{"id":38066,"date":"2026-07-10T16:45:43","date_gmt":"2026-07-10T20:45:43","guid":{"rendered":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/?p=38066"},"modified":"2026-07-14T09:44:21","modified_gmt":"2026-07-14T13:44:21","slug":"donor-segmentation","status":"publish","type":"post","link":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/donor-segmentation\/","title":{"rendered":"The Donor Segmentation Checklist"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-5-step-framework-for-smarter-fundraising\">5-Step Framework for Smarter Fundraising<\/h2>\n<p>Use this checklist to build a donor segmentation strategy that strengthens donor relationships, improves campaign performance, and grows fundraising revenue.<\/p>\n<p>5-Step Framework for Smarter Fundraising:<\/p>\n<ol class=\"wp-block-list\">\n<li>Define your fundraising goal<\/li>\n<li>Identify high-impact segments<\/li>\n<li>Consider layering data points<\/li>\n<li>Create manageable segments<\/li>\n<li>Test, measure, and improve<\/li>\n<\/ol>\n<p><strong>Lessons from the field:<\/strong> For nonprofit executives and development staff, this guide also includes tips from DonorPerfect experts with more than 40 years of experience helping organizations grow revenue.<\/p>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"min-height:0px;padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-quick-recap-what-is-donor-segmentation\">Quick recap: What is donor segmentation?<\/h3>\n<p>In nonprofit fundraising, donor segmentation is the process of organizing supporters and prospects into groups based on shared characteristics\u2014such as giving history, engagement, interests, or demographics\u2014to personalize donor outreach and build stronger relationships.<\/p>\n<p>In campaign planning: Donor segmentation is tailoring your communications to the people most likely to respond to improve donor retention and fundraising results.<\/p>\n<p>In revenue forecasting: Donor segmentation ensures that your development team or fundraising staff focus their time and resources where they have the greatest impact.<\/p>\n<p>In fundraising software: Donor segmentation can be used to operationalize and scale your donor communications by creating, syncing, and updating recipient lists in a single system.<\/p>\n<ul class=\"wp-block-list\">\n<li>This typically requires fundraising software that integrates with nonprofit email marketing and direct mail fundraising tools. For example, DonorPerfect fundraising software includes <a href=\"\/whitepapers\/generic\/email-success\/\" target=\"_blank\" rel=\"noreferrer noopener\">Constant Contact email marketing<\/a> built into its core system.<\/li>\n<\/ul>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Step 1: Define your goal\" id=\"section-1-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-your-fundraising-goal\">Step 1: Define your fundraising goal<\/h2>\n<p>Different goals require different donor segments. Building them before deciding what you want to accomplish is kind of like getting dressed without knowing where you\u2019re going\u2014you might not end up with the right fit.<\/p>\n<p>Use the cheat sheet below to brainstorm and create a donor segmentation strategy that aligns with your campaign goals and\/or annual revenue forecasting.<\/p>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Increase donor retention<\/td><td>Recent and repeat donors<\/td><\/tr><tr><td>Upgrade donors<\/td><td>Lifetime giving and giving frequency<\/td><\/tr><tr><td>Reactivate lapsed supporters<\/td><td>Donors who haven\u2019t given recently<\/td><\/tr><tr><td>Improve email engagement<\/td><td>Communication history and engagement<\/td><\/tr><tr><td>Promote an event<\/td><td>Geography and donor interests<\/td><\/tr><tr><td>Grow monthly giving<\/td><td>Repeat donors with moderate gift amounts<\/td><\/tr><\/tbody><\/table><\/figure>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<h3 class=\"wp-block-heading\" id=\"h-planning-questions\">Planning questions:<\/h3>\n<ul class=\"wp-block-list\">\n<li>What campaign are we planning?<\/li>\n<li>What behavior do we want donors to take?<\/li>\n<li>Which supporters are most likely to respond?<\/li>\n<li>What matters most\u2014retention, revenue, participation, upgrades, or engagement?<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-helpful-tools\">Helpful tools:<\/h3>\n<ul class=\"wp-block-list\">\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/donor-score\/\">Behavioral giving insights<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/fundraising-dashboard\/\">Executive fundraising dashboards<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/custom-nonprofit-reports\/\">Custom report building<\/a><\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-checklist-items\">Checklist items:<\/h3>\n<ul class=\"wp-block-list\">\n<li>We know which fundraising goal we\u2019re working toward.<\/li>\n<li>We know how we\u2019ll track and measure success.<\/li>\n<li>We know which donor behavior we want to influence.<\/li>\n<li>We have a clear reason for segmenting our audience.<\/li>\n<\/ul>\n<header data-toc-subtag=\"Avoid mistakes with fundraising automation\" id=\"section-1-toc-2\"><\/header>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-lesson-from-the-field-avoid-mistakes-with-fundraising-automation\">Lesson from the field: Avoid mistakes with fundraising automation<\/h3>\n<p>Fundraising software with automation can help your team avoid the three biggest donor segmentation mistakes that organizations make:<\/p>\n<ul class=\"wp-block-list\">\n<li>Creating overlapping segments with conflicting campaign messages<\/li>\n<li>Building segments that reach few people and require manual updates<\/li>\n<li>Forgetting to review segment criteria as your goals (and data) evolve<\/li>\n<\/ul>\n<p>For example, <a href=\"\/fundraising-software\/automated-fundraising-tools\/\">DonorPerfect includes built-in data cleanup and fundraising automation<\/a> for reviewing and updating your segment criteria, syncing donor email lists, and eliminating manual processes in your campaign workflow.<\/p>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Step 2: Identify high-impact segments\" id=\"section-2-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-step-2-identify-high-impact-segments\">Step 2: Identify high-impact segments<\/h2>\n<p>Not every audience needs the same level of attention in every campaign. Once you\u2019ve identified your fundraising goal, prioritize the donor segments most likely to help you achieve it.<\/p>\n<p>Creating too many segments too soon can lead to inconsistent messaging, outdated lists, and campaigns that are difficult to manage. Start with your highest-priority donors, then expand your outreach as time and resources allow.<\/p>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Segment<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>Priority<\/strong><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Past year-end or annual fund donors<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>HIGHEST<\/strong> \u2014 They\u2019ve already demonstrated that they respond to year-end fundraising appeals, making them your strongest audience for a similar campaign.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Donors who gave in the last 12 months<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>HIGHEST<\/strong> \u2014 They\u2019re actively engaged and are among the most likely to renew their support during your year-end appeal.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">LYBUNT donors (gave last year, not yet this year)<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>HIGH<\/strong> \u2014 They have a proven history of giving and are strong candidates for reactivation before the calendar year ends.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Major donor prospects<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>HIGH<\/strong> \u2014 Personalized outreach can lead to larger gifts and have a significant impact on campaign revenue.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">First-time donors<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>MEDIUM<\/strong> \u2014 A second gift is an important milestone, but stewardship should come before another major ask.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Volunteers<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>LOW<\/strong> \u2014 They\u2019re already invested in your mission and may be receptive to financial support, but they often require a different message than active donors.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Event attendees who haven\u2019t donated<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>LOWEST<\/strong> \u2014 They know your organization, but they may need additional cultivation before responding to a year-end fundraising appeal.<\/td><\/tr><\/tbody><\/table><\/figure>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<h3 class=\"wp-block-heading\" id=\"h-planning-questions-0\">Planning questions:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Which donor segment is most important to this campaign?<\/li>\n<li>Which audiences deserve personalized outreach?<\/li>\n<li>Which segments could wait for a future campaign?<\/li>\n<li>If we only had time to focus on three audiences, which would they be?<\/li>\n<li>How can we personalize communications for each audience?<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-helpful-tools-0\">Helpful tools:<\/h3>\n<ul class=\"wp-block-list\">\n<li><a href=\"\/integrations\/prospect-research\/donorsearch\/\">Integrated prospect research and wealth screening<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/finding-donor-information-database\/\">Search screen customization<\/a><\/li>\n<li><a href=\"\/factsheets\/donor-targeting-and-filtering\/\">Built-in donor targeting and filtering<\/a><\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-checklist-items-0\">Checklist items:<\/h3>\n<ul class=\"wp-block-list\">\n<li>We\u2019ve identified our highest-priority donor segments.<\/li>\n<li>Each segment supports a specific fundraising objective.<\/li>\n<li>Our team is focused on the audiences most likely to respond.<\/li>\n<\/ul>\n<header data-toc-subtag=\"Review your fundraising software as you scale\" id=\"section-2-toc-2\"><\/header>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-lesson-from-the-field-review-your-fundraising-software-as-you-scale\">Lesson from the field: Review your fundraising software as you scale<\/h3>\n<p>As your donor database grows and your fundraising operations mature, your donor segmentation process should evolve along with them.<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Small nonprofits<\/strong> often start with core donor segments like new, repeat, monthly, and lapsed donors.<\/li>\n<li><strong>Growing nonprofits<\/strong> further define their donor segments by layering in additional characteristics, like giving levels, campaign participation, event attendance, volunteer history, geographic location, and program interests.<\/li>\n<li><strong>Mature fundraising programs<\/strong> often combine multiple data points, including Recency, Frequency, and Monetary (RFM) scores, donor lifetime value, engagement scores, communication preferences, major gift propensity, and multi-channel donor journeys.<\/li>\n<\/ul>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<p>Ask your fundraising software provider how they can accommodate each stage of growth. For example, all of the donor segmentation capabilities listed above\u2014<a href=\"\/learning-center\/\">and any training needed to use them<\/a>\u2014are available to DonorPerfect customers.<\/p>\n<\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Step 3:Consider a layered approach\" id=\"section-3-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-step-3-consider-a-layered-approach\">Step 3: Consider a layered approach<\/h2>\n<p>A donor can be a monthly giver, attend your annual gala, live within driving distance of your office, and have a strong interest in your youth programs\u2014all at the same time.<\/p>\n<p>Many nonprofits achieve the best results by combining two or more segmentation methods. Layering segmentation criteria helps create more relevant donor experiences without requiring dozens of completely separate campaigns.<\/p>\n<p><strong>For example:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>Recurring donors who attended an event in the past year and haven\u2019t yet registered for this year\u2019s gala<\/li>\n<li>Major donors who gave last year but haven\u2019t yet responded to your year-end appeal<\/li>\n<\/ul>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Goal<\/strong><\/td><td><strong>Method<\/strong><\/td><td><strong>Reason<\/strong><\/td><\/tr><tr><td>Increase donor retention<\/td><td>RFM segmentation<\/td><td>Prioritizes donors based on how recently, how often, and how much they\u2019ve given.<\/td><\/tr><tr><td>Improve email engagement<\/td><td>Behavioral segmentation<\/td><td>Groups donors based on actions like email opens, clicks, event registrations, and online giving.<\/td><\/tr><tr><td>Promote local events<\/td><td>Geographic segmentation<\/td><td>Targets supporters based on where they live.<\/td><\/tr><tr><td>Personalize stewardship<\/td><td>Interest (affinity) segmentation<\/td><td>Groups donors by the causes, campaigns, or programs they care about most.<\/td><\/tr><tr><td>Upgrade annual donors<\/td><td><\/td><td><\/td><\/tr><tr><td><\/td><td><\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<h3 class=\"wp-block-heading\" id=\"h-planning-questions-1\">Planning questions:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Would combining multiple data points improve this campaign?<\/li>\n<li>Which donor characteristics matter most for our fundraising goal?<\/li>\n<li>Are we layering meaningful information\u2014or making our segments unnecessarily complicated?<\/li>\n<li>Which advanced segmentation method best supports this campaign?<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-helpful-tools-1\">Helpful tools:<\/h3>\n<ul class=\"wp-block-list\">\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/donor-score-nonprofit-crm\/\">Real-time engagement\/RFM scoring<\/a><\/li>\n<li><a href=\"\/integrations\/email-marketing\/constant-contact\/\">Integrated nonprofit email marketing<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/integration\/constant-contact-email-templates\/\">Pre-written fundraising templates<\/a><\/li>\n<li><a href=\"\/donor-journeys\/\">Built-in donor journey mapping<\/a><\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-checklist-items-1\">Checklist items:<\/h3>\n<ul class=\"wp-block-list\">\n<li>We\u2019ve added 1-2 segmentation methods that fit our fundraising goals and allow deeper personalization within our donor outreach.<\/li>\n<li>We understand how these different data points work together and we\u2019re layering information intentionally\u2014not segmenting just to segment.<\/li>\n<li>Our campaign strategy remains manageable for our team, even with the addition of 1-2 advanced donor segmentation methods.<\/li>\n<\/ul>\n<header data-toc-subtag=\"Quick recap\" id=\"section-3-toc-2\"><\/header>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-quick-recap-what-is-advanced-donor-segmentation\">Quick recap: What is advanced donor segmentation?<\/h3>\n<h3 class=\"wp-block-heading\" id=\"h-rfm-segmentation\">RFM segmentation<\/h3>\n<p>RFM works well because past giving behavior is often one of the strongest indicators of future giving. Together, these three metrics (Recency, Frequency, and Monetary Value) provide a quick picture of donor engagement.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-behavioral-segmentation\">Behavioral segmentation<\/h3>\n<p>Behavioral data (email engagement, donation history, online form submissions, etc.) helps you send more relevant communications because you\u2019re responding to demonstrated interest instead of making assumptions. This approach works well for nonprofit email marketing, onboarding new donors, event promotion, volunteer recruitment, and multichannel fundraising campaigns.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-demographic-and-geographic-segmentation\">Demographic and geographic segmentation<\/h3>\n<p>These segments (age, occupation, state, zip code, etc.) are especially valuable for regional campaigns, in-person events, volunteer opportunities, and community partnerships. However, demographic information should support, not replace, behavioral and fundraising data.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-interest-affinity-segmentation\">Interest (affinity) segmentation<\/h3>\n<p>Interest-based segmentation groups supporters according to the programs, campaigns, or initiatives they\u2019ve engaged with most. This allows you to personalize stories, appeals, newsletters, and stewardship communications around the issues donors care about most.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-lifecycle-segmentation\">Lifecycle segmentation<\/h3>\n<p>Lifecycle segmentation groups donors according to where they are in their relationship with your organization (e.g., first-time, repeat, monthly, major, and lapsed donors). This strategy helps ensure every supporter receives timely, relevant communications that move them naturally toward deeper engagement.<\/p>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Step 4: Create manageable segments\" id=\"section-4-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-step-4-create-manageable-segments\">Step 4: Create manageable segments<\/h2>\n<p>One of the most common mistakes nonprofits make is creating highly detailed segments that require constant manual updates. Over time, these lists become outdated, campaigns become inconsistent, and staff lose confidence in the process.<\/p>\n<p>Instead, build donor segments that are simple, repeatable, and easy to maintain within your CRM. Using consistent criteria makes it easier to automate segmentation, report on campaign performance, and ensure every donor receives the appropriate communications.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-set-rules-for-each-donor-segment-to-keep-them-consistent\">Set rules for each donor segment to keep them consistent<\/h3>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Segment<\/strong><\/td><td><strong>Example criteria<\/strong><\/td><\/tr><tr><td>New donors<\/td><td>First gift received within the last 90 days<\/td><\/tr><tr><td>Repeat donors<\/td><td>Two or more lifetime gifts<\/td><\/tr><tr><td>Monthly donors<\/td><td>Active recurring gift<\/td><\/tr><tr><td>Lapsed donors<\/td><td>No donation in the past 18 months<\/td><\/tr><tr><td>Major donor prospects<\/td><td>Lifetime giving above your organization\u2019s major gift threshold<\/td><\/tr><tr><td>Event attendees<\/td><td>Registered for an event within the last 12 months<\/td><\/tr><\/tbody><\/table><\/figure>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<h3 class=\"wp-block-heading\" id=\"h-planning-questions-2\">Planning questions:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Which donor information do we collect consistently?<\/li>\n<li>Which fields are incomplete or outdated?<\/li>\n<li>Are there duplicate records that could affect our segments?<\/li>\n<li>Do multiple systems store donor information separately?<\/li>\n<li>Which data fields will be most useful for our next campaign?<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-helpful-tools-2\">Helpful tools:<\/h3>\n<ul class=\"wp-block-list\">\n<li><a href=\"\/fundraising-software\/events-management\/\">Integrated event management<\/a><\/li>\n<li><a href=\"\/factsheets\/scheduled-outreach\/\">Scheduled donor outreach<\/a><\/li>\n<li><a href=\"\/integrations\/email-marketing\/dp-address-updater\/\">Automatic address updaters<\/a><\/li>\n<li><a href=\"\/factsheets\/donor-targeting-and-filtering\/\">Donor targeting and filtering<\/a><\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-checklist-items-2\">Checklist items:<\/h3>\n<ul class=\"wp-block-list\">\n<li>We\u2019ve defined clear rules for every donor segment.<\/li>\n<li>Our segments can update as donor behavior changes.<\/li>\n<li>Every segment supports a fundraising objective.<\/li>\n<li>Our team can maintain this process over time.<\/li>\n<\/ul>\n<header data-toc-subtag=\"Keep segments dynamic whenever possible\" id=\"section-4-toc-2\"><\/header>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-lesson-from-the-field-keep-segments-dynamic-whenever-possible\">Lesson from the field: Keep segments dynamic whenever possible<\/h3>\n<p>Rather than rebuilding lists before every campaign, ask your fundraising software provider about dynamic segments that update automatically whenever donor data changes.<\/p>\n<p><strong>Donor relationships are constantly evolving:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>A first-time donor becomes a repeat donor after making a second gift<\/li>\n<li>An active donor eventually becomes lapsed if they stop giving<\/li>\n<li>An event attendee may become a volunteer or recurring donor<\/li>\n<li>A recurring donor could become a major gift prospect after increasing their annual support<\/li>\n<\/ul>\n<p>Dynamic segments and mailing lists ensure your outreach always reflects each donor\u2019s current relationship with your organization. For example, with <a href=\"\/fundraising-software\/automated-fundraising-tools\/\">email marketing and fundraising automation built into DonorPerfect<\/a>, donors are automatically added to the appropriate mailing list when they meet the right criteria.<\/p>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Step 5: Test, measure, and improve\" id=\"section-5-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-step-5-test-measure-and-improve\"><strong>Step 5: Test, measure, and improve<\/strong><\/h2>\n<p>Every campaign gives you new information about your donors: which messages resonated, which audiences responded, and which segments may need to be refined. The most successful nonprofits treat every campaign as an opportunity to learn and improve.<\/p>\n<p>Instead of asking, \u201cDid this campaign work?\u201d ask a more useful question: \u201cDid this segment perform better than it would have without personalization?\u201d<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-monitor-a-combination-of-engagement-and-retention\"><strong>Monitor a combination of engagement and retention<\/strong><\/h3>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Goal<\/strong><\/td><td><strong>Metrics<\/strong><\/td><\/tr><tr><td>Increase donor retention<\/td><td>Repeat giving rate, donor retention rate<\/td><\/tr><tr><td>Improve email engagement<\/td><td>Open rate, click-through rate, unsubscribe rate<\/td><\/tr><tr><td>Raise more revenue<\/td><td>Total revenue, average gift size, conversion rate<\/td><\/tr><tr><td>Upgrade donors<\/td><td>Average gift increase, recurring gift conversions<\/td><\/tr><tr><td>Reactivate lapsed donors<\/td><td>Reactivation rate, renewal rate<\/td><\/tr><tr><td>Strengthen stewardship<\/td><td>Event participation, volunteer engagement, response to non-ask communications<\/td><\/tr><\/tbody><\/table><\/figure>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<h3 class=\"wp-block-heading\" id=\"h-planning-questions-3\"><strong>Planning questions:<\/strong><\/h3>\n<ul class=\"wp-block-list\">\n<li>Which donor segments performed best?<\/li>\n<li>Which giving channels performed best? \/ Which communication channels did donors seem to prefer?<\/li>\n<li>What should we test in our next campaign?<\/li>\n<li>Have our fundraising priorities changed?<\/li>\n<li>Which segments should we refine before our next appeal?<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-helpful-tools-3\">Helpful tools:<\/h3>\n<ul class=\"wp-block-list\">\n<li><a href=\"\/factsheets\/custom-calculated-fields\/\">Custom calculated fields<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/decoding-nonprofit-email-metrics\/\">Email performance tracking<\/a><\/li>\n<li><a href=\"\/nonprofit-technology-blog\/fundraising-software\/nonprofit-email-marketing-tests\/\">A\/B testing<\/a><\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-checklist-items-3\">Checklist items:<\/h3>\n<ul class=\"wp-block-list\">\n<li>We\u2019ve reviewed how each donor segment performed.<\/li>\n<li>We know which metrics we\u2019ll monitor moving forward.<\/li>\n<li>We\u2019ve identified at least one improvement for our next campaign.<\/li>\n<\/ul>\n<header data-toc-subtag=\"Test one change at a time\" id=\"section-5-toc-2\"><\/header>\n<div class=\"wp-block-group has-silver-light-background-color has-background is-layout-constrained wp-container-core-group-is-layout-f611be13 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading\" id=\"h-lesson-from-the-field-test-one-change-at-a-time\">Lesson from the field: Test one change at a time<\/h3>\n<p>Changing too many variables at once can make it difficult to understand what influenced your results. Choose one thing to test (subject line, ask amount, call to action, audience selection, send date, etc.) and keep the rest of the campaign consistent.<\/p>\n<p>This allows you to easily identify which changes had the greatest impact. If a segment consistently underperforms, it may be time to revisit the criteria you\u2019ve used to define it.<\/p>\n<p><strong>Ask yourself:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>Has donor behavior changed?<\/li>\n<li>Is this audience too broad?<\/li>\n<li>Is this audience too narrow?<\/li>\n<li>Are we sending the right message to the right people?<\/li>\n<li>Have our fundraising priorities changed?Learn more: How to Improve Nonprofit Email Marketing Results with Testing &gt;&gt;<\/li>\n<\/ul>\n<p><strong>Learn more:<\/strong> <a href=\"\/nonprofit-technology-blog\/fundraising-software\/nonprofit-email-marketing-tests\/\">How to Improve Nonprofit Email Marketing Results with Testing &gt;&gt;<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"FAQ\" id=\"section-6-toc-1\"><\/header>\n\t\t<section class=\"sw-faq-container contain\">\n\t\t\t<h2 class=\"faq-header\">Frequently Asked Questions<\/h2>\t\t<div class=\"accordion\">\n\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<h3>1. What is the FEP Q4 2025 Report?<\/h3><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p>The FEP Q4 2025 Report is a fundraising industry report published by the <a href=\"https:\/\/afpglobal.org\/aboutfep\" target=\"_blank\" rel=\"noopener nofollow\">Fundraising Effectiveness Project (FEP)<\/a>, a collaboration of the Association of Fundraising Professionals (AFP) and GivingTuesday. It analyzes donor retention, donor acquisition, and charitable giving trends across thousands of nonprofit organizations.<\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<h3>2. Why are donor counts declining even though fundraising revenue increased?<\/h3><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p>According to the FEP Q4 2025 Report, much of 2025\u2019s fundraising growth came from major donors. While larger gifts increased, overall donor participation continued to decline, especially among smaller donors. Strong donor stewardship and <a href=\"\/monthly-giving\/\">recurring giving strategies<\/a> can help nonprofits reduce donor churn and build more stable fundraising revenue.<\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<h3>3. Why is donor retention important for nonprofits?<\/h3><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p>Donor retention helps nonprofits build sustainable fundraising revenue, reduce donor acquisition costs, increase donor lifetime value, and strengthen long-term supporter relationships. Learn more about building stronger donor relationships with DonorPerfect\u2019s <a href=\"\/whitepapers\/generic\/donor-engagement-models-for-the-digital-age\/\">donor engagement resources<\/a>.<\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<h3>4. How can nonprofits improve first-year donor retention?<\/h3><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p>Nonprofits can improve first-year donor retention through personalized thank-you messages, <a href=\"\/whitepapers\/generic\/email-template-kit\/\">welcome email series<\/a>, recurring giving opportunities, donor segmentation, and consistent stewardship communication. Automated donor journeys and segmented communication tools can help nonprofits create more personalized first-year donor experiences.<\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<h3>5. How does a nonprofit CRM improve donor retention?<\/h3><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p>A nonprofit CRM helps organizations automate stewardship, track donor engagement, personalize outreach, manage recurring giving, and analyze donor retention trends more effectively. DonorPerfect\u2019s <a href=\"\/fundraising-software\/\">nonprofit CRM<\/a> combines donor management, reporting, automation, online fundraising, and recurring giving tools in one integrated platform.<\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the FEP Q4 2025 Report?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The FEP Q4 2025 Report is a fundraising industry report published by the Fundraising Effectiveness Project (FEP), a collaboration of the Association of Fundraising Professionals (AFP) and GivingTuesday. 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DonorPerfect\\u2019s nonprofit CRM combines donor management, reporting, automation, online fundraising, and recurring giving tools in one integrated platform.\"}}]}<\/script><\/div>\n<div class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Schedule your demo\" id=\"section-7-toc-1\"><\/header>\n<h2 class=\"wp-block-heading has-text-align-center get_demo gutenberg\" id=\"h-schedule-your-free-donorperfect-demo\">Schedule your free DonorPerfect demo<\/h2>\n<p class=\"get_demo gutenberg\">Discover how to scale your donor segmentation strategy with an all-in-one integrated fundraising software.<\/p>\n<script>\nvar 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class=\"gfield_label gform-field-label\" for=\"input_1_2\">Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"last_name\" name=\"input_2\" id=\"input_1_2\" type=\"text\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\"><\/div><\/div><div id=\"field_1_3\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-half input-field validate gf_email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_3\">Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_email\">\n                            <input data-parameter=\"email\" name=\"input_3\" id=\"input_1_3\" type=\"email\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\">\n                        <\/div><\/div><div id=\"field_1_4\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half input-field gf_organization gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_4\">Organization<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"organization\" name=\"input_4\" id=\"input_1_4\" type=\"text\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\"><\/div><\/div><div id=\"field_1_5\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-half select-display gf_state_province gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_5\">State \/ Province<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_select\"><select data-parameter=\"state_province\" name=\"input_5\" id=\"input_1_5\" class=\"large gfield_select\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"\" disabled selected>Please choose an option<\/option><option value=\"Other\">Other<\/option><option value=\"AB\">AB<\/option><option value=\"AK\">AK<\/option><option value=\"AL\">AL<\/option><option value=\"AR\">AR<\/option><option value=\"AZ\">AZ<\/option><option value=\"BC\">BC<\/option><option value=\"CA\">CA<\/option><option value=\"CO\">CO<\/option><option value=\"CT\">CT<\/option><option value=\"DC\">DC<\/option><option value=\"DE\">DE<\/option><option value=\"FL\">FL<\/option><option value=\"GA\">GA<\/option><option value=\"HI\">HI<\/option><option value=\"IA\">IA<\/option><option value=\"ID\">ID<\/option><option value=\"IL\">IL<\/option><option value=\"IN\">IN<\/option><option value=\"KS\">KS<\/option><option value=\"KY\">KY<\/option><option value=\"LA\">LA<\/option><option value=\"MA\">MA<\/option><option value=\"MB\">MB<\/option><option value=\"MD\">MD<\/option><option value=\"ME\">ME<\/option><option value=\"MI\">MI<\/option><option value=\"MN\">MN<\/option><option value=\"MO\">MO<\/option><option value=\"MS\">MS<\/option><option value=\"MT\">MT<\/option><option value=\"NB\">NB<\/option><option value=\"NC\">NC<\/option><option value=\"ND\">ND<\/option><option value=\"NE\">NE<\/option><option value=\"NH\">NH<\/option><option value=\"NJ\">NJ<\/option><option value=\"NL\">NL<\/option><option value=\"NM\">NM<\/option><option value=\"NS\">NS<\/option><option value=\"NT\">NT<\/option><option value=\"NU\">NU<\/option><option value=\"NV\">NV<\/option><option value=\"NY\">NY<\/option><option value=\"OH\">OH<\/option><option value=\"OK\">OK<\/option><option value=\"ON\">ON<\/option><option value=\"OR\">OR<\/option><option value=\"PA\">PA<\/option><option value=\"PE\">PE<\/option><option value=\"PR\">PR<\/option><option value=\"QC\">QC<\/option><option value=\"RI\">RI<\/option><option value=\"SC\">SC<\/option><option value=\"SD\">SD<\/option><option value=\"SK\">SK<\/option><option value=\"TN\">TN<\/option><option value=\"TX\">TX<\/option><option value=\"UT\">UT<\/option><option value=\"VA\">VA<\/option><option value=\"VI\">VI<\/option><option value=\"VT\">VT<\/option><option value=\"WA\">WA<\/option><option value=\"WI\">WI<\/option><option value=\"WV\">WV<\/option><option value=\"WY\">WY<\/option><option value=\"YT\">YT<\/option><\/select><\/div><\/div><div id=\"field_1_6\" class=\"gfield gfield--type-select gfield--input-type-select 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