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Middle Level Donor 5 yr Giving Amt Score Detail

How to use the Middle Level Donor 5-year Giving Amt Score Detail analysis

This analysis enables you to assess the five-year giving patterns of your middle-level donors in a clear and actionable way. It draws on your organization's gift transaction and constituent data, focusing on donors whose annual giving places them within your defined middle segment. For each donor, the analysis summarizes their annual giving amounts over the last five fiscal years. Then it assigns a four-character Performance Score that captures their year-over-year giving behavior, such as increased, lapsed, reactivated, or steady giving. This score is paired with a Recent Trend label to quickly identify donors exhibiting positive momentum, neutral behavior, or potentially concerning giving behavior.

The analysis uses fiscal year logic to ensure that giving is attributed to the correct period. It also cross-references thresholds you set for the middle donor segment, so you always have an up-to-date view of who qualifies. The Performance Score distills complex giving trajectories into a concise, at-a-glance signal for each donor, helping you identify those who are increasing, lapsed, or newly reactivated. Supporting columns—such as total giving by year, donor name, and whether the record is for an individual or an organization—provide valuable context for personalizing your outreach and stewardship strategies.

You can use this analysis to prioritize which donors might be at risk of lapsing, identify candidates for upgrade requests, and determine whom to celebrate for renewed or increased commitments. Direct fundraisers and development managers should review this analysis regularly as part of their Constituent Intelligence routines. In practice, major gift officers can use the Recent Trend  to triage portfolios, while annual fund teams can spot reactivated or increasing donors for targeted stewardship. Leadership should look for patterns in aggregate in the summary version of this analysis to inform overall segmentation and resource allocation.

To assess your success, track retention rates, upgrade rates from middle to major giving, and response to personalized outreach informed by the analysis. You should see improved donor engagement, more effective stewardship efforts, and a clearer understanding of your middle donor pipeline health as you integrate these insights into your Constituent Intelligence processes.