Donor Segmentation & Personalization

Search across multiple fields simultaneously to locate records or recent gifts quickly, even with incomplete or misspelled queries. Navigate large volumes of data with ease.

Create and manage custom attributes to fit your organization’s programs, campaigns, and donor relationships. Custom fields and tags help you discover hidden donor potential and wealth capacity.

Gain a clearer, more flexible way to organize donor data—while saving your staff valuable time. Easily link related donors to view household giving totals, social or affinity groups, or business connections, and manage shared communications with confidence.

Use filtering and inverse filtering tools to build hyper-targeted lists for outreach and analysis, and create multi-level queries in plain English without the need for complicated query lingo. Get the commonsense answers you need to drive giving. 

Export segmented lists or sync data automatically to ensure consistency across your fundraising tools. With GiveSmart’s automatic data flow, synced activities, and unlimited tools, 
it boosts efficiency and frees your team to focus on 
donor stewardship.