Donor Management
Advanced Filtering
Find any donor or sponsorship in seconds
Advanced Filtering gives you the power to slice your donor database by any combination of fields -- giving history, sponsorship status, custom fields, communication preferences, and more. Save your most-used filters as presets for one-click access, and use filtered segments directly in email campaigns or CSV exports.
The Problem
When you cannot quickly segment your donors, every campaign goes to everyone and every report requires manual spreadsheet work -- wasting time and reducing the impact of your outreach.
The Solution
With HYS Advanced Filtering, build multi-field queries in seconds, save them as reusable presets, and pipe filtered segments directly into campaigns and exports.
How it works
Build your query
Combine multiple field conditions -- giving amount, date range, program, status, custom fields -- using AND/OR logic to define your segment.
Save as preset
Save frequently used filters as named presets that your entire team can access with one click.
Act on results
Export filtered results to CSV, send targeted email campaigns to the segment, or use the filtered view for day-to-day donor management.
How this feeds Aida's work queue
Every advanced filtering signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Frequently asked questions
Ready to get started?
See how advanced filtering can transform your organization.