RaiseTell Analytics
QX150 CFY results vs Monthly Baseline by Segment DB Style
A dashboard-style version of the QX150 analytic (CFY results vs Monthly Baseline by Segment). See the linked post for the full analysis.
RaiseTell · August 23, 2026
Read article →Incremental Lift by New/Existing DB Style for CFY
A dashboard-style view of current-fiscal-year giving versus a three-year monthly baseline, with incremental lift split by New and Existing donors. Built on QX268.
3-Year Consecutive Donor Retention and Value
A summary analysis of donors who gave for three consecutive years, showing how many were retained into the fourth year and the value they represent, grouped by their prior segment.
3-Year Consecutive Donor Value Detail
The donor-level companion to the consecutive-giving summary: each three-year-streak donor named, with their fourth-year disposition, multi-year and lifetime giving.
Stable Middle Donors to Target for Increase
A prospect list of middle-segment donors whose recent multi-year giving signals they are approaching the top-donor threshold and are ready for an upgrade ask.
Middle Segment Donor Upg Prospect List
A prospect list of middle-segment donors who made at least one single gift at or above the typical Top-segment gift size, revealing demonstrated top-tier capacity.
QX3 Lapsing First Time Middle and Top Donors DB Style
A dashboard-style version of the QX3 analytic (Lapsing First Time Middle and Top Donors). See the linked post for the full analysis.
QX104 CFY results vs Monthly Fundraising Baseline- DB Style
A dashboard-style version of the QX104 analytic (CFY results vs Monthly Fundraising Baseline). See the linked post for the full analysis.
Middle Donor Segment Overview
This Middle Segment Overview breaks quantifies your middle segment so that you can make decisions regarding how you may use virtual fundraisers or AI assisted fundraising processes to better communicate and engage with middle segment donors cost effectively and ultimately raise more from this important segment.
Middle Donor Detail
This analytic can be used by a human with or without AI Assist to evaluate individual donors who have donated at the Middle Segment level for one or more years. It is intended to be used to determine appeal timing and indicative ask amounts for donors who are in a communication program (virtual Development Officer, AI assisted Human, or Human only)
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Placeholder location for future analytics testing.
Revenue and Operational Health Dashboard
An anonymized dashboard-format analytic covering the financial vital signs of your program, safe to share with AI tools for deeper analysis and strategic planning.
Concentration and Giving Pyramid Dashboard
An anonymized dashboard-format analytic quantifying how dependent your program is on a small number of donors, safe to share with AI tools for deeper analysis.
Retention and Attrition Dashboard
An anonymized dashboard-format analytic showing whether you keep the donors you have, safe to share with AI tools for deeper analysis and outreach planning.
Lapse and Recapture Dashboard
An anonymized dashboard-format analytic identifying your best lapsed-donor win-back opportunities and timing, safe to share with AI tools for campaign planning.
Acquisition and New-Donor Journey Dashboard
An anonymized dashboard-format analytic covering the top of the funnel and early-gift conversion, safe to share with AI tools for onboarding strategy.
Upgrade / Downgrade and Gift Trends Dashboard
An anonymized dashboard-format analytic showing the direction donors are moving in value, safe to share with AI tools for upgrade and intervention planning.
Segment Migration Dashboard
An anonymized dashboard-format analytic tracking how donors move between giving tiers over time, safe to share with AI tools for cultivation strategy.
Major Gift and Prospecting Dashboard
An anonymized dashboard-format analytic for identifying capacity and protecting your most valuable relationships, safe to share with AI tools for prospect strategy.
Engagement and Loyalty Dashboard
An anonymized dashboard-format analytic measuring depth of commitment beyond dollars, safe to share with AI tools for stewardship strategy.
Portfolio Management Dashboard
An anonymized dashboard-format analytic showing whether gift officers are deployed where the value is, safe to share with AI tools for coverage planning.
Long Term Lapse Priority List
This analytic filters long term lapsed donors for the most likely to be recaptured and most likely to contribute significantly based on prior giving history.
Concentration Risk over Time
This analytic compares overall concentration risk among top donors over the current fiscal year and the last 10 full fiscal years so you can see the trends.
Past four years frequency trend score
This analytic shows the giving frequency trend over the last four years. It also shows total giving in the last full fiscal year relative to the trailing three year average total giving.
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Test Query Placeholder (QX1 Donor Query)
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Recency Rule based Lapse Predictor
It answers one question: is this donor overdue, relative to their own giving rhythm? Recency ratio = months since their last gift or pledge payment ÷ their typical interval between gifts
Recapture Donor Opportunity Action List
This analytic identifies donors who are currently lapsed and have a higher than random probability of being recaptured in the current month based on the organization's historical recapture data.
Best Recapture timing -First Year of Lapse
This analytic shows you based on your historical giving data related to your donors the months relative to their lapse date during which a donor is most likely to be recaptured.
Giving Pyramid Detail -Donor View LFY
This analytic shows all gifts that make up the LFY giving pyramid by donor and the tiers of the giving pyramid their gifts belong to.
Multi-Year Anniversary Recapture Lift
Measures how strongly donor returns cluster at exact multi-year anniversaries (2, 3, 4, ... 10 years) of the gift that started their lapse.
Middle Segment Trends
A dashboard-format, year-over-year diagnostic of Middle segment health, covering size, revenue, cohort flow, distribution, and retention. Built on QX205.
De-identified Stable Middle Donors to Target for Increase
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Middle Segment Donor Upg Prospect List
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified High Lift Donors CFY OCT
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Middle and Bottom Donors Proximity to Upgrade
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
Middle Segment Trends Dashboard
This dashboard-format analytic gives you a year-over-year view of the health of your Middle donor segment, drawn from analysis QX205.
CFY vs Baseline
This dashboard-format analytic compares current fiscal year pacing to a three-year baseline org-wide, by segment, and by donor lifecycle, using analyses QX104, QX150, and QX107.
Donor Retention Quick Wins
This dashboard-format analytic brings three views of donor retention together, drawn from analyses QX162, QX24, and QX184.
Historical and Monthly Giving Trends
This dashboard-format analytic pairs a long-run year-over-year giving history with a month-by-month current-versus-prior comparison, drawn from analyses QX38 and QX39.
Rolling 12-Month Donor and Giving Trends
This dashboard-format analytic tracks rolling 12-month donor counts, gifts, and giving plus per-segment gift benchmarks, drawn from analysis QX71.
Segment Gift Trends: Top / Middle / Bottom
This dashboard-format analytic compares the Top, Middle, and Bottom segments on counts, total giving, and typical gift size across 15 fiscal years, drawn from analyses QX89, QX90, and QX91.
Gift Size Distribution by Segment
This dashboard-format analytic shows how gift size is distributed within the Top, Middle, and Bottom segments over 15 fiscal years, drawn from analyses QX92, QX93, and QX94.
Donor Concentration Risk Trend
This dashboard-format analytic tracks the share of total fundraising revenue captured by your largest donors over time, drawn from analysis QX209.
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Placeholder location for future analytics testing.
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Placeholder location for future analytics testing.
Top Donor Profiles -test copy
Test copy for future testing.
Top Donor Profiles
This dashboard-format analytic gives you an analytics-driven profile of each of your top donors' giving history to support engagement planning.
New Donor Analysis
This dashboard-format analytic follows the new-donor journey from acquisition through the critical first, second, and third gifts.
Dashboard Testing Placeholder 3
Placeholder location for future analytics testing.
De-identified Anniversary Report (Last Gift 11 Months Ago)
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Recently Lapsed Middle and Bottom
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Donors Showing Increased Giving Potential
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Active Top Donors FYTD vs Last Year
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified First Time Donor Second Gift Analysis
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top Segment Donor Loyalty Analysis
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Attrition Warning Detail
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top 100 Donor Concentration
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top Giver Engagement Streaks
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Most Recent Recaptured Donors Current FY
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Ten Year Top 5 Diamond in the Rough Donors
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top 50 Gifts Last FY
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Current (L5 yr) Donors Major Gift Prospect Detail
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Recently Lapsed Top Donors (12 Mo)
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top Donors whose gift size is Increasing
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Top Donors whose gift size is Decreasing
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified All Active Donors whose giving is declining
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Segment Migration Detail (Last 5 FY)
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Linchpin Individual Donors -Analysis Year
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified New Donors Last Fiscal Year
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Assigned Fundraiser's Donor Detail (Active Donors)
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Active Middle and Top Donors w/out Assigned Fundraisers
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified LTV of donors who made at least three gifts. Detail
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Recapture Donor Opportunity Action List
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
De-identified Long Term Lapse Priority List
An de-identified version of the analytic with the same name, prepared for safe use with AI tools.
Waterfall Analysis of LFY Giving
A dashboard-format revenue opportunity waterfall that decomposes last full year's giving movement, by Top, Middle, and Bottom segment, into lapses, decreases, upgrades, downgrades, recaptures, and new gifts, with a drill tab for every movement bucket. Built on QX142, QX171, and QX173.
Find some quick wins
A dashboard-format quick-wins workbook that sizes and lists ready-to-work donor opportunities across upgrade, retention, and recapture, each with a pool view and a named donor list. Built on QX1, QX2, QX18, QX20, QX98, QX138, QX151, QX204, and QX206.
Value of 3 plus gift donors vs. less than 3
This analytic looks at the value of donors who make at least three gifts versus donors who only ever contribute once or twice.
LTV Top donors who made at least 3 gifts.
This analytic shows donors who started as Top Segment givers in their first year and made at least three total gifts over their lifetime.
Rolling Three Year Fundraising Trend Dashboard
A dashboard-format visualization of your rolling 12-month total giving across the last three years, smoothing out seasonality to reveal the true direction of revenue. Built on QX71.
Concentration Risk - Top 100 and Gift Size Pyramid Dashboards
A dashboard-format set of concentration and gift-pyramid visuals showing how dependent you are on your largest donors and how giving is distributed across gift-size tiers. Built on QX42, QX41, and QX179.
Donor Recapture Statistics
A dashboard-format view of your donor recapture trends, covering recapture volume and revenue, giving recovery, revenue per recapture, level migration, lapse duration, and durability. Built on QX69.
Active Middle and Top Donors w/out Assigned Fundraisers
This analytic can be used to identify donors who should be assigned to a fundraiser's portfolio, or for increased attention by someone on the fundraising team.
LTV of Mid or Bottom donors at least 3 gifts
This analytic shows the lifetime value of donors whose first year giving put them in the Middle or Bottom segment and who made at least 3 gifts over their lifetime.
Top Segment Fast Track Fundraiser Analysis
This analytic identifies which fundraiser(s) were associated with donors who grew from an initial smaller gift into a Top Segment donor sometime in the next two fiscal years.
Assigned Fundraiser's Donor Detail (Active Donors)
This analytic provides a high level view of each ACTIVE donor that has one or more assigned fundraisers.
Cheat Sheet for Abbreviations and Donor Scoring Codes
A dashboard-format reference sheet explaining the abbreviations and donor scoring codes used throughout the analytics library, so the outputs read clearly.
Top Segment Donor Retention Summary Analysis
How to use the Top Segment Donor Retention Summary Analysis This analysis provides a detailed overview of donor retention among your top segment contributo
New Donor Conversion to Sustainer Statistics
A dashboard-format view of how well you convert first-time donors into repeat and sustained givers, tracking the first, second, and third gift with conversion waterfalls, speed curves, and volume trends. Built on QX78, QX79, QX191, QX14, and QX15.
Top Segment Donor Growth Velocity Profile
This analytic identifies donors who grew into Top Segment Donors from alower segment and shows their typical year-by-year giving trajectory from first gift to first year as top segment donor and first individual gift that is equal to or larger than the threshold for Annual Top Segment inclusion.
Donor Retention Statistics
A dashboard-format view of donor retention over time, with segment size, donor outcomes, lapse and retention rates by segment, and segment movement, mapped to the cohort year each gift was made. Built on QX17.
Accelerated Top Segment Conversions
This analytic examines the top segment conversions of new donors that occurred within the first two fiscal years following a donor's first gift.
LTV of donors who made at least three gifts. Detail.
Analytic showing how much has been given by all individual donors who made at least three gifts.
Summary to Detail Analytic Relationships
A dashboard-format reference map showing, for each summary analytic, where its detailed donor-level companion lives, so you can drill from a summary straight to the underlying names.
Top Donor Entry Point Distribution
What percentage of Top Segment Donors entered our organization as Top, Middle, or Bottom segment donors?
All Donors Score Summary -Last 5 years thru Last Fiscal Year Analysis
This analysis summarizes the behavioral patterns of all donors who have been active within the last five years.
Recently Lapsed Donors Analysis
This analysis provides a prioritized list of valuable but inactive donors, along with the key data needed to craft an effective reactivation strategy.
Transition Probabilities by Donor Tenure Analysis
This is a powerful, multi-dimensional report that uncovers how donor behavior evolves over time.
Simple YOY Retention by Segment View
This analytic calculates the year-over-year retention rate for each donor segment ('Top', 'Middle', 'Bottom') based on historical giving data.
Current vs Prior Year Top 100 Analysis
This analysis provides a dynamic leaderboard of your top 100 donors for the current year, comparing their current rank to their final rank last year.
Bottom Segment Stable-Target Increase
This analytic proactively identifies upgrade candidates from your Bottom-segment donor pool. This particular list is of donors who have recently given at a consistent level year over year.
Linchpin Individual Donors -Analysis Year
This shows the individual donors who make up each category in the Linchpin Report. It compares their giving in the last full fiscal year to their giving in the year prior to that.
High Lift Donors Current Fiscal Year FEB Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to February fundraising results this year.
All Active Donors whose giving is declining
This analytic identifies active donors from last year whose annual giving either decreased or lapsed completely during at least 2 of the past 3 years.
High Lift Donors Aug Current Fiscal Year Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to August fundraising results this year.
Last Fiscal Year First-Time Donors Detail -Covered in other Analyses Analysis
This analysis (often used as a report) provides a detailed performance review of all donors who were newly acquired in the last full fiscal year.
Gift Count Trends Among All Current Donors Analysis
This report provides a comprehensive view of gift frequency trends for every donor who gave last year, allowing for broad, segmented analysis.
Monthly Giving Comparison Current vs Prior 2 years Analysis
This report is a vital financial tool that tracks your fundraising revenue pace for the current fiscal year against the previous two years.
High Lift Donors Last Fiscal Year JUN Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to June fundraising results last year.
Active Middle Frequency and Mo Distribution Analysis
This analysis creates a detailed "dossier" or donor profile for every active donor who was in your middle segment last year.
Capitalizing on Donor Momentum: A Guide to to Peak-Giving Donors Analytics
Optimize donor engagement by leveraging month-by-month analytics to predict peak-giving periods and personalize outreach for sustained philanthropic growth.
First-Time Top Donors (10yr) Annual Analysis
This analysis (often used as a report) analyzes the long-term retention and value of your most impactful new supporters, top or major level donors.
Revenue Opportunity Analysis
This analytic displays revenue gains and loses YOY from each of the seven CI Priorities and can be used to set targets for the current FY.
Global Revenue Bridge Waterfall
This high level waterfall analysis looks at the overall non-segmented revenue picture year over year. It is different from the segmented waterfall analysis which will not visually reconcile because some donors move between segments year over year. This waterfall ignores segments and can be used as a check.
Active Donor Loyalty Summary Analysis by Segment
This analysis (often used as a report) analyzes the historical loyalty of your donors, segmented by how much they gave in the most recent fiscal year.
First-Time Donor 13-Month Retention Analysis
This report provides a historical, year-by-year analysis of your new donor retention rate, revealing how well you convert first-time donors into repeat...
Bottom Donor Gift Count Trends Analysis
This analysis (often used as a report) identifies bottom donors whose giving frequency has declined, which can be an early indicator of complete lapse.
Giving Pyramid Detail -Donor View
This analytic provides a donor centric view of the gifts that make up the Giving Pyramid.
Top Segment Gift Amount Trends (Annual) Analysis
This analysis (often used as a report) provides a 15-year historical overview of your top donor segment across multiple KPI's.
Multi-year Donor Upgrade Analysis
This analytic examines how many donors have historically upgraded their annual giving total (25% or more higher than their initial year) and the timeframes before those upgrades happened.
Active Middle Donors 2-Year Score thru Last Fiscal Year Analysis
This analysis (often used as a report) analyzes the behavioral trends of your mid-level donors by tracking historical changes in their average gift size.
Active Bottom Donor Frequency and Mo Distribution Analysis
This analysis creates a detailed "dossier" or donor profile for every donor who was in your bottom segment last year.
Middle Segment Donor Loyalty Analysis
This analytic analyzes the long-term loyalty of donors who have been in your Middle Segment, focusing on the consistency of their mid-level support over many years. It also identifies how many years these same donors may have contributed at the Top Segment level.
$1MM Threshold Analysis
This analysis pinpoints the exact moment each of your donors crossed the threshold into your top giving tier, providing a detailed look at their journey.
High Lift Donors Last Fiscal Year JAN Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to JAN fundraising results last year.
Middle Segment Gift Size Distribution Analysis (Annual)
This analysis (often used as a report) provides a 15-year historical overview of the sizes of gifts from your mid-level donor segment.
High Lift Donors Current Fiscal Year APR Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to April fundraising results this year.
Middle to Top Donor Pathway Analysis
This analysis analyzes the long-term effectiveness of your mid-level program as a pipeline for producing future major donors.
High Lift Donors Current Fiscal Year OCT Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to October fundraising results this year.
High Lift Donors Current Fiscal Year SEP Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to September fundraising results this year.
Bottom Donors whose gift size is increasing.
This analytic identifies donors who were in the 'Bottom' giving segment during the last full fiscal year and whose average gift size increased compared to the year before.
First-Time All Donors Acquisition Month Ranking (L3yr) Analysis
This analysis analyzes the long-term value of your new donors based on the month they were acquired.
Middle and Bottom Donors Proximity to Upgrade Analysis
This analysis (often delivered as a report) creates a highly actionable list of the most promising upgrade candidates from your Middle and Bottom segments.
Giving Pyramid Current Fiscal Year Analysis
This analysis breaks down every gift by its size to show how many gifts and donors fall into each level with percentage distributions.
First-Time Top Segment Donor Month Rankings (Last Fiscal Year) Analysis
This analysis identifies which months are most successful for acquiring new donors who immediately begin giving at a top-tier level.
All Donors 5-Year Score Detail thru Current Fiscal Year Analysis
This analysis is a comprehensive, detailed donor file that provides a multi-year giving history and a behavioral trend score across all donors
High Lift Donors Last Fiscal Year NOV Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to November fundraising results last year.
Bottom Donors whose gift size is decreasing.
This analytic identifies donors who were in the 'Bottom" giving segment during the last full fiscal year and whose average gift size decreased compared to the year before.
Average Tenure to Major Gift Detail
This analysis covers all donors from their first gift through their first gift that meets the minimum annual threshold for Top Segment Donors. Example, if the minimum threshold for annual total giving for your Top Segment is $7500, then it looks for the first single gift by a donor that is greater than or equal to $7500.
Middle First Time Donors by Month in Last Fiscal Year Analysis
This analysis (often a report) analyzes five years of acquisition data to reveal the seasonal rhythm of your fundraising program for middle donors
Average Time to Top Level Donor -First Gift Cohort Analysis
This analysis (often used as a report) analyzes how many new donors from each year eventually become major supporters.
Most Recent Recaptured Donors Last Fiscal Year Analysis
This report provides a deep-dive analysis of all donors who were successfully "recaptured" in the last full fiscal year.
By Till You Die Std Query
This is a standard output intermediate analytic for By Till You Die analysis. It will need to be pushed through a statistical model or Excel Solver for final processing.
Bottom Segment Gift Size Distribution Analysis (Annual)
This analysis provides (often used as a report) historical overview of your bottom donor segment, breaking down the distribution of individual gift sizes by percentile.
Rolling 12 Mo Donor Count and Total Giving Analysis
This analysis looks at five years of acquisition data to reveal the seasonal rhythm of your fundraising program across all donors
Active Top Donor Frequency And Mo Gift Distribution Analysis
This analysis (often delivered as a report) creates a detailed "dossier", or donor profile, for every active donor who was in your Top tier last year.
Summary Analysis of $1MM Threshold Donors
This analysis provides a profile of these top donors by analyzing the average time, number of gifts, and key donation amounts get to $1 Million in giving.
All First Time Donors by Month in Last Fiscal Year Analysis
This analysis (often delivered as a report) analyzes five years of acquisition data to reveal the seasonal rhythm of your fundraising program for first time donors
High Lift Donors Current Fiscal Year MAY Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to May fundraising results this year.
First-Time Top Donors (Last 3 Years year) Acquisition by Month Analysis
This analysis analyzes the second-year giving behavior of your most valuable new supporters: those who qualify as top-tier donors in their very first year.
Active Top Donors 2-Year Giving Amount Score Summary thru Last Fiscal Year Analysis
This analysis (often used as a report) summarizes the behavioral trends of your top donors by analyzing their year-over-year changes in average gift size.
Occasional (3 of 5 years) Donor Analysis by Segment
This analysis provides a high-level, strategic summary of your "occasional donors those who give consistently, but not every single year.
Average Tenure to Top Level Donor Analysis
This analysis reveals the different journeys donors take to make their first major gift, providing a strategic roadmap for your development efforts.
Giving Tuesday Only Donors Analysis
This analysis isolates a transactional group of donors who only give on Giving Tuesday, highlighting an opportunity to build a deeper relationship.
Attrition Warning Summary View Analysis
This analysis is a comprehensive risk-assessment model that segments your entire active donor file by their value and their likelihood to lapse.
Introducing RaiseTell
This post introduces the concept of Constituent Intelligence, which is analytics specifically oriented around nonprofit fundraising from existing donors.
Bottom Segement Upgrade Prospect List Analysis
This analysis searches for "sleepers" within your bottom donor segment. It pintoints individuals in that segment who have made larger single gifts.
Segment Migration Detail (Last 7 FY)
This report tracks the year-over-year segment migration of donors acquired over the last seven completed fiscal years, extending through the current active year to provide a real-time view of donor retention. It details individual donor pathways, identifying upgrades and lapses while distinguishing donors who have stopped giving in the past from those who simply haven't made a gift yet in the current unfinished year.
High Lift Donors Current Fiscal Year MAR Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to March fundraising results this year.
Bottom Donor Early Warning Summary Analysis
This analysis (often used as a report) provides a high-level summary of the retention risk across your recently acquired, entry-level donors.
Donor Tenure Distribution by Initial Segment
This analytic looks at donor tenure (how many years they remain active) based on the segment ('Top', 'Middle', 'Bottom') they were in during their very first year of giving.It includes the average percentage of years donors in the initial segment were active during their tenure.
Upgrade/Downgrade Patterns All Donors Analysis
This report provides a historical analysis of how your most valuable donors move between giving tiers from one year to the next.
Recently Lapsed Top Donors (15 mo)
This analytic identifies top segment donors who are recently lapsed, using 15 months since last gift as the definition of lapsed in this case.
Top Segment Gift Size Distribution Analysis (Annual)
This analysis provides a 15-year historical overview of your top donor segment, breaking down the distribution of individual gift sizes by percentile.
Annual Tier Transition Analysis-By Tier
This detailed analysis provides a year-over-year "map" of donor movement between segments.
Top First Time Donors by Month is Last FY
This analytic helps identify which months were most productive in terms of securing first-time Top Segment Donors
First-Time Middle Donors (10yr) Annual Analysis
This analysis (often used as a report) analyzes the long-term retention and value of your most important Middle Segment "pipeline" supporters.
Top 100 Donor Concentration Analysis
This analysis generates a ranked list of your top 100 donors from the last full fiscal year, showing their individual and cumulative impact on revenue.
Recently Lapsed Top Donors (18 mo)
This analytic identifies top donors whose last gift was 18-36 months ago, for cases when you wish to extend the definition of lapsed to 18 months.
All Donors 5-Year Score Summary Thru Current Fiscal Year Analysis
This analysis provides a comprehensive, high-level summary of the giving patterns across your entire donor file across a number of KPIs.
Monthly Fundraising Baseline Analysis
Seasonal-Monthly Fundraising Baseline (often used as a report). Historical 3 year avg revenue and donor count for each month of the year.
Active Top Donor Combined Frequency and Amount Score Detail Analysis
This comprehensive analysis (often used as a report) provides a complete, 360-degree profile of your top donors.
Diamonds in the Rough who started as Bottom Segment Donors Analysis
This analysis sifts through your entire donor base to find donors who started with small gifts but show potential to become larger donors.
Top Donor Profile Dashboard
A dashboard-format profile of your most important donors, letting you cascade View to Fundraiser to Donor and read any top donor's full giving history at a glance. Built on QX175.
New Donor to Second Gift Conversion Analysis
This report provides a deep, strategic analysis of new donor behavior, showing how well you convert them to a second gift and more long term giving.
Current Fiscal Year results vs Monthly Fundraising Baseline Analysis
This is a monthly performance-pacing analysis that serves as a diagnostic tool for your entire fundraising program.
Active Middle Donor 5-Year Amount Score Summary thru Last Fiscal Year Analysis
Evaluates middle-tier donors using a predictive scoring system based on 5-year giving patterns, categorizing donors by coded scores.
Segmentation Data Last Fiscal Year-2 Analysis
This analysis (often used as a report) contains Segmentation Data from the year two years prior to the Last Fiscal Year
Middle Donor Gift Count Trends Analysis
This analysis (often used as a report) identifies middle donors whose giving frequency has declined, which can be an early indicator of waning engagement.
Why recapture targeting is a high-leverage analytics capability
Discover why recapture targeting with analytics can boost donor retention and revenue by leveraging historical giving patterns and strategic timing.
Segmentation Break Points
This view shows what the segment breakpoints are. These are calculated outside the CI Hub using a variety of statistical analyses to find the best statistical fit. Each organization has a unique set of segment thresholds based on its recent donor history.
Segmentation Data Last Fiscal Year Analysis
This analysis (often used as a report) contains Segmentation Data from the Last Fiscal Year
Top Donor Gift Count Trends Analysis
This analysis identifies top donors whose giving frequency has declined, which can be an early indicator of waning engagement.
First-Time Middle Segment Donor Month Rankings (Last Fiscal Year) Analysis
This analysis identifies which months are most successful for acquiring new donors who immediately begin giving at a solid mid-level.
Top Segment Stable-Target Increase
This analytic proactively identifies upgrade candidates from your Top-segment donor pool. This particular list is of donors who have recently given at a consistent level year over year.
Recently Lapsed Top Donors (12 Mo)
This analytic includes all Top Segment Donors who have lapsed as defined by their last gift being received 12-36 months ago.
High Lift Donors Last Fiscal Year OCT Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to October fundraising results last year.
Second to Third Gift Speed Curve (3 Year Look) Analysis
This analysis measures the conversion speed and rate for donors moving from two donations to three, focusing on a cohort from the last three years.
Incremental Lift by New/Existing Analysis
This analysis (often used as a report) provides a detailed performance review between last year and the average over the prior three years.
High Lift Donors Current Fiscal Year JAN Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to January fundraising results this year.
Historical Year over Year Analysis
This analysis provides a high-level, year-over-year view of donor retention, acquisition, and overall revenue to assess overall fundrasing success.
Multi-Year Revenue Projection Analysis
This sophisticated analysis (often used as a report) acts as a predictive model for your fundraising program to predict future giving.
High Lift Donors Last Fiscal Year MAR Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to March fundraising results last year.
Most Recent Recaptured Donors Current Fiscal Year Analysis
This analysis provides a real-time, detailed list of all donors who have been successfully "recaptured" in the current fiscal year after being lapsed.
Warm Top Donor Frequency and Month Distribution Analysis
This analysis (often delivered as a report) creates a detailed "dossier", or donor profile, for every warm donor who was in your Top tier last year.
High Lift Donors Last Fiscal Year APR Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to April fundraising results last year.
High Lift Donors Current Fiscal Year NOV Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to November fundraising results this year.
All Donor Recaptures (10yr) - All recapture events Analysis
This analysis provides a detailed, chronological journey for every donor who has given within the last 10 fiscal years.
Overall Incremental Lift By Month Analysis
This analysis is a monthly performance dashboard that show which months are contributing above expected to the current year's fundraising performance.
High Lift Donors Last Fiscal Year SEP Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to September fundraising results last year.
Middle Level Donor 5 year Giving Amount Score Detail Analysis
This analysis (often used as a report) uses a performance score to codify each donor's giving pattern by annual giving amounts over the last five years.
First Time Donor Second Gift Analysis
This analysis is a real-time dashboard for tracking your most important retention metric: converting new donors into repeat supporters.
Occasional Donor (3 of 5 years) Detail Analysis
This analysis isolates a key group of donors who demonstrate significant loyalty and capacity but are not yet consistent annual givers.
Recent Bottom Donor Recaptures Analysis
This analysis provides a complete historical log of every time a bottom donor has lapsed for more than a year and subsequently returned
Bottom First Time Donors by Month in Last Fiscal Year Analysis
This analysis analyzes five years of acquisition data to reveal the seasonal rhythm of your fundraising program for bottom donors
Current (Last 5 Years year) Donors Major Gift Prospect Detail Analysis
This analysis analyzes your best donors to identify and rank those with the highest potential for future transformational gifts.
Bottom Segment Gift Amount Trends (Annual) Analysis
This analysis provides a historical overview of your entry-level donor segment, showing trends across a number of KPI's.
New Donors Last Fiscal Year
This analytic examines all New donors captured in the last full fiscal year. It includes info on their giving last year and this year.
Bottom Segment Donor Loyalty Analysis
This analytic looks at donor loyalty in your Bottom Segment.
CFY results vs Monthly Baseline by Segment
This analytic provides visibility into how individual segments have performed by month in the current FY relative to their 3 year trailing average.
Second to Third Gift Detail Analysis
This analysis creates a prioritized action plan for the critical and often overlooked group of donors who have given exactly twice.
High Lift Donors Last Fiscal Year FEB Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to February fundraising results last year.
Incremental Lift By Donor Segment Analysis
This analysis provides insight into the incremental lift contribution to your giving total by each segment.
Bottom Donor Upg Prospect List Analysis
This analysis (often delivered as a report) identifies your strongest upgrade candidates from your low-dollar donor segment.
Existing (Last 5 Years) Donor Major Gift Prospect Overview Analysis
This analysis (often delivered as a report) segments your top donors into actionable prospect levels based on their demonstrated giving capacity.
Attrition Warning Detail Analysis
This reporti dentifies donors at risk of lapsing or reducing their giving though risk scoring. Segments donors by current giving level and risk category.
Lapsing First Time Middle and Top Donors Analysis
This analysis creates a time-sensitive list of your most valuable new donors who are at immediate risk of becoming one-time supporters.
Buy Till You Die Source -Dash format
A dashboard-format, ready-to-solve Buy Till You Die (BG/NBD) modeling workbook that predicts each donor's probability of still being active, expected future gifts, and predicted lifetime value. Built on QX176.
Active Top Donor 2-Year Frequency Trend Score Detail Last Fiscal Year Analysis
This analysis analyzes the giving frequency of your top donors, revealing trends in their engagement that go beyond the total dollar amount they give.
Top Level Donor Loyalty Analysis
This analysis analyzes the long-term loyalty of your major donors, focusing on the consistency of their top-tier support over many years.
High Lift Donors Current Fiscal Year DEC Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to December fundraising results this year.
Annual Tier Transition Stats- Basic Analysis
This is a high-level, strategic analysis (often used as a report) that measures the health and fluidity of your donor pipeline.
Top 50 Gifts Last Fiscal Year Analysis
This analysis (often used as a report) reveals the organization's reliance on its most generous supporters.
Top Giver Engagement Streaks Analysis
This analysis is the ultimate "scorecard" for your top donors, providing a complete, 360-degree view of their giving behavior, loyalty, and engagement.
Reverse Negative Individual Donor Gift Size and Total Annual Giving Trends
Identify and reverse declining donor trends with data analytics to maintain engagement and prevent donor lapse.
First-Time Bottom Segment Donor Month Rankings (Last Fiscal Year) Analysis
This analysis (often used as a report) identifies which months are most successful for acquiring a high volume of new, entry-level donors.
All Donor Recaptures (10yr) - most recent recapture event only Analysis
This analysis identifies the donors who, after lapsing for more than a year, made a comeback gift within the last 10 fiscal years.
First-Time Middle Donors (Last 3 Years year) Acquisition by Month Analysis
This analysis analyzes giving by month of first time Middle segment donors to determine when the most valuable were acquired.
First to Second Gift Speed Curve (3 Year Look) Analysis
This analysis shows the cumulative number and percentage of first-time donors who give again within specific time windows (e.g., 30, 90, 360 days).
New Middle Level Donors Last Fiscal Year Analysis
This analysis (often used as a report) identifies newly acquired Middle segment/tier donors from the previous year.
High Lift Donors Last Fiscal Year MAY Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to May fundraising results last year.
Historical Individual vs Organizational
Historical analysis of the annual giving split between individual donors and organizational donors.
Bottom Donor Early Warning -Donor Action List Analysis
This analysis actively sorts bottom segment donors by their behavior to create a prioritized list for immediate intervention to prevent lapsing.
Segment Graduation Rates Analysis
This analysis (often used as a report) tracks donor movement between giving segments, measures graduation rates, retention, and lapse patterns.
Diamonds in the Rough who started as Middle Segment Donors Analysis
This analysis sifts through your entire donor base to find donors who started as middle segment donors but show potential to become larger donors.
Middle Donor Retention by Frequency Analysis
This analysis (often used as a report) analyzes how a mid-level donor's giving frequency in one year impacts their likelihood of being retained the next year.
Lifetime Value (LTV) by Acquisition Cohort and Initial Segment
This query calculates the lifetime value (LTV) of donors, segmented by their acquisition fiscal year and their giving level in that initial year. It also includes metrics about the cohort's activity in the LFY and the average/median number of years they gave after acquisition.
Anniversary Analysis (Last Gift 11 Months Ago)
This analysis (often delivered as a report) generates a tactical list of donors who made their last gift exactly 11 months ago.
Warm Middle Donor Frequency and Mo Distribution Analysis
This analysis creates a detailed "dossier" or donor profile for every warm donor who was in your middle segment last year.
Middle Donors whose gift size is Increasing
This analytic identifies donors who were in the 'Middle' giving segment during the last full fiscal year and whose average gift size increased compared to the year before.
Middle Donors whose gift size is Decreasing.
This analytic identifies donors who were in the 'Middle' giving segment during the last full fiscal year and whose average gift size decreased compared to the year before.
High Lift Donors Current Fiscal Year JUN Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to June fundraising results this year.
Donor Tier Upgrade Pathways Summary Analysis
What are the data-driven gift size benchmarks (25th, 50th, 75th percentile) for our Top, Middle, and Bottom donor segments, and the number of donors each.
Bottom Donor Sustained Giving Analysis
This analysis reveals the long-term value of your small-dollar donor program by tracking how many of these donors become loyal, sustained supporters.
Historical Summary Data Analysis
This analysis (often used as a report) provides a comprehensive, year-over-year historical view of your fundraising program's core health metrics and KPIs.
Middle Segment Gift Amount Trends (Annual) Analysis
This analysis (often used as a report) provides a 15-year historical overview of your Middle donor segment across multiple KPI's.
Giving Pyramid Analysis Last Fiscal Year
This analysis breaks down your fundraising results from the last full fiscal year into a "giving pyramid," showing sizes and counts of gifts by size level.
High Lift Donors DEC Last Fiscal Year Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to December fundraising results last year.
5-Year Bottom Donor Acquisition Month Ranking Analysis
This analysis (often used as a report) provides insight into the seasonality of your entry-level donor acquisition over the last five years.
Second to Third Gift Retention Analysis
This analysis analyzes the crucial next step in the donor journey: converting a two-time donor into a three-time, potentially long-term supporter.
Top Donors whose gift size is Increasing
This analytic identifies donors who were in the 'Top' giving segment during the last full fiscal year and whose average gift size increased compared to the year before.
Top 50% Donor Concentration Analysis
This analysis analyzes your organization's revenue concentration, showing what percentage of your total donations comes from your top donor segments.
Active Top Donors 5-Year Giving Amount Score Summary thru Last Fiscal Year Analysis
This analysis (often used as a report) provides a highly detailed breakdown of the multi-year giving patterns of your top donors.
Top Donors whose gift size is Decreasing.
This analytic identifies donors who were in the 'Top' giving segment during the last full fiscal year and whose average gift size decreased compared to the year before.
Average Gift Progression Analysis Top Donors
This analysis analyzes the long-term, year-over-year gift size trends as they progress to Top Donor status.
First-Time Bottom Donors (10yr) Annual Analysis
This analysis (often used as a report) analyzes the long-term retention and value of donors whose first gift was a small gift.
Donors Showing Increased Giving Potential Analysis
This analysis identifies donors who may be giving below their full potential by comparing their recent annual support to their largest single gift.
Segment Migration Detail (Last 5 FY)
This analysis tracks the year-over-year movement of individual donors during their first five fiscal years to determine if they upgraded to higher giving tiers, maintained their status, or lapsed. The query filters for donors whose first gift was between 5 and 9 fiscal years ago (defined in fiscal_year_params). This ensures that enough time has passed to actually measure a 5-year history.
First-Time Bottom Donors (Last 3 Years year) Acquisition by Month Analysis
This analysis looks at giving by month of first time bottom level donors to determine which months yield the most valuable of them.
High Lift Donors Last Fiscal Year JUL Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to July fundraising results last year.
Donor Segmentation in the Context of RaiseTell
Optimize fundraising strategies using advanced clustering algorithms and statistical analysis in RaiseTell.
Segment Migration Summary (First 5 Years)
This analysis looks at how donors acquired in specific fiscal years migrate between giving segments ('Top', 'Middle', 'Bottom', or 'Lapsed') during the first five years following their initial gift.
Linchpin Indiv Donor Current FYTD Enriched
This analytic looks at all of the donors represented in the waterfall analysis that made up last fiscal year's results and examines them individually to see how gifts in the current active fiscal year compare to their gifts in the last fiscal year over the same time frame. This query does not include data on New donors whose first gift is in the current Fiscal Year. It includes additional enrichment columns with historical giving info on each donor.
Top 1000 Donors 3-Year Summary Analysis
This analysis provides a comprehensive profile of your most valuable and sustained supporters, ranked by their total giving over the last three years.
Recent Top Donor Recaptures Analysis
This analysis provides a complete historical log of every time a top donor has lapsed for more than a year and subsequently returned.
Active Top Donors Fiscal Year to Date vs Last Year Analysis
This analysis proactively identifies your most important donors from last year and tracks their giving KPI's this year versus last.
High Lift Donors Current Fiscal Year JUL Analysis
This analysis provides a retrospective look at the donors whose contribitions provided the greatest uplift to July fundraising results this year.
First-Time All Donors (10 year) Annual Analysis
This report provides a high-level, historical report of your new donor acquisition program, tracking the long-term retention and value of new donors.
New Top Donors Acquired Last Fiscal Year Analysis
This analysis (often delivered as a report) identifies a premier group of new supporters: those whose very first year of giving was at a top-tier level.
Recent Middle Donor Recaptures Analysis
This analysis provides a complete historical log of every time a middle donor has lapsed for more than a year and subsequently returned.
Backtest of Projection Model Analysis
This is a sophisticated "backtesting" analysis that validates the reliability of your forecasting and prediction methodology.
Segmentation Data Last Fiscal Year-1 Analysis
This analysis (often used as a report) contains Segmentation Data from the year prior to the Last Fiscal Year
First Time Donors by Month and Retention Over Last 3 Fiscal Year Analysis
This analysis analyzes the second-year giving behavior of new donors, revealing how their acquisition month impacts their overall retention.