Donor Lifecycle Values

The program provides several Donor lifecycle values, assigned to Donor constituents based on their revenue activity with your organization. For information about how to configure the criteria considered for these values, see Edit the Donor Criteria for Lifecycle Values.

Value	Description
First year donor	The program assigns this value to constituents with revenue activity that includes only one applicable revenue transaction or multiple transactions in only one year.
Multiple year donor	The program assigns this value to constituents with revenue activity that includes applicable transactions in two or more non-consecutive years over their lifetime with your organization.
Consecutive years donor	The program assigns this value to constituents with revenue activity that includes applicable transactions in two or more consecutive years, relative to the date the program calculates the value.
Loyal donor	The program assigns this value to multiple year donors with revenue activity in the configured number of years or to Consecutive years donors with revenue activity for the configured number of years.
Mid-level donor	The program assigns this value to donors based on configured revenue criteria. This value indicates constituents that are eligible for a major gift program or higher ask amounts. We recommend that a qualified staff member at your organization review these constituents to determine whether to pursue each constituents as a Major donor or Planned giver or retain them as a Mid-level donor.