High Lift Donors Last Fiscal Year JUN Analysis

High Lift Donors LFY JUN

How to use the High Lift Donors LFY JUN analytic

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.

Analytic ID: QX114

Analytic Name: High Lift Donors LFY JUN

Focus: 2.3: Within-Segment Growth; 2.5: Large Gift Growth (75th Percentile); 3.2: Prospect Identification

Type: Standard Analytic

Segments: All/None specified | Scope: Individual Donor

Description: 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. Strategically, you can use this analysis to prioritize donors for personalized follow-up, stewardship calls, or targeted upgrade strategies. This supporting information lets you quickly identify who is outpacing their own historical pattern, providing valuable context for crafting tailored outreach and stewardship strategies.

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): April, May, June