How to use the High Lift Donors CFY DEC analysis
This analysis identifies donors who have significantly increased their giving in December (the target month) of the current fiscal year compared to their own average giving in December over the prior three years. It pulls together gift data and constituent details to spotlight those individual donors who are making a greater impact this year, helping you understand which supporters are showing the largest personal lift in seasonal giving.
For each donor, the analysis examines their total giving in December for each of the past three fiscal years and then calculates their average baseline for that month. It then compares this baseline to their actual giving in December of the current fiscal year. The analysis only includes donors who have exceeded their previous personal average, showing both the absolute dollar lift and the percentage increase. Alongside these metrics, it also lists supporting information such as the donor's name (whether individual or organization), which can help you tailor outreach and stewardship strategies for each high-lift donor.
The personal incremental lift, both in dollars and percentage, enables you to quickly see which donors are exceeding their own historical December giving. This is valuable because it highlights not just high-dollar donors, but those who are increasing their commitment, regardless of giving level. You can use these insights to prioritize stewardship, thank donors for their increased support, and potentially identify candidates for future major gifts, recurring giving campaigns, or personal outreach.
It can also provide insight into why this month may have exceeded expectations.
Fundraising directors, major gift officers, and donor stewardship teams should review this analysis, especially in the weeks following December. You should use it to customize your acknowledgement and cultivation plans, reaching out to high-lift donors with personalized messages that recognize their increased generosity. Incorporating this analysis into your Constituent Intelligence routines ensures you consistently identify and engage donors whose behavior signals deeper commitment.
To measure the success of using this analysis, track year-over-year retention and upgrade rates among identified high-lift donors, monitor the effectiveness of personalized stewardship actions, and assess whether these donors are moving into higher engagement segments or increased giving tiers over time.