Donor Segmentation and Persona Worksheet
Know who your donors are, group them well, and spot the relationships worth extra time.
- 3 page PDF
- Fillable worksheet
- Free, no signup
From the course Donor Relationship Management · Lessons 2 & 3
About this guide
You can't build strong relationships with donors you don't understand. This free fillable worksheet walks you through the five donor lifecycle stages, from prospect to lapsed, and what each group needs from you.
You'll choose segments based on giving history, location, engagement, and interests, build three to five donor personas, and name five high value relationships to focus on this month. A data checklist and intake audit make sure your database can support every segment you create.
What’s inside
Donor persona builder
Fillable fields to sketch three to five personas, with a worked example.
Five lifecycle stages
Prospect, first time, repeat, major, and lapsed, and what each needs.
Segment planner
Group donors by giving, location, engagement, and interests.
High value donors
Signs to look for and a fillable list of five donors to focus on.
Data fields checklist
The contact, giving, and personal details worth capturing.
Data intake audit
List where donor data comes in, what gets lost, and who fixes it.
Who it’s for
Document preview
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