Donor Segmentation & Personalization
The right data. The right message. The right moment.
Personalized outreach begins with powerful data. GiveSmart Donor CRM gives your organization complete control over donor records, segmentation, and search—helping you deliver targeted campaigns that deepen connection and drive engagement.
Benefits
Bring on better data. Bring on better relationships.
When your data is organized and actionable, you can reach donors more effectively and communicate with precision. GiveSmart’s segmentation tools help you create meaningful, tailored experiences that inspire giving and long-term loyalty.
Features
Bring on better tools that turn information into impact.
GiveSmart Donor CRM makes segmentation and search intuitive, empowering your team to use data to get ahead rather than play catch-up.
Elastic Search Technology
Find what you need instantly
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.
Custom Fields and Tags
Organize data your way
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.
Households & Groups
Understand giving at every level
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.
Advanced Query Builder
Segment with precision
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 and Sync Options
Keep every system aligned
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.
Featured data and segmentation resources
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Blog
What Is Donor Segmentation? Definition, Types & How It Works
Learn what donor segmentation is, how to create segments, and how it helps organizations raise more by sending the right…
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Guides & Research
5 Stats for Better Donor Retention
Find donor retention strategies built for nonprofits that want to turn one-time givers into loyal, long-term supporters & boost revenue.
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Guides & Research
Nonprofit Goal Planning: Worksheets to Set Your Fundraising Goals
Learn how to set a fundraising goal that is realistic, data-driven, & built to rally your team & donors around…
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Whitepaper
30+ Nonprofit Revenue Sources Workbook
Explore key nonprofit revenue sources including grants, donations, & earned income, & learn how to build lasting financial health for…
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Blog
How to Implement and Use a Donor Management Platform: The Donor Journey
Learn how to map the donor journey to understand supporter behavior, improve engagement, & guide donors from first gift to…
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Blog
Giving Societies vs. Giving Circles
Compare giving societies vs giving circles, their benefits, structures, & how nonprofits can use both to grow donor engagement &…
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On-Demand Webinar
Unlocking Major Gifts: How to Identify Your Largest Donors
Learn strategies to identify & engage your largest donors to secure major gifts & grow your nonprofit’s fundraising impact.
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On-Demand Webinar
From Boomers to Gen Z: Giving Trends by Generation
Explore giving trends from Boomers to Gen Z & learn strategies to engage donors of every generation effectively.
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Blog
Leveraging Fundraising and Donor Data: Tips from the Experts
Learn expert tips on using donor data to improve engagement, optimize campaigns & drive meaningful giving outcomes.
Request a demo
Connect More. Manage More. Raise More.
GiveSmart by Momentive Software enables organizations to better manage donors on an intuitive, modern donor management solution. Bring on better for your organization’s mission.
