Warm Top Donor Frequency and Month Distribution Analysis

Warm Top Donor Frequency and Month Distribution

How to use the Warm Top Donor Frequency and Mo Distribution analysis

This analysis helps you identify and understand the giving patterns of your warm-top donors—those who were active in the two fiscal years preceding the most recent complete fiscal year but have not yet made a gift in the last full year. It draws on your Gifts and Constituents data to surface not only each donor's total and frequency of giving but also the specific months they most prefer to give, along with details about their recent giving activity. By examining patterns such as Mode Month (the most common giving month) and Second Mode Month,  you gain insight into seasonality and timing preferences, helping you tailor your outreach for optimal engagement.

You'll see individual donor listings that include supporting information, such as donor name, organization affiliation, lifetime giving totals, number of active giving years, most recent gift date and amount, and a month-by-month breakdown of gift counts. These details go beyond core calculations and are invaluable for crafting personalized stewardship and solicitation strategies. For example, knowing a donor's preferred giving months or average gifts per year allows you to time your asks better and acknowledge their historical support in a meaningful way.

Key metrics include Lifetime Total Giving, Average Gifts Per Year, Most Recent Gift Month, and Giving Pattern, classifying donors as Frequent Givers, Quarterly Responders, Bi-Annual Givers, Annual Givers, or Sporadic Givers. These classifications help you prioritize cultivation and reactivation efforts by focusing on donors who are most responsive to outreach and are most likely to renew or upgrade their support.

Strategically, this analysis empowers you to segment your warm donors for targeted re-engagement campaigns, prioritize meetings and calls with those who have a history of frequent or high-impact giving, and personalize messaging based on giving cadence and timing. Directors of Development and major gifts officers should review this analysis, particularly during campaign planning and at the beginning of each fiscal year, to ensure that no promising supporters are overlooked. It's also recommended to be reviewed periodically as part of your Constituent Intelligence routines to keep your outreach timely and relevant.

To measure success, track reactivation rates among these warm donors, monitor increases in renewal gifts during their preferred months, and assess the growth in average gift size or total giving from this segment over time. Consistently applying this analysis should lead to higher retention, more personalized stewardship, and ultimately stronger donor relationships.