New Top Donors Acquired Last Fiscal Year Analysis

New Top Donors Acquired LFY

How to use the New Top Donors Acquired LFY analysis

This analysis identifies all new top donors who made their very first gift in your last full fiscal year and whose giving placed them above the minimum threshold for inclusion in your Top Donor segment.  By scanning your Gifts and Constituents data, it finds individuals or organizations whose first-ever support occurred in that year, calculates their total giving, the number and size of their gifts, and surfaces their most recent gift activity. The donor list you receive includes not only their giving totals but also helpful context, such as donor name, last gift date, and the largest gift, so you can quickly prioritize outreach and personalize your engagement strategies.

The key calculations here are: first, the fiscal year in which each donor made their inaugural gift; second, their total giving within the last full fiscal year (LFY); and third, whether that total met or exceeded your top  donor threshold, as defined in your Thresholds data. These metrics matter because they pinpoint your highest-potential new donors-those who have just entered your pipeline at a significant giving level and are prime for cultivation and stewardship before their enthusiasm fades.

Strategically, you can use this analysis as a cornerstone for onboarding new donors, prospecting major donors, and personalized stewardship planning. By quickly surfacing these newly acquired top donors, you have the opportunity to engage them early, recognize their leadership-level impact, and lay the groundwork for long-term loyalty. For each donor, the analysis also provides recent gift dates and the largest gift information, which can be leveraged to tailor communications, acknowledge milestone gifts, and personalize outreach.

You should recommend this analysis to all development officers and stewardship managers. Frontline fundraisers can use it to prioritize discovery calls, while donor relations teams can use the provided details to craft personalized welcome packages or event invitations. Major gift officers, in particular, should focus on these donors as high-potential prospects for further qualification and cultivation. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines, ensuring new top donors are promptly identified and engaged.

To measure success, track subsequent retention and upgrade rates among these new top donors, monitor the speed and frequency of follow-up actions, and assess whether more of these donors move into higher giving tiers or increased engagement over time. By acting on these insights, you can strengthen your pipeline, build lasting donor relationships, and enhance overall fundraising performance.