Intelligent Tag Definitions

Intelligent tags — previously known as Tags — are insights that appears automatically on constituent records and lists when a donor meets specific criteria, such as recent giving or an upcoming birthday. These tags are updated through a nightly process that evaluates constituent behavior, helping fundraisers quickly understand key donor activity without manual review.

Tip: Intelligent tags are different from Attachment tags. Learn more about Attachment tags, including how to add or remove them.

Intelligent Tag Definitions

Use the following information to understand when a tag is applied.

At risk donor

This tag applies when a donor has not given a gift in the past 12 to 15 months. When you see this tag, it’s a good moment to reconnect with a warm, low‑pressure outreach and invite them to stay involved, such as by suggesting a recurring gift that helps them remain engaged.

Attended event

This tag appears when a constituent attended one of your events in the past year. Reaching out soon afterward helps you thank them, collect feedback, and identify opportunities to deepen their involvement while their experience is still top of mind.

High wealth rating

This tag is applied when Target Analytics assigns a constituent a high wealth rating, indicating strong giving capacity. Reviewing their wealth insights and history can help you determine whether to prioritize them for further cultivation or assignment to a fundraiser.

Higher giving potential

This tag appears when a donor’s next ask amount is greater than their largest previous gift. When you see it, consider whether now is a natural time to strengthen the relationship and confidently increase your ask.

Lapsed donor

This tag applies when a donor has not given in the past two to five years. It’s helpful to reassess your relationship, understand why giving may have paused, and decide whether to re‑engage them or focus attention elsewhere.

Lapsing donor

This tag appears when a donor has not given in 15 to 24 months. Reviewing their giving history and interests gives you context to send thoughtful outreach aimed at reconnecting before they lapse further.

Lost donor

This tag is used when a donor has not given in more than five years. Treating them like new prospects and warmly acknowledging any renewed engagement can help rebuild the relationship from a fresh start.

New donor

This tag appears when a donor made their first gift within the past two weeks. A timely, sincere thank‑you shows appreciation and helps establish loyalty early in their relationship with your organization.

No contact

This tag is applied when an assigned donor has not had a completed action logged in the past 90 days. A quick, friendly outreach helps ensure they feel valued and keeps the stewardship relationship active.

No meeting

This tag appears when an assigned donor has not had a meeting with a fundraiser in at least six months. Reaching out through their preferred communication channel to schedule a casual conversation can help maintain momentum.

Overdue pledge

This tag is applied when a donor has an outstanding pledge installment past its due date. A kind reminder can help clarify whether they intend to fulfill the commitment and guide next steps if adjustments are needed.

Recent gift

This tag appears when a donor gave in the past two weeks. Prompt, meaningful acknowledgment through their preferred channel reinforces appreciation and strengthens their connection.

Recently assigned to solicitor

This tag appears when a constituent was assigned to a fundraiser within the past two weeks. It’s a good time to review their history and plan a warm introductory message or meeting.

Registered for event

This tag is applied when a constituent registers for an upcoming event. Planning to connect with them at the event can help you learn about their interests and discuss opportunities to get more involved.

Upcoming birthday

This tag appears when a constituent’s birthday is within the next two weeks. Sending a thoughtful birthday greeting is an easy way to show appreciation and strengthen the relationship.