Value Upgraders

Audience on the Grow tab

Supporters who moved into a higher value band than last year. Their giving is growing, and they are responding to your work.

Open the Field Guide What to do next

Who's in itA profile: status, stage, value and volunteering.AudienceThe rules: who is let in, and who is left out.Why they're hereThe signal that put each person on the list.LifecycleDonor stage against donor status, in one grid.Call sheetNames, value, last gift and a suggested next step.Value by channelHow much they are worth, split by volunteer status.

Value Upgraders · Who's in it, in Apteco Orbit: The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value. — **Value Upgraders · Who's in it** The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value. Almost all are active, high-value givers, so they are strong major-gift prospects.

Value Upgraders · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Donor Value Movement is Upgraded, and nothing under Excludes. — **Value Upgraders · Audience rules** The rules tab: one rule under Includes, Donor Value Movement is Upgraded, and nothing under Excludes. It gathers donors who now give more than before, a good list for thank-you calls and bigger asks.

Value Upgraders · Why they're here, in Apteco Orbit: The Why they're here tab: donuts of Donor Value Movement and Giving Trend, with a table of last year's giving and trend. — **Value Upgraders · Why they're here** The Why they're here tab: donuts of Donor Value Movement and Giving Trend, with a table of last year's giving and trend. It shows which upgraders are still rising and which are starting to slow down.

Value Upgraders · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status. — **Value Upgraders · Lifecycle** The Lifecycle tab: a grid of donor stage against donor status. Everyone is Active and mostly Established, so one thank-you and upgrade message fits them all.

Value Upgraders · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. — **Value Upgraders · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Staff thank these donors and invite a bigger gift, skipping anyone who asked not to be contacted.

Value Upgraders · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. — **Value Upgraders · Value by channel** The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. Premium is by far the tallest bar, so people who upgrade are mostly already top givers.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result. The Audience tab is Orbit's own. The other tabs are views added to this audience's workbook; Get to know the list shows how to add them.

Who is in it

These donors are on the way up, so they are a good list for thank-you calls and bigger asks. The audience is locked because 1 other item depends on it.

insights it is built from

Grow

its tab on the Field Guide Audiences dashboard

What to do next

Recognize the increase and steward the relationship. These supporters are telling you something.

The call sheet tab lists each person with a suggested next step, so you can work down it.

What it is built from

Each insight below is worked out by Orbit for every supporter. Click one to read it in the Field Guide.

All 25+ audiences

Insights

Donor Value MovementDid this supporter move up, move down, stay stable, lapse, or start new this year? Build targeted outreach for each group, from Upgraded to Downgraded to Lapsed.
Donation Value Last YearHow much did this supporter give in total last year? Compare it with the year before to see whose giving grew and whose fell.
Giving TrendIs this supporter's latest gift bigger, smaller, or about the same as their usual gift? Talk upgrades with donors trending up, and call donors trending down before they lapse.

Next to it on the Grow tab

Sleeping GiantsWho in your database is already acting like a major donor?
Upgrade WindowWho is giving less than they used to, and how much is that worth?
Silent Major DonorsSupporters with high lifetime giving who have never come to an event or volunteered.
Monthly Giving CandidatesWho already gives like a monthly donor without being asked?
Loyal StewardshipSupporters who have given across many years and sit in the Loyal or Established stage.
Peak Month OutreachSupporters whose personal peak giving month is now or next month.
Household Giving GapsHouseholds where one person gives and others at the same address don't.

Questions people ask

Who is in the Value Upgraders audience?

Supporters who moved into a higher value band than last year. Their giving is growing, and they are responding to your work.

These donors are on the way up, so they are a good list for thank-you calls and bigger asks. The audience is locked because 1 other item depends on it.

What should I do with Value Upgraders?

Recognize the increase and steward the relationship. These supporters are telling you something.

Which data does Value Upgraders use?

Donor Value Movement, Donation Value Last Year, Giving Trend. Each is an insight Orbit works out for every supporter.

Which pathway uses Value Upgraders?

No Field Guide pathway starts from this list yet. Use the advice above, or build your own journey in Orbit.

How do I build it in Apteco Orbit?

Open Audiences, start a new audience and add each rule: who to let in, then who to leave out. Build an audience by hand walks you through it, and Ask Orin to build it shows how Orin can draft it for you.

Learn Mission is a free course. Part 5 is all about audiences: you build one, read it tab by tab and tidy it before anyone gets a message.

Build it yourself

Start with the stops below, then read more in the Apteco Help Hub.

Start the course

The Grow audiences

All 25+ audiences