All active tags used at TMC, organized by category with clear definitions
Last updated: February 2026
What donors have asked NOT to receive
Apply these immediately when a donor expresses a preference. These tags are used to exclude contacts from mailings, calls, and campaigns.
These tags mean exactly what they say. "No direct mail" blocks ALL physical mail. "No email" blocks ALL email. "No appeals" blocks only solicitations (informational content is still okay).
Example: A contact tagged "No direct mail" + "No appeals" can still receive informational emails—just no physical mail of any kind, and no appeals through any channel. As we shift toward informational approaches, these distinctions matter for reaching people appropriately.
How donors want their tax documents handled
These tags control automated receipting. When in doubt about a donor's preference, ask them directly or check their notes.
If a donor mentions any receipting preference during a call, add a Note documenting the conversation AND apply the appropriate tag. Both are needed for proper tracking.
Research-based giving potential
These tags typically come from wealth screening or research. Review and update annually. Use for donor segmentation and portfolio assignments.
| Tag | Asset Range | Giving Potential |
|---|---|---|
| Capacity 100–250k | $100,000–$250,000 | $1,000–$5,000 annually |
| Capacity 250–500k | $250,000–$500,000 | $5,000–$15,000 annually |
| Capacity 500k–1M | $500,000–$1,000,000 | $15,000–$50,000 over time |
| Capacity 1M–3M | $1,000,000–$3,000,000 | $50,000–$150,000+ with cultivation |
| Capacity 3M+ | $3,000,000+ | $150,000+ (major/transformational) |
Applied automatically based on giving behavior
You don't apply these—Virtuous updates them automatically. Use them to identify re-engagement opportunities.
Build a query for "Prelapsed Donors" in your caseload. A quick phone call at 6 months can prevent full lapse—and it's much easier to retain a donor than win them back.