Occasional Donor (3 of 5 years) Detail Analysis

Occasional Donor (3 of 5 yrs) Detail

How to use the Occasional Donor (3 of 5 yrs) Detail analysis

This analysis identifies individual donors who have given in exactly three of the past five full fiscal years, labeling them as occasional donors.  By focusing on this segment, you can spot donors who are engaged but not entirely consistent, presenting a prime opportunity for renewed cultivation. The analysis uses data from historical gift transactions, constituent records, and customizable segmentation thresholds to deliver a nuanced view of each donor's five-year giving behavior and recent engagement.

You are provided with a list of these occasional donors, ranked by meaningful metrics that go beyond simple totals. For each donor, you see their average annual giving over five years, average and median number of gifts when they gave, the average and median gift amounts, total years they've given to your organization, and details of their last gift (date and amount). The analysis also segments donors into Top, Middle, or Bottom tiers based on their average annual giving, using organization-specific thresholds, providing a prioritized view for outreach.

The inclusion of fields like donor or organization name, recent giving activity, and lifetime engagement allows you to craft more personalized communications. Knowing when a donor last gave, and at what level, enables you to tailor your ask and stewardship to their unique history. Metrics such as the median gift count and amount help you set realistic, donor-appropriate asks, while lifetime giving years highlight long-term supporters who may be receptive to recognition or reactivation efforts.

You should have development officers and annual giving staff review this analysis periodically as part of your Constituent Intelligence routines. Use it to select donors for targeted re-engagement campaigns, personalized stewardship, or special appeals designed to encourage more consistent annual support. Consider reaching out to Top segment occasional donors with tailored upgrade opportunities. In contrast, Middle and Bottom segment donors may benefit from personalized reminders or impact updates that encourage them to give more regularly.

To measure success, track conversion rates from occasional to consecutive-year donors, increases in average annual giving, and response rates to targeted outreach built on these insights. Over time, effective use of this analysis should result in stronger donor retention, increased giving consistency, and a healthier annual fund pipeline.