High Lift Donors Last Fiscal Year JAN Analysis

High Lift Donors LFY JUL

How to use the High Lift Donors LFY JAN analysis

This analysis identifies donors who made significantly larger gifts in January of the last full fiscal year compared to their own average giving in January over the prior three years. By focusing on the January period, you can identify donors who showed notable growth or an increase in their giving during that month, allowing you to recognize and engage those whose recent behavior signals an increased commitment or capacity. The analysis draws from your Gifts and Constituents data, calculating, for each constituent, their average January giving over the past three relevant years and comparing it to their January giving in the most recently completed fiscal year. Only those who exceeded their own baseline are included, ensuring your attention is on donors who demonstrated real, individualized growth.

You'll find each donor's name, their unique constituent ID, their three-year January baseline average, the amount given in January of the last fiscal year, and the calculated Personal Incremental Lift- the additional dollars given above their own historic average. Supporting columns, such as donor names and organizational affiliations, offer context for tailoring your outreach; for example, recognizing a corporate donor versus an individual can shape your acknowledgment strategy. If a donor is also flagged as not deceased, you can be confident your engagement will reach the right audience.

These metrics empower you to prioritize stewardship and solicitation strategies. By focusing on donors with the largest positive lift, you can identify emerging major gift prospects, develop highly personalized stewardship plans, and craft communications that reference the donor s increased support-strengthening the relationship and encouraging continued growth. You should review this analysis as part of your monthly or quarterly Constituent Intelligence routines, especially at the start of calendar and fiscal years when giving patterns may shift.

Fundraising leadership, annual giving managers, and donor relations staff should review this analysis together. Use the insights to prioritize personal calls or tailored thank-you notes, flagging high-lift donors for further cultivation, and sharing stories of impact that resonate with their demonstrated increased interest. Consider reaching out to donors who have made their first significant increase to learn what motivated their gift and deepen their connection.

Measure success by tracking retention and further lift among these donors in subsequent months, monitoring whether personalized outreach leads to higher renewal rates or additional upgrades. You should also evaluate whether this targeted approach helps uncover new major gift or planned giving prospects, ultimately strengthening your overall fundraising pipeline.