High Lift Donors Current Fiscal Year JUN Analysis

High Lift Donors CFY JUL

How to use the High Lift Donors CFY JUN analysis

This analysis identifies donors who have significantly increased their giving in June of the current fiscal year compared to their own average giving in June over the prior three years. It uses giving data from your Gifts and Constituents tables, focusing on each donor's gift amounts made specifically in June, adjusted to your organization's fiscal year calendar. For each donor, the analysis calculates their three-year historical average for June and then compares it to their actual giving in June of the current year. Only those donors whose June giving this year exceeds their personal historical average are included, highlighting individuals with a measurable increase in their support.

The key metrics in this analysis are the donor's average June giving for the past three years, their actual giving in June this year, the dollar amount of their personal incremental lift, and the percentage increase over their baseline. These calculations help you distinguish donors who are trending upward in engagement, rather than those whose giving is flat or declining. The inclusion of donor name fields (such as individual or organization donor) allows you to quickly identify the right contact for tailored stewardship, supporting a more personalized and informed outreach strategy.

Strategically, you should use this analysis to prioritize outreach to donors demonstrating increased commitment, as these individuals are more likely to be receptive to deeper engagement, stewardship, or even upgraded solicitations. Reviewing these results as part of your Constituent Intelligence routines ensures you remain proactive in recognizing and cultivating emerging top supporters. Fundraising directors, major gift officers, and annual giving managers should review this analysis each June and use the insights to craft personalized thank-you notes, targeted upgrade appeals, or invitations to special events for these highly supportive donors.

You can measure the success of using this analysis by tracking subsequent retention rates, as well as the increases among identified donors and the effectiveness of targeted stewardship actions. By focusing on these high-lift individuals, you position your team to make data-driven decisions that strengthen donor relationships and drive fundraising growth.