Last Fiscal Year First-Time Donors Detail -Covered in other Analyses Analysis

Last FY First-Time Donors Detail -Covered in other Reports

How to use the Last FY First-Time Donors Detail -Covered in other Reports-Replace analysis

This analysis identifies every donor who made their first gift during the last full fiscal year, providing a detailed view into this critical cohort. Drawing from your Gifts and Constituents data, it dynamically defines fiscal years (beginning in July) and pinpoints each constituent's initial contribution, then gathers details such as the first gift date and amount, total giving within that fiscal year, all subsequent gifts, and any giving in the current year. Each entry also includes the donor s name, which helps you recognize whether you re dealing with individuals or organizations, an important distinction when planning personalized stewardship.

The core calculations-first gift timing, total giving in the last fiscal year, number of gifts, lifetime gift count, and follow-up giving-are essential for tracking acquisition and early retention. By highlighting which donors have made additional gifts since their initial one, and how much they have given since, you can assess the success of your onboarding and stewardship efforts. The inclusion of current-year giving enables you to identify new donors who are exhibiting early signs of loyalty, providing a timely opportunity for deeper engagement or even early upgrades.

Use this analysis to prioritize outreach to first-time donors who make high initial gifts or those who have already begun giving again. The Total Gifts After First column is handy for segmenting follow-up strategies. Donors who have made more than one gift in a short span may warrant more personalized communications, invitations to special events, or targeted upgrade appeals. Including both the individual and organization donor names helps you tailor your approach and avoid generic outreach.

Fundraising directors, annual giving managers, and stewardship coordinators should review this analysis regularly, at least quarterly, as part of their Constituent Intelligence routines. Use it to spot trends in donor acquisition, identify effective engagement tactics, and allocate resources toward retaining higher-value first-time donors. Success can be measured by increased retention rates among last year's new donors, higher average subsequent gift amounts, and improved conversion of first-time donors to multi-year supporters. By systematically mining these insights, you can strengthen your donor pipeline and elevate your organization's long-term fundraising performance.