0928 Bloomerang Academy slides

1. Welcome to
Bloomerang Academy
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2. Ask questions
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Housekeeping

3. Housekeeping
We will share the slides and recording of this session with you via
email later today.
Our dial in number in case you need it today: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!

4. Katie Gaston
Katie joined the Bloomerang Team after more
than 13 years supporting the growth of
various software organizations. She lives in
Boise, Idaho with her two cats, two dogs, and
loving husband. She is passionate about giving
back and currently serves as a Warhawk Wing
Girl for an organization celebrating veterans.
Sr. Product Marketing Manager

5. Who is this for?

6. ● Bloomerang Customers
○ With Standard Subscription
○ With Kindful Fundraising Tools+
○ With DonorSearch Add-Ons
○ With Bloomerang Volunteer
● Content will include:
○ Included tools
○ Add-On fundraising tools
○ Add-on donor intelligence tools
Who is this class
for?

8. My Nonprofit Events

12. Poll

13. Poll:
If yes: what type of event are you hosting?
A) Annual Gala
B) Golf Scramble
C) Walk / Run
D) Speaking / Learning Event
E) Other (Share in Chat!)
Are you hosting fall fundraising events?
A) Yes, we can’t wait!
B) Yup! Already hosted them.
C) No, we host ours in spring.
D) No, we don’t do events often.

14. The Future of Fundraising Events:
Raise More and Stress Less

15. What will we
cover today?
1. Event Hosting 101
a. Current Data
b. Avoid this!
2. How to host an event:
a. Before
b. During
c. After
3. Next Steps

16. Why Host Fundraising Events?
Facts & Figures

17. What do the
numbers tell us?

18. 92%
Of event attendees are likely to
donate in addition to
registration and attendance
fees
2023 State of Events
In-Person Events
Source: Classy

19. 40%
Of event attendees are
likely to donate over $100
at an event
Source: Classy
2023 State of Events
In-Person Events

20. 91%
Of event attendees are likely to
donate take further action after
a positive event experience
Source: Classy
2023 State of Events
In-Person Events

21. Takeaway:
Plan a communication
campaign for first-time
event donors BEFORE
your event to keep new
donors engaged.

22. 45%
are more likely to give
money to a charity that
their friends and family
members support
Source: GITNUX
2023 State of Events
Crowdfunding

23. 39%
of peer-to-peer
fundraiser participants
are first-time donors
Source: GITNUX
2023 State of Events
Crowdfunding

24. 18%
of peer-to-peer
fundraising comes from
recurring donations
Source: GITNUX
2023 State of Events
Crowdfunding

25. Takeaway:
Grow your
first-time-donors with
peer-to-peer fundraising
and nurture donors to
become recurring
supporters.

26. 1. Events can help you find new
donors.
2. Encourage attendees to bring
guests - create incentive
ticket prices (Discount for
bulk tickets)
3. Build stronger relationships
with your current donors -
and encourage them to
becoming recurring donors!
4. Don’t wait to plan your
follow-up strategy - plan it
BEFORE your event.
5. What else…?
Major Takeaways

27. 5 things to NOT do
when hosting an
event?

28. How to avoid major event pitfalls
Set yourself for success this fundraising season
1. Invite EVERYONE in your
database.
2. Only offer one way to give (such
as through check or cash).
3. Be unclear with attendees about
your event goal (and the impact).
4. Wait 1+ weeks to follow-up with
attendees.
5. Never email attendees again.

29. An event is NOT a one-day tool.
It is a stepping stone to build
meaningful, lasting relationships.

30. Planning Fundraising Events
Facts & Figures

31. Blossom’s Orangutan
Sanctuary
INTRODUCING
Welcome to Blossom's Orangutan Sanctuary, a safe haven for
orangutans in need. Our mission is to rescue, rehabilitate, and
release orangutans back into the wild, while also providing them
with lifelong care if they are unable to be released.
Join us in our mission to save orangutans and their habitat.
Our event goals this year are to:
1. Double funds raised at our annual Gala.
2. Follow-up with attendees in less than 48 hours.
3. Provide an event report to the board quickly.

32. Let’s PLAN
the event.
Step 1:

33. Make your event the one your supporters can’t stop talking about.
1) Set up a registration page
EXCEED EVENT FUNDRAISING GOALS
Boost event revenues and grow your donor network with streamlined event ticketing, registration, and in-person fundraising tools.

34. 2) Invite the right attendees
EXCEED EVENT FUNDRAISING GOALS
Find the untapped and unknown gift potential already in your database.
Use detailed wealth information with Batch Screen to build a list of key attendees in minutes so
you can cultivate impactful relationships at your next event.
.
How we do it
Uncover major donors
Through powerful donor
wealth insights, find major
donors and connect with
them both at and
immediately following your
fundraising events.
Track results in real-time
With integrated data
across your platforms,
spend less time reporting
and more on raising
awareness for your mission

35. Personalize and automate your event follow-up in minutes.
3) Prepare Email Follow-Ups
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Seamless integration
When new donors give
they’ll immediately be
added into your
Bloomerang CRM,
eliminating manual work
and making it a breeze to
boost donor retention.
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time
donors; new donors are
automatically added to a
call list so you can turn a
first-time donor into a
long-term supporter.
Using our expansive set of pre-built templates, create, send, and automate personalized receipts,
and event follow-ups in minutes, not weeks.

36. Make it a breeze to recruit, schedule and communicate with volunteers.
4) Invite Volunteers
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Seamless integration
With our two-way sync of
constituent profiles and
volunteer activity data
between Bloomerang
Volunteer and the donor
management platform, you
can view supporter
engagement, all in one
place.
Retain more volunteers
Empower volunteers with
easy and flexible ways to
contribute to your mission.
Recognize their efforts with
meaningful and timely
communications
Optimize and simplify your recruiting, qualifying, screening and scheduling event volunteer
workflows with Bloomerang Volunteer and increase event planning efficiency by as much as 70%.

37. Let’s check it out.

38. Let’s HOST
the event.
Step 2:

39. Make your event the one your supporters can’t stop talking about.
1) Check-in attendees
EXCEED EVENT FUNDRAISING GOALS
Nurture impactful relationships by quickly checking-in attendees, following-up
post-event, and always feeling confident knowing what events a donor attended
to personalize future communication.
How we do it
Seamless integration
When new donors give
they’ll immediately be
added into your
Bloomerang CRM,
eliminating manual work
and making it a breeze to
boost donor retention.
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time
donors; new donors are
automatically added to a
call list so you can turn a
first-time donor into a
long-term supporter.

40. Make it easy for donors to give in seconds from any mobile device.
2) Take Donations: Text to Donate
EXCEED FUNDRAISING GOALS
How we do it
Collect donations on-the-go
Effortlessly raise funds by
collecting recurring or one-time
donations while on the go using
Bloomerang Mobile App.
Track results in real-time
With integrated data across
your platforms, spend less time
reporting and more on raising
awareness for your mission
Uncover major donors
Through powerful donor wealth
insights, find major donors and
connect with them both at and
immediately following your
fundraising events.
Drive fundraising from any mobile device with text campaigns that direct donors straight to your
fundraising page.

41. Empower donors to give when they’re inspired to support your mission.
2) Take Donations: Tap to Pay
(coming soon!)
STREAMLINE IN-PERSON GIVING
How we do it
Save Time
Eliminate manual data entry
by making processing
donations a breeze for both
you and your donors.
Increase Giving
Meet donors where they are
by offering preferred
payment methods so you
never have to say “no” to a
potential gift.
Strengthen Relationships
Data flows automatically into
your Bloomerang CRM, so
you can acknowledge and
nurture your donors with
ease.
Supercharge your event fundraising results by giving every team member the
ability to collect donations in seconds.

42. Connect with donors on a deeper level with interests & engagement at your fingertips.
3) Connect with Major Donors
EXCEED FUNDRAISING GOALS
How we do it
Collect donations on-the-go
Effortlessly raise funds by
collecting recurring or one-time
donations while on the go using
Bloomerang Mobile App.
Track results in real-time
With integrated data across
your platforms, spend less time
reporting and more on raising
awareness for your mission
Uncover major donors
Through powerful donor wealth
insights, find major donors and
connect with them both at and
immediately following your
fundraising events.
Nurture in-person connections with key donors at your events so you can seamlessly build
authentic relationships anywhere, anytime.

43. Make your event the one your supporters can’t stop talking about.
4) Showcase your event goals
EXCEED EVENT FUNDRAISING GOALS
Encourage donations by creating visibility around your ultimate fundraising goal.
Thermometers update in real-time so attendees can feel motivated to keep
giving!
How we do it
Seamless integration
When new donors give
they’ll immediately be
added into your
Bloomerang CRM,
eliminating manual work
and making it a breeze to
boost donor retention.
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time
donors; new donors are
automatically added to a
call list so you can turn a
first-time donor into a
long-term supporter.

44. Let’s check it out.

45. Let’s WRAP-UP
the event.
Step 3:

46. Personalize and automate your event follow-ups in minutes.
1) Schedule Attendee Follow-Ups
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Seamless integration
When new donors give they’ll
immediately be added into your
Bloomerang CRM, eliminating
manual work and making it a
breeze to boost donor retention.
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time donors;
new donors are automatically
added to a call list so you can turn
a first-time donor into a long-term
supporter.
Boost Fundraising Effectiveness
Using the exclusive Bloomerang
Generosity Score and Groups,
segment donors based on their
giving history and likelihood to
give. Maximize fundraising
communication by focusing
outreach on the right constituents.
Using our expansive set of pre-built templates, create, send, and automate personalized receipts,
acknowledgments, appeals, and event follow-ups in minutes, not weeks.

47. 2) Set ‘Smart’ Follow-Up Meetings
PROSPECTVIEW
Builds on the insights Bloomerang provides and put more information at your fingertips.
Search philanthropic history to understand giving patterns and know
exactly what to say in key donor follow-up discussions.
.
How we do it
Seamless integration
When new donors give they’ll
immediately be added into your
Bloomerang CRM, eliminating
manual work and making it a
breeze to boost donor retention.
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time donors;
new donors are automatically
added to a call list so you can turn
a first-time donor into a long-term
supporter.
Boost Fundraising Effectiveness
Using the exclusive Bloomerang
Generosity Score and Groups,
segment donors based on their
giving history and likelihood to
give. Maximize fundraising
communication by focusing
outreach on the right constituents.

48. 3) Report on Event Success
DONOR STRATEGY
Use Bloomerang’s reporting and analytics tools and the robust event fundraising
integration to quickly share how your event performed.
Save time, better allocate your resources, and prioritize and personalize your campaigns. With Bloomerang, you can
easily see the metrics that will help you refine your fundraising efforts and grow your donor relationships.
How we do it
Filter-based reporting
Our easy-to-use, filter-based
reporting system allows you to
learn more about your donors and
make a bigger impact.
Groups
Use Groups to pull the most vital
information and use it to create
segments and lists for your
presentations, marketing,
fundraising, and annual planning.
Trend and comparison reports
Pull reports to see which donors
have downgraded or lapsed and
look into potential reasons why.
Create comparison reports for
donors such as year-over-year
and analyze which interactions
influenced their giving.
Get detailed insights
Dig into the events and factors that affect
your donors’ giving habits.
Save time to spend time
Use the time you save to build deeper
connections with your donors.
Make sense of your data
Get valuable insights with just a few clicks.

49. Let’s
CELEBRATE
the event!
Step 4:

52. Poll

53. Poll:
Which of the following are you interested in learning more about?
A) Event Fundraising bundle (limited time offer)
B) Creating great event pages
C) Text-to-Donate for events
D) Bloomerang Volunteer
E) Using the mobile app
F) Batch Screening

54. Resources
Bloomerang Knowledgebase and Support Portal

55. Resources
Other resources
The Art of Gathering Book —
Priya Parker
Knowledgebase
Send or Schedule Emails
Connect to Kindful Fundraising
Bloomerang Volunteer
DonorSearch Basics

56. Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!