High Lift Donors Current Fiscal Year JUL Analysis

High Lift Donors CFY JUL

How to use the High Lift Donors CFY JUL analysis

This analysis helps you identify donors who have significantly increased their giving in the target month of the current fiscal year (CFY), compared to their personal giving average for the same month over the previous three years. It draws from your Gifts and Constituents data to calculate an individual baseline  for each donor, their average gift amount in July (or your specified target month) from each of the past three fiscal years. It then compares this baseline to the donor s actual giving in the same month of the current fiscal year, making adjustments for your organization s fiscal calendar.

You will see a list of donors who gave more in the target month this year than their own three-year average, along with key metrics: their three-year average, current fiscal year giving for the month, the dollar amount of their increase (Personal Incremental Lift), and the percent lift. The inclusion of donor names (or organization names) and a deceased flag allows you to quickly focus on active, living donors and tailor outreach appropriately. This supporting information is vital for personalized stewardship, enabling you to craft messages that recognize specific giving patterns and validate their increased commitment.

The core calculations-personal incremental lift in both dollar and percentage terms-are essential for segmenting high-potential donors who are demonstrating increased engagement. By focusing on month-specific lift, you can uncover timely opportunities to deepen relationships, perhaps recognizing donors for their increased support during key campaigns or seasonal drives.

You should have your gift officers and annual fund managers review this analysis each month as part of their Constituent Intelligence routines. Use the insights to prioritize thank-you calls, invite high-lift donors to exclusive events, or prompt tailored upgrade solicitations. For donors with the highest lift, consider personalized recognition and deeper cultivation strategies, as they are signaling growing affinity.

Success can be measured by tracking subsequent retention and upgrade rates among the high-lift segment, monitoring responses to targeted stewardship, and, over time, evaluating whether these donors move into higher giving tiers or planned giving pipelines. By systematically leveraging this analysis, you can drive both immediate and long-term growth in donor support.