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Donor database template segmented for targeted outreach. You can use this in Excel, Google Sheets, or your donor management system (like Salesforce, Donorbox, or Bloomerang).

Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407

SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.

Written by

Phidelia Dube

in

SayPro Donor Database Template – Segmented for Outreach

Donor NameContact InfoDonor TypeSegmentLast ContactNotes / InterestsOutreach StrategyStatus
Jane Dlaminijane@email.comIndividualMajor Donor15-May-2025Interested in educationPhone call + impact reportEngaged
Thabo Ndlovuthabo@email.comIndividualRecurring Donor01-Jun-2025Monthly donor since 2023Email thank-you + invite to eventActive
Mpho Trustinfo@mphotrust.orgOrganizationCorporate Sponsor10-Mar-2025Funds youth programsProposal follow-up + event inviteWarm lead
Lerato Khozaleratok@email.comIndividualLapsed Donor15-Dec-2023Previously supported housingRe-engagement emailPending
DevTech Inc.donations@devtech.comOrganizationNew ProspectNeverCSR in tech and innovationIntro email + tailored pitchNew lead
Sarah Danielssarah@email.comIndividualFirst-Time Donor10-Jun-2025Interested in girls’ educationWelcome email + newsletterNew
Sifiso Molefesifiso@email.comIndividualVolunteer Supporter20-May-2025Longtime volunteerPersonal thank-you + upgrade askActive

Suggested Segments

  1. Major Donors – High-capacity, high-impact supporters (R10,000+ annually)
  2. Recurring Donors – Monthly/quarterly givers
  3. First-Time Donors – Brand-new supporters
  4. Lapsed Donors – No gift in the past 12+ months
  5. Corporate / Foundations – Institutional funders
  6. Volunteers / Advocates – Non-donors with engagement potential
  7. Prospects – Not yet donors, but fit your mission/audience

Outreach Strategies per Segment

SegmentOutreach Strategy
Major DonorsPersonal calls, impact reports, VIP events
Recurring DonorsMonthly updates, milestone thank-yous
First-Time DonorsWelcome emails, donor journey education
Lapsed Donors“We miss you” emails, new campaign updates
Corporate/FoundationsCustomized proposals, CSR alignment meetings
ProspectsIntroduction emails, story-based appeal
VolunteersThank-you notes, soft donation asks

  • Neftaly Malatjie | CEO | SayPro
  • Email: info@saypro.online
  • Call: + 27 84 313 7407
  • Website: www.saypro.online

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