When: Thursday, January 22nd, 2015 – 9am-10:30am PST

Where: Fundly – 657 Bryant Street, San Francisco, California 94107

Today, fundraisers are depending on multiple channels to acquire donors. But even as new technologies allow us to acquire donors previously thought to be unattainable, overall donor retention rates are still abysmal. In this interactive session, Steve Chew of Fundly will discuss how crowdfunding is evolving into the future, and Amy Sermersheim of Bloomerang will outline strategies for retaining donors once they have converted.

Learning objectives:

  • Learn the social psychology of giving among millennials, the impact of mobile payments, and the influence of geographic location on donation patterns
  • Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
  • Understand how to calculate your donor retention rate
  • Learn new donor communications techniques in order to improve donor loyalty and retention

Time will be given for a lively Q&A session.

About the presenters:

Steve Chew is currently the Vice President of Business Development and Community at Fundly.  Before joining Fundly, he worked at Microsoft where he led Product Management for Exchange Online and Outlook.  He started his career at NexTag where he launched the company’s European business and set-up the European headquarters in London.  Steve has a B.S. in Mechanical Engineering at Stanford University and an M.B.A. at Harvard Business School.

Amy Sermersheim has been helping nonprofits increase efficiency and raise more money for over 13 years. Her experience ranges from raising funds through the United Way to creating a fundraising products division at a home accessory company. Amy is currently a Regional Sales Account Executive at Bloomerang, where she is helping to revolutionize how databases are used in the charity world and help bring focus on donor retention. Prior to Bloomerang, Amy spent 7 years at Target Analytics where she helped organizations benchmark their fundraising performance against peers. Amy was instrumental in developing the program and guiding its strategic direction as well as bringing it to new sectors within the philanthropic community. Amy holds a Bachelor of Arts degree in Social Work from California State University, Chico and a Masters in Business Administration from the Kelley School of Business at Indiana University.