High Lift Donors Last Fiscal Year MAY Analysis

High Lift Donors LFY MAY

How to use the High Lift Donors LFY MAY analysis

This analysis identifies donors who made significantly larger gifts in the target month of the last completed fiscal year (in this case, May) compared to their own three-year average giving in that same month. By examining each donor s giving pattern, it highlights only those who demonstrated a true personal lift-meaning their recent support outpaced their historical average for that time period. The data draws from your Gifts and Constituents tables, ensuring that only living donors are considered.

For each donor, you see several key pieces of information: their name, average gift amount in the target month over the prior three fiscal years, actual giving in the target month of the last fiscal year, and the calculated Personal Incremental Lift.  This last figure is crucial-it quantifies, in dollars, how much more a donor gave this year compared to their own recent pattern. This allows you to move past generic year-over-year comparisons and instead focus on donors whose increased giving is meaningful for them as individuals.

You should use this analysis to recognize and steward high-potential donors who may be responding to recent engagement or shifting their philanthropic priorities. The inclusion of donor names and IDs, along with organization names where relevant, supports you in crafting personalized outreach. These details enable a development officer to acknowledge not just the gift, but the donor's personal journey, making communications more relevant and meaningful.

Development directors, gift officers, and annual giving managers should all review this analysis, especially during campaign planning or stewardship cycles. Use it to segment and prioritize outreach-consider reaching out to these high-lift donors with calls, thank-you notes, or tailored updates about the impact of their giving. Share key findings in team meetings to inform cultivation strategies and recognize staff efforts.

To measure the success of leveraging this analysis, track whether these donors continue to show elevated engagement in subsequent cycles, monitor retention rates, and assess whether personalized outreach leads to further increases in giving. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines, ensuring you continue to identify and celebrate donors whose commitment is growing year over year.