2023-Oct New User Orientation.pdf

This document provides an overview of a Bloomerang Academy session on gift entry and reporting foundations. The agenda includes reviewing transaction terminology, seeing a gift entry demo, and learning about basic transaction reporting. Attendees are asked to provide their location and weather in the chat. Resources mentioned during the session will be linked at the end. Any unanswered questions will be addressed after the session via follow-up.

This document provides information and best practices for non-profits to maximize their GivingTuesday fundraising efforts. It discusses: - An overview of GivingTuesday as a global movement that has raised over $2.7 billion since 2012. - Best practices for GivingTuesday preparation including starting early, customizing communications, and optimizing donation pages. - How to customize online donation forms and thank you messages in Bloomerang to engage donors on GivingTuesday. - Tips for acknowledging and thanking GivingTuesday donors to build loyalty and maximize fundraising results. - A reminder that GivingTuesday should be part of an overall fundraising strategy and not seen as the only important day of

Diana Otero discusses modern tips for donor acquisition. She outlines the donor lifecycle, which includes three stages: donor acquisition, donor retention, and donor upgrade. Otero then provides strategies for building a donor acquisition plan, including setting metrics, identifying acquisition channels, creating an action plan with SMART goals, and cultivating new donors. She concludes by offering tips for putting the acquisition strategy into practice, such as leveraging an organization's CRM and existing supporters, conducting prospect research, and analyzing acquisition results with reporting.

This document provides a summary of a Bloomerang Academy webinar on database management. The webinar covered: 1. Why clean data matters for effectively targeting constituents, ensuring a single constituent view, and increasing ROI. 2. Establishing data policies and procedures, including who has access to the database and required training. 3. Best practices for recurring database maintenance like running regular reports and removing unused custom fields and data. 4. The importance of succession planning for institutional knowledge like creating user guides and identifying backups.

This document summarizes a presentation on database management best practices given by Bloomerang Academy. It discusses establishing data policies and procedures, including defining who has access to the database and what training is required. It also covers setting up recurring reports to monitor finances, campaigns, funds, and appeals on a weekly, monthly, semi-annual, and annual basis. The presentation emphasizes the importance of clean, accurate data and encourages regularly auditing and removing unused custom fields and inactive constituent records. Attendees are provided with resources on data management and offered follow-up on additional Bloomerang services.

This document provides tips and strategies for donor acquisition. It discusses the donor lifecycle, which includes donor acquisition, retention, and upgrade. The speaker recommends organizations build a donor acquisition strategy that includes metrics, acquisition channels, and an action plan. Specific metrics mentioned are contact acquisition rate, donor acquisition rate, and donor conversion rate. Potential acquisition channels are events, campaigns, and source. An action plan should include SMART goals, a cultivation plan for new contacts and donors, and documentation. The strategy should then be put into practice through prospect research, leveraging existing supporters, personalized communications, online giving, and data analysis.