Average Gift Progression Analysis Top Donors

Average Gift Progression Analysis Top Donors

How to use the Average Gift Progression Analysis Top Donors -Review Later analysis

This analysis provides a year-over-year view of how your organization s top donors giving amounts are changing, focusing specifically on those who meet or exceed your defined "top donor segment" threshold. By aggregating each donor's total giving in your selected fiscal year, you can see not only how much each top donor gives annually, but also how their giving grows, declines, or stays the same from one year to the next. The underlying data comes from your gifts table, where we calculate each constituent's annual giving totals over time and then compare those who qualify as top donors across consecutive years.

You can use this analysis to identify trends in donor retention and upgrade rates among your most significant supporters. The key metrics include the change in average gift amount (both in dollars and as a percentage), the number of donors who increased, decreased, or maintained their giving, and the percentage of top donors who increased their giving year over year. These figures reveal not only the health of your major donor pipeline but also help you spot opportunities for timely stewardship or intervention.

Strategically, this analysis allows you to understand which fiscal years saw the most significant increases or declines among your top donors, enabling you to time your outreach and stewardship efforts for maximum impact. For example, development directors can use the "Donors Increased" and "Donors Decreased" counts to quickly identify donors who may be at risk of downgrading or lapsing, and to recognize those who are trending upward and may be candidates for special recognition or further engagement. If you supplement this analysis with individual donor details and supporting information (such as contact history or engagement notes), you can craft highly personalized outreach that demonstrates attentive relationship management.

You should review this analysis regularly, at a minimum, annually, but it is recommended to be reviewed periodically as part of your Constituent Intelligence routines. Major gift officers, annual fund managers, and those overseeing donor portfolios should utilize these findings to inform their one-to-one donor strategies and shape broader stewardship plans. Consider setting targets to increase the percentage of top donors who grow their giving or to decrease the number who reduce their support year over year. Success should be measured by improvements in average gift progression, higher retention rates among top donors, and increased proactive engagement as indicated by fewer declines and more upgrades in subsequent analysis periods.