This document summarizes a webinar about using data-driven decision making to build comprehensive nonprofit funding strategies. The webinar agenda includes understanding funding data, making data-driven decisions, tracking success, and evaluating results. The webinar will demonstrate how to generate reports from a CRM to obtain metrics like lifetime giving and set up automated report sending. It will also cover using a CRM dashboard and mobile app to access tasks, reminders, and visualizations of fundraising progress and metrics.

1. Nonprofit
Success: Funding
At a Glance
October 25, 2023
Bloomerang Nonprofit Success Webinars

2. Jarrett Ransom, MBA
Known as the Nonprofit Nerd©
, Jarrett has experience working
in the trenches of the nonprofit community for nearly 20 years.
From start-ups to multi-million dollar charitable organizations,
she wears many hats. Under her leadership and guidance, her
teams across the nation raise millions of dollars every year to
support and sustain their mission.
As CEO of The Rayvan Group, she consults with tax-exempt
businesses to see the future of their organization. Not just their
immediate needs, but extending 3, 5, 10 years and beyond.
Additionally, Jarrett is co-host of The Nonprofit Show - the daily
live video broadcast where the National Nonprofit community
comes together for problem solving, innovation and reflection.
She brings her dynamic energy and enthusiasm to the daily
show featuring nonprofit thought leaders and topics from
around the globe.
Bloomerang Nonprofit Success Webinars

3. ● Comprehensive Funding
Strategies
● Real-World Examples
● Strategic Empowerment
● Competitive Advantage
What you’ll
walk away with:

4. Do you enjoy using
data to build your
fundraising plan?

5. Agenda
1.
2.
3.
4.
Bloomerang Nonprofit Success Webinars
Understanding Your Funding
Data Driven Decision Making
Tracking Your Success
Evaluating Your Results

6. Understanding Your
Funding
● Pull data from your CRM
● Track and Analyze your data
year over year
● Use this data to help build out
your plan

7. Data Driven Decision
● LYBUNT
● SYBUNT
● Donor Retention Rate
● Major Gift
● Direct Mail

8. Reports
● LYBUNT
● SYBUNT
● Top Donors
● Newest Donors
● Major Gift
● Direct Mail

9. ● Donor Retention Rate
● New Donor Calls
Dashboard–What
should you be
looking for?

10. Tracking Success & Evaluating Your Results
● Highlight areas
of interest
(red/green)
● Share Metrics
● Set Goals

11. Reports in a flash–data at your
fingertips!
REPORTS MADE EASY
Need data now? We’ve got you covered!
.
How we do it
Use our pre-built templates to
save you time and energy
These templates take the
work out of creating reports.
The filters are pre-built, but
you can customize them to fit
your needs.
Don’t see what you need
here? Build your report with
confidence.
Report building make you
nervous? You have our
support! From our
Knowledgebase to Bloomerang
Academy sessions to
Individualized Coaching, we
are right beside you every
step of the way.

12. Set your reports to send when you
need the data
REPORTS MADE EASY
How we do it
Schedule reports to send
daily, weekly, monthly or
once.
By using dynamic filtering and
our report scheduling feature,
you can easily automate
report sends for whomever
needs the data.
Free up staff time with
automation.
Your staff can focus on
mission-related tasks when
you automate tasks like
sending reports. This is a great
way to win back valuable time!

13. Set up Tasks and Reminders
TASK REMINDERS
Let your CRM manage your tasks for you with top-level visual data on all
tasks, automated prioritization, and email reminders.
.
How we do it
Lots to do and lots of details?
Let your Bloomerang CRM
help! Set up tasks for you and
for your staff and get email
reminders as well as
dashboard tracking of which
tasks need to be completed
soon.
Automated reminders for your
tasks
Emails are automatically sent
to the owner of the task when
a task is set and as it is
updated or becomes overdue.
You will see tasks on your
dashboard AND in your email
list!

14. So much to see all in one place!
DASHBOARD DATA
How we do it
The Dashboard provides
high-level snapshots of what
you need to know
When you open your
Bloomerang database, you can
see so many insights like
campaign progress, amount
raised by week, month and
year, month-over-month
giving data YoY and so much
more!
And all of that is in the palm
of your hand with our free
mobile app!
On the go but need to know?
We get that! Use the mobile
app to see all of this data from
anywhere!

15. Q&A

16. Resources
● Has Your Nonprofit Ever Conducted
a Development Audit?
● 13 Lucky Year-End Fundraising Tips
● Quickly Revise Your Nonprofit's
Strategic Plan With These 3 Steps
● How To Prepare Donor Data Reports
For Your Board Members
● 4 Metrics To Help Evaluate Your
Nonprofit's Fiscal Year
Want to find
out more?
Request a demo
or
Speak to a live
person:
1-866-667-4485

17. Thank you for being
here today!
And thank you for the
work you do in your
community!
Bloomerang Nonprofit Success Webinars