Group givers by giving behavior, not just by static labels. Segments update as giving changes, lifecycle stages show who is new or drifting, and staff can use those lists for the next pastoral step. Or describe who you're looking for and review the segment before using it.
Plain-language builder
You don't need to learn filter rules or condition builders. Describe who you're looking for, review the translated conditions, validate them against your data, and check the preview count before you use the segment.
"Members who gave more than $100 last year but haven't given in 3 months"
Conditions: Last 12 months total ≥ $100 AND Last gift > 90 days ago
Preview: 47 givers match
Lifecycle triggers
Each segment can support the right outreach as givers move in and out. Lifecycle stages keep the lists current without anyone maintaining a spreadsheet.
First gift in the last 30 days → a warm welcome series introducing the church's ministries — the moment a visitor becomes part of the congregation.
No gift in 90+ days → a gentle "we've missed you" note with an easy link to give again — pastoral, never pushy.
Frequent gifts, active recurring gifts, and open commitments → invite to a stewardship dinner or a personal thank-you call from the pastor.
Active every-Sunday or monthly gift → thank with impact updates showing what their faithfulness sustains.
Gave to 3+ initiatives this year → offer a peer fundraising page to amplify their enthusiasm for the next mission trip or building phase.
Active commitment with an upcoming installment → a reminder with fulfillment progress and an easy payment link.
Pre-built segment templates — or build your own from scratch