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Nonprofit
Success: Funding
At a Glance
October 25, 2023
Bloomerang Nonprofit Success Webinars
Jarrett Ransom, MBA
Known as the Nonprofit Nerd©
, Jarrett has experience working
in the trenches of the nonprofit community for nearly 20 years.
From start-ups to multi-million dollar charitable organizations,
she wears many hats. Under her leadership and guidance, her
teams across the nation raise millions of dollars every year to
support and sustain their mission.
As CEO of The Rayvan Group, she consults with tax-exempt
businesses to see the future of their organization. Not just their
immediate needs, but extending 3, 5, 10 years and beyond.
Additionally, Jarrett is co-host of The Nonprofit Show - the daily
live video broadcast where the National Nonprofit community
comes together for problem solving, innovation and reflection.
She brings her dynamic energy and enthusiasm to the daily
show featuring nonprofit thought leaders and topics from
around the globe.
Bloomerang Nonprofit Success Webinars
● Comprehensive Funding
Strategies
● Real-World Examples
● Strategic Empowerment
● Competitive Advantage
What you’ll
walk away with:
Do you enjoy using
data to build your
fundraising plan?
Agenda
1.
2.
3.
4.
Bloomerang Nonprofit Success Webinars
Understanding Your Funding
Data Driven Decision Making
Tracking Your Success
Evaluating Your Results
Understanding Your
Funding
● Pull data from your CRM
● Track and Analyze your data
year over year
● Use this data to help build out
your plan

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Nonprofit Success Slide Template.pdf

  • 1. Nonprofit Success: Funding At a Glance October 25, 2023 Bloomerang Nonprofit Success Webinars
  • 2. Jarrett Ransom, MBA Known as the Nonprofit Nerd© , Jarrett has experience working in the trenches of the nonprofit community for nearly 20 years. From start-ups to multi-million dollar charitable organizations, she wears many hats. Under her leadership and guidance, her teams across the nation raise millions of dollars every year to support and sustain their mission. As CEO of The Rayvan Group, she consults with tax-exempt businesses to see the future of their organization. Not just their immediate needs, but extending 3, 5, 10 years and beyond. Additionally, Jarrett is co-host of The Nonprofit Show - the daily live video broadcast where the National Nonprofit community comes together for problem solving, innovation and reflection. She brings her dynamic energy and enthusiasm to the daily show featuring nonprofit thought leaders and topics from around the globe. Bloomerang Nonprofit Success Webinars
  • 3. ● Comprehensive Funding Strategies ● Real-World Examples ● Strategic Empowerment ● Competitive Advantage What you’ll walk away with:
  • 4. Do you enjoy using data to build your fundraising plan?
  • 5. Agenda 1. 2. 3. 4. Bloomerang Nonprofit Success Webinars Understanding Your Funding Data Driven Decision Making Tracking Your Success Evaluating Your Results
  • 6. Understanding Your Funding ● Pull data from your CRM ● Track and Analyze your data year over year ● Use this data to help build out your plan
  • 7. Data Driven Decision ● LYBUNT ● SYBUNT ● Donor Retention Rate ● Major Gift ● Direct Mail
  • 8. Reports ● LYBUNT ● SYBUNT ● Top Donors ● Newest Donors ● Major Gift ● Direct Mail
  • 9. ● Donor Retention Rate ● New Donor Calls Dashboard–What should you be looking for?
  • 10. Tracking Success & Evaluating Your Results ● Highlight areas of interest (red/green) ● Share Metrics ● Set Goals
  • 11. Reports in a flash–data at your fingertips! REPORTS MADE EASY Need data now? We’ve got you covered! . How we do it Use our pre-built templates to save you time and energy These templates take the work out of creating reports. The filters are pre-built, but you can customize them to fit your needs. Don’t see what you need here? Build your report with confidence. Report building make you nervous? You have our support! From our Knowledgebase to Bloomerang Academy sessions to Individualized Coaching, we are right beside you every step of the way.
  • 12. Set your reports to send when you need the data REPORTS MADE EASY How we do it Schedule reports to send daily, weekly, monthly or once. By using dynamic filtering and our report scheduling feature, you can easily automate report sends for whomever needs the data. Free up staff time with automation. Your staff can focus on mission-related tasks when you automate tasks like sending reports. This is a great way to win back valuable time!
  • 13. Set up Tasks and Reminders TASK REMINDERS Let your CRM manage your tasks for you with top-level visual data on all tasks, automated prioritization, and email reminders. . How we do it Lots to do and lots of details? Let your Bloomerang CRM help! Set up tasks for you and for your staff and get email reminders as well as dashboard tracking of which tasks need to be completed soon. Automated reminders for your tasks Emails are automatically sent to the owner of the task when a task is set and as it is updated or becomes overdue. You will see tasks on your dashboard AND in your email list!
  • 14. So much to see all in one place! DASHBOARD DATA How we do it The Dashboard provides high-level snapshots of what you need to know When you open your Bloomerang database, you can see so many insights like campaign progress, amount raised by week, month and year, month-over-month giving data YoY and so much more! And all of that is in the palm of your hand with our free mobile app! On the go but need to know? We get that! Use the mobile app to see all of this data from anywhere!
  • 15. Q&A
  • 16. Resources ● Has Your Nonprofit Ever Conducted a Development Audit? ● 13 Lucky Year-End Fundraising Tips ● Quickly Revise Your Nonprofit's Strategic Plan With These 3 Steps ● How To Prepare Donor Data Reports For Your Board Members ● 4 Metrics To Help Evaluate Your Nonprofit's Fiscal Year Want to find out more? Request a demo or Speak to a live person: 1-866-667-4485
  • 17. Thank you for being here today! And thank you for the work you do in your community! Bloomerang Nonprofit Success Webinars