Most Recent Recaptured Donors Current Fiscal Year Analysis

Most Recent Recaptured Donors Current FY

How to use the Most Recent Recaptured Donors Current FY analysis

This analysis identifies all donors who lapsed in their giving for more than a year and then made a gift in the current fiscal year, highlighting the most recent recapture event for each constituent. Pulling together data from your gifts history, constituent information, and giving thresholds reveals when and how a donor was recaptured, how long they lapsed, and at what giving level they were before and after recapture. The analysis draws on your organization s defined giving segments (such as Top, Middle, and Bottom donors) and calculates each donor s annual giving in their pre-lapse and recapture fiscal years, so you can easily see shifts in donor engagement and gift amount.

You ll see each donor s name, their recapture fiscal year, how many months they lapsed, and their giving levels and total gifts before and after the lapse. Additional columns, like the most recent full fiscal year status and the fiscal year of their last gift, are included to help you personalize outreach and stewardship. For example, knowing a donor's most recent giving level and their recapture history allows you to tailor your thanks, share impact stories relevant to their giving segment, or re-engage them with appeals that match their demonstrated capacity and interests.

The analysis relies on precise calculations-identifying lapsed periods greater than one year, mapping gifts to fiscal years (using your organization's July-June fiscal calendar), and assigning donors to giving segments based on custom thresholds. These calculations are critical, as they reveal not only who came back but also whether they returned at a higher, lower, or similar level and how long they were absent. Understanding these patterns helps you spot successful reactivation efforts and areas where more targeted stewardship is needed.

You should review this analysis with your development officers and stewardship teams, focusing on recaptured donors who have the potential to rejoin at higher levels or who may need an extra touch to remain engaged. Use the detailed supporting information to plan personalized follow-ups, such as thank-you calls, impact updates, or invitations to upcoming events, especially for those whose giving level increased upon recapture. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines to ensure you are acting promptly on newly recaptured donors.

To measure success, track the retention rates of recaptured donors in subsequent years, monitor growth in the value of recaptured gifts, and assess increases in personalized stewardship activities. By integrating these insights into your regular review cycles, you can strengthen donor relationships, reduce future lapses, and grow your base of loyal supporters.