The document discusses strategies for improving donor retention rates. It notes that less than 45% of fundraisers know their current retention rate and discusses how to calculate it. The key points are that first-time donor retention is only 29% currently, but repeat donor retention is higher at 64%. It provides tips for increasing retention such as focusing on first-time and above-average donors, thanking donors quickly and personally, and implementing a stewardship plan with segmented communications. Overall, the document emphasizes the importance of calculating retention rates, segmenting donors, and providing timely and personalized stewardship communications to improve donor loyalty and retention.
Donor Retention Education w/ Steven ShattuckBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Maximizing Your Donor Database for Fundraising Success with Steven Shattuck ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
An overview of the donor database product landscape
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
Share the Love - Center for Nonprofit Resources Toledo - 2017Bloomerang
This document summarizes a presentation about using social media to show gratitude and engage donors. It discusses focusing social media content on appreciation, advocacy, and appeals ("The Three As"). Appreciation content, such as thanking donors and volunteers, is most effective for engagement. Advocacy content educates audiences about an organization's cause and impact. Appeals content directly asks for help through calls to action. The presentation provides tips for creating appreciation, advocacy, and appeals content and engaging audiences on social media.
Nonprofit Videos (on a Budget) that Engage and Retain Donors - AFPFC 2018Bloomerang
http://afpfc.com/
Up until recently, high-quality video production has been a luxury available only to the largest nonprofits. Now, even the smallest charity on a budget can create a compelling and authentic video that moves the needle for their fundraising goals. In this workshop, we will make recommendations for crafting an effective, integrated and low-cost video strategy resulting in content that will resonate with your donors, volunteers and other stakeholders.
Prospect Research for People Who Hate Prospect Research (AFP IFC 2018)Bloomerang
The document discusses strategies for effective prospect research. It recommends focusing on retained donors who have given consistently for 5+ years rather than solely pursuing wealthy donors. Monthly donors are particularly promising as they are 7 times more likely to leave a bequest. Other prospects include current and former service recipients, constituents of major donors, and lapsed donors who can be won back through targeted outreach. Long-term donor relationships and stewardship are emphasized over one-time large gifts.
This document discusses how to become an intentional fundraiser by transforming your approach and priorities. It recommends focusing on priority "rock" activities first, evaluating time allocation weekly, and establishing boundaries and self-care routines. Specific tips include blocking calendar time for important tasks, setting SMART goals for donor contacts, and cultivating gratitude daily. The goal is to increase focus, productivity, health and fundraising success through intentional practices.
Great Things from Small Beginnings: The Importance of Retaining First-Time D...Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, Steven Shattuck of Bloomerang will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
An Introduction to Donor Data SegmentationBloomerang
This document discusses donor data segmentation strategies for retaining donors. It provides examples of segmenting donors based on factors like recency, frequency, amount of gifts, and engagement signals. Key segments discussed include first-time donors, monthly donors, lapsed donors, volunteers who haven't donated, donors who provide feedback, and social media users. For each segment, tailored communication and stewardship strategies are recommended to improve donor retention.
Donor Retention Education w/ Steven ShattuckBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Maximizing Your Donor Database for Fundraising Success with Steven Shattuck ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
An overview of the donor database product landscape
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
Share the Love - Center for Nonprofit Resources Toledo - 2017Bloomerang
This document summarizes a presentation about using social media to show gratitude and engage donors. It discusses focusing social media content on appreciation, advocacy, and appeals ("The Three As"). Appreciation content, such as thanking donors and volunteers, is most effective for engagement. Advocacy content educates audiences about an organization's cause and impact. Appeals content directly asks for help through calls to action. The presentation provides tips for creating appreciation, advocacy, and appeals content and engaging audiences on social media.
Nonprofit Videos (on a Budget) that Engage and Retain Donors - AFPFC 2018Bloomerang
http://afpfc.com/
Up until recently, high-quality video production has been a luxury available only to the largest nonprofits. Now, even the smallest charity on a budget can create a compelling and authentic video that moves the needle for their fundraising goals. In this workshop, we will make recommendations for crafting an effective, integrated and low-cost video strategy resulting in content that will resonate with your donors, volunteers and other stakeholders.
Prospect Research for People Who Hate Prospect Research (AFP IFC 2018)Bloomerang
The document discusses strategies for effective prospect research. It recommends focusing on retained donors who have given consistently for 5+ years rather than solely pursuing wealthy donors. Monthly donors are particularly promising as they are 7 times more likely to leave a bequest. Other prospects include current and former service recipients, constituents of major donors, and lapsed donors who can be won back through targeted outreach. Long-term donor relationships and stewardship are emphasized over one-time large gifts.
This document discusses how to become an intentional fundraiser by transforming your approach and priorities. It recommends focusing on priority "rock" activities first, evaluating time allocation weekly, and establishing boundaries and self-care routines. Specific tips include blocking calendar time for important tasks, setting SMART goals for donor contacts, and cultivating gratitude daily. The goal is to increase focus, productivity, health and fundraising success through intentional practices.
Great Things from Small Beginnings: The Importance of Retaining First-Time D...Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, Steven Shattuck of Bloomerang will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
An Introduction to Donor Data SegmentationBloomerang
This document discusses donor data segmentation strategies for retaining donors. It provides examples of segmenting donors based on factors like recency, frequency, amount of gifts, and engagement signals. Key segments discussed include first-time donors, monthly donors, lapsed donors, volunteers who haven't donated, donors who provide feedback, and social media users. For each segment, tailored communication and stewardship strategies are recommended to improve donor retention.
The Importance of Retaining First-Time Donors (And How To Do It)Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, nonprofit technology veteran Jay Love will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Best Practices for Engaging and Keeping Your Monthly DonorsBloomerang
This document provides tips and strategies for acquiring and retaining monthly donors to maximize their value. It recommends starting with a goal of 100 monthly donors giving $24 on average each month to generate $28,800 total annually. Retention involves thanking donors, cultivating upgrades and additional gifts, tracking lapsed donors and reactivating them through multiple contact attempts including emails, letters, calls and texts. Converting donors to more reliable payment methods like EFT can increase retention rates. The document emphasizes treating donors with courtesy, demonstrating impact, and expressing gratitude to build loyalty over time through consistent engagement.
Effective Donor Database Management - Montana Nonprofit Association 2017Bloomerang
https://bloomerang.co/resources/speaking/
Discuss the theories and best practices of Customer Relations Management and Donor Management with Steven Shattuck of Bloomerang. Bloomerang’s core purpose is to improve donor retention in the nonprofit world. Their mission, educational offerings, and CRM are all tied to the values of Philanthropy, Simplicity, Honesty, and Community.
Donor Retention: Keep Your Donors and Stop the "Churn" (JCamp180 2018)Bloomerang
This document discusses strategies for nonprofit donor retention. It begins by providing statistics showing declining retention rates over time. Reasons donors stop giving include no longer being able to afford it and poor communication. Factors that increase retention are timely thank you's, informing donors how gifts are used, and soliciting feedback. The document recommends segmenting communications based on giving amount and frequency. Personalizing acknowledgements, especially for first-time donors, and surveying donors are also emphasized. The key is focusing on stewardship before soliciting additional gifts.
NCDC The Future of Fundraising: Important and Emerging Trends and InnovationsBloomerang
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new, different, and what hasn't changed in the world of nonprofit fundraising. Discover the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder.
In this workshop you’ll learn:
Proven strategies that work in fundraising, and how they are enhanced by new technologies
Tactics for digital stewardship and conversion rate optimization
Exciting new innovations with social media, mobile, gamification, and augmented reality
Diamonds in Your Database - Navigate 2021Bloomerang
This document discusses strategies for identifying and cultivating potential major donors from an organization's existing donor database. It provides tips on focusing stewardship efforts on long-time loyal donors who have given consistently for 3-5+ years, monthly donors, volunteers who haven't yet donated, out-of-town donors, current/former service recipients, and others who show signals of higher capacity or engagement with the organization. The key message is that the best prospects are often hidden in plain sight in an organization's existing donor data, rather than relying solely on wealthy strangers.
This document provides tips and strategies for retaining first-time donors based on research. It finds that 43.6% of first-time donors do not give a second gift. However, providing a fast personal thank you, such as within 48 hours, can increase the likelihood of a second gift by 4x. Other key factors that influence donor retention and commitment include the donor perceiving the organization is effective, knowing what to expect from communications, receiving timely thanks and impact reports, and feeling appreciated. The document recommends segmentation of donors and strong storytelling focused on outcomes to improve retention.
The Future of Fundraising - AFP ICON 2017 Pre-Conference Workshop - Steven Sh...Bloomerang
http://afpfc.com/
The Future of Fundraising: Important and Emerging Trends and Innovations
Saturday, April 29 - 8:00am to 5:30pm
Speakers: Steven Shattuck, with special guest Daryl Upsall, FInstF
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new and different, as well as what hasn't changed. We'll discuss the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder, including:
- What will always work in fundraising, and how it is being enhanced by new technologies;
- Tactics for digital stewardship and conversion rate optimization;
- Exciting new innovations with social media, mobile, gamification, and augmented reality;
- And more!
The document discusses strategies for nonprofit organizations to create engaging and effective videos on a budget. It recommends focusing on three types of videos: 1) Personalized thank you or message videos sent directly to donors; 2) A library of short "mission moment" clips shared frequently on social media; 3) Professionally produced videos for specific purposes like fundraising campaigns. The key is to prioritize videos that show impact, build relationships with donors, and can be easily created using smartphone cameras or webcams. Planning, storytelling, and measuring outcomes are important for video success.
The Art and Science of Retaining Digital DonorsBloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
- Understand what makes online donors tick (their habits, patterns, likes and dislikes)
- Learn how to formulate a retention strategy for online donors
- Understand best practices in digital communications, including email gift acknowledgement and social media content.
Art & Science of Effective Gift Acknowledgements (Cause Camp 2019)Bloomerang
The document discusses the importance of gift acknowledgements and thank you letters for donor retention. It provides data that shows the most common reasons why donors stop giving, including that 13% never received a thank you and 18% felt there was poor communication. Timely and personalized thank you's are important for keeping donors engaged. A study found that donors who received a thank you within 48 hours were 4x more likely to donate again. The document provides templates and best practices for effective gift acknowledgement letters.
Maximize Your Database for Fundraising Success (AFP Cincy - Jan 2020)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The Art and Science of Retaining Digital Donors (AFP Tampa 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, we will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
Donor Communications That Engage and Retain Donors (INRN 2017)Bloomerang
https://bloomerang.co/resources/speaking/
This workshop will focus on how to effectively communicate with your donors in order to increase your retention rates. We will also focus on what can be done about retaining donors and building donor loyalty. Presented by Steve Shattuck, Bloomerang.
Sponsored by the Indiana Nonprofit Resource
Prospect Research for People Who Hate Prospect ResearchBloomerang
https://bloomerang.co/resources/speaking/
Let's face it: prospect research can be creepy. Wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there's no guarantee that they'll drop a million bucks in your lap.
In this session, we'll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
how to get to know the donors you already have (and why you should want to)
what donors actually want from you
what factors signal a likelihood that a donor will give to your organization
how to find prospective donors that are right under your noses
how to leverage current donors to acquire new donors
strategies for re-activating lapsed donors
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
How to Identify and Pull From Your Philanthropic Bench: Tapping Into Gen Y & ...Bloomerang
https://bloomerang.co/resources/webinars/
Dominique Calixte will equip you with the knowledge and resources to include Millennials and Gen Z in your fundraising strategy successfully.
Donor Retention Education w/ Steven Shattuck (AFP DFW 2017)Bloomerang
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Major Gift Fundraising Done EASILY (DSAIA 2015)Bloomerang
This document discusses major gift fundraising and how to approach it from the donor's perspective. It emphasizes that major gift fundraising should be done easily and focus on engaging and retaining donors over time through personalized communications, stewardship plans, and making donors feel appreciated and connected to the organization's mission. Cultivating long-term donor relationships through volunteer opportunities, events, and showing donors the impact of their gifts is key to major gift success.
The Importance of Retaining First-Time Donors (And How To Do It)Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, nonprofit technology veteran Jay Love will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Best Practices for Engaging and Keeping Your Monthly DonorsBloomerang
This document provides tips and strategies for acquiring and retaining monthly donors to maximize their value. It recommends starting with a goal of 100 monthly donors giving $24 on average each month to generate $28,800 total annually. Retention involves thanking donors, cultivating upgrades and additional gifts, tracking lapsed donors and reactivating them through multiple contact attempts including emails, letters, calls and texts. Converting donors to more reliable payment methods like EFT can increase retention rates. The document emphasizes treating donors with courtesy, demonstrating impact, and expressing gratitude to build loyalty over time through consistent engagement.
Effective Donor Database Management - Montana Nonprofit Association 2017Bloomerang
https://bloomerang.co/resources/speaking/
Discuss the theories and best practices of Customer Relations Management and Donor Management with Steven Shattuck of Bloomerang. Bloomerang’s core purpose is to improve donor retention in the nonprofit world. Their mission, educational offerings, and CRM are all tied to the values of Philanthropy, Simplicity, Honesty, and Community.
Donor Retention: Keep Your Donors and Stop the "Churn" (JCamp180 2018)Bloomerang
This document discusses strategies for nonprofit donor retention. It begins by providing statistics showing declining retention rates over time. Reasons donors stop giving include no longer being able to afford it and poor communication. Factors that increase retention are timely thank you's, informing donors how gifts are used, and soliciting feedback. The document recommends segmenting communications based on giving amount and frequency. Personalizing acknowledgements, especially for first-time donors, and surveying donors are also emphasized. The key is focusing on stewardship before soliciting additional gifts.
NCDC The Future of Fundraising: Important and Emerging Trends and InnovationsBloomerang
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new, different, and what hasn't changed in the world of nonprofit fundraising. Discover the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder.
In this workshop you’ll learn:
Proven strategies that work in fundraising, and how they are enhanced by new technologies
Tactics for digital stewardship and conversion rate optimization
Exciting new innovations with social media, mobile, gamification, and augmented reality
Diamonds in Your Database - Navigate 2021Bloomerang
This document discusses strategies for identifying and cultivating potential major donors from an organization's existing donor database. It provides tips on focusing stewardship efforts on long-time loyal donors who have given consistently for 3-5+ years, monthly donors, volunteers who haven't yet donated, out-of-town donors, current/former service recipients, and others who show signals of higher capacity or engagement with the organization. The key message is that the best prospects are often hidden in plain sight in an organization's existing donor data, rather than relying solely on wealthy strangers.
This document provides tips and strategies for retaining first-time donors based on research. It finds that 43.6% of first-time donors do not give a second gift. However, providing a fast personal thank you, such as within 48 hours, can increase the likelihood of a second gift by 4x. Other key factors that influence donor retention and commitment include the donor perceiving the organization is effective, knowing what to expect from communications, receiving timely thanks and impact reports, and feeling appreciated. The document recommends segmentation of donors and strong storytelling focused on outcomes to improve retention.
The Future of Fundraising - AFP ICON 2017 Pre-Conference Workshop - Steven Sh...Bloomerang
http://afpfc.com/
The Future of Fundraising: Important and Emerging Trends and Innovations
Saturday, April 29 - 8:00am to 5:30pm
Speakers: Steven Shattuck, with special guest Daryl Upsall, FInstF
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new and different, as well as what hasn't changed. We'll discuss the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder, including:
- What will always work in fundraising, and how it is being enhanced by new technologies;
- Tactics for digital stewardship and conversion rate optimization;
- Exciting new innovations with social media, mobile, gamification, and augmented reality;
- And more!
The document discusses strategies for nonprofit organizations to create engaging and effective videos on a budget. It recommends focusing on three types of videos: 1) Personalized thank you or message videos sent directly to donors; 2) A library of short "mission moment" clips shared frequently on social media; 3) Professionally produced videos for specific purposes like fundraising campaigns. The key is to prioritize videos that show impact, build relationships with donors, and can be easily created using smartphone cameras or webcams. Planning, storytelling, and measuring outcomes are important for video success.
The Art and Science of Retaining Digital DonorsBloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
- Understand what makes online donors tick (their habits, patterns, likes and dislikes)
- Learn how to formulate a retention strategy for online donors
- Understand best practices in digital communications, including email gift acknowledgement and social media content.
Art & Science of Effective Gift Acknowledgements (Cause Camp 2019)Bloomerang
The document discusses the importance of gift acknowledgements and thank you letters for donor retention. It provides data that shows the most common reasons why donors stop giving, including that 13% never received a thank you and 18% felt there was poor communication. Timely and personalized thank you's are important for keeping donors engaged. A study found that donors who received a thank you within 48 hours were 4x more likely to donate again. The document provides templates and best practices for effective gift acknowledgement letters.
Maximize Your Database for Fundraising Success (AFP Cincy - Jan 2020)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The Art and Science of Retaining Digital Donors (AFP Tampa 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, we will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
Donor Communications That Engage and Retain Donors (INRN 2017)Bloomerang
https://bloomerang.co/resources/speaking/
This workshop will focus on how to effectively communicate with your donors in order to increase your retention rates. We will also focus on what can be done about retaining donors and building donor loyalty. Presented by Steve Shattuck, Bloomerang.
Sponsored by the Indiana Nonprofit Resource
Prospect Research for People Who Hate Prospect ResearchBloomerang
https://bloomerang.co/resources/speaking/
Let's face it: prospect research can be creepy. Wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there's no guarantee that they'll drop a million bucks in your lap.
In this session, we'll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
how to get to know the donors you already have (and why you should want to)
what donors actually want from you
what factors signal a likelihood that a donor will give to your organization
how to find prospective donors that are right under your noses
how to leverage current donors to acquire new donors
strategies for re-activating lapsed donors
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
How to Identify and Pull From Your Philanthropic Bench: Tapping Into Gen Y & ...Bloomerang
https://bloomerang.co/resources/webinars/
Dominique Calixte will equip you with the knowledge and resources to include Millennials and Gen Z in your fundraising strategy successfully.
Donor Retention Education w/ Steven Shattuck (AFP DFW 2017)Bloomerang
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Major Gift Fundraising Done EASILY (DSAIA 2015)Bloomerang
This document discusses major gift fundraising and how to approach it from the donor's perspective. It emphasizes that major gift fundraising should be done easily and focus on engaging and retaining donors over time through personalized communications, stewardship plans, and making donors feel appreciated and connected to the organization's mission. Cultivating long-term donor relationships through volunteer opportunities, events, and showing donors the impact of their gifts is key to major gift success.
The Art and Science of Retaining Digital Donors (AFP DC 2018)Bloomerang
1. Steven Shattuck is a chief engagement officer and co-founder of nonprofit organizations focused on fundraising and philanthropy.
2. The document discusses strategies for improving donor retention rates, including thanking donors quickly through email and mail, communicating the impact of donations, and soliciting feedback from donors.
3. Effective donor retention practices include segmenting acknowledgments based on donation amount, providing timely impact reports, and keeping communication lines open long-term.
The "Three As" of Nonprofit Social Media SuccessBloomerang
Ever since social media gained widespread adoption, one persistent question has vexed individual users and brands: What do we talk about online? Knowing what content is best to post can mean the difference between an active online community and a barren digital wasteland.
Nonprofit organizations should focus on three categories of content in their social media messaging — the “Three A’s.” Attend this session to find out how you can apply each of the three A’s to your organization’s social content in order to maximize engagement, achieve search engine rankings, increase website traffic and generate donations. We’ll also explore how best to measure the success of your social media efforts.
About Steven Shattuck:
Steven Shattuck is VP of Marketing at Bloomerang. As a HubSpot Certified inbound marketer, he is a contributor to Nonprofit Hub, National Council of Nonprofits, Ragan, Social Media Today, Search Engine Journal, The Build Network, HubSpot, Technorati, Content Marketing Institute and Business2Community. Steven has spoken at national and local conferences, and is frequently interviewed by media outlets for his expertise in digital marketing.
Steven serves in a marketing/communications role on several nonprofit committees and has spoken at Association of Fundraising Professionals and the National Council of Nonprofits events, webinars and conference calls.
Recipient of the David Letterman Scholarship, he graduated with honors from Ball State University in 2006 with a degree in Telecommunications and Creative Writing.
The Art and Science of Retaining Digital Donors (AFP KC 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
- Understand what makes online donors tick (their habits, patterns, likes and dislikes)
- Learn how to formulate a retention strategy for online donors
- Understand best practices in digital communications, including email gift acknowledgement and social media content.
Digital Retention Hemophilia Foundation 2017Bloomerang
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
Share the Love: using social media to engage donorsBloomerang
Did you know that 53% of donors lapse because of poor donor communication? Though social media usage has become pervasive among nonprofits, it is still used primarily for promotion. Those organizations who are utilizing networks like Facebook, Twitter and Instagram to show authentic and personalized appreciation to supporters are reaping the benefits of increased engagement and donor loyalty.
This session will help you discover how to maximize your nonprofit’s social media accounts through thankfulness, instead of promotion. We will examine real-life examples of effective social media usage from organizations large and small, as well as the latest research into what works and what doesn’t.
Learning Outcomes:
Discover time-honored gift acknowledgement techniques that translate perfectly to social media
Learn how to formulate a relevant social content strategy for your organization
Understand data-driven best practices in timing, format and style of social posts across all networks
Your Website Successfully Secured Donors, But How Do You Keep Them Giving Yea...Bloomerang
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
Uncovering "New" Donors In Your DatabaseBloomerang
http://nonprofitstorytellingconference.com/2017-schedule
A donor database isn't meant to be just a bucket of names and transactions. So often, though, it's treated that way, leading to poor retention rates and increased pressure to acquire new donors in inefficient ways. In this session, Steven Shattuck, Chief Engagement Officer at Bloomerang, will provide practical advice on how to unlock the true potential of your donor database.
Learning objectives:
Easy ways to keep your donor data clean and manageable
Strategies for re-activating lapsed donors
How to leverage current donors to acquire new donors
This document summarizes key points from a fundraising workshop for nonprofit CEOs. It discusses:
1) The strategic role of fundraising in generating funds, demonstrating support, and ensuring sustainability. Fundraising is crucial at different stages of organizational development.
2) The main sources of philanthropic funds which come from institutions and individuals globally. Individual giving makes up the majority.
3) Why donors give, which includes believing in the cause, making a difference, spiritual fulfillment, and appreciation for being recognized. When donors don't feel appreciated or informed, attrition increases over time.
The Art and Science of Effective Gift Acknowledgements (DonorSearch Flash Class)Bloomerang
https://bloomerang.co/resources/speaking/
We all know that thanking donors is important, but how and when should we be thanking donors? How do different approaches to acknowledgements make people feel, and how does that impact future engagement?
In this session, we’ll explore the latest research into donor behavior and effective gift acknowledgements, with special attention given to the recent groundbreaking findings of Jen Shang and Adrian Sergeant. You’ll come away with practical takeaways to help you craft thank you’s that are both impactful and memorable!
We’ll cover:
The connection between thanking and retaining donors
What donors want out of the communications we send them
The ways in which surveys can play a role in thanking donors
The enlightening results of several gift acknowledgement experiments
Diamonds in the Rough: Finding The Best Donor Prospects Hidden In Your Data...Bloomerang
https://bloomerang.co/resources/speaking/
Let’s face it: prospect research is difficult. Those who have mastered it are truly artists, but not every nonprofit has access to a dedicated professional. For those wearing multiple hats, wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there’s no guarantee that they’ll drop a million bucks in your lap.
In this session, we’ll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
How to get to know the donors you already have (and why you should want to)
What donors actually want from you
What factors signal a likelihood that a donor will give to your organization
How to find prospective donors that are right under your noses
How to leverage current donors to acquire new donors
Strategies for re-activating lapsed donors
This document provides fundraising tips and strategies for animal shelters and organizations. It recommends achieving 100% board giving, crafting clear fundraising messages, utilizing various fundraising channels like direct mail and events, developing donor databases and cultivation strategies, and emphasizing donor stewardship. Key performance metrics for different fundraising channels like direct mail, online giving, and events are also presented.
Donor Retention Education w/ Wayne Robbins - AFP Finger LakesBloomerang
This document discusses strategies for improving donor retention rates, which are falling for many nonprofits. It begins by noting that less than 45% of fundraisers know their organization's retention rate. The presentation then addresses why improving retention is important by showing how attrition rates increase over time. It identifies listening to donors, sharing outcomes, surveys, recognition, social media, and personalized approaches as ways to build donor loyalty. Key decisions for improving retention include evaluating costs versus revenues, average donor lifetime, retention rates, and database tools. The presentation concludes that striving for donor satisfaction, commitment, and trust can double lifetime donor value through improved retention.
Donor Retention Education with Wayne Robbins - BloomerangBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
Diamonds in the Rough: Finding The Best Donor Prospects Hidden In Your Datab...Bloomerang
https://bloomerang.co/resources/guides/a-beginners-guide-to-finding-the-best-donor-prospects-hidden-in-your-database/
Let’s face it: prospect research is difficult. Those who have mastered it are truly artists, but not every nonprofit has access to a dedicated professional. For those wearing multiple hats, wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there’s no guarantee that they’ll drop a million bucks in your lap.
In this session, we’ll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
How to get to know the donors you already have (and why you should want to)
What donors actually want from you
What factors signal a likelihood that a donor will give to your organization
How to find prospective donors that are right under your noses
How to leverage current donors to acquire new donors
Strategies for re-activating lapsed donors
What Fundraisers Can Do to Stop Falling Retention RatesPursuant
Many nonprofit organizations are losing donors faster than they’re gaining them. In fact, retention rates have decreased 11 percent over the past seven years.
In this webinar, Rachel Muir, Vice President of Fundraising at Pursuant, and Jay Love, Co-Founder and CEO of Bloomerang, explore the root causes of poor retention rates and offer strategies for improvement.
What Fundraisers Can Do to Retain Year-End DonorsBloomerang
The document provides tips for nonprofit fundraisers to retain year-end donors. It recommends thanking year-end donors quickly and personalizing communications based on donor segmentation including past giving levels, channels, and interests. Personal touches like thank you calls can increase future donations. Fundraisers should have a communications plan to steward donors after their year-end gifts before soliciting future support.
What donors want fundraising trends for 2012Jim Bush
Jim Bush presented on fundraising trends for 2012. He discussed trends in annual giving such as demand for nonprofit services growing while budgets remain flat, a focus on donor acquisitions over renewals, and the majority of donations now being made online. For major gifts and capital campaigns, trends included donor fatigue, donors giving more time over money, reliance on new donors for campaigns, and multi-year pledges declining. Overall, donors want meaningful relationships with nonprofits and expect to be involved beyond just financial support.
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
Similar to Donor Retention Education w/ Steven Shattuck (FREML) (20)
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
Donations and Pledges Part 2_BLG Build.pdfBloomerang
This document provides a summary of a Bloomerang Academy webinar on donations and pledges. It discusses the differences between pledges and recurring donations, how to create and edit pledges and add pledge payments, how to handle payment failures, and how to refund or delete transactions. It also covers splitting donations, pledge and recurring donation reports, and creating pledge and recurring donation reminders. Resources for more information on these topics from the Bloomerang knowledgebase are provided at the end.
The document provides tips on how nonprofits can raise more online donations. It summarizes the results of a study where $25 donations were made to 400 organizations to analyze their donation experiences. Key findings include that donors are more likely to give again if they receive a timely thank you, feel appreciated, and know how their donation is used. The document recommends making donations easy, providing impactful stories, personalizing communications, calling donors, inviting involvement through volunteering, and asking for recurring gifts. Practical tips shared include using payment options donors prefer, customizing receipts and thank yous, and engaging donors through newsletters, calls, and events.
Donations and Pledges Part 1_BLG Build.pdfBloomerang
This document summarizes a Bloomerang Academy webinar on donations and pledges. It covered key terms like donations, pledges, recurring donations and soft credits. It explained how to set up transactions in Bloomerang including custom fields, payment processors and automatic receipts. It provided examples of typical donation, pledge and recurring donation entries. It also gave an overview of how to run transaction reports and filters donors and transactions. Resources mentioned included the Bloomerang knowledgebase and support portal.
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang
The document provides guidance on preparing for and securing major gifts, including establishing organizational readiness, identifying ideal donor profiles, addressing common challenges, and utilizing a framework called the "FUNDS Cycle" to find, understand, nurture, discuss, and support major donors. It also outlines best practices for building major gift proposals, securing appointments with major gift prospects, conducting effective visits, and leveraging tools and resources to strengthen major giving programs.
Kindful to Bloomerang Webinar slides .pdfBloomerang
This webinar provided information about upgrading from Kindful to Bloomerang. Bloomerang offers additional features like more robust data management, built-in email capabilities to replace MailChimp and Constant Contact, unlimited custom fields, householding/relationship tracking, tribute fields and letters, and volunteer management add-ons. The presentation covered these upgraded features and capabilities. Attendees were polled at the end about their interest and timeline for potentially upgrading.
Bloomerang - Get More Major Gifts From Donors Already Around You.pdfBloomerang
The document discusses that it is more costly to acquire new major donors than the amount they donate. It is easier and more cost effective to upgrade existing mid-level donors who are giving just below the major donor threshold to become major donors through cumulative gifts over time. The document recommends organizations focus on upgrading these "diamonds in the rough" by reviewing donor segments, communicating consistently with impactful stories, matching donor interests to organizational needs, and directly asking for increased support.
This document discusses strategies for making donors feel appreciated after making a donation. It emphasizes that the donor experience is emotional and outlines a donor journey framework of committing, affirming, aligning, assessing, activating, and advocating for donors before, during, and after their donation. It stresses personalizing touchpoints like the donation receipt and thank you notes to make donors feel valued and counter post-donation doubts. Automating some follow-up can help, but personalization and timely responses are important to engage donors and reduce attrition rates.
02.22.2024 Email Options in Bloomerang.pdfBloomerang
This document provides an overview of an upcoming webinar on integrating Constant Contact with Bloomerang. It includes an agenda for the webinar covering connecting the Constant Contact account, establishing sync rules, how the integration works, sending emails and getting insights in Bloomerang, and a demo. It also introduces the presenter and provides resources for attendees.
The document provides guidance on creating an actionable fundraising plan. It emphasizes the importance of planning and having the full team involved. The speaker outlines steps to take in planning, including defining goals, strategies, and tactics; sorting the pieces into buckets; and connecting everything together into a cohesive plan. Turning the vision into action requires determining why specific tactics are used, when they will occur, who is responsible, and how each piece will be executed. An effective plan finds the right balance of detail to inform the team and allow for flexibility. A customer relationship management system can help implement the plan through tasks, tools for various functions, and metrics to track success.
James Goalder presented best practices for raising more online donations based on analyzing 400 nonprofits' donation experiences. Key findings included making the donation process easy, engaging donors through personalized communication and impact stories, and retaining donors by promptly thanking them and inviting their continued involvement through volunteering, recurring gifts, and events. Practical tips included telling compelling stories, giving donors opportunities to get involved, asking for recurring gifts, using donor segmentation for tailored messages, and launching a travel program to generate donations. The presentation emphasized the importance of retaining existing donors through ongoing engagement and communication.
Communications Trends for Fundraising Success in 2024.pdfBloomerang
The document provides recommendations for nonprofit communications trends in 2024 that will lead to fundraising success. It recommends that nonprofits focus on building email lists, streamlining their tech stack, attracting supporters with content offers, automating marketing wherever possible through techniques like drip campaigns and triggered emails, segmenting lists and personalizing outreach, and experimenting with AI tools.
Database Set Up Basics Bloomerang AcademyBloomerang
This document provides an overview of a Bloomerang Academy webinar on setting up a donor database for success. The webinar covers:
1) Why clean and healthy data is important for effective fundraising and reducing costs
2) Best practices for setting up organization settings, funds, campaigns, appeals, and user permissions
3) Tools for avoiding and fixing duplicate records and segmenting donor lists
4) Utilizing custom fields, bulk update/delete functions, and other resources to maintain a clean database
This document provides a summary of a Bloomerang Academy webinar on database management. The webinar covered:
1. Why clean data matters for effectively targeting constituents, ensuring a single constituent view, and increasing ROI.
2. Establishing data policies and procedures, including who has access to the database and required training.
3. Best practices for recurring database maintenance like running regular reports and removing unused custom fields and data.
4. The importance of succession planning for institutional knowledge like creating user guides and identifying backups.
Leading With Impact: Looking Ahead at 2024 Trends in LeadershipBloomerang
Kishshana brings a wealth of experience from both nonprofit and corporate realms, offering a unique perspective that is both relatable and transformative. Learn about the synergies and distinctions between these two spheres and how you can leverage these insights for greater impact.
Google & Yahoo's Email Update: Your Must-Do ChecklistBloomerang
Google & Yahoo have new rules to prevent spam, and these rules went into effect on February 1. Here’s what you need to know and do to make sure the emails you send continue to reach your supporters.
This document summarizes a webinar about creating effective annual reports for nonprofits. The webinar discusses the purpose of annual reports, key components to include, how to highlight social impact metrics, tailoring reports to specific donor types, effective marketing strategies, and how donor management systems can help track relevant data. The presenter emphasizes including impact metrics, stories of transformation, financial performance, programs, and clear calls to action to motivate donors and raise more funds.
Copy of PayPal Course - Academy Slide Deck 2024.pdfBloomerang
This document provides an overview of a Bloomerang Academy webinar on digital wallets. It begins with welcoming remarks and housekeeping details. Then it introduces the speaker and defines digital wallets as a convenient way for donors to make payments. The bulk of the document focuses on why nonprofits should offer PayPal and Venmo, including their large user base and ability to increase conversions and recurring donations. It provides a brief demo on how to enable PayPal and Venmo donations in Bloomerang in 5 minutes. Additional resources are shared at the end.
Strategic Planning The PROCESS Handout 2024.pdfBloomerang
The document discusses the importance of strategic planning for non-profits, providing an overview of the strategic planning process including defining a plan, securing buy-in, identifying stakeholders, conducting an environmental scan, creating a multi-year plan, and tips for an effective process. It is a presentation from the consulting group Funding for Good on how to develop a strategic plan that produces results for an organization.
Presentation by Julie Topoleski, CBO’s Director of Labor, Income Security, and Long-Term Analysis, at the 16th Annual Meeting of the OECD Working Party of Parliamentary Budget Officials and Independent Fiscal Institutions.
The Power of Community Newsletters: A Case Study from Wolverton and Greenleys...Scribe
YOU WILL DISCOVER:
The engaging history and evolution of Wolverton and Greenleys Town Council's newsletter
Strategies for producing a successful community newsletter and generating income through advertising
The decision-making process behind moving newsletter design from in-house to outsourcing and its impacts
Dive into the success story of Wolverton and Greenleys Town Council's newsletter in this insightful webinar. Hear from Mandy Shipp and Jemma English about the newsletter's journey from its inception to becoming a vital part of their community's communication, including its history, production process, and revenue generation through advertising. Discover the reasons behind outsourcing its design and the benefits this brought. Ideal for anyone involved in community engagement or interested in starting their own newsletter.
Presentation by Rebecca Sachs and Joshua Varcie, analysts in CBO’s Health Analysis Division, at the 13th Annual Conference of the American Society of Health Economists.
Causes Supporting Charity for Elderly PeopleSERUDS INDIA
Around 52% of the elder populations in India are living in poverty and poor health problems. In this technological world, they became very backward without having any knowledge about technology. So they’re dependent on working hard for their daily earnings, they’re physically very weak. Thus charity organizations are made to help and raise them and also to give them hope to live.
Donate Us:
https://serudsindia.org/supporting-charity-for-elderly-people-india/
#oldagehome, #donateforeldersinkurnool, #donateforelders, #donationforelders, #donateforoldpeople, #donationforoldpeople, #sponsorforelders, #sponsorforoldpeople, #donationforcharity, #charity, #seruds, #kurnool, #donateforoldagehome, #oldagehomedonation
2. Steven Shattuck
@StevenShattuck
Chief Engagement Officer - Bloomerang
Executive Director - Launch Cause
Contributor to:
Ragan, NTEN, Business2Community, Social Media Today,
National Council of Nonprofits, Search Engine Journal,
ExactTarget, Raven Internet Marketing Tools, HubSpot,
Content Marketing Institute, Nonprofit Hub, INside
Indiana Business.
Speaker:
Association of Fundraising Professionals, National Council
of Nonprofits, ADRP, NCDC, NAMP, ANN, FREML,
PRSA, Planet Philanthropy, Cause Camp, VFRI, SCANPO
Your presenter »
3. Do you know your retention rate?
@StevenShattuck
4. In our surveys, less than
45% of fundraisers
knew their current
donor retention rate.
Do you know your retention rate?
https://bloomerang.co/blog/infographic-the-state-of-donor-retention-in-2014/
@StevenShattuck
5. Calculating your retention rate »
@StevenShattuck
• 1,000 donors in 2013
• 1250 donors in 2014
• 500 donors from 2013 donated again in 2014
• 750 new donors in 2014
• 500 returning donors in 2014
• 500/1000 = 50% retention rate
15. Donor Attrition Over Five Years
# of
Donors
Attrition
Rate
Donors
Remaining
After 1
Year
Donors
Remaining
After 2
Years
Donors
Remaining
After 3
Years
Donors
Remaining
After 4
Years
Donors
Remaining
After 5
Years
1,000 20% 800 640 512 410 328
1,000 40% 600 360 216 130 78
1,000 60% 400 160 64 26 10
So what?
https://bloomerang.co/resources/downloadables/donor-retention-math-made-simple
@StevenShattuck
16. Donor retention math »
https://bloomerang.co/resources/downloadables/donor-retention-math-made-simple
@StevenShattuck
17. Importance of being a chosen charity »
• $50K – 2-3
• $100K – 3-4
• >$100K – 4-5
• One is usually their church
• Second is most likely their school
# of charities supported annually by
household income:
Source: Philanthropy Panel Study - Lilly School of Philanthropy
21. • 5% - thought charity did not need them
• 8% - no info on how monies were used
• 9% - no memory of supporting
• 13% - never got thanked for donating
• 16% - death
• 18% - poor service or communication
• 36% - others more deserving
• 54% - could no longer afford
Why nonprofit donors leave »
https://www.linkedin.com/today/post/article/20140520191728-746287--
infographic-why-donors-stop-their-support
@StevenShattuck
23. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be
effective in trying to achieve its mission.
2. Donor knows what to expect from your
organization with each interaction.
3. Donor receives a timely thank you.
4. Donor receives opportunities to make his or
her views known.
5. Donor is given the feeling that he or she is
part of an important cause.
6. Donor feels his or her involvement is
appreciated.
7. Donor receives information showing who is
being helped.
24. @StevenShattuck
How to increase retention »
• Focus on first-time and above-average donors
• Thank quickly + personally
• Go overboard with appreciation
• Donor-centric tone
• Tell how gifts are used / will be used
• Tell them what comes next
• Solicit feedback
• Keep lines of communication open
26. @StevenShattuck
The personal touch »
• first-time donors who get a personal thank you within 48
hours are 4x more likely to give a second gift (Tom Ahern)
• a three-minute thank-you call will boost first-year retention
by 30%. (Roger Craver / The Agitator)
• a thank-you call from a board member to a newly acquired
donor within 24 hours of receiving the gifts will increase
their next gift by 39%. (Penelope Burk)
http://www.nonprofithub.org/fundraising/excuses-need-call-every-new-donor
http://www.guidestar.org/rxa/news/articles/2010/how-to-increase-donations-by-39-percent.aspx
30. Differentiate the acknowledgement »
@StevenShattuck
Above average gift amount
At or below average gift amount
Letter # 1
Phone call
(tour invite)
Letter #2
Handwritten note
Email/Letter #4
(Volunteer request)
Email/Letter #3
(survey)
(monthly upgrade)
34. • All acknowledgements: treat them like royalty
• Email: send a new donor survey
• Snail mail: include handwritten note
• Call as many new donors as possible
• Get board members and volunteers involved
• Schedule in-person meetings/tours
• 2nd ask within 90 days is okay
• Introduce monthly giving for certain segments
Quick tips »
@StevenShattuck
35. • Utilize communication preference
• Make the donor the star of the show
• more “you” than “we”
• State exactly how donation will be used
• Communicate impact
• Preview future communications
• Give the donor something to do next
Acknowledgement content tips »
@StevenShattuck
36. • Send a donor survey to 1st-time donors
• Boosts retention even if they don’t respond
• Respondents signify high-engagement
• Email receipt is a great place to include
• Google Forms / SurveyMonkey / Formstack
Survey »
@StevenShattuck
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
37. • Why did you first give to our organization?
• What interests you most about organization? Why? What is less
interesting to you? Why?
• Why do you give to our organization? How would you describe our
mission? What does it mean to you?
• What are the most critical results you expect our organization to
produce?
• What do you tell others about us? How do you describe this
organization to others?
• Why does this cause matter to you? Why now in particular?
@StevenShattuck
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
Survey question ideas »
39. • Make it an option on donation forms
• Suggest donation amounts
• Introduce monthly giving to repeat donors
below average gift amount
Monthly giving »
@StevenShattuck
41. • Isolate donors who haven’t given in 2+ years
• Segment
• gift frequency/size
• other engagement signals
• Consider removing from direct mail sends
• Send a lapsed donor survey
• Invest in data services
• NCOA
• Deceased Suppression Processing
Lapsed donors »
@StevenShattuck
44. • It’s not about you. It’s about the donor.
• Segment your donors.
• Create a written comms plan for each segment.
• Concentrate on first-time donors.
• Get that second gift.
• Personalize!
• Steward, then solicit.
Final thoughts pt. 1 »
@StevenShattuck
48. How, where and when
can we steward
online donors?
@StevenShattuck
49. Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
50. 1. “Thank You” page
2. Email confirmation
3. Formal acknowledgment
Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
51. • Communicate that donation was processed
• Thank the donor
• Communicate impact (text/photo/video)
• Preview future communications
• Give donor something to do next
• Keep them on website to convert again!
Confirmation page »
@StevenShattuck
https://bloomerang.co/blog/21-ideas-for-your-nonprofits-donation-confirmation-page
57. • Should arrive immediately
• Eye-catching subject line
• Avoid role-based sender email address
• Personal greeting
• Thank the donor
• Communicate impact (text/photo/video)
• Give donor something to do next
• Social sharing
• Employer matching
• Survey
• Preview future communications
• Include tax information
Email confirmation »
@StevenShattuck
https://bloomerang.co/blog/19-point-donation-acknowledgement-email-checklist
69. • Thank you for your donation!
• Donation Confirmation from (ORGANIZATION)
• Donation Receipt from (ORGANIZATION)
• Confirmation – Donation Received
• Donation Receipt
• Thank you for your gift
Boring email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
70. • You just changed a life
• You just fed a family of four
• You have given the gift of hope
• You are a hero!
Impactful email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
71. • Send a donor survey to 1st-time donors
• Boosts retention even if they don’t respond
• Respondents signify high-engagement
• Email receipt is a great place to include
• Google Forms or SurveyMonkey
Survey »
@StevenShattuck
http://t.co/XMUTnvjThP
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
72. • Arrive within 48 hours
• Preview future communications
• Utilize their communication preference!
• Email
• differentiate from receipt
• Snail mail
• handwritten note / signature
• Phone call
• voicemails are just as good
Formal acknowledgement »
@StevenShattuck
76. P2P donors give to the fundraiser, not the org!
1. Have the fundraiser contact last year’s donors.
2. Have the fundraiser re-introduce the charity in the gift acknowledgement.
3. Start a dialogue in the first follow-up.
P2P acknowledgement »
https://bloomerang.co/blog/3-tips-for-improving-p2p-donor-retention/
@StevenShattuck
77. • 3 things: confirmation page, email, snail mail
• Fast acknowledgement
• It’s not about you. It’s about the donor.
• Get that second gift.
• If you get a phone #, call!
Final thoughts pt. 2 »
@StevenShattuck
89. The “Three As” »
@StevenShattuck
http://blog.hubspot.com/marketing/nonprofit-three-as-social-media-ht
• Appreciation: say thank you
• Advocacy: champion those you serve
• Appeals: ask for help
91. Why appreciation »
@StevenShattuck
• People like to put their
philanthropy on display
• Donors like to feel
appreciated
• “Appreciation” posts get the
most engagement
92. @StevenShattuck
Anatomy of a sharer »
http://www.slideshare.net/socialogilvy/why-do-people-share-on-social-media-global-survey-results
93. Appreciation via social media »
• Use social media to publicly thank supporters!
‣ donors
‣ volunteers
‣ staff/board members
‣ other advocates/vendors
• Why?
‣ they will engage with/share the post
‣ increases visibility of future posts
@StevenShattuck
101. Appreciation »
@StevenShattuck
Volunteers are 10x
more likely to donate
to your charity than
non-volunteers!
http://www.fidelitycharitable.org/docs/
Volunteerism-Charitable-Giving-2009-
Executive-Summary.pdf
105. Permission »
@StevenShattuck
• Ask for Twitter username
• Ask for communication preference
• email
• snail mail
• phone
• social media
• “Would you like to remain anonymous in agency
publications?” Yes/No
• Don’t have to divulge donation amount
109. 1. Appreciation
2. Advocacy
3. Appeals
The “Three As” »
@StevenShattuck
Gets the most engagement!
https://blog.bufferapp.com/facebook-news-feed-algorithm
110. Facebook algorithm factors »
• Posts with lots of comments
• Posts with lots of likes
• Post types that users seem to prefer more than
others (e.g., photo, video, or status update)
• Posts that receive a high volume of likes, comments,
or shares in a short time
• Posts that tag other pages within the text
• Posts that are liked or commented on by one’s friends
• Posts from pages that one interacts with often
@StevenShattuck
111. Tactics that work »
• You don’t get what you don’t ask for
‣ ask for likes
‣ ask for comments
‣ ask for shares
‣ ask for RTs
@StevenShattuck
112. Appreciation opportunities »
• Volunteers on-site
• Unique donation
• A major gift
• In-kind help from a for-profit vendor/sponsor
• P2P fundraiser milestones
@StevenShattuck
113. Who can thank? »
• Corporate account
• Employees
‣ Executive Director
‣ Development Director
‣ Communications Director
• Volunteers
• Board members
• Donors
• Vendors
@StevenShattuck
114. Appreciation - do’s and don’ts »
• Look for opportunities to show appreciation
• Make it easy for donors to talk about their giving
• from the brand + from employees
• Get the donor/volunteer’s permission
• Make thank you’s visual
• Never an untagged post
• Track donor’s social media accounts in database
@StevenShattuck
117. Advocacy »
• Educate about your cause
‣ new research/data
‣ helpful tips/guides
• Share mission outcomes
‣ Success/impact stories
‣ Show how dollars are spent
• Highlight organizational culture
‣ fun moments around the office
‣ employee milestones/profiles
@StevenShattuck
118. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be effective
in trying to achieve its mission.
2. Donor knows what to expect from your
organization with each interaction.
3. Donor receives timely a thank you.
4. Donor receives opportunities to make his or her
views known.
5. Donor is given the feeling that he or she is part of
an important cause.
6. Donor feels his or her involvement is appreciated.
7. Donor receives information showing who is being helped.
127. Advocacy tips »
• Think like a journalist
• Keep your cell phone (camera) with you
• Tell others to keep an eye out
• Highlight service recipients and employees
@StevenShattuck
129. Appeals »
• Use social media to ask for help!
‣ be visual
‣ be specific
‣ give specific action steps
‣ mix in with appreciation/advocacy (CTAs)
• Involve others!
‣ identify influencers
‣ ask for shares/retweets
@StevenShattuck
136. Calls-to-Action (CTAs) »
• Add CTAs to appreciation and advocacy posts
‣ (photo) “Thanks to these volunteers. By the
way, you can sign up to be a volunteer here
>> link”
‣ (photo) “With your help, the Smiths were
able to move out of our shelter and into
their own apartment. Help another family
like theirs here >>”
@StevenShattuck
141. • Facebook: when you have something to say
• Twitter: when you have something to say
• Instagram: when you have something to say
• LinkedIn: when you have something to say
How often should you post? »
@StevenShattuck
http://nonprofithub.org/social-media/ultimate-2015-nonprofit-social-media-scheduling-guide/
142. Final thoughts pt. 3 »
• Balance: avoid too much self-promotion
• Visual: photos/videos perform very well
• Be personal: address people individually (tag them)
• Ask: permission before publicly acknowledging gifts
• Track: supporter social media accounts in your database
• Teamwork: get your employees to create/share content
• Measure and adjust: don’t post what hasn’t worked!
@StevenShattuck
https://bloomerang.co/resources/downloadables/social-media-strategy-template