Smart Donor Segments

Every donor, already segmented.

Grace classifies every donor into a living segment based on the recency, frequency, and value of their giving. Champions, Loyal, New, At-Risk, Lapsed, Lost. Scores refresh nightly and after every import, so the picture is always current - no quarterly spreadsheet exercise required.

Get Started →How Grace works
The Problem

Segmentation shouldn't be a quarterly project.

Most nonprofits segment their donors once a quarter, if that. By the time the spreadsheet is done, the Champions have shifted, the At-Risk list has grown, and the person who built it is on to the next thing. Grace makes segmentation continuous, explainable, and everywhere - on the home page, on donor lists, on donor profiles.

What Grace Does

Built for the way development teams actually work.

Seven living segments

Champions, Loyal, New, At-Risk, Lapsed, Lost, and more - each donor placed based on their actual recency, frequency, and value pattern.

Refreshed nightly, and on import

Segments update every night on your organization's local time, and again the moment a new gift or import lands. The picture stays current without anyone re-running it.

Plain-English education built in

Every segment explains what it means and the recommended action to take. Anyone on the team can act on the labels without a data-science background.

Flags travel with the donor

Segment and action flags appear on donor lists, filters, and profiles - so the context follows the donor wherever your team meets them.

Segment insight cards

The home page shows each segment's size, movement, and what changed since the last refresh - so you catch the drift, not just the snapshot.

Segment transitions surfaced

See when a donor moves from Loyal to At-Risk, or from New to Champion - and act on the transition before the pattern hardens.

See It In Action

Ask Grace. Get answers grounded in your data.

Every response cites its source.

SD
Who moved out of Champions in the last 30 days?
Grace
4 donors shifted out of Champions this month: - Beatrice Lang → At-Risk (0 touches in 9 months, missed spring event) - Kowalski Family → Loyal (still giving, but frequency slipping) - Robert M. → At-Risk (paused planned-gift conversation) - James Ritter → Loyal (gift cadence lengthened from 90 to 180 days) All four have draft outreach ready in your queue.↗ Segment engine (nightly refresh) · Gift records · Contact log
SD
How do we compare our At-Risk cohort now versus a quarter ago?
Grace
At-Risk is up 14% since March (86 donors, from 75). Two drivers: a cohort of 2022 spring-event donors ageing out of the 12-month window, and 6 recurring donors whose gifts silently failed in April.↗ Segment history · Recurring gift ledger
How It Works

From your data to a real outcome.

01
Connect your data
Grace reads gift history from your CRM or CSV. No configuration - the segment engine starts on day one.
02
Every donor classified
Grace scores recency, frequency, and value for every donor and places them in the right segment automatically.
03
See it everywhere
Segment flags appear on the home page, in filters, on donor profiles, and in chat - the same label wherever your team meets the donor.
04
Act on the transitions
When a donor moves segments, Grace surfaces it in the Action Center and drafts the right outreach for the new state.
Get Started

Stop segmenting once a quarter. Start living inside your data.

Start your free trial. Grace will classify every donor in your portfolio in the first session.

Start Free Trial →Schedule a 20-min call

14-day free trial · No credit card · No commitment