Your donor file split into groups you can actually work: major donors, mid-level, monthly sustainers, first-time givers, and the lapsing supporters who gave last year and have gone quiet. Describe your organization and your giving levels in one sentence and Taskade Genesis returns a live app with every donor sorted, the reasoning shown, and a next action attached to each group.
The app embedded on this page is Growth Dashboard, a real Taskade Genesis build that already sorts records into scored cohorts. Filter it, change a threshold, watch the groups move, then clone it in about ten seconds and rework those cohorts into the donor segments described above. You see a finished system before you commit a single evening to setup.
Segmentation is where the Workspace DNA loop earns its keep for a small development team. Memory holds every gift, every note, and the segment rules you approved, so the definition of "major donor" does not drift between staff. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, proposes thresholds in plain English ("major: lifetime giving above $2,500 or a single gift above $1,000"), scores lapse risk from recency and frequency, and explains each placement. Execution turns a group into work: a call list for the board, a reactivation letter for the lapsing group, an upgrade ask for the sustainers.
Concretely you get a scored donor table with a giving-level field, a lapse-risk field, a days-since-last-gift field, and a suggested next step per record. Groups are saved filters over one dataset rather than copied lists, so a donor can appear in both "monthly sustainer" and "upgrade candidate" without duplicate rows to reconcile.
The same records render across the layouts your team already thinks in:
- Table view, the full scorecard with giving level, recency, and risk side by side
- Board view, donors dragged between segments as circumstances change
- List view, a clean call sheet a board member can read on a phone
- Calendar view, the outreach dates for each segment mapped out
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations keep the segments honest. Wire Taskade automations so a donor crossing 400 days without a gift moves into the lapsing group and creates a task for the development coordinator, while a second gift in a quarter promotes a first-time donor into the cultivation group. Across 100+ bidirectional integrations, Google Sheets and Gmail pull gift and engagement signals in while Slack and email push the alert out to whoever owns that relationship.
The AI agents in the app carry 34 built-in tools with persistent memory, so the agent that re-scores your file remembers last quarter's thresholds and can tell you exactly which donors moved and why. Ask it for "everyone who gave at year end for three years running but has not given this year" and you get the list, not a report to interpret.
Clone the app, invite your team, and the segment logic is yours to reshape whenever your fundraising plan changes. No per-seat math and no waiting on a vendor.
See other nonprofit builds in the Community Gallery, start from scratch at Taskade Genesis, or learn saved filters and field types in Learn. Feed this from build a donor database, then act on the results with the monthly giving upgrade ladder and major gift moves management.
Frequently Asked Questions
What if we have never defined giving levels before?
The agent proposes levels from the shape of your actual data, showing where the natural breaks fall and how many donors land in each band. You can accept the suggestion, round the numbers to something your board will recognize, or set your own thresholds and re-run.
How is lapse risk calculated?
By default it combines recency, frequency, and the donor's own giving pattern, so a reliable December-only donor is not flagged in July. Every score comes with a plain-English reason, and you can change the weighting or add signals like event attendance and email engagement.
Can one donor belong to more than one segment?
Yes. Segments are saved views over a single dataset, not separate lists, so a monthly sustainer can also appear in "upgrade candidate" and "board connection" at the same time without duplicate records.
Do we have to re-run the prompt every month?
No. The embedded agent re-evaluates as records change, and an automation can trigger a full re-score on a schedule or whenever a gift is logged. Automations require a paid plan.
Will it work with only a few hundred donors?
Yes, and that is the sweet spot. Small files are where hand-sorting eats the most staff time relative to the size of the team, and the same app scales as your list grows.
Can we share a segment with a board member without giving them everything?
Yes. Share a single filtered project with view or comment access so a board member sees their assigned call list and nothing else. Permissions are set per project.
Does this replace our donation processor?
No, it sits beside it. Gift data flows in from your processor exports or a connected sheet, and the app is where you decide what to do about each donor.
