Active Top Donor Combined Frequency and Amount Score Detail Analysis

Active Top Donor Combined Frequency and Amt Score Detail

How to use the Active Top Donor Combined Frequency and Amt Score Detail -Cast Error analysis

This analysis provides you with a detailed, data-driven understanding of your organization's most active top donors, segmenting and scoring their giving behaviors over the past several fiscal years. Leveraging your Gifts, Constituents, and Thresholds data, it identifies those donors who meet your organization's top donor criteria in the most recent full fiscal year and then calculates nuanced metrics that reveal both the consistency and the trajectory of their giving. You'll see not only how much and how often these donors have contributed, but also how their engagement is changing, distinguishing between increasing, steady, or declining support.

You can use this to track each top donor's giving trend and frequency scores, assess their current and longest consecutive giving streaks, and understand their overall tenure and history with your organization. Key metrics, such as the Giving Trend Score and Giving Frequency Score, help you quickly identify positive momentum or potential risks of lapse. Meanwhile, lifetime metrics, including Total FYs with Gifts and donor classification (New Top Donor, Developing, Established), provide critical context for effective stewardship. Supporting columns, such as donor names (whether individual or organizational), first gift dates, and detailed annual giving breakdowns, are included to enable you to personalize outreach, reference recent gifts, and acknowledge donor milestones in your communications.

The strategic value lies in making your fundraising more targeted and effective. With these insights, you can prioritize outreach to donors showing declining trends or lapsing frequency, identify opportunities for upgrade among those with increasing scores, and celebrate or renew support from those with long consecutive streaks. This also allows you to tailor engagement based on a donor s history-such as welcoming new major donors differently from those who are long-established supporters.

You should have frontline fundraisers, major gift officers, and stewardship teams review this analysis regularly, mainly as part of your Constituent Intelligence routines, so that each donor receives outreach that matches their behavior and history. Consider using it to inform call lists, personalize stewardship touchpoints, or design segmented upgrade campaigns. Success can be measured by tracking retention rates among top donors, increases in average gift size or frequency, and the number of personalized interactions resulting in renewed or increased support. By weaving these insights into your daily workflow, you'll build stronger, more data-informed relationships and maximize fundraising outcomes.

Analytics Reference: QX32

Focus: 2.1: Outright Lapse Mitigation YOY

Type: Score+Detail | Lifecycle: Retention | Time: Retrospective | Audience: Operational

Segments: Top | Scope: Segment

COLLECTIONS: Major Gift Officer Daily Driver

VARIANT FAMILY: Donor Score Detail (segment+metric variants)

Other members: QX31 Active Top Donor 2-Year Frequency Trend Score; QX36 All Donors 5-Year Score Detail thru CFY; QX82 Middle Level Donor 5 yr Giving Amt Score Deta

SEE SUMMARY: QX29 Active Top Donors 2-Year Giving Amt Score Sum; QX30 Active Top Donors 5-Year Giving Amt Score Sum

ALSO TRY: QX29 Active Top Donors 2-Year Giving Amt Scor; QX30 Active Top Donors 5-Year Giving Amt Scor