High Lift Donors Last Fiscal Year SEP Analysis

High Lift Donors LFY SEPTEMBER

How to use the High Lift Donors LFY SEP analysis

This analysis identifies donors who have shown a significant increase in giving during a specific month, September, in this case, compared to their own prior three-year average for that month. It compares each donor's giving in the target month of the last completed fiscal year to their average giving in that month across the previous three years, highlighting those with a positive personal incremental lift.   The analysis uses detailed gift data, examining both the timing and amounts of donations, and incorporates constituent records to present the donor's name and status. By surfacing only those who exceeded their personal historical average, it allows you to focus on individuals demonstrating recent, meaningful engagement or capacity shifts.

For each donor listed, you see their average giving in September over the prior three years, their actual giving in September of the last fiscal year, and the calculated lift amount. This personal, year-over-year benchmarking is critical, as it helps you identify not only your largest donors but also those whose behavior signals increased affinity or changing circumstances. The inclusion of constituent names and IDs provides additional context for segmentation, stewardship planning, and personal outreach, enabling you to match giving patterns with known relationships or organizational priorities quickly.

You should use this analysis to guide stewardship and cultivation strategies. Development officers and major gift officers should review it regularly—ideally, monthly or quarterly —as part of their Constituent Intelligence routines. Prioritize high-lift donors for personal thanks, special updates, or tailored engagement, as their increased giving may indicate readiness for deeper involvement or a new campaign ask. Donor relations and annual giving teams can utilize these insights to refine their segmentation for appeals, events, or recognition programs.

To apply the findings, assign follow-up actions to relationship managers for the top lift donors, and incorporate their giving stories into board or campaign briefings. Evaluate success by tracking follow-up engagement rates, subsequent retention, and whether high-lift donors continue their momentum in future cycles. Ultimately, using this analysis should help you identify emerging leaders in your donor base, strengthen relationships, and drive more effective, personalized fundraising strategies.