Donor segmentation
Start donor segmentation with four action rules
Build donor segments a lean nonprofit team can use by defining who enters, who exits, the next action, and what suppresses it.
CharityStack· August 6, 2026·5 min read
Donor operations
Before you merge duplicate donor records, run three checks
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Recurring giving
When a recurring donation fails: a four-state recovery workflow
Use a four-state queue to manage failed recurring donations, automated retries, donor payment updates, and staff follow-up without crossed wires.
CharityStack· July 20, 2026·5 min read