How to use the Segmentation Data LFY-1 analysis
This analysis provides you with a ranked list of donors based on their total giving during the fiscal year immediately preceding the last completed fiscal year. By evaluating each donor's contributions during this specific period, you gain a clear, historical benchmark to identify patterns in giving behavior, segment your donor base, and shape engagement strategies. The analysis uses gift data linked to each constituent and excludes anyone marked as deceased, ensuring your focus remains on current, active prospects.
The core metric calculated is Total Giving Prior FY, which shows the sum of each donor's contributions from that designated fiscal year. This metric is crucial for understanding which donors showed strong support in the near past but may not have given in the most recent year, revealing lapsing or downgraded donors. When combined with other constituent details, such as contact information, giving history, or engagement scores, this analysis can help you tailor outreach with more context and personalization.
You should use this set of analyses to identify high-potential lapsed or downgraded donors for re-engagement campaigns, stewardship efforts, and targeted solicitations. Development officers, donor relations managers, and fundraising directors will benefit most from reviewing this regularly, especially during planning cycles for annual appeals or retention campaigns. Reviewing the analysis as part of your Constituent Intelligence routines ensures you maintain a proactive approach to donor lifecycle management.
To act on these insights, assign development staff to focus on donors who gave significantly in the prior fiscal year but not since, craft individualized messages that reference their historical support, and prioritize these individuals for personal follow-up. Additionally, use the segmentation to support moves management and to refine your ask amounts, ensuring your outreach is both relevant and compelling.
Measure your success by tracking reactivation rates of lapsed donors, overall retention percentages, and year-over-year giving increases from the identified segments. Improvements in these metrics will indicate the effectiveness of using this analysis to guide your constituent engagement strategies.