Recent Middle Donor Recaptures Analysis

Recent Middle Donor Recaptures

How to use the Recent Middle Donor Recaptures analysis

This analysis identifies donors who were previously classified as middle  level based on your organization's giving thresholds, subsequently lapsed for at least a year, and have then been recaptured with a new gift in a recent fiscal year. It draws on your gift records, donor segmentation thresholds, and constituent names, focusing on annual giving totals, giving history sequences, and the timing between gifts. The analysis provides a list of these recaptured donors, showing not only when and how long they lapsed, but also their giving levels before lapse, at recapture, and in the most recent full fiscal year. This gives you a clear view of which middle-level donors have re-engaged after a period of inactivity.

You'll see detailed columns for each donor, including the donor's name, the number of recapture events, the fiscal years of pre-lapse and recapture gifts, the months lapsed, and the giving amounts before and after recapture. It also includes the latest full fiscal year status, which helps you assess if their re-engagement is sustained or at risk. These supporting details are valuable for crafting highly personalized approaches, as they allow you to quickly reference both the donor's historical significance and current engagement.

Key calculations include identifying the donor's giving level during the fiscal year preceding the lapse, the length of the lapse in months, and how their giving compares at recapture and in the most recent year. This allows you to assess whether donors are returning at, above, or below their former giving levels, and helps you prioritize outreach to those most likely to upgrade or require additional stewardship.

Strategically, you can use these insights to target stewardship and re-engagement efforts for recently recaptured middle donors, who represent a segment with potential for growth or risk of relapse. Development officers and donor relations staff should review this analysis-ideally as a regular part of Constituent Intelligence routines- to identify middle-level donors who merit special attention, personalized acknowledgments, or tailored upgrade strategies. You should also consider using this information to inform segmentation for appeals or stewardship campaigns, as well as to identify donors whose giving patterns suggest a need for intervention.

To measure the success of using this analysis, track the retention and upgrade rates of recaptured middle donors, monitor changes in their giving levels over time, and assess the response to targeted stewardship actions. By systematically applying these insights, you can enhance donor retention, increase annual giving, and foster long-term donor relationships.