Aperio guide: Organizing your list
All fundraising starts with a list. Your database is one big long list of people who have supported you in the past and could consider supporting you in the future.
This guide walks through the six steps to segment your donors:
Choose your segments
Identify your high-potential donors
Prioritize your high-potential donors
Segment everyone else
Tag your segments in your database
Assign owners & make a plan
You can use this workbook on your own, with your team, or—if you’d like a little hands-on support—with an Aperio partner.
To get your ideas going, watch our recent webinar on building a new case for support in the wake of COVID or read the recap here.
Download the step-by-step guide to organizing your list
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