Donor Discovery for COVID-19

Segmentations which identify customers already in your database who have a propensity for financial giving – find the supporters you never knew you had!

The Donor Discovery segmentation is a deep-dive of your CRM which is tailored to your needs. It identifies the people in your data who are likely to financially support your work.

Common objectives are:

  • Segment current donors by factors including recency, frequency, average donation value or lifetime donation value deciles, tagging individuals for targeting in giving upgrade campaigns
  • Identify prospects for giving based on the characteristics of other donors in your database

Most major CRM and ticketing vendors will support external segmentation and tagging of your supporters – if you’re in doubt, check with us or your supplier first.

Step 1

We meet online or in person to discuss your campaign objectives, setting the scope of the segmentation.

Step 2

We take a secure, GDPR compliant extraction of your CRM data and crunch the data to identify current and prospective supporters and tag them according to your needs

Step 3

We undertake a quality check with you before supplying you with customer IDs which you can apply to your own data (either directly or via your supplier, depending on the system)

Step 4

Your custom segmentation is available for use in campaign execution, and can also be used in future analysis if necessary

New – Smart Segments

Tessitura users can now benefit from Smart Segments – we’ll configure one or more Donor Discovery segmentations which are regularly updated in your constituent data for use in campaigns and Tessitura Analytics

Piece of cake
Discover your next top donors
  • There are no nasty surprises – we charge an agreed fixed fee for the project, based on the scope of the work. Prices are subject to VAT, and flexible payment terms are available.

Start a conversation

Our Donor Discovery segmentations can be delivered as a one-off for direct import in to your CRM, or as regularly updated smart segments.

If you would like to talk to us about your segmentation needs and fundraising objectives, click below to contact a partner – we are always happy to talk.