How to use the Top Segment Stable-Target Increase analysis

This analysis identifies potential upgrade candidates within your top-segment donor pool by examining donors who have consistently given at a stable level over the past two years. It utilizes historical giving data from the last five fiscal years to assess each donor's contribution patterns, focusing on those who demonstrated either an equal contribution or an increase in giving. The analysis pulls data from your Gifts and Constituents databases, integrating thresholds that define your donor segments.

At its core, the analysis calculates a four-character performance score for each donor based on their giving history. This score reflects not only their current contributions but also their giving trends over the past few years. For instance, donors whose scores indicate they have either maintained or increased their giving-designated by 'EI' (Equal then Increased) or 'EE' (Equal then Equal)-are flagged as prime candidates for upgrades. This metric is essential because it highlights donors who have shown loyalty and potential for increased giving, therefore allowing you to target your fundraising efforts more effectively.

Strategically, you can leverage this analysis to enhance donor relationships and ensure that your fundraising initiatives are data-driven. By recognizing donors who have a history of stable giving, you can tailor your communication and engagement strategies to encourage increased donations. This targeted approach not only fosters a deeper connection with your top donors but also maximizes your fundraising potential, as you are focusing on individuals who have already demonstrated a commitment to your mission.

To optimize the use of this analysis, consider running it at the start of each fiscal year when you can engage your top donors with personalized outreach. Development officers and fundraising directors should review the results to identify key donors for upgrade conversations or special recognition. Applying these insights could involve crafting tailored messaging that acknowledges their past contributions while proposing specific engagement opportunities or increased giving levels.

Success measures for evaluating the impact of this analysis might include tracking the percentage of identified donors who respond positively to upgrade solicitations, monitoring the overall increase in donations from this segment over time, and assessing donor retention rates for those who received personalized outreach based on this analysis. By continuously refining your engagement strategies based on these insights, you can foster stronger relationships with your donors and enhance your overall fundraising effectiveness.