Smart List Segmentation
Write the rule once, not the list. Set the criteria (lapsed donors, first-time givers, $500-plus lifetime) and rebuild from current records any time, instead of hand-editing rows before every send.
What a Saved Rule Replaces
Rules, Not Rows
Write the rules once (gave last cycle but not this one, over $500 lifetime, tagged for the gala) and rebuild the list from current records with one click. No re-running a spreadsheet export before every send.
Giving-Based Segmentation
Segment on what donors have actually done: total given, gift count, average gift, last gift date and amount, major-donor and volunteer flags, location, and tags. Each rebuild picks up whoever matches now.
Campaign-Ready Lists
Send any segment to email or SMS, or export it to Excel for mail houses, phone banks, and canvassing walk lists. The file reflects the data as of the moment you pull it.
Inside the List Builder
Stack Rules With AND and OR
Build segments with AND/OR logic. Combine location, organization and title, total given, gift count, average gift, last gift date and amount, major-donor, volunteer and board flags, status, tags, and your own custom fields, using operators from contains and between to date ranges and tag matching. Save your filters for reuse across campaigns.
Donor Tiers
Build giving-level lists from a threshold rule: a VIP list for major donors, a mid-level list for upgrade prospects, and a grassroots list for everyone else. Rebuild any of them to pick up the donors who crossed the line since last time.
List Hygiene Before the Send
Optional email validation runs at $0.01 per address and marks the bad ones on the contact record, so later sends skip them. Duplicate scanning catches the same donor entered twice. Every merge is recorded, and a wrong match can be unmerged later.
Saved Searches That Re-Run Live
Saved target searches keep their criteria, not a frozen result. Open one and it re-runs against your records, so the count in front of you is today's count. From there, turn the result into a contact list, a call time queue, an email or SMS audience, or an export, without rebuilding the filter each quarter.
Excel, Email, SMS, or API
Every segment plugs straight into email and SMS outreach, or exports to Excel for mail houses, phone banks, and canvassing apps. Developers can pull the same segment through the REST API, and AI assistants can read it through MCP.
Who Writes the Rules
Digital and email directors
Send the renewal appeal to "gave last year, not this year" without rebuilding the filter. Re-apply the saved rule and everyone who converted since the last send drops off the list.
Campaign finance directors
Keep a standing $500-plus-lifetime rule for upgrade asks; when a donor crosses the threshold mid-week, rebuilding the list puts them in the next call time pull.
Field organizers
Filter volunteers by location and tags, then export the walk list or phone bank sheet the morning of the shift.
Development directors leaving spreadsheets
Retire the master workbook with twelve filter tabs. The same lapsed, monthly, and major-donor cuts live as saved rules you re-apply instead of re-filtering by hand.
Frequently Asked Questions
What is donor segmentation software?
Segmentation software stores the rule for a list, not the rows. Rebuild it from live donor data before every send. FundraiserMax builds that into the fundraising CRM, and your lists draw from the same donation and contact data you already track. No exports or spreadsheets required.
How much does donor segmentation software cost in FundraiserMax?
$40 per user per month, or $425 per user per year, on one plan with no feature tiers. Build as many lists and saved searches as you want: segments aren't counted or capped, and rebuilding one costs nothing. Sending to a segment is where usage rates can apply, and those are on the pricing page. The 7-day free trial has no charge until day 8.
Do I have to rebuild my segments by hand when donor data changes?
No. The rules stay saved with the list, so you re-apply them and the list rebuilds from current records instead of sending to a stale export. Saved target searches go a step further: they re-run their criteria against live data every time you open one, so the count you see is today’s count.
Can I use my segments for email and direct mail campaigns?
Any segment can go straight to an email or SMS send (SMS needs a phone number provisioned in the app, $10 per number per month), or out to Excel for a mail vendor, phone bank, or walk list. Rebuild the list before you send and every campaign pulls from current contact data.
Does donor segmentation work for political campaigns and nonprofits?
Both. Segments work the same for campaigns and nonprofits, and political campaigns can pair segmentation with contribution records that capture employer and occupation for itemized reporting.
Write the rule once. Rebuild in a click.
Set the criteria on day one, and every appeal, call sheet, and walk list after that rebuilds from the gifts recorded since.Rule-based lists come standard. One plan, whole platform, $40 per user.