Active Top Donors 5-Year Giving Amount Score Summary thru Last Fiscal Year Analysis

Active Top Donors 5-Year Giving Amt Score Summary thru LFY

How to use the Active Top Donors 5-Year Giving Amt Score Summary thru LFY analysis

This analysis identifies and summarizes giving trends among your currently active top donors over the last five fiscal years. It leverages your organization's gift transaction history, comparing annual giving totals for each donor, and applies client-specific thresholds to classify top donors.   For each constituent, the analysis calculates a four-year string of codes representing their giving pattern each year, such as increases, declines, new gifts, or lapses, based on year-over-year changes in their total giving. These Giving Trend Scores  are then grouped to show the number of donors who fall into each pattern.

You can use this to quickly spot how many donors are increasing their support, remaining steady, declining, or lapsing, all in the context of the most recent five fiscal years. The analysis is grounded in Constituent Intelligence principles, providing actionable segmentation for donor stewardship and prospect management. By focusing on top givers and their most recent behavior, you gain a concise view of donor health that guides both retention and upgrade strategies.

The key metric here is the Giving Trend Score—a four-character code for each donor that summarizes their trajectory (e.g., I+D-ER might indicate initial growth, followed by a slight decline, equal giving, and reactivation). Understanding these trends is crucial: it allows you to prioritize which top donors may need cultivation to prevent attrition, which are ripe for a major gift ask, and which have re-engaged and might welcome deeper involvement. If your version of the analysis includes supporting columns-such as donor contact information, lifetime giving, or last engagement date-you should use these to craft highly personalized outreach and stewardship.

You should schedule this analysis for periodic review as part of your Constituent Intelligence routines, ensuring you always have a current view of your top donor trends. Fundraising directors and frontline development officers should review the analysis at least quarterly, using it to target stewardship for donors showing declining or lapsed patterns, and to identify candidates for upgrade or special recognition among those with increasing trends. Integrate these insights into your portfolio review and move management meetings to drive timely, data-driven action.

To measure the impact, track subsequent donor retention rates, average gift growth among targeted segments, and the success rate of personalized outreach informed by these scores. The ultimate goal is to see improved engagement and revenue among your top donors as a direct result of a more tailored, intelligence-driven strategy.