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WEBINAR

Personalized Donor Communication: Using Custom Fields To Make This Simple as Pie

In human services, individualized educational, health, and employment programs are the standard. However, in fundraising, we often rely on template emails, standardized annual appeals, and general stewardship activities to cultivate and retain individual donors. (How often have you sent the same thank you letter?) In this webinar, we learn how to use Bloomerang to align with your individual donor cultivation and retention plans. In doing this, we increase individual donor engagement, reduce (yes, I said reduce) our workload, and create more joy for you and your donor.

Learning Objectives:

• How to use custom fields to track donor knowledge. Then, develop reports to disaggregate this data.
• How to use tasks as an “administrative assistant,” thus reducing workload instead of increasing it.
• The importance of individualized individual donor communication.

View the session slides here!

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Kim's Profile Picture'
Speaker Kim Torres
Kim entered the nonprofit world fifteen years ago as a user of nonprofit services after her son was diagnosed with Down syndrome. The simple question "How do I get a job like yours?" during one of her calls for nonprofit support changed her life. After working within the sector for years, Kim took a leap of faith in 2023 to start Thrive. Today, Thrive "thrives" by building holistic grant programs designed to guide strategic growth. Kim holds a Bachelor's in Applied Learning and Development from the University of Texas at Austin and a Master's of Public Administration from the University of North Carolina. Kim is married to her high school sweetheart. They have two teens, three dogs, and one cat. Kim loves to run, travel, listen to Taylor Swift, read historical fiction books, and eat good food.
Dani's Profile Picture'
Host Dani Cluff
Dani Cluff is the Channel Marketing Coordinator at Bloomerang. Her passions include reading, hiking, and spending time with the people she loves. Dani supports organizations focused on cancer research, animal welfare, and mental health. Outside of the office, Dani enjoys spending time with her family and exploring new places in her city.