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ACADEMY

Practical Tips for Your Fiscal Year-End

 

For many of you, this is your fiscal year-end. That means you need to make sure you don’t lose any of those donors you took such pains to acquire last year. It also means tying up loose ends to assure you don’t leave money on the table. We’ll share some practical tips for donor retention and database clean-up as you head into your new fiscal year.

Learning objectives:

  • Run reports for your year-end
  • Review some Retention Action Strategies
  • Learn quick clean-up tips
Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

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