High Lift Donors Current Fiscal Year FEB Analysis

High Lift Donors CFY FEB

How to use the High Lift Donors CFY FEB analysis

This analysis helps you identify which donors have significantly increased their giving during February of the current fiscal year compared to their own personalized giving averages for the same month over the past three fiscal years. It draws from your Gifts and Constituents data, calculating each donor's historical February giving baseline, then comparing that to their giving in February this year. You will see each donor's name, their average February giving baseline, their actual February giving this year, the dollar amount by which they have exceeded their baseline ( Personal Incremental Lift ), and the percentage increase over their norm.

The analysis zeroes in on those donors whose generosity stands out specifically in the current fiscal year, February, highlighting only those who have given more than their own historical average for this month. By displaying both the absolute and percent lift, you gain a sense of both significance and scale, whether someone has made a modest increase or is showing truly exceptional engagement this year. The inclusion of donor names and types (individual or organization) helps you tailor your outreach; you can immediately see which contacts might merit a personal call, special acknowledgment, or deeper stewardship.

You should use this analysis to prioritize stewardship efforts and to recognize donors who are trending upward in their support. Fundraising directors and frontline development officers can use it to craft personalized thank-you notes, flag potential prospects for increased requests, or identify donors ready for upgraded engagement. It is especially valuable as part of your Constituent Intelligence routines, giving you a timely pulse on which relationships are warming and which donors might be receptive to further cultivation.

Review this analysis monthly, both during and after February, with a focus on staff responsible for donor retention, major gifts, and annual giving. Use the results to inform thank-you campaigns or to select donors for the yearly giving leadership strategy. Success can be measured by tracking whether those who are recognized for their lift subsequently maintain or increase their giving, as well as by monitoring improved donor retention and upgrades among those identified. The ultimate goal is to transform these high-lift moments into ongoing loyalty and increased lifetime value.