How to use the Middle Donors whose gift size is Decreasing analysis

This analysis identifies middle-segment donors whose average gift size has decreased from the previous fiscal year to the last full fiscal year. By examining data from the Gifts and Constituents tables, it segments donors based on their contributions and provides insights into their giving patterns. This information is crucial for understanding donor behavior and crafting targeted engagement strategies.

The analysis uses several key metrics. It calculates total giving for the last fiscal year and the average gift sizes for the last three fiscal years. The core insights come from comparing the average gift size in the last fiscal year with that in the previous year. Identifying donors whose average gift has decreased allows you to focus on those who may need additional engagement or motivation to enhance their giving.

Strategically, this analysis enables you to identify potential challenges with your middle-tier donors. A decrease in giving could signal disengagement or financial constraints. By recognizing these patterns early, you can implement proactive measures to re-engage these donors. This might include tailored communication, personalized outreach, or exclusive donor appreciation events to rekindle their interest and investment in your cause.

You should consider running this analysis at the end of each fiscal year or during donor reviews, ideally in conjunction with your annual fundraising strategy meetings. It would be beneficial for development officers and fundraising directors to review the findings to determine which middle-tier donors might require special attention. Applying the insights from this analysis can inform your outreach strategies and enable you to allocate resources more effectively.

To measure the success of utilizing this analysis, you can track the re-engagement rates of identified donors over the following year. Additionally, monitor changes in their giving patterns, including any increases in average gift size or total contributions after targeted outreach. Another success measure could be the retention rates of middle-tier donors, assessing how many of these donors remain active and engaged compared to previous years. By keeping an eye on these metrics, you can evaluate the effectiveness of your strategies and continuously refine your approach to donor relations.