High Lift Donors Current Fiscal Year APR Analysis

High Lift Donors CFY APR

How to use the High Lift Donors CFY APR analysis

This analysis identifies donors who have significantly increased their giving in April of the current fiscal year compared to their own historical average for that same month over the prior three years. Using data from your Gifts and Constituents tables, it calculates each donor's baseline giving for April across the past three fiscal years, then measures how much each donor gave in that month this year. It highlights those who have surpassed their personal historical average, showing both the dollar amount and percentage of their incremental lift.

You ll see columns showing the donor s name, their average giving in the target month for the prior three years, their current fiscal year giving in that month, and the exact amount and percent by which they increased. This supporting information provides context to help you recognize their past engagement and identify patterns-essential for crafting tailored acknowledgments or stewardship messages.

The key metrics, Personal Incremental Lift ($)  and % Personal Incremental Lift, matter because they quantify not just who gave, but who gave more than their own established pattern. This goes beyond raw giving totals and flags donors who are deepening their commitment, identifying prime candidates for special outreach or further engagement.

Strategically, use this analysis to quickly focus on donors who demonstrate increased loyalty or enthusiasm, whether they are major gift prospects or previously mid-level supporters showing new momentum. Development directors, annual giving managers, and donor relations staff should review these results to identify which high-lift donors merit individualized thanks, personal calls, or targeted cultivation efforts. For example, you might prioritize calling the top lifters or invite them to exclusive events, referencing their specific increase in your outreach.

To evaluate your success, track the retention and future engagement of high-lift donors, measure whether personalized follow-up translates to further upgrades or multi-year commitments, and assess overall growth in donor loyalty. This analysis is recommended to be reviewed during and following the month, as well as yearly, as part of your Constituent Intelligence routines, ensuring that you consistently recognize and cultivate your most upwardly mobile supporters.