Occasional (3 of 5 years) Donor Analysis by Segment

Occasional (3 of 5 yrs) Donor Analysis by Segment

How to use the Occasional (3 of 5 yrs) Donor Analysis by Segment analysis

This analysis helps you identify donors who have given in exactly three of the last five fiscal years-what you might call "occasional" donors-and segments them based on their giving levels. By drawing from your Gifts and Constituents data, it tracks each donor's giving across the most recent five-year span, then groups these occasional donors into Top, Middle, or Bottom segments according to their average annual giving, using customizable thresholds. Supporting information, such as lifetime giving value, number of years they've given, total gifts, and giving in the most recent fiscal year, is included to help you understand each donor's overall relationship with your organization.

You gain a focused view of a donor group that's engaged but not fully retained year over year, providing a crucial window for strategic outreach. The analysis reveals the number of occasional donors in each segment, their average and median annual giving amounts, the frequency of their donations when active, and how their giving this past year compares to previous years. Knowing which donors fall into Top, Middle, or Bottom segments allows you to tailor your stewardship and upgrade strategies, and the additional metrics, such as average gift size and lifetime value, help you personalize your communications and appeals.

You should use this analysis to prioritize re-engagement campaigns, especially for high-potential donors in the Top and Middle segments who could be cultivated into more consistent supporters. For major gifts officers and annual fund managers, this set of insights supports more strategic moves management by highlighting donors with significant capacity or lapsed engagement patterns. It is recommended that this analysis be reviewed periodically as part of your Constituent Intelligence routines, particularly following year-end or campaign cycles, so that you can adjust your outreach plans in real time.

Reviewing this analysis is especially valuable for those responsible for donor retention, annual giving, and upgrade strategies. Development directors and stewardship coordinators can use these insights to craft more targeted appeals, set segment-specific goals, and test tailored cultivation approaches. To measure success, track increases in donor retention rates among this group, growth in average annual giving, and the conversion of occasional donors into more consistent or higher-level supporters over time.