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ACADEMY

Upgrading Your Recurring Donors

 

Recurring donors provide ongoing revenue nonprofits are looking for. There are great opportunities to generate extra gifts or upgrade them to higher levels.

This class provides training on ways to ask recurring donors for gift upgrades, extra gifts, or legacy gifts. The class includes the best ways to track and record upgrades and extra gifts. The class will include ample time for examples and questions.

Learning objectives:

  • Selection of segments to upgrade or ask for extra gifts
  • Best practices for upgrading, asks for extra gifts, timing, and recognition
  • The process to best record upgrades by closing the old gift for tracking
  • Reports to run on upgrades and extra gifts
  • Reports to run on retention rates and lifetime value
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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