Bottom Donor Early Warning -Donor Action List Analysis

Bottom Donor Early Warning -Donor Action List

How to use the Bottom Donor Early Warning -Donor Action List analytic

This analysis identifies donors who are in the lower giving tier and are at risk of lapsing, allowing you to take action before their support is lost. It examines giving activity from the past 18 months, focusing on donors whose initial gift amounts place them in the bottom segment as defined by your organizational thresholds. By drawing on recent gift history, donor status, and segmentation data from your Constituent Intelligence system, the analysis highlights not just who is at risk, but how urgent and valuable each engagement opportunity might be.  This analytic automatically excludes deceased donors.

You'll see for each donor their risk level (such as High Risk - No Second Gift or Medium Risk - Recent Lapse), their value within the bottom segment (distinguishing High Value from others), and key supporting metrics: total giving, last gift amount, number of gifts, and the number of months since their first and most recent gifts. These supporting columns help you tailor your outreach, as seeing both their giving trajectory and recency can inform whether a personal call, automated campaign, or standard communication is appropriate.

The analysis employs clear behavioral thresholds: for example, donors who gave only once more than a year ago are flagged as high risk, while those with some ongoing activity but recent lapses are classified as medium risk. Overlaying a value segment within the bottom tier allows you to prioritize higher-potential donors for more personalized attention. Recommendations are provided for each donor, such as a Personal touch suggested for high-value, high-risk individuals, or an Automated win-back campaign for others, supporting efficient and strategic stewardship.

You should review this analysis regularly as part of your Constituent Intelligence routines. Fundraising directors and development officers can utilize it to assign follow-up actions, monitor at-risk segments, and adjust retention strategies in real-time. Consider using the insights to trigger targeted interventions, such as personal calls for high-value, high-risk donors, automated campaigns for others, and ongoing stewardship for those at lower risk. Success can be measured by tracking response and retention rates among flagged donors, improvements in second gift conversion, and an overall reduction in donor lapse within the bottom tier.

Analytic ID: QX81

Analytic Name: Bottom Donor Early Warning -Donor Action List

Focus: 2.1: Outright Lapse Mitigation YOY; 2.2: Declining Donation Amount Mitigation YOY

Type: Standard Analytic

Segments: Bottom | Scope: Segment, Individual Donor

Description: This analysis identifies donors who are in the lower giving tier and are at risk of lapsing, allowing you to take action before their support is lost. It examines giving activity from the past 18 months, focusing on donors whose initial gift amounts place them in the bottom segment as defined by your organizational thresholds. By drawing on recent gift history, donor status, and segmentation data from your Constituent Intelligence system, the analysis highlights not just who is at risk, but how urgent and valuable each engagement opportunity might be. Success can be measured by tracking response and retention rates among flagged donors, improvements in second gift conversion, and an overall reduction in donor lapse within the bottom tier.

Key Question: Which of our recent, entry-level donors are most at risk of lapsing, and what specific action should we take right now to retain them?

Action: Execute the prescribed retention plan directly from the "Recommended Action" column. Assign the high-value, high-risk donors to gift officers for immediate personal outreach, and enroll the other segments in their designated automated communication campaigns.