Current (Last 5 Years year) Donors Major Gift Prospect Detail Analysis

Current (L5 yr) Donors Major Gift Prospect Detail

How to use the Current (L5 yr) Donors Major Gift Prospect Detail analysis

This analysis is designed to help you identify and understand donors who have shown signs over the last five years that they may be receptive to solicitation of a major gift so that you can prioritize outreach and stewardship. By drawing from your Gifts and Constituents data, it spotlights individuals (or organizations) who meet or exceed your top-level giving threshold, as defined in your Thresholds table. For each donor, the analysis aggregates essential giving metrics, such as total lifetime giving, number of gifts, years given, their largest gift, and when it occurred, as well as details about their most recent gift. It also calculates each donor's current consecutive fiscal year giving streak, showing you who maintains ongoing support year after year.

You'll see each donor categorized into prospect levels-High, Medium, Emerging, or Core Top Level Donor-based on the size of their largest gift relative to your organizational benchmarks. This stratification helps you quickly identify high-potential prospects for major gift cultivation and stewardship. 

Key metrics, such as lifetime giving, unique years of giving, and consecutive-year streaks, are critical for understanding a donor's long-term commitment, propensity for larger gifts, and overall relationship trajectory. These insights allow you to tailor your engagement strategies, segment your portfolios for moves management, and flag donors who may be ready for an upgrade or require special attention to maintain their loyalty. The analysis is sorted to surface your highest-level prospects first, streamlining your prioritization.

You should ensure that major gifts officers, development directors, and annual giving managers review this analysis together, ideally at the start of campaign planning or during regular portfolio reviews. Use the insights to identify which donors merit a personal stewardship touch, targeted upgrade asks, or inclusion in leadership circles. Additionally, review consecutive giving streaks to identify donors at risk of lapsing, allowing you to intervene early.

Success can be measured by tracking increases in major gift upgrades, improved donor retention among your top segments, and the number of personalized outreach actions documented in your CRM. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines, ensuring your strategies remain data-driven and responsive to donor behavior.