High Lift Donors CFY NOV
How to use the High Lift Donors CFY NOV analysis
This analysis helps you identify donors who have significantly increased their giving in November of the current fiscal year compared to their own personal three-year average for that same month. It draws on your giving transaction data and constituent records, focusing on the month of November and aligning fiscal years to help you see meaningful trends. The analysis calculates each donor's average giving in November over the prior three fiscal years and compares it to their giving in November of the current year. You see both the dollar amount and percentage increase ( personal incremental lift), spotlighting donors who have exceeded their historical pattern.
You receive a list of individual donors, including both their personal and organizational names, which allows you to tailor your outreach. The included columns—such as average prior giving, current year giving, and the amount and percentage of lift—provide the context needed to understand each donor's unique trajectory. This supporting information is valuable for segmentation and crafting personalized stewardship or solicitation strategies.
The key metrics are the Average Giving in the Target Month (Prior 3 Years), Giving in the Target Month (Current FY), and both the dollar and percentage Personal Incremental Lift. These calculations matter because they highlight not just who gave, but who has positively changed their behavior, enabling you to recognize momentum and intervene with timely engagement.
Strategically, you can use this analysis to prioritize outreach to donors demonstrating notable growth, plan stewardship actions, and inform annual fund strategies. Reviewing this analysis regularly as part of your Constituent Intelligence routines helps you spot new opportunities and avoid missing donors who may be ready for deeper engagement or recognition.
It is also helpful to identify whether a spike in giving in this month was the result of broader giving patterns, or a cmall number of donors who significantly raised their giving levels above their historical norms.
Development officers and fundraising managers should review this analysis after the close of the target month. Use it to identify candidates for thank-you calls, personalized impact updates, or targeted upgrade asks. Consider sharing highlights with board members or leadership for cultivation purposes. To measure success, track the retention and upgrade rates of these high-lift donors, monitor subsequent giving patterns, and assess whether your tailored outreach leads to increased lifetime value and deeper donor relationships.
Analytics Reference: QX121
Focus: 3.1: Health Checks
Type: Summary+Detail | Lifecycle: Growth/Upgrade | Time: Current/Monitoring | Audience: Operational
Segments: All/None specified | Scope: Individual Donor
COLLECTIONS: Year-End Campaign War Room
VARIANT FAMILY: High Lift Donors (Current Fiscal Year) (month variants)
Other members: QX109 High Lift Donors Aug CFY; QX120 High Lift Donors CFY DEC; QX122 High Lift Donors CFY OCT; QX123 High Lift Donors CFY SEP; QX124 High Lift Donors CFY JUL; QX125 High Lift Donors CFY JUN; QX126 High Lift Donors CFY MAY; QX127 High Lift Donors CFY APR
Columns included in this analytic: Constituent ID, Donor, Avg Giving in Target Month (Prior 3 Years), Giving in Target Month (Current FY), Personal Incremental Lift ($), % Personal Incremental Lift, Deceased, Constituency, Assigned Fundraiser