How to use the By Till You Die Std Query

This analysis is designed to provide valuable insights into donor behavior, focusing on their giving patterns and engagement over time. By examining the data from your Gifts table, this analysis identifies the first and last gift dates for each donor, calculates the total number of gifts, and sums up the total giving amount. It utilizes a combination of donor statistics and constituent details to deliver a comprehensive overview of donor activity, which can guide strategic fundraising efforts.

Key metrics in this analysis include frequency, recency, T (tenure), and monetary value. Frequency is calculated by subtracting one from the total number of gifts, indicating how often a donor has returned to make additional contributions after their initial gift. Recency measures the number of weeks between the first and last gift, providing insight into how recently a donor has been active. The T value represents the weeks between the first gift and the current date, offering a perspective on the duration of a donor's engagement with your organization. Monetary value is derived from the average transaction amount, revealing the typical size of donations from each donor. These metrics are critical as they allow you to segment donors based on their engagement level and financial contribution, enabling more targeted and effective fundraising strategies.

This analysis is strategically valuable as it helps you understand donor lifecycles and predict future giving behavior. By identifying high-frequency donors or those with a high average gift size, you can prioritize efforts to cultivate these relationships further. Additionally, understanding recency and tenure can help you identify lapsed donors who may need re-engagement strategies to bring them back into active giving.

To maximize the impact of this analysis, run it regularly to keep your donor engagement strategies current. Fundraising directors should review the results to adjust campaigns and prioritize donor outreach. Development officers can use the insights to tailor communications and stewardship activities, ensuring they resonate with donor preferences and behaviors.

Evaluate the success of using this analysis by tracking changes in donor retention rates, the average gift size increase, and the overall growth in donation amounts. Monitoring these metrics over time will help you assess the effectiveness of your engagement strategies and refine them based on actual donor responses.