How to use the New Middle Level Donors LFY analysis
This analysis helps you identify all individuals or organizations that made their first gift to your nonprofit in the last full fiscal year and whose total giving in that year falls within your defined middle-level segment. Drawing from both your Gifts and Constituents tables, it aggregates each donor's giving history, flags those whose initial giving aligns with the most recent full year, and filters for those whose giving meets the middle segment thresholds set in your Thresholds table. The result is a targeted list of new middle-level donors, each accompanied by supporting information, including their total and largest gifts from the previous year, the number of gifts, and details about their most recent donation.
The primary metrics calculated are each donor's total giving, number of gifts, and largest single gift in the previous fiscal year. Importantly, it only includes those whose first-ever gift was made in that period, ensuring you focus on donors who are genuinely new to your organization. The analysis also provides helpful contextual data-the donor's name, their most recent gift date, and the amount-allowing you to approach each individual with a personalized, timely message that acknowledges their specific giving pattern.
You should leverage this analysis to inform both immediate stewardship and longer-term cultivation strategies. Recognizing and engaging new middle-level donors early is critical, as this segment often represents those with the greatest potential for future upgrading and retention. Consider using this set of analyses to coordinate welcome and thank-you campaigns, assign new donors for relationship-building by development officers, and prioritize these individuals for tailored communications or invitations to special events.
Fundraising directors, prospect researchers, and frontline gift officers should all review this analysis. Incorporate its findings into your regular Constituent Intelligence meetings to track how many new middle-level donors you're attracting and how quickly you follow up with them. To gauge your success, monitor retention rates, subsequent year upgrades, and engagement levels among this group. Measurable increases in these areas will signal that you're effectively cultivating your next generation of major supporters. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines.