Donor Targeting and Filtering
PRECISE RESULTS. EFFICIENT WORKFLOW.
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Accurate donor data is the key to fundraising success—enabling you to operate effectively and make informed decisions about your next move.
DonorPerfect allows you to create an unlimited number of fields and calculations to help you manage your fundraising data, making it easy to customize your database to your organization’s unique needs. From segmenting your donor groups so they get just the right message to analyzing the success of a specific aspect of your campaign, DonorPerfect’s filtering features give you spot-on results.
Donor targeting and filtering features
Filter functions
Only show records with specified fields that are:
- Greater than or less than
- Equal or not equal to
- Beginning with or ending with
- Like or not like
- Between
the value(s) you choose.
Use case examples
- Segment your solicitations (e.g., Email donors within a 50-mile radius of your zip code.)
- Analyze results (e.g., Compare this year’s Annual Appeal with last year’s Annual Appeal.)
- Mass update specific records (e.g. Flag all records with a blank email address.)
- Permit or limit user access (e.g., Allow only specific users to edit records)
- Process a specified list of pledge payments (e.g. Process only payroll deduction payments.)
- Fine-tune your search results (e.g., Find the donor who gave $1000 at the Spring Gala)
- Know your outstanding tasks (e.g., Show my user ID’s assigned tasks with a due date of today.)
- Set specific alerts (e.g., Email the director when a gift of over $5000 is entered.)
- Display desired calculations in records (e.g., Always show total volunteer hours.)
Customer service is fabulous. They never fail to respond almost immediately. Flexibility is also quite high. I can access all the parameters in the system and create an unlimited number of filters to fit my needs.”
