Diamonds in the Rough who started as Middle Segment Donors Analysis

Diamonds in the Rough who started as Middle Donors

How to use the Diamonds in the Rough who started as Middle Donors analysis

This analysis helps you identify the rare but valuable donors who began their relationship with your organization as "middle" level givers and, over the next three fiscal years, grew their giving into your "top" donor segment. By examining the giving histories in your Gifts and Constituents data, the analysis pinpoints which donors' first annual giving placed them in the middle segment (based on your Thresholds table), then tracks their total giving across the following three fiscal years. Only those who meet or exceed the threshold for top donor status during this period are highlighted, with the ten individuals with the highest growth rates per acquisition year selected. To ensure current relevance, the analysis includes only those donors who have made a gift within the last two fiscal years and are not marked as deceased.

You ll see not only acquisition year and growth ranking, but also important context columns such as the donor s name, total giving in their first year, cumulative giving across the next three years, last gift date, and last gift amount. These details are crucial for personalizing outreach, as they allow you to reference recent engagement and tailor your stewardship according to the donor's trajectory.

The key calculations focus on the initial fiscal year giving, cumulative three-year growth, and recency of engagement. Tracking the jump from middle-tier entry to top-tier performance helps you recognize patterns among high-potential donors and validate the effectiveness of your mid-level donor programs.

Strategically, you can use this analysis to prioritize cultivation efforts, inform major gift pipeline development, and celebrate those whose giving signals exceptional engagement. Annual and major gift officers should review this analysis together, using it to identify donors for special recognition, targeted upgrade campaigns, or bespoke stewardship. You might also want to share these insights with leadership to highlight pipeline successes and inform investment in mid-level donor strategies.

Reviewing this analysis periodically as part of your Constituent Intelligence routines will help you measure the long-term value of your middle donor segment and adjust your engagement tactics. Success should be evaluated by tracking the number of middle donors who progress to top-giver status, the effectiveness of personalized outreach tailored to the provided context, and increases in retention or upgrade rates among this high-growth cohort.