Why Does Donor Grouping Matter?

Nonprofit organizations put a great deal of effort into getting to know their donors and creating an engaging, personalized experience for them. But if you can’t capture and see personal details efficiently in your CRM, you’re limiting your abilities to segment and steward them effectively. As a result, you leave revenue on the table.  

GiveSmart Donor CRM’s Households & Groups tool not only allows you to organize your constituents into households, but you can also group them into any other type of network, including companies, civic clubs, alumni groups, and any other custom connection you want to capture. These self-made categories help your whole donor management team best build relationships with your support network. 

As your team looks for ways to better your stewardship and donor retention, consider how Households & Groups can improve your segmentation, communication, relationships, and revenue.  

Households 

It’s critical to know which supporters share a household, so your development team can provide more targeted communications. 

For example, mailing an annual appeal to multiple people in the same household separately not only wastes money on printing and postage, but it sends the message to your donors that you don’t know them, or worse, don’t care to learn about them.  

GiveSmart Donor CRM’s Households feature allows you to detect duplicate addresses and information, combine them into households, and view giving for the entire household from one screen, rather than as individuals. This means your development team can better engage your organization’s support network. 

Groups 

Not everyone fits into a traditional household, and there’s so much more to the story of who your donors are than simply where and with whom they reside.  

Create custom groups to track your board members, event planning committee, alumni group, sponsor organization, club, or any other type of group you can think of. You can create custom group names, add existing and new contacts, and even assign custom relationship roles within the group, allowing you to see the full picture and network dynamics. Plus, group landing page dashboards provide key giving stats at a glance. 

Better Segmentation and Communication  

By knowing more about your donors, their households, and network connections, you’re not only able to provide more personalized communication but can identify opportunities to expand into other networks as well. Seeing who your donors are as people, rather than just as numbers, allows you to create real connections, effective segmentation strategies, and more impactful stewardship. 

GiveSmart Donor CRM’s Households & Groups function gives your organization the flexibility to create custom networks and capture a more complete view of who your supporters are, enabling more personalized communications and impactful segmentation to make your mission a movement.  

See how easy it is to create custom Households & Groups with a personal demo of GiveSmart Donor CRM today.