How to use the Linchpin Individual Donor Current FYTD Enriched

This analysis is designed to provide a comprehensive view of individual donors who contributed in the last fiscal year and how their giving in the current fiscal year compares to the same period last year. It excludes new donors who made their first gift in the current fiscal year, focusing instead on those with a giving history. By enriching the data with historical giving patterns, the analysis helps identify trends and opportunities for engagement.

The key calculations in this analysis include segmenting donors into top, middle, and bottom categories based on donation thresholds from the previous fiscal year. It also tracks year-to-date (YTD) giving performance, compares it with the same period last year, and evaluates changes in donor behavior. Metrics such as total lifetime giving, average annual giving over the last three fiscal years, and consecutive years of giving are calculated to provide a deeper understanding of each donor's commitment. The analysis categorizes donors into movement categories like 'Increased', 'Decreased', 'Lapsed', and 'Recaptured', helping you track shifts in donor engagement over time.

Strategically, this set of analyses allows you to tailor your donor engagement strategies more effectively. By understanding donor behavior changes, you can identify which donors are increasing their giving and might be ready for more targeted cultivation. You can also pinpoint lapsed donors who require re-engagement and those whose giving has decreased, signaling a need for relationship repair or re-assessment of your value proposition to them.

For actionable recommendations, consider running this analysis quarterly to stay updated on donor trends and adjust strategies promptly. It should be reviewed by fundraising directors and development officers who can use these insights to guide donor communication and engagement strategies. Applying these findings can improve donor retention rates and increase revenue by focusing efforts where they are most needed.

Success measures for this analysis include tracking the number of lapsed donors who become active again, the increase in average gift size among identified 'Increasing' donors, and overall improvements in donor retention rates. Additionally, monitoring the growth in total revenue from the 'Top' and 'Middle' segments can indicate successful application of the insights derived from this analysis.