High Lift Donors LFY JUL
How to use the High Lift Donors LFY JUN analysis
This analysis identifies donors who made a significant increase in their giving during the target month of June in the most recent fully completed fiscal year, compared to their own three-year historical average for that same month. It uses your gift transaction history to compare each donor's giving in June of the last fiscal year with their average June giving over the prior three years. The analysis highlights those donors who not only gave in June this past year but have also exceeded their typical giving for that month, showing their personal incremental lift in dollars.
You will see each donor's name (or organization name), their unique Constituent ID, their average June giving for the past three years, their actual June giving for the last fiscal year, and the calculated Personal Incremental Lift amount. This supporting information lets you quickly identify who is outpacing their own historical pattern, providing valuable context for crafting tailored outreach and stewardship strategies. Having the constituent's name and ID together also helps you cross-reference donor records or coordinate with your prospect research team.
The core metric, the Personal Incremental Lift, shows you exactly how much more each highlighted donor gave in June this past year compared to their own personal baseline. This matters because it pinpoints donors who are most responsive, motivated, or potentially ready for deeper engagement or increased ask amounts, rather than just those with the largest single gifts.
Strategically, you can use this analysis to prioritize donors for personalized follow-up, stewardship calls, or targeted upgrade strategies. It is beneficial for development officers, annual fund managers, and donor relations staff who want to recognize and deepen relationships with donors, showing increased commitment. Reviewing this analysis enables you to spot new upgrade candidates, identify emerging major gift prospects, and tailor your messaging to reflect donors' recent momentum.
You should review this analysis as part of your Constituent Intelligence routines, ideally after each fiscal year closes and before planning summer stewardship or solicitation cycles. Fundraising directors can use it to assign portfolios or set upgrade targets, while gift officers should use the incremental lift data to personalize outreach and acknowledge donors' increased generosity.
To measure the success of using this analysis, track the percentage of high-lift donors who receive tailored stewardship, and monitor subsequent retention and upgrade rates within this group in subsequent years. Improvements in these metrics will demonstrate the impact of your enhanced Constituent Intelligence approach.
Analytics Reference: QX114
Focus: 2.3: Within-Segment Growth
Type: Summary+Detail | Lifecycle: Growth/Upgrade | Time: Retrospective (LFY) | Audience: Operational
Segments: All/None specified | Scope: Individual Donor
VARIANT FAMILY: High Lift Donors (Last Fiscal Year) (month variants)
Other members: QX105 High Lift Donors LFY AUG; QX108 High Lift Donors DEC LFY; QX110 High Lift Donors LFY NOV; QX111 High Lift Donors LFY OCT; QX112 High Lift Donors LFY SEP; QX113 High Lift Donors LFY JUL; QX115 High Lift Donors LFY MAY; QX116 High Lift Donors LFY APR
Columns included in this analytic: Donor, Avg Giving in Target Month (Prior 3 Years), Giving in Target Month (Last FY), Personal Incremental Lift ($), Constituent ID, Deceased, Constituency, Assigned Fundraiser