How to use the Top Donors whose gift size is Increasing analysis

This analysis identifies donors classified in the 'Top' giving segment during the last full fiscal year, focusing specifically on those whose average gift size has seen an increase compared to the previous year. By analyzing data from your Gifts and Constituents tables, this analysis provides insights into donor behavior that can inform your strategic fundraising efforts.

The analysis processes several key metrics. It starts by determining the thresholds for the top giving segment, which is essential for identifying the most significant contributors. It then calculates total and average gift amounts for the last three fiscal years, allowing you to track changes over time. The important comparisons here involve the average gift amounts for the most recent fiscal year and the prior two fiscal years. The analysis also assesses the first year of giving for each donor, establishing a baseline for evaluating their giving patterns.

The strategic value of this analysis lies in its ability to pinpoint donors whose giving is not only consistent but also growing. Understanding which top donors are increasing their support can help you tailor engagement strategies, ensuring that your outreach is focused on those who are most likely to deepen their commitment. Moreover, the trend score generated in the analysis offers a quick reference to assess each donor's giving pattern over time, which can guide personalized communication and cultivation strategies.

You should consider running this analysis at the end of each fiscal year or quarterly to keep a pulse on donor trends. It is particularly useful for development officers and fundraising directors who are responsible for donor engagement strategies. When reviewing the results, focus on the donors with an 'I' score, indicating an increase in average gift size, as these individuals may be receptive to further engagement or major gift solicitations.

To apply the insights effectively, look for opportunities to recognize and thank these donors, potentially involving them in special events or providing exclusive updates on the impact of their contributions. Consider pairing this analysis with donor feedback surveys to enhance relationships with these top contributors.

Success measures for evaluating the impact of using this analysis could include tracking the retention rate of these top donors over time, monitoring changes in average gift sizes, and assessing the overall increase in total donations from the identified group. Additionally, establishing benchmarks for donor engagement activities stemming from this analysis can help quantify its effectiveness in nurturing donor relationships and driving fundraising outcomes.