Active Top Donors Fiscal Year to Date vs Last Year Analysis

Active Top Donors FYTD vs Last Year

How to use the Active Top Donors FYTD vs Last Year analysis

This analysis helps you quickly understand how your most important donors, specifically those who gave at the top giving level in the previous fiscal year, are performing so far this fiscal year compared to the same point last year. It draws from your Gifts data, applies custom segmentation thresholds, and focuses on individual donors who exceeded a set top-tier giving amount in the previous fiscal year. For each qualifying donor, it calculates and presents their current year-to-date giving, last year's giving over the same period, total annual giving from the previous fiscal year, and provides both the dollar and percentage change year over year. Additionally, it flags donors experiencing a significant decline of more than 25%, allowing you to prioritize urgent outreach.

You'll also see supporting information, such as the donor's name and organization affiliation, which, although not part of the core calculation, is included to help you personalize stewardship and engagement strategies for each donor. By comparing current fiscal year-to-date giving with the same period last year, you can spot both positive trends and potential problems early. The Significant Decline Flag is especially valuable for quickly identifying donors at risk of disengagement, enabling proactive constituent management.

This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines. Development directors, major gifts officers, and anyone overseeing donor relations should review the results frequently. You can use these insights to segment your outreach, prioritize meetings, and craft personalized communications for top donors who are lagging, stable, or growing in their level of support. For example, donors flagged with significant declines may need a tailored stewardship plan or a personal check-in. At the same time, those who have increased giving could be recognized and cultivated for deeper engagement.

To evaluate the impact of using this analysis, measure success by tracking donor retention rates among your top tier, the number of at-risk donors successfully re-engaged, and the year-over-year growth in giving from this segment. By integrating this Constituent Intelligence analysis into your fundraising workflow, you can drive more strategic actions and strengthen your most valuable donor relationships.