Using KIT's predictions when creating a list of contacts for solicitation is a great way to create data-informed strategic lists, resulting in more donations and increased donor engagement.

As mentioned in Understanding Predictions & How to Use Them, when looking at a group of donors that fall into a certain prediciton (e.g. Major Donor Potential), we are showing you the widest possible range of opportunities. This means if you have a donor that greatly, or slightly, resembles what we have identified as indicators of a Major Donor, they will appear on the list.

To narrow down your prediction lists, we recommend adding filters to create a more strategic lists that reflect your campaign goals and target audience. Below we have included common lists organizations are interested in building, recommended filters to narrow down the lists, data exporting tips, and suggested KPIs to track the success of your lists.

Note: you do not necessarily need to use all the 'recommend' filters below; we are offering suggestions on filters you could add to help you narrow down your list to your list size preference.

Major Donor Prospect List

Use Case: I want to identify major donor prospects to increase the number of major donors using the Major Donor Potential Prediction.

Segment 1 - identifies donors with a high likelihood to become a major donor & are likely ready to donate.
- Overarching filter logic = ALL
- Filter: Major Donor Potential > is > Very High Potential
- Filter (Recommended): Donor Readiness > Contains any of > Ready & Shows Potential

Segment 2 (recommended segment) - makes sure you will only include donors that have had a medium or large donation in the past.
- Overarching filter logic = ANY
- Filter: Badge > Contains any of > Medium
- Filter: Badge > Contains any of > Large

Segment 3 - combines segments, so you are seeing donors who are likely to become major donors, are likely ready to donate, and they have given a larger amount in the past.
- Overarching filter logic = ANY
- Filter: Segment > Contains any of > Segment 1
- Filter: Segment > Contains any of > Segment 2

Export Tip: export this list with 'Best Way to Reach Out' and 'Major Donor Potential Score' (so you can see where each donor ranks in relation to how likely they are to become a major donor - the higher the score, the more likely).

KPIs: to track success, we reccomend the following KPI(s): Rate of total donations received from Major Gifts.

Existing Major Donor List

Use Case: I want to reach out to our existing major donors with an ask.

Segment 1 - identifies existing major donors who are likely ready to donate.
- Overarching filter logic = ALL
- Filter: Badge > Contains any of > Major
- Filter (recommended): Donor Readiness > Contains any of > Ready & Shows Potential

Export Tip: export this list with the 'Best Way to Reach Out' and 'Smart Ask' fields.

KPIs: to track success, we reccomend the following KPI(s): Rate of total donations received from Major Gifts.

Major Gift Prospect List

Use Case: I want to reach out to contacts who have the potential to give a major gift amount, whether they are an existing major donor or not.

Segment 1 - combines segments, so you are seeing BOTH existing major donors as well as those who are likely to become major donors.
- Overarching filter logic = ANY
- Filter: Segment > Contains any of > 'Major Donor Prospect List' (see above to build)
- Filter: Segment > Contains any of > 'Existing Major Donor List' (see above to build)

Export Tip: export this list with the 'Best Way to Reach Out' and 'Smart Ask' fields.

KPIs: to track success, we reccomend the following KPI(s): Rate of total donations received from Major Gifts.

Recurring Donor Prospect List

Use Case: I want to increase the number of recurring donors using the Likelihood to Recur Prediction.

Segment 1
- Overarching filter logic = ALL
- Filter: Likelihood to Recur > Contains any of > Very Likely
- Filter (recommended): Donor Readiness > Contains any of > Ready & Shows Potential

Export Tip: export this list with 'Likelihood to Recur Score', so you can see where each donor ranks in relation to how likely they are to become recurring. The higher the score, the more likely.

KPIs: to track success, we reccomend the following KPI(s): Rolling Recurring Donor Retention Rate, Recurring Gift Growth Rate, Rate of Recurring Gifts from Total Donations, Rate of Recurring Donors from Total Donors.

Likely to Give a Second Gift List

Use Case: I want to reach out to one-time donors to ask for a second gift using the Second Gift Likelihood Prediction.

Segment 1
- Overarching filter logic = ALL
- Filter: Second Gift Likelihood > Contains any of > Very Likely
- Filter (Recommended): Donor Readiness > Contains any of > Ready & Shows Potential
- Filter (Recommended): Time of Year > Contains any of > choose months

Export Tip: export this list with the 'Best Way to Reach Out' and 'Smart Ask' fields.

KPIs: to track success, we reccomend the following KPI(s): Second Gift Conversion Rate.

Recurring Donors Likely to Lapse List

Use Case: I want to reach out to recurring donors who are identified as likely to lapse using the Recurring Lapse Potential Prediction.

Segment 1
- Overarching filter logic = ALL
- Filter: Recurring Lapse Potential > Contains any of > Likely, & Very Likely

Export Tip: export this list with the 'Best Way to Reach Out' field.

KPIs: to track success, we reccomend the following KPI(s): Donor Retention Rate, Rolling Recurring Donor Retention Rate, Donor Lapse Rate.

Repeat Donors (Not Recurring) Likely to Lapse List

Use Case: I want to reach out to donors who have donated more than once who are identified as likely to lapse using the Repeat Donor Lapse Prediction.

Segment 1
- Overarching filter logic = ALL
- Filter: Recurring Lapse Potential > Contains any of > Likely, & Very Likely

Export Tip: export this list with the 'Best Way to Reach Out' field.

KPIs: to track success, we reccomend the following KPI(s): Donor Retention Rate, Donor Lapse Rate.

Increase Gift Size List

Use Case: I want to reach out to donors who are more likely to increase their gift size.

Segment 1 - will target your more loyal and frequent donors
- Overarching filter logic = ALL
- Filter: Recency Score (from RFM) > Is between > 3 - 5
- Filter: Frequency Score (from RFM) > Is between > 4 - 5
- Filter (recommended): Donor Readiness > Contains any of > Ready & Shows Potential

Export Tip: export this list with the 'Best Way to Reach Out' and 'Smart Ask' (Smart Ask will automatically have a slightly increased amount to request).

KPIs: to track success, we reccomend the following KPI(s): Average Gift Size, Median Gift Size

Small & Medium Donor Size List

Use Case: I want to reach out with an ask to our donors who have a low to medium giving level, meaning they tend to donate lower amounts.

Segment 1
- Overarching filter logic = ANY
- Filter: Badge > Contains any of > Micro
- Filter: Badge > Contains any of > Small
- Filter: Badge > Contains any of > Medium

Segment 2
- Filter (recommended): Donor Readiness > Contains any of > Ready & Shows Potential
- Filter (recommended): Time of Year > Contains any of > choose months

Segment 3 - combines segments, so you are seeing donors who are micro-medium, are likely ready to donate, and they are likely to give in the current & coming upcoming months.
- Overarching filter logic = ANY
- Filter: Segment > Contains any of > Segment 1
- Filter: Segment > Contains any of > Segment 2

Export Tip: export this list with 'Best Way to Reach Out' and 'Smart Ask' fields.

KPIs: to track success, we reccomend the following KPI(s): Rate of Donations from Small Gifts.

Re-engagement Contact & Donor List

Use Case: I want to reach out to contacts and donors with little to no interaction with our organization within a specified timeframe.

Segment 1
- Overarching filter logic = ALL
- Filter: Recency Score (from RFM) > Is between > 3 - 5
- Filter: Last Donation Date > Is between > Before > custom date

Export Tip: export this list with 'Best Way to Reach Out' field.

KPIs: to track success, we reccomend the following KPI(s): Donor Retention Rate, Donor Lapse Rate.