Anniversary Analysis (Last Gift 11 Months Ago)

Anniversary Report (Last Gift 11 Months Ago)

How to use the Anniversary Report (Last Gift 11 Months Ago) analysis

This analysis identifies donors whose most recent gift was made exactly 11 months ago, highlighting those approaching their one-year anniversary since their last contribution. It draws on your Gifts and Constituents data, calculating each donor's giving patterns, including their most recent consecutive years of giving, total giving history, and detailed metrics about their donation frequency and generosity. The analysis presents a focused list of individual donors, supplying not only the anniversary timing but also critical supporting details, such as first and last gift dates, average and total giving, number of years active, and the length of their most recent consecutive giving streak.

You can use this to easily identify donors who may be receptive to a personalized outreach timed to coincide with the anniversary of their last gift. The Consecutive Years Giving metric, for instance, highlights loyal donors who may have lapsed recently but have a history of sustained support. The average gift amount and the number of months between gifts help you tailor your ask and stewardship strategy, while knowing the total number of years and gifts allows you to acknowledge their overall commitment in your communications.

This Constituent Intelligence-driven analysis is valuable for prioritizing annual giving appeals and renewal campaigns. Fundraising directors and donor relations staff should review this set of analyses monthly, integrating it into their Constituent Intelligence routines to ensure timely follow-up with donors at risk of lapsing. Use the detailed donor information provided to craft highly personalized messages, referencing their giving history, recognizing past loyalty, and suggesting donation amounts that reflect their previous patterns. Development officers can also segment outreach, focusing extra attention on those with longer consecutive giving streaks or higher average gifts, as these individuals represent significant ongoing value.

To evaluate the effectiveness of using this analysis, track renewal rates among contacted donors, compare year-over-year retention for this segment, and monitor increases in average gift size or total giving. Successful use should result in higher retention, more timely renewals, and deeper donor engagement.