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ACADEMY

Donor Cultivation and Annual Reports

 

Learn how your annual report can fit into your donor cultivation strategy, and look at some real-world examples for inspiration.

Learning objectives:

  • Understand how an annual report fits into your cultivation strategy
  • Review sample annual reports
  • Prepare data: handle duplicates, review name fields
  • Export data: report filters and columns
  • Track the touch point
Diana Otero
Diana Otero is the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.

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