Current vs Prior Year Top 100

How to use the Current vs Prior Year Top 100 analysis

This analysis enables you to directly compare the top 100 donors by giving in the current fiscal year to their performance in the prior fiscal year, offering a powerful lens into donor retention, upgrade, and engagement trends. Drawing from your core Constituent Intelligence data, it aggregates all giving from both individuals and organizations, establishing fiscal years by shifting calendar dates six months forward, ensuring alignment with a typical July-to-June nonprofit fiscal calendar. By summing each donor's total gifts for both the current and previous fiscal years, the analysis ranks donors for each period and highlights changes in their relative positions.

You receive not just the donor's name and unique ID, but also their total giving amounts for both years, along with their rank among all donors in each period. This supporting information allows you to quickly identify who has increased, maintained, or decreased their giving, and to personalize your stewardship and outreach accordingly. For example, a donor who has moved up in rank may be ready for a deeper engagement, while a top donor whose giving has declined could benefit from proactive re-engagement efforts.

The key metrics, calculated total giving per donor and the corresponding ranks in both years, are essential for identifying giving trends, emerging major donors, and loyalty risks. This analysis provides you with a concise list of your highest-value supporters, so you can focus your attention where it matters most. Reviewing this data regularly helps you spot both positive momentum and potential lapses within your top segment.

You should review this analysis as part of your Constituent Intelligence routines, particularly at fiscal year-end and quarterly checkpoints. Development officers, major gift managers, and fundraising directors will find it especially valuable for portfolio reviews, campaign planning, and strategy sessions. Use the insights to tailor touchpoints, prioritize meetings, flag stewardship opportunities, and set retention or upgrade targets for your team. To measure success, track changes in donor retention rates, year-over-year giving growth among the top 100, and the number of at-risk relationships that are successfully renewed or upgraded following targeted engagement based on this analysis.