Donor Targeting
Call time is at seven. Draw the district on the map, filter to donors who gave last cycle but not this one, and hand the candidate a call sheet by six.
Map, Money, and Activity
Geographic Mapping
See your donor file on an interactive map. Filter records by zip code, county, or state, spot the neighborhoods where donors cluster, and turn a map selection into an outreach list.
Financial Filtering
Filter by total giving, average gift, giving frequency, and pledge status. Pull a list of lapsed donors or major-gift prospects from records already in your database. No exports, no formulas.
Activity Filters
Filter on who gave or pledged at a past event, who is flagged as a volunteer or board member, and who has an overdue follow-up call, then put them on tonight's call list or next week's invite list.
From Filters to a Call Sheet
Stack the Filters
Stack filters with AND or OR: zip, county, or state; employer and occupation; total given and last gift date; pledge status; call outcome and overdue follow-ups; tags; your custom fields, on the contact or on a gift. Save the search and re-run it before every call time block.
Who Gets the Personal Ask
Flag major-donor prospects from what they've already given you: total given, average gift, gift count, and last gift date. Combine those with the major-donor flag and tags to decide who gets a personal ask.
Find the Gaps Before the Report
Filter for contacts missing an employer, occupation, mailing address, or phone number, then work that list before the FEC deadline or the next mail drop.
District-Level Political Targeting
Build donor lists by zip code, county, or state to match your district boundaries, then look at the map to see where past donors cluster before you pick a venue for the next finance event or send a call time block into a neighborhood.
From Target List to Outreach
Send any targeted list straight into email and SMS outreach, add prospects to call time queues, or invite them to events with RSVP tracking. Export lists to Excel for mail vendors, and re-run the same criteria next quarter; whoever gave in the meantime drops off the lapsed list on its own.
Who Builds the Call Sheet
Campaign finance directors
Filter the file by zip and county, total giving, and last gift date, then hand the candidate a call sheet sorted by lifetime giving an hour before tonight's call time block.
Major gifts officers
Sort on lifetime giving and gift count to find the twenty prospects worth a personal visit this quarter, and save the search to re-run before every portfolio review.
Field organizers
Draw a selection on the map around a precinct, and export the supporter list for Saturday's canvass or the evening phone bank.
Annual fund managers
Pull everyone who gave last cycle but not this one, and send that lapsed list straight into an email drip sequence or an SMS campaign.
Frequently Asked Questions
What is donor targeting software?
Donor targeting software filters a contact database on geography, giving history, and past contact so a fundraiser can pull a call list or mail file without exporting to a spreadsheet. In FundraiserMax, targeting is built into the CRM, and any list you build goes straight to email, SMS, call time, or an event invite.
How does political donor targeting work in FundraiserMax?
You combine filters (zip code, county, or state, total giving, gift frequency, gifts tied to a past event, and your own custom fields) to build a prospect list and view it on an interactive map. Lists feed directly into call time queues, email and SMS campaigns, and Excel exports, and each contribution is stored with the employer and occupation the FEC report needs.
How much does donor targeting software cost?
FundraiserMax is $40 per user per month, or $425 per user per year. There's one plan and no feature tiers, so donor targeting, contact management, smart segmentation, email and SMS outreach, compliance tools, and analytics all come with it, along with unlimited contacts and a 7-day free trial.
Can I import my existing donor data to start targeting?
Import your donor file from CSV; headers are matched to contact and giving fields automatically and the records are filterable as soon as the import finishes. Contacts are unlimited, and any targeted list exports to Excel.
Does donor targeting work for nonprofits as well as political campaigns?
Yes. The same geographic and financial filters that build a candidate’s call sheet pull major gift prospects, lapsed donors, or event invitees for a foundation or a 501(c) organization. Political teams get the campaign finance tools alongside them; everyone else can ignore that section.
Tonight's call sheet, built from the file you already have.
Filter your donor file by district, giving history, and call outcomes, and start the next call time block with a list you can defend.Targeting is included with every seat, not sold as an add-on. $40 per user per month.