Build the list from what donors actually did, not last month’s export.

What goes wrong today

An audience means a ticket to finance

Building a segment for the next appeal starts with a request for an export, a wait, and a spreadsheet that is out of date the moment it lands. Your team owns campaign planning. It does not own the data campaign planning depends on.

Emailing someone who gave yesterday as if they hadn’t

A supporter who just made a gift or fixed a failed recurring payment still gets the appeal email built from last week’s list. It reads as carelessness to the donor, and it is entirely a data-timing problem, not a judgement one.

Two weeks to know if an appeal worked

Campaign sends live in one tool and giving results settle in another. Tying a spike in donations back to the email, the link or the channel that produced it means cross-referencing two exports by hand, so “did this appeal work” takes longer to answer than the appeal took to run.

Lapsed recurring donors nobody is flagging

A monthly donor whose card expired looks the same as an active one until someone happens to check. Without a way to see failed and lapsed recurring gifts as a list, recovering them depends on someone remembering to look, and that does not scale past a handful of donors.

What connects, and on whose authorization

Each source below is read only after your organization configures and authorizes it.

Campaign & source attribution

Every send carries the campaign and channel through to whichever transaction it produces, so results attribute back to the appeal, not something estimated afterward.

Donativus email templates

Templates and sends for receipts, thank-yous and campaign mail sit next to the giving data they are built from, so a segment and its email are one workflow.

Mailchimp

Where you already send through Mailchimp, audiences and campaign activity synchronize so engagement sits beside giving history instead of in a separate tool.

Meta (Facebook & Instagram) Limited

Social-driven traffic and gifts are ingested and attributed to the campaign that produced them, giving you a read on which channel actually converted. We read Meta activity and attribute it. Posting from Donativus is on the roadmap.

Built-in fundraising analytics

Campaign performance, recurring retention and supporter lifecycle sit in dashboards you can open directly, without asking analytics or finance to run a report.

The operating loop for this work

1. Segment

   Build an audience directly from analyzed giving history, lapsed monthly donors, first-time givers from a named campaign, supporters above a giving threshold, without requesting an export.

2. Get a recommendation

   AI-supported planning suggests which audiences to prioritize and which past campaigns to revisit, once that capability is available; a person reviews and decides either way.

3. Send

   Use a template and send to the segment, whether through Donativus email or a connected tool like Mailchimp.

4. Attribute

   Gifts produced by the send carry the campaign and channel forward, so the result attaches to the send that caused it.

5. Recover and share

   Failed and lapsed recurring gifts surface as a working list, and results are visible to finance and leadership from the same records.

Building an audience without filing a ticket

The usual bottleneck in campaign planning is not creativity, it is access. The person who knows exactly which supporters should get the spring appeal, lapsed monthly donors, last year’s event attendees, first-time givers from a specific link, is rarely the person who can query the giving data to produce that list.

Gift history, recurring status and campaign source sit in one analyzed record you can read directly, so an audience segment is something you build yourself from the criteria that actually matter to the appeal, instead of a request translated through someone else and returned as a static file that is already stale.

Knowing what a campaign actually raised, this week

A campaign that goes out through email, a social link and a landing page produces a burst of gifts that, without attribution, just look like a good week. Whether it was the appeal that caused them, and which piece of it worked, is a different question, one usually answered by memory rather than by evidence.

Because a send carries its campaign and channel forward into the transactions it produces, results attribute automatically instead of being reconstructed from two separate exports afterward. That turns “did this appeal work” into something you can check the day after it ran, and it is what makes planning next quarter’s calendar a decision instead of an argument about recollection.

Where AI-supported planning fits into this

Once available, the fundraising AI assistant reads the same analyzed campaign, engagement and channel data your team already works from, and turns it into next-month suggestions: which audience to prioritize, which past campaign to revisit, what content direction to try. It recommends; your team decides and launches.

This is planned, not available today. Nothing in this section describes a shipped capability, and no recommendation is ever sent, published or acted on without a person choosing to do it.

Recovering lapsed and failed recurring gifts before they become a statistic

Recurring giving is the income a fundraising team is usually judged on retaining, and it is also the easiest income to lose without anyone noticing, because a lapsed gift looks like nothing happening rather than like an event. By the time a dip shows up in a monthly total, the donor has often been gone for months.

Recurring payment events, active, failed, recently lapsed, arrive as part of the same giving data you already work from, so a recovery list is a segment like any other: donors whose card failed this week, or whose monthly gift stopped in the last quarter. That turns retention into an outreach task with a defined list, not a hope that someone happens to spot the gap.

What changes

Segments you build yourself

Audiences come straight from analyzed giving data, not a periodic export that is already out of date.

Results the same week

Campaign attribution ties a send to the gifts it produced, so “did this work” is answerable quickly.

A recovery list, not a guess

Failed and lapsed recurring gifts surface on their own, turning retention into a task with a defined list.

One number everyone agrees on

Finance and leadership read the same underlying records, so a campaign result does not need a separate defence.

How it fits with what you run

• Donativus is not a payment processor. Gifts a campaign produces are still captured and settled by your own connected providers, and their fees are separate from the Donativus platform price.
• Donativus is not a website or a general hosted landing-page builder. Hosted forms are available for a specific campaign page. Your existing website and email tools keep working alongside them. Native campaign landing pages are coming at launch.
• Composing and scheduling social posts from inside Donativus is planned, not available today. A connected Meta presence supports ingestion and attribution of social-driven gifts only.
• The AI-supported planning assistant is planned. It recommends actions for human review; it does not contact supporters or launch a campaign on its own.
• Audience segments and sends draw only on data you have authorized to ingest. Built-in analytics cover campaign and fundraising reporting. Power BI is an optional addition for teams that already work in it, licensed and configured separately.