relationships and advancing your fundraising goals.