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Donor Segmentation Template

Segmenting donors and creating personalized communications is key to improving donor retention rates.
Donors expect nonprofits to understand their interactions with your organization, overall giving amounts, and recent engagement.
Download this Donor Segmentation Template to group your donors strategically and engage them in deeper ways.

Download the Template

What’s Inside

After downloading, you will have access to:

A fulsome template to help you define segmentation criteria and assign scores to each donor segment.
A guide on how to group donors based on their donation recency, frequency, and their average donation amount.
A supportive tool to help you determine which segments to prioritize in your fundraising and communications process.

Download our Donor Segmentation Template to get started with raising more for your cause.

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A Complete Donor Management Software for Every Nonprofit

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Automatically generate a custom ask for each donor on your donation form by combining wealth data, demographics, and giving history.

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Create custom, branded, effective online donation forms to ensure maximum online revenue.

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Mobilize your community to raise funds through collaborative peer-to-peer campaigns.

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Track your stakeholders’ movements and access powerful tools for prospecting, cultivation, solicitation, and impact evaluation.

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Identify high-potential prospects and unlock hidden fundraising opportunities with wealth screening.

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