Add a new donor category
Categories help you organize and segment your donors for better targeting, reporting, and communication. You can assign multiple categories to each donor for flexible classification.
Use clear, consistent names like "Major Donors", "Monthly Supporters", or "Legacy Donors". Avoid abbreviations unless widely understood.
Categories can represent donor levels, giving frequency, engagement types, campaign participation, or special designations.
Start with broad categories and add specific ones as needed. Each donor can have multiple categories for flexible segmentation.