Top Donor Profile Dashboard

How to use the Top Donor Profile Dashboard

This is a dashboard-format analytic, and a pilot build, that gives you a rich, single-page profile of your most important donors. It is built on the data from analysis QX175 (Top Donor Profile Dashboard). The covered universe is deliberately focused: every donor whose total annual giving placed them in the Top segment in either the last full fiscal year or the current fiscal year, plus any donor who ranked in the Top 100.

You work it from the Donor Profile tab using a cascading selection: choose a View, then a Fundraiser, then an individual Donor. The dashboard then assembles that donor's complete profile, their giving history, key scores and metrics, and supporting charts, in one place, so you do not have to assemble the picture yourself from multiple sources.

The value is preparation and personalization. Before a cultivation call, a solicitation, or a stewardship touch, you can pull up exactly who this donor is, how their giving has moved over time, and where they sit relative to your top tier. Because the selection is filtered by fundraiser, each gift officer can quickly work through their own assigned top donors.

You should use this ahead of major-donor meetings and during portfolio planning, and it belongs in the hands of your gift officers and development director. Pull each donor's profile to prepare for the conversation, and use the view-and-fundraiser filters to make sure every covered top donor is being actively managed.

As a pilot, treat this as a template to refine. Measure its value by how well-prepared your team is for top-donor conversations, by improved retention of the covered donors, and by whether the profile surfaces the context that leads to better asks.

Analytic ID: QX175

Analytic Name: Top Donor Profile Dashboard

Focus: 3.3: Dashboards; 3.2: Prospect Identification

Type: Dashboard Style

Segments: All/None specified

Standalone analytic — no direct navigation links

Description: The Top Donor Profile Dashboard analysis is designed to provide a comprehensive overview of your top donors from the previous fiscal year, enabling you to gain valuable insights into their giving patterns and engagement history. This analysis utilizes data from your gifts and constituents databases, focusing specifically on donors who contributed during the last complete fiscal year. By applying the insights gained, you can prioritize outreach efforts to high-impact donors and devise strategies to enhance donor retention and acquisition. Success measures for evaluating the impact of this analysis could include tracking changes in donor retention rates, measuring the growth in total contributions from top donors, and assessing the effectiveness of personalized engagement strategies in increasing donor satisfaction and loyalty. This is currently the same as anlytric QX143.

Key Question: What does the giving history of our active top donors look like?

Action: Use this to guide discussions with your most impactful donors,