Bottom Donor Upg Prospect List Analysis

Bottom Donor Upg Prospect List

How to use the Bottom Donor Upg Prospect List analysis

This analysis is designed to help you identify donors who are currently classified in your bottom giving segment but have shown potential to give at levels comparable to those of your middle segment donors. It does this by examining each donor s largest individual gift in the last full fiscal year and comparing it to the typical gift sizes made by donors in your middle segment, based on actual percentile benchmarks. The analysis pulls from your Gifts and Constituents data, referencing segmentation thresholds and calculating where each donor s largest gift falls relative to middle-tier percentiles (25th, 50th, and 75th).

You receive a list of individual donors who, although their total annual gifts remain modest, have already demonstrated the capacity for higher giving through a single, larger-than-usual donation. For each donor, you see their total giving last year, the amount and date of their largest gift, and a percentile indicator showing how their top gift compares to the middle segment. The inclusion of donor and organization names (as available) allows you to quickly personalize your outreach and reference previous engagement, making your next steps more targeted.

Pay particular attention to the percentile columns: if a bottom-segment donor's largest gift meets or exceeds the 25th, 50th, or even 75th percentile of middle-segment donors, it signals that they might be ready for an upgrade conversation or more tailored cultivation. This is critical for Constituent Intelligence, as it enables you to move beyond static segmentation and identify real-time signals of donor readiness.

You should review this analysis as part of your regular Constituent Intelligence routines, ideally at the close of each fiscal quarter. Major gift officers, annual fund managers, and donor stewardship teams can use it to identify prospects for upgrade appeals, special project invitations, or personalized stewardship. For actionable next steps, you should: (1) flag these donors for targeted upgrade campaigns, (2) assign them for personalized outreach by development officers, and (3) review their engagement history to craft highly relevant messages.

To measure success, track the number of bottom-segment donors who move up to the middle segment over time, monitor response rates to upgrade campaigns, and compare the average gift amounts of targeted versus untargeted donors in subsequent periods. Ultimately, this analysis enables you to focus your efforts on donors with untapped capacity, thereby improving both fundraising outcomes and donor relationships.