High Lift Donors Current Fiscal Year SEP Analysis

High Lift Donors CFY SEP

How to use the High Lift Donors CFY SEP analysis

This analysis identifies donors who have significantly increased their giving in September of the current fiscal year (CFY), compared to their average giving in that same month over the prior three fiscal years. It draws on your gift transaction data, specifically looking at gifts made in September (the ninth month), and compares each donor's current September giving to their personal three-year September average. Only those donors whose giving this year exceeds their baseline are included, enabling you to focus on individuals demonstrating notable positive change.

The analysis presents a list of these high-lift donors, including their names (or organization names), constituent IDs, historical average giving for September, actual giving this September, the dollar amount of their personal incremental lift, and the percentage increase over their baseline. These supporting columns provide context that helps you understand not just who increased their giving, but by how much and at what rate, equipping you to tailor your follow-up and stewardship with specific, data-driven talking points.

Key metrics include each donor's Personal Incremental Lift ($) and their % Personal Incremental Lift.  The dollar lift spotlights donors who have made the largest financial step up, while the percentage lift highlights those showing the strongest proportional growth. Both are crucial as you prioritize outreach: large dollar increases may indicate capacity for major gifts, while high percentage increases can reveal emerging donors with deepening engagement.

Strategically, you can use this analysis to recognize and steward donors whose behavior signals increased commitment or capacity. Development officers should consider customizing acknowledgment messages or outreach strategies based on the magnitude and history of each donor s lift. Major gift officers, annual fund managers, and stewardship teams should review this analysis-ideally monthly or quarterly, as recommended for your Constituent Intelligence routines- to identify prospects for cultivation, upgrade, or special recognition.

To apply these insights, first flag high-lift donors for prompt, personalized thank-yous that reference their specific increase. Second, analyze trends among these donors to refine your segmentation and identify those who may be ready for deeper engagement or a campaign ask. Third, use these metrics as input for prospect scoring models and stewardship planning.

To measure success, track subsequent retention and upgrade rates among high-lift donors, monitor response rates to targeted outreach, and assess growth in this cohort's overall giving year over year. Ultimately, effective use of this analysis should support higher donor satisfaction, increased giving, and stronger relationships across your constituent base.