Top 1000 Donors 3-Year Summary Analysis

Top 1000 Donors 3-Year Summary

How to use the Top 1000 Donors 3-Year Summary analysis

This analysis provides a ranked list of your top 1,000 donors based on their total giving over the most recent three full fiscal years, helping you identify which individuals or organizations have contributed the most significant revenue in that period. This analysis is most useful for larger organizations with an active donor list of thousands per year.  Smaller organizations can get the same value from a Top 100 Donor analytic.  Drawing from your Gifts and Constituents data, it calculates and compiles for each donor their first and most recent gift dates and amounts, the largest single gift, total number of gifts, lifetime giving, and giving during the last three fiscal years. It also shows each donor's share of total revenue for the period, along with a running cumulative percentage, which allows you to see how concentrated your fundraising results are among your top supporters.

 By including milestones such as first and most recent gifts, the analysis helps you track donor engagement over time and spot key moments to acknowledge or deepen relationships. The calculation of Total Giving Last 3 FYs  highlights your most currently engaged and impactful donors, while lifetime giving and gift frequency provide context for long-term loyalty.

This analysis is recommended to be reviewed periodically as part of your Constituent Intelligence routines. You should use it to identify donors who warrant special cultivation or recognition, ensure your stewardship strategies are focused on those with the highest impact, and uncover patterns—such as lapsed giving or major upgrades —that signal opportunities or risks. Development directors, major gifts officers, and stewardship managers should review this analysis together to coordinate personalized outreach strategies, set segmentation priorities for campaigns, and plan targeted renewal or upgrade asks.

To evaluate the impact of using this analysis, track year-over-year retention and upgrade rates among your top 1,000 donors, monitor changes in the cumulative percentage of revenue contributed by this group, and assess improvements in personalized engagement activities. Success will be reflected in higher donor retention, increased activity in the major gift pipeline, and growth in total giving from this critical segment.