High Lift Donors Current Fiscal Year OCT Analysis

High Lift Donors CFY OCT

How to use the High Lift Donors CFY OCT analysis

This analysis is designed to help you identify donors who have increased their giving in October of the current fiscal year compared to their own personal average for that month over the past three years. By focusing on "high lift" donors-those who have exceeded their historical October giving-you gain a targeted view of individuals who are showing an increase in engagement and philanthropic intent right now. The analysis draws from your Gifts and Constituents data tables, leveraging each donor s giving history for the same month across multiple years, as well as their current fiscal year activity. This allows you to see not only who is giving more, but by exactly how much, both in dollar terms and percentage increase.

You'll see columns showing each donor's name, their average giving for the target month in the three prior years, their current giving this October, the incremental lift in dollars, and the percent lift. These metrics matter because they spotlight donors who are stepping up, allowing you to prioritize stewardship where it's likely to be most effective. 

From a strategic perspective, this analysis helps you focus your time and resources on donors who are demonstrating increased capacity and interest. Development officers and fundraising directors should use these insights to inform thank-you calls, targeted stewardship communications, or even cultivation for higher-level giving opportunities. As part of your Constituent Intelligence practices, you should schedule this analysis to be reviewed periodically-ideally at the close of each key giving month-to spot trends and act promptly.

Actionable recommendations include: reviewing the analysis at the start of each month by the development director and assigned gift officers; utilizing the incremental lift data to select donors for upgraded stewardship or leadership gift cultivation; and sharing the list with stewardship teams to ensure timely and personalized recognition. Success should be measured by tracking retention and upgrade rates among these high-lift donors, the response to customized outreach, and ultimately, growth in year-over-year giving within this segment. By integrating this analysis into your Constituent Intelligence routines, you can make more informed decisions and strengthen donor relationships where momentum is strongest.