At-Risk and Lapsing Donors

Quickly identify donors in your portfolio who may be disengaging so you can prioritize outreach, strengthen relationships, and reduce potential revenue loss. Use this prompt to generate a filtered list of constituents assigned to you who are tagged as at-risk or lapsing, giving you an early warning before donors drift away.

At-risk and lapsing statuses are based on Intelligent tags. To use this prompt, the following Intelligent tags must be enabled in Settings.

• At-risk donor: No gifts in the last 12 - 15 months

• Lapsing donor: No gifts in the last 15 - 24 months

Use this list to turn early risk signals into timely action. Focus on donors who need attention now, then move quickly to re-engage them with personalized outreach or targeted cultivation steps that help rebuild momentum. Common next steps include drafting a tailored re-engagement message or adding stewardship actions to keep the relationship moving forward.

Prompt

Create a list of donors in my portfolio with at-risk or lapsing tags.

Sample Response