Second to Third Gift Detail Analysis

Second to Third Gift Detail

How to use the Second to Third Gift Detail analysis

This analysis is designed to help you understand and act on the giving patterns of donors who have made exactly two gifts to your organization. It examines every donor's sequence of giving and isolates those whose second gift occurred within the last five years, providing a focused view of recent two-time donors. For each donor, the analysis details the dates and amounts of both gifts, segments them by the combined value of their giving, and classifies their giving trend-whether they gave more, less, or the same amount the second time. It also calculates the number of months that have passed since their second gift, enabling you to prioritize your outreach timing.

You will see key metrics, such as Value Segment (Top, Middle, Bottom) based on organizational thresholds, Months Since 2nd Gift, and Giving Trend (Significant Increase, Modest Increase, Same Amount, Decrease). These calculations are critical, as they reveal not only the donor's short-term engagement but also their potential for future giving and the urgency of providing tailored stewardship. The analysis then translates these metrics into actionable priorities, ranging from CRITICAL (immediate intervention suggested for lapsed top donors) to HIGH (major gift officer follow-up for recent, high-value givers).

Alongside this core information, you will also find fields such as the donor's name (from either the individual or organizational columns), which are not essential to the calculation but are invaluable when preparing personalized communications. This enables you to approach each donor with messages that reflect both their giving history and their unique relationship to your organization.

You should use this analysis to identify which two-time donors are most at risk of lapsing, which are showing increased engagement, and which require immediate or personalized follow-up. Fundraising directors, principal gift officers, and stewardship coordinators should review it regularly to prioritize outreach, allocate resources effectively, and design re-engagement or thank-you campaigns that match each donor's profile. This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines.

To evaluate your success, track the re-engagement rates of donors flagged for high or critical action, monitor the conversion of two-time donors to third gifts, and assess the overall increase in retention rates for this segment. By acting on these insights, you will strengthen donor relationships, improve conversion from second to third gift, and elevate the effectiveness of your Constituent Intelligence strategies.