Automated segmentation of donor lists by giving levels

Purpose

1.1. Automated segmentation of donor lists by giving levels automates the categorization of synagogue donors, enabling targeted communication, personalized engagement, and streamlined financial reporting.
1.2. This automation enables effective stewardship by defining custom donation tiers, recognizing major contributors, streamlining year-end reports, and optimizing fundraising campaigns.
1.3. Automates compliance with religious and financial protocols by creating lists based on annual, monthly, or ad hoc giving levels.

Trigger Conditions

2.1. New donation logged in the donor management system.
2.2. Schedule-based automation (e.g., nightly or weekly donor list reconciliation).
2.3. Manual trigger from financial staff for ad hoc segmentation automation.

Platform Variants

3.1. Salesforce Nonprofit Success Pack (NPSP)
• Feature/Setting: Donor segmentation automation using Process Builder and Flow; configure automation rules by donation thresholds.
3.2. Kindful
• Feature/Setting: Automated segmentation via dynamic lists and API for syncing segmented donor data.
3.3. Blackbaud Raiser’s Edge NXT
• Feature/Setting: List Segmentation tool; automation through Query API by giving range.
3.4. DonorPerfect
• Feature/Setting: SmartList automation; configure giving level thresholds and auto-segment lists.
3.5. Bloomerang
• Feature/Setting: Custom reports and dynamic filters; automate using webhook to trigger segment updates.
3.6. Little Green Light
• Feature/Setting: Automated donor grouping; use integrations and batch update functions for giving levels.
3.7. Network for Good
• Feature/Setting: Automated donor grouping rules; use segmentation API for external automation tools.
3.8. Mailchimp
• Feature/Setting: Automated audience segmentation via integration; configure tags based on donation amounts.
3.9. Constant Contact
• Feature/Setting: List segmentation automation; apply custom fields for automatedly updated lists.
3.10. HubSpot CRM
• Feature/Setting: List automation via properties and workflow automation for donor segment assignment.
3.11. Microsoft Dynamics 365
• Feature/Setting: Automated flows using Power Automate to segment donor contacts by giving history.
3.12. Zapier
• Feature/Setting: Donor data automation with filters and paths; use “Filter by Zapier” for giving level conditions.
3.13. Google Sheets
• Feature/Setting: Automated segmentation using Google Apps Script or Sheets API; script donor row classification.
3.14. Airtable
• Feature/Setting: Automation triggers, views, and formula fields to segment records by total donated.
3.15. Zoho CRM
• Feature/Setting: Workflow automation to assign donors to segments based on giving metrics.
3.16. Pipedrive
• Feature/Setting: Automated custom fields update; use workflow automation for donor segmenting.
3.17. Segment
• Feature/Setting: Donor data collection and processing; automate identification of donor cohorts via traits.
3.18. Intercom
• Feature/Setting: Automated tagging and messaging based on donation data integration.
3.19. Slack
• Feature/Setting: Automated notifications to finance team when donors cross giving level thresholds.
3.20. Notion
• Feature/Setting: Automated database filtering; use integrations to segment donors in lists by contribution amount.

Benefits

4.1. Automates segmentation and reduces manual errors, enhancing data accuracy in donor lists.
4.2. Automator ensures real-time updates, so staff always works with current donor segments.
4.3. Automating targeted outreach boosts engagement and increases fundraising campaign success.
4.4. Automated donor recognition programs strengthen donor relations and retention.
4.5. Automation of segmentation speeds up financial and stewardship reporting, freeing staff resources for mission-critical activities.
4.6. Automates compliance by ensuring giving levels match predefined synagogue policies.
4.7. Automatable updating enables easy adaptation when donation thresholds change.