First Time Donor Second Gift Analysis

First Time Donor Second Gift Analysis

How to use the Recent First Time Donors Second Gift Status analysis

This analysis identifies donors who made their first gift within the past 18 months (using a rolling window that captures both the current and previous calendar years, adjusted for fiscal calendars) and shows whether they have gone on to make a second gift. By drawing from your Gifts and Constituents data, it surfaces each recent first-time donor, along with their first gift date, first gift amount, and whether a subsequent contribution has been recorded. This enables you to monitor early-stage donor engagement and conversion from first to second gift, a critical step in building long-term donor relationships.

You see not just which new donors have given again, but also important supporting details, such as donor name, organization affiliation, and the amount and timing of their initial gift. These columns, while not directly part of the second gift calculation, are essential for crafting personalized stewardship and tailored outreach strategies. For instance, knowing the exact date and size of a donor's first gift helps you time your follow-up appropriately and recognize giving at the right level.

The key calculation here is identifying recent first-time donors and tracking whether they have made a second gift. This matters because retention rates from the first to the second gift are often significantly lower than for more established donors; however, improving this conversion has a substantial, long-term impact on your fundraising pipeline and lifetime donor value. By focusing on this group, you can intervene early, personalize communications, and increase the likelihood of building loyal supporters.

Strategically, you should use this analysis to prioritize follow-up for first-time donors, segment communications, and test stewardship approaches that encourage a timely second gift. Development officers, annual giving managers, and donor stewardship teams should review this analysis—ideally every month or quarter—as part of their Constituent Intelligence routines. Use the insights to craft targeted campaigns, send personalized thank-you messages, or trigger cultivation calls for those who have not yet given a second time.

To measure success, track changes in your second gift conversion rate among recent first-time donors, monitor increases in retention, and compare the long-term value of those receiving enhanced follow-up versus those who do not. Over time, the impact of applying these insights should be reflected in stronger donor retention and a more resilient donor base.