High Lift Donors Last Fiscal Year MAR Analysis

High Lift Donors LFY MAR

How to use the High Lift Donors LFY MAR analysis

This analysis identifies donors who have significantly increased their giving in a specific month during the last full fiscal year compared to their own historical average for that same month. It uses data from your Gifts records, focusing on March of the last full fiscal year,  and compares each donor's giving in that month to the same month in the previous three fiscal years.  By doing so, it reveals which donors have demonstrated a personal incremental lift,  meaning they gave more than their usual pattern for that month, not just more than other donors or an overall average.

You ll see each donor s name, their average giving for the target month across the previous three years, their latest giving for that month, and the calculated lift amount. The inclusion of donor identity and organization fields means you can quickly recognize whether the donor is an individual or an organization, which supports a more personalized cultivation strategy. The analysis also displays each donor's Constituent ID, allowing you to cross-reference with other Constituent Intelligence data or to coordinate outreach.

The key metric here is Personal Incremental Lift ($),   representing the difference between a donor's recent giving and their own baseline. This is crucial because it highlights donors whose engagement has meaningfully increased, rather than just those who give large amounts. Understanding who is expanding their support allows you to prioritize stewardship, thank-you calls, or targeted engagement efforts, recognizing and encouraging this positive trend.

You should review this analysis regularly-ideally, monthly-as part of your Constituent Intelligence routines. Major gift officers, annual fund managers, and donor engagement teams should focus on the list of high-lift donors to identify those meriting special recognition or deeper cultivation. Use the insights to tailor outreach, reference their increased commitment, and explore the motivations behind their higher giving. Additionally, consider including board members in stewardship for these donors, fostering a culture of recognition.

Success can be measured by tracking the retention rate and subsequent giving levels of high-lift donors after targeted engagement, as well as the number of donors who sustain or further increase their giving in future analyses. Over time, you should expect improved donor loyalty and an increase in identified upgrade opportunities, directly tied to your use of this analysis.