All Donors 5-Year Score Summary Thru Current Fiscal Year Analysis

All Donors 5-Year Score Summary Thru CFY

How to use the All Donors 5-Year Score Summary Thru CFY analysis

This analysis provides you with a concise, data-driven overview of every donor's annual giving patterns over the past five fiscal years, summarized up to the current fiscal year (CFY). It pulls from your core Constituent and Gift data, calculating yearly totals as well as a five-year engagement score for each donor. This score is a four-character code that reflects each donor's behavior year-over-year, such as whether they are a new donor (N), retained donor (R), increased their annual giving YOY(I), decreased their annual giving YOY (D), lapsed (L), or have stayed at the same giving level (E). By aggregating these Scores, the analysis segments your entire donor base into clear behavioral groups, simultaneously highlighting trends like positive momentum, neutrality, or areas of concern.

You can use this analysis to quickly identify how many donors are increasing their support, maintaining their commitment, or showing signs of disengagement. The scoring methodology provides visibility into the number of donors who may be ready for an upgrade or require special stewardship. The analysis summarizes these patterns across all donors, giving you a strategic overview of your portfolio's health, and can be filtered or extended with additional constituent details to tailor your outreach.

Key calculations include rolling fiscal year gift totals, lifecycle coding, and behavioral indicators. These metrics matter because they reveal not just who is giving, but how their engagement is evolving-critical insights for prioritizing cultivation, solicitation, and stewardship efforts. The Indicator field further distills this, flagging donors for positive attention or concern at a glance.

You should schedule this analysis for regular review by both fundraising directors and frontline gift officers, integrating it into your Constituent Intelligence routines. Use the insights to prioritize meetings, shape personalized appeals, and design re-engagement strategies for lapsed or declining donors. For example, development officers can focus on donors with positive indicators for upgrade asks, while stewardship teams can intervene with Possible Concern  donors to prevent further attrition.

Success can be measured by tracking changes in donor retention rates, growth in average gift size among Positive  segments, and reductions in the number of lapsed or downgraded donors over time as a result of targeted actions inspired by this analysis.