Aperio guide: Organizing your list

fundraising donor segmentation
 

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:

  1. Choose your segments

  2. Identify your high-potential donors

  3. Prioritize your high-potential donors

  4. Segment everyone else

  5. Tag your segments in your database

  6. 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

Once you click ‘Download’, you will see a link. Click on the link to begin file download. By providing your email address, you consent to receive emails from Aperio. Thank you for joining our community of nonprofit fundraising professionals!

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Summer reset #2: Organizing your list