Middle Segment Donor Upg Prospect List Analysis

Middle Segment Donor Upg Prospect List

How to use the Middle Segment Donor Upg Prospect List analysis

This analysis identifies donors in your Middle giving segment who, in the last full fiscal year, have made at least one individual gift at or above the typical gift size of your Top segment donors. By leveraging annual gift data, the analysis segments all donors based on their total giving and then highlights Middle segment donors whose single largest gift stands out compared to Top segment benchmarks. It uses percentile thresholds (25th, 50th, and 75th) derived from the Top segment's gift sizes, allowing you to see exactly how Middle donors compare to your highest tier.

You can use this analysis to uncover hidden upgrade prospects who may be ready for more focused cultivation and tailored asks. The data includes not only the donor's total giving and their largest gift in the last fiscal year, but also the specific date of that largest gift. For each prospect, you see how their giving measures up to your Top donor benchmarks, providing actionable context for outreach. Additional columns, such as constituent names and whether the donor gives as an individual or through an organization, are included to help you quickly personalize your stewardship strategies.

Key metrics in this analysis, like annual total giving, largest single gift, and percentile rank, allow you to prioritize Middle donors who have already demonstrated Top-tier giving potential. These insights are particularly valuable for development officers seeking to build a robust upgrade pipeline and for managers planning mid-level donor programs.

You should review this analysis in regular Constituent Intelligence meetings, particularly before major campaign planning or portfolio reviews. Development officers and major gift officers should focus on the donors flagged as exceeding the 25th, 50th, or 75th percentile of Top segment giving, as these individuals have signaled readiness for more significant engagement by making individual gifts of a size that is commensurate with some members of your Top segment. Use the gift date information to time your outreach and reference the largest gift in your conversations to demonstrate thoughtful stewardship.

To measure success, track the number of identified prospects who move into higher segments, the rate of upgrade solicitations accepted, and the overall growth in Middle-to-Top segment transitions. Over time, you should see increased retention and giving among this cohort, validating the strategic use of this Constituent Intelligence tool.