FEBRUARY 22ND, 2023
Track Donor
Engagement and
Boost Your
Fundraising Efforts
Diana Otero, Product Marketing Manager
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.
Product Marketing Manager
Agenda
Tuesday, September 13th
1.
2.
3.
4.
Welcome
What is “Donor Engagement”?
Donor Engagement “Signals”
Donor Engagement Strategies
5. How Bloomerang Can Help
6. Q&A
What is “Donor Engagement”?
It’s not just donating
Measures all of the things that make up
a complete donor profile
Powerful data for fundraisers
How do you currently track donor
engagement? (multiple choice)
● Giving History
● Email Opens/Clicks
● Volunteer Hours
● CRM tracks this for me automatically
● I’m not sure. Where do I start?
POLL
Why is engagement so important?
Donor Engagement => Donor Retention
Cultivate and retain the donors you already have.
Nurture long term donors.
Why is engagement so important?
New Donor
Retention Rate
Repeat Donor
Retention Rate
Benefits of Tracking
Engagement
6 Benefits of Tracking Engagement
Divide your donor database into
meaningful and actionable segments.
Create more personalized
acknowledgments and solicitations
that resonate with donors.
Identify potential major donors.
Identify potential volunteers,
influencers, and advocates.
Head off potential lapses.
Measure your progress.
Engagement Signals
Donor Engagement Signals
Donor
Engagement
Recency or
pattern of
giving
Years
given
Donation
method
Recent
upgrade or
downgrades
Events
attended
Hours
volunteered
Stated
communication
preference
Matching gift
eligibility
Survey
responses
Website
visits
Email
subscription
status
Email open
rate
Email
click-through
rate
Social media
following
status
Donor engagement signal examples
Lapse Risk Signals
Unsubscribed from
email newsletter
Has not donated in
a few months
Major Prospect Signals
Recently submitted
a survey response
Upgraded their annual
donation amount to $5k
10 Donor Engagement
Strategies
10 Donor Engagement Strategies
1. Invite donors to events.
2. Encourage donors to volunteer.
3. Share impact.
4. Call donors to express your
appreciation.
5. Send out surveys asking for donor
feedback.
6. Reach out via email.
7. Follow them on social media.
8. Engage board members in donor
appreciation.
9. Feature major donors in newsletters
or press releases.
10. Feature supporters on a donor wall
(virtually!)
5 questions to ask yourself…
1. Are you focusing on your donors’ preferred communication channels?
2. Is your style and tone appropriate for your targeted audience?
3. Does your donor engagement reflect and respond to the donors’ perspective
or to your organization’s internal operations?
4. Are you using terms that are familiar within the nonprofit industry or speaking
to your donors in the way non-fundraisers (“humans”) communicate?
5. Does your donor engagement elicit an emotional response or is it just a
broadcast message explaining your needs?
Donor Engagement Success Story
“…when we switched to Bloomerang in 2016,
we saw a 19% increase in revenue.”
Demo
Would you like a follow-up to learn
more about how Bloomerang can
help you and your organization?
POLL
Resources
● The Ultimate Guide To Optimizing Your Donor Lifecycle
● A Guide to Donor Retention
● How To Avoid A Catch-And-Release Acquisition Strategy And Create One That Retains
New Donors
● [WEBINAR] Donor Retention
Thank you

2023-02-22 Track Donor Engagement and Boost Your Fundraising Efforts.pdf

  • 1.
    FEBRUARY 22ND, 2023 TrackDonor Engagement and Boost Your Fundraising Efforts Diana Otero, Product Marketing Manager
  • 2.
    Diana Otero Diana Oterois 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. Product Marketing Manager
  • 3.
    Agenda Tuesday, September 13th 1. 2. 3. 4. Welcome Whatis “Donor Engagement”? Donor Engagement “Signals” Donor Engagement Strategies 5. How Bloomerang Can Help 6. Q&A
  • 4.
    What is “DonorEngagement”? It’s not just donating Measures all of the things that make up a complete donor profile Powerful data for fundraisers
  • 5.
    How do youcurrently track donor engagement? (multiple choice) ● Giving History ● Email Opens/Clicks ● Volunteer Hours ● CRM tracks this for me automatically ● I’m not sure. Where do I start? POLL
  • 6.
    Why is engagementso important? Donor Engagement => Donor Retention Cultivate and retain the donors you already have. Nurture long term donors.
  • 7.
    Why is engagementso important? New Donor Retention Rate Repeat Donor Retention Rate
  • 8.
  • 9.
    6 Benefits ofTracking Engagement Divide your donor database into meaningful and actionable segments. Create more personalized acknowledgments and solicitations that resonate with donors. Identify potential major donors. Identify potential volunteers, influencers, and advocates. Head off potential lapses. Measure your progress.
  • 10.
  • 11.
    Donor Engagement Signals Donor Engagement Recencyor pattern of giving Years given Donation method Recent upgrade or downgrades Events attended Hours volunteered Stated communication preference Matching gift eligibility Survey responses Website visits Email subscription status Email open rate Email click-through rate Social media following status
  • 12.
    Donor engagement signalexamples Lapse Risk Signals Unsubscribed from email newsletter Has not donated in a few months Major Prospect Signals Recently submitted a survey response Upgraded their annual donation amount to $5k
  • 13.
  • 14.
    10 Donor EngagementStrategies 1. Invite donors to events. 2. Encourage donors to volunteer. 3. Share impact. 4. Call donors to express your appreciation. 5. Send out surveys asking for donor feedback. 6. Reach out via email. 7. Follow them on social media. 8. Engage board members in donor appreciation. 9. Feature major donors in newsletters or press releases. 10. Feature supporters on a donor wall (virtually!)
  • 15.
    5 questions toask yourself… 1. Are you focusing on your donors’ preferred communication channels? 2. Is your style and tone appropriate for your targeted audience? 3. Does your donor engagement reflect and respond to the donors’ perspective or to your organization’s internal operations? 4. Are you using terms that are familiar within the nonprofit industry or speaking to your donors in the way non-fundraisers (“humans”) communicate? 5. Does your donor engagement elicit an emotional response or is it just a broadcast message explaining your needs?
  • 17.
    Donor Engagement SuccessStory “…when we switched to Bloomerang in 2016, we saw a 19% increase in revenue.”
  • 18.
  • 19.
    Would you likea follow-up to learn more about how Bloomerang can help you and your organization? POLL
  • 20.
    Resources ● The UltimateGuide To Optimizing Your Donor Lifecycle ● A Guide to Donor Retention ● How To Avoid A Catch-And-Release Acquisition Strategy And Create One That Retains New Donors ● [WEBINAR] Donor Retention
  • 21.