0927 NPS slides

1. SEPT 27, 2022
Boost Donor
Engagement
with Automated
Reports
Diana Otero, Product Marketing

2. Diana Otero
Diana Otero is a Product Marketing Manager at
Bloomerang. She served on the board of the
Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit organization driven
and powered by volunteers.
Product Marketing Manager

3. Agenda
Tuesday, Sept 27
1.
2.
3.
4.
Donor identification + cultivation
Donor engagement
Sharing financial outcomes
Reporting & Analytics
5. Wrap and Q&A

4. Why Scheduling Reports
● It takes a lot of effort to remember EVERYTHING you or others should be doing to
ensure you are taking the best care of your constituents -- automating some of the
work is essential!
● Not everyone at your organization needs to know how to run reports
● Getting data and information in the hands of people who need it, without having to
log into your CRM (Board Members, Volunteers, Etc.)

5. Consider these
Reports
Constituent Engagement
Find constituents who are engaged with your organization but
haven’t given yet
High Potential Donors
Find constituents who have a higher giving capacity or higher
giving potential
Moves Management Scorecard by Solicitor
Find constituents who are engaged with your organization but
haven’t given yet
Donor Call Report
Donors who gave last week, but have not received a phone call
Donors In Need of a Personal Follow Up
Donors who gave last week, but have not received a phone call

6. Identification
● Constituent engagement report
○ Find constituents who are engaged, but have never financially supported your
organization
○ What is the Bloomerang engagement score?
○ Report Type: Constituent
■ Filters V1: Engagement is Warm, Hot, On Fire
■ Filters V2: Add has interaction filters to the v1 report (purpose =
volunteer or special event)
○ Schedule weekly or monthly

7. Identification
● High Potential Donors (we have a template):
○ Use the Generosity Score and Generosity details to find potential donors, or
donors with higher giving potential
○ What is the Generosity Score?
○ Report Type: Constituent
■ Filters V1: High Potential Donors Template
■ Filters V2: Filter out constituents who haven’t donated more than $xxx.xx
○ Schedule weekly or monthly

8. Cultivation + Stewardship
● Moves Management Scorecard by Solicitor
○ Next moves and most recent moves
○ Report Type: Notes
○ Filters: Next Move Date is This Month + Group by Solicitor
○ Scheduled Weekly

9. So What?
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/

10. Why is a
personal follow-up
important?

11. Phone calls to first-time donors
Increases retention, speed-to-second-gift, and average gift amount

12. Phone calls to first-time donors
Increases retention, speed-to-second-gift, and average gift amount

13. Phone calls to first-time donors
Increases retention, speed-to-second-gift, and average gift amount

14. The personal touch works
Stewardship buoyed YoY customer growth in 2020

15. Donor Recognition
Donor Call Report
But before you do that, use the iOS app
or first time donor call list...

16. Donor Recognition
● Donor call report
○ Donors who gave last week, but have not received a phone
call
○ Report Type: Transaction
■ Filters V1: All donors who weren’t called
■ Filters V2: Segmented call lists based on donation size or
other attributes of the constituent
○ Schedule weekly (daily if you aren’t using another process to
call donors daily)
■ Daily Donors Report

17. Donor Recognition
● Donors in need of personal follow-up
○ Current donors who have not received a personal touch in the last 90 days -
staying engaged with current donors prevents them from lapsing
○ Report Type: Constituent
■ Filters: Donated in the last 18 months, but have not had a phone call, text,
in-person meeting, or personal email in the last 90 days
○ Schedule monthly

18. Donor
Recognition
Thank you letters improve
outcomes…
The donors who received
thank you letters had better
retention rates and better
revenue retention than their
peers who didn’t send a letter

19. Donor Recognition
● Donor acknowledgement report
○ Donors with unacknowledged gifts
○ Report Type: Transaction
■ Filters: Acknowledged? = No, Date=Last week
○ Schedule weekly

20. Recapturing Lapsed Donors
● Cost to acquire: $29
● Donation: $25
● Net: -$4
● Ongoing marketing spend: more $s?

21. Recapturing Lapsed Donors
● Recapturing Lapsed Donor Report
○ Poll: How many of you currently have a recapture program?
○ Lapsed Definition:
○ Report Type: Constituent
■ Filters v1: Use the dashboard click-through report
■ Filters v2: Anyone who previously gave over $15 and anyone who gave 2+
gifts in 2 years
○ Schedule Monthly

22. Sharing Financial Outcomes
● Reconciliation Reports
○ Weekly Deposit Report
○ Grouped by payment method or fund
○ Report Type: Transaction
■ Filters v1: Group by payment method
■ Filters v2: Group by fund
○ Schedule Weekly

23. Sharing Financial Outcomes
● Fiscal Year Comparison Report
○ Comparing the Revenue from organizations and individuals for the last 2 fiscal
years
○ Report Type: Constituent
■ Filters v1: Constituents who gave last fiscal year or this fiscal year (or
both)
○ Schedule Monthly or Quarterly for Board Meetings (more frequently if needed
for staff meetings)

24. And more…
● Daily task report
● Monthly Projected Revenue report
● Donors who will lapse next month report
● Constituents who were updated yesterday report
● Daily edited transactions report (for Finance)
● Next month’s birthday report
● Next month’s pledge reminder report
● Monthly LYBUNT/SYBUNT

25. Wrap

26. In Summary
Scheduled Reports can help automate your
organization’s fundraising strategy -- spend the
extra time on donor engagement and cultivation!
Send information to people who don’t log into
Bloomerang or who don’t use reports

27. Resources
● Create a call list and phone interactions in Bloomerang
○ Video (4 mins)
○ COVID-19 Call Script from Pamela Grow
● Reports: Top Donors (7 mins)
● Reports: Long-Term Loyal Donors (6 mins)
● Reports: Monthly Donors (5 mins)
● Reports: Long-Time Corporate Sponsors (6 mins)
● Reports: P2P Fundraisers (4 mins)
● Reports: Active Social Media Supporters (3 mins)
● Reports: Volunteers/Members who have not Donated (3 mins)
● Reports: Open Pledges (11 mins)
● Reports: Board Members (8 mins)
● Reports: New Donors within 90 Days (7 mins)

28. Resources
● 25 Example Text Messages from Qgiv
○ Thank-you texts
○ Impact messages
○ Volunteer appeals
○ Event reminders
○ Campaign appeals
● A public Google Drive folder of examples, from Julia Campbell
● A public Google Drive folder of examples, from Lori Jacobwith
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