How to use the Placeholder for future Dashboard

This analysis is designed to provide insights into your top donors from the previous fiscal year, helping you better understand donor behavior and engagement. By using the Gift and Constituent data from your records, it identifies the top 30 donors based on their contributions in the last complete fiscal year, which is calculated to be from July 1 of two years ago to June 30 of last year. It ranks these donors by their total gift amounts, offering a clear view of your most significant supporters.

Key calculations include the ranking of donors by total gift amounts in the last fiscal year (FY-1) and determining whether these donors are new, recaptured, or retained based on their giving patterns. The first gift year for each donor is tracked to classify them as 'New' if their first gift was in FY-1. If they did not give in the fiscal year before last (FY-2) but did in FY-1, they are 'Recaptured'. Otherwise, they are 'Retained', with potential adjustments based on their giving amounts. This categorization is crucial for tailoring your engagement strategies, as it helps you understand donor loyalty and acquisition.

Strategically, this analysis allows you to focus your outreach efforts by highlighting those donors who are critical to your fundraising success. It provides a snapshot of donor longevity and identifies opportunities to deepen relationships with consistent supporters or rekindle engagement with those who have returned. Understanding whether a donor is deceased is also vital for respectful communication and planning.

For actionable recommendations, run this analysis shortly after the fiscal year ends to have the most current data for planning. Fundraising directors and development officers should review it to identify key donors for personalized engagement strategies. Use the insights to develop targeted campaigns, such as appreciation events for retained donors or welcome initiatives for new ones.

Success in using this analysis can be measured by tracking subsequent engagement levels, such as increased giving amounts or participation in fundraising events. Another indicator could be the conversion rate of 'Recaptured' donors into regular contributors. By consistently applying insights from this analysis, you can foster stronger donor relationships and improve the effectiveness of your fundraising efforts.