High Lift Donors Last Fiscal Year JUL Analysis

High Lift Donors LFY JUL

How to use the High Lift Donors LFY JUL analysis

This analysis identifies donors who significantly increased their giving in July of the last full fiscal year compared to their typical giving in July over the prior three years. It examines transaction data from your Gifts file, focusing specifically on giving behavior in the target month (July), and calculates a personalized baseline by averaging each donor's July giving from the three preceding fiscal years. Using this personalized baseline, the analysis then highlights donors whose July giving in the most recent fiscal year exceeded their own historical average, quantifying the size of that increase as "Personal Incremental Lift ($)."

You will see donor names, their average giving in July for the prior three years, their actual giving in July of the last fiscal year, and the calculated lift amount. The inclusion of donor names and IDs enables you to quickly look up detailed constituent records or segment these high-performing donors for further review and analysis. 

The core metric, "Personal Incremental Lift ($)," enables you to pinpoint which donors are not just giving more, but are making a significant step up compared to their own norm, an essential distinction for Constituent Intelligence that moves beyond simple year-over-year comparisons. This type of analysis enhances your ability to recognize and celebrate donors who are increasing their commitment, rather than focusing solely on top-dollar gifts or overall giving trends.

Use this analysis to inform targeted stewardship and engagement strategies. Consider having your development officers and major gift officers review this set of high-lift donors shortly after each July close. Personalized outreach, such as a thank-you call referencing their increased support, or an invitation to an exclusive update, can reinforce positive behavior and build deeper relationships. Additionally, you should share the findings with your annual giving or stewardship teams to ensure that these donors are recognized in your Constituent Intelligence dashboards and cultivation pipelines.

To measure the impact of using this analysis, track subsequent retention rates, further increases in giving, and donor engagement among those identified as high-lift donors. Over time, you should see improved donor loyalty and more donors moving into higher giving brackets as a result of tailored follow-up and acknowledgment. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines to maximize its strategic value.