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.
High Lift Donors CFY MAY
How to use the High Lift Donors CFY MAY analytic
This analysis identifies donors who have significantly increased their giving during May, comparing their current fiscal year (CFY) contributions in that month to their own average giving in May over the past three years. Drawing on both gift transaction data and constituent records, the analysis isolates individuals and organizations that have demonstrated a notable increase in their May giving, surfacing both the dollar amount and the percentage growth relative to their personal historical baseline. It highlights each donor's prior three-year May average, their actual gift total for May this fiscal year, the incremental dollar difference, and the percent change, allowing you to spot those whose commitment has surged quickly.
You can use this analysis to prioritize stewardship and outreach, as it offers a focused list of donors whose increased generosity signals heightened engagement or new philanthropic intent. Since the output includes both individual and organizational donor names as well as their giving histories, you should leverage this supporting information to personalize your follow-up, referencing their historical patterns and recent lift can make your communication more meaningful and relevant.
The core metrics—personal incremental lift in dollars and percentage—are particularly valuable because they show not just who gave the most, but also who is stretching beyond their norm. This can help you avoid overlooking mid-level or loyal donors whose increased support may be especially significant to them, and whose motivation might be deepened with timely recognition.
Strategically, you should use this analysis to inform tailored thank-you messages, qualification for giving societies or recognition programs, and to identify candidates for leadership or major gift cultivation. Development officers, donor relations staff, and annual giving managers should review it together to coordinate next steps and ensure no high-potential donor is missed. This analysis is recommended to be reviewed periodically during the month of May as part of your Constituent Intelligence routines, ensuring you are responsive to real-time changes in donor behavior.
To measure the success of using this analysis, track subsequent donor retention rates among high-lift givers, increases in average gift size in future cycles, and the conversion rate of identified donors into higher giving tiers or deeper engagement. Consistent application will help strengthen relationships, maximize fundraising results, and reinforce a data-driven approach to donor management.
Analytic ID: QX126
Analytic Name: High Lift Donors CFY MAY
Focus: 3.1: Health Checks
Type: Standard Analytic
Segments: All/None specified | Scope: Individual Donor
Description: This analysis identifies donors who have significantly increased their giving during a specified month, comparing their current fiscal year contributions in that month to their own average giving in that same month over the past three years. Drawing on both gift transaction data and constituent records, the analysis isolates individuals and organizations that have demonstrated a notable increase in their giving for the target month, surfacing both the dollar amount and the percentage growth relative to their personal historical baseline. You can use this analysis to prioritize stewardship and outreach, as it offers a focused list of donors whose increased generosity signals heightened engagement or new philanthropic intent. Use it to adjust outreach for these motivated donors.
Key Question: Which donors in this month made big upward moves (for them)?
Action: Adjust outreach for these motivated donors.
Calendar Timing (Best Used In): June