High Lift Donors Last Fiscal Year APR Analysis

High Lift Donors LFY APR

How to use the High Lift Donors LFY APR analysis

This analysis helps you identify individual donors who have significantly increased their giving in a specific month (the "target month," such as April) during the last full fiscal year compared to their own personal average for the same month across the previous three fiscal years. By focusing on this "personal incremental lift," you can pinpoint donors who are deepening their commitment and may be receptive to further engagement or stewardship. The analysis draws on gift data, constituent profiles, and fiscal year calculations aligned with your organization's financial calendar.

For each donor, you see their average giving in the target month over the past three years, their actual giving in that month for the last fiscal year, and the exact dollar lift above their personal baseline. These metrics matter because they highlight not just who gave more, but who is showing a meaningful change in behavior, key for prioritizing outreach. The inclusion of the donor s name (or organization name) and Constituent ID alongside giving statistics supports a personalized approach, allowing you to tailor your communication and recognize the donor s specific contribution pattern.

Strategically, you should use this analysis to identify and segment high-potential donors who have recently increased their support. By understanding who is demonstrating increased engagement, you can target proactive stewardship, timely thank-you calls, or invitations to special events. Fundraising directors and development officers should review this analysis, ideally on a weekly basis during the month and after the close of each fiscal year, to inform donor engagement strategies and annual planning. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines.

You can apply the insights by assigning relationship managers to follow up with top lift donors, customizing appeals that reference their increased support, or flagging these donors for leadership attention. Success can be measured by tracking subsequent retention rates, further lift in giving, and responsiveness to personalized stewardship efforts among those identified through this analysis. By leveraging these insights, you can enhance your major giving pipeline and build stronger, data-driven relationships with your most responsive donors.