1. Leveraging
Events to
Increase
Fundraising
Year-Round
September 27, 2023
Bloomerang Nonprofit Success Webinars

2. Hannah Berger
President + Founder, The Philanthropy Coach
• Fundraising and Nonprofit Management
Consultant
• Empowerment Coach
• 20+ years as a professional fundraiser
• 10 years as a non-profit executive and
volunteer leader
• More than $100MM raised and counting…
• National Trainer with Fundraising Academy
Bloomerang Nonprofit Success Webinars

3. Who’s in the Zoom room?
How many years of nonprofit
fundraising experience do you have?

4. How important are events to
your organization’s
fundraising success?

5. Agenda
1. Fundraising events are not (just) about the money
2. Consistent communication builds trust
3. Activate your volunteer leadership
4. Great stewardship = long-term relationships
5. Action plans and free resources
Bloomerang Nonprofit Success Webinars

6. Surprise!
Your fundraising events are
not (just) about the money.

7. Before, during and after the event!
Build trust with consistent communication
During
★ Warm welcome
★ Clear directional
signage and guidance
★ Concise, direct calls to
action
★ Ways to engage
beyond the donation
★ Testimonials steeped
in dignity and
reflective of values
After
❏ Prompt thank you
message + event
recap
❏ Thank you letters
and tax receipts
within one week
❏ New donor
welcome message
❏ Follow-up within 30
days on any
promises made
Before
➔ Invitations in many
forms
➔ Education enhances
experience
➔ Pre-event message:
what do they need
to know to have
the best possible
experience?

8. Your 7-Step Plan
Activate your
volunteer
leadership
1. Set expectations early!
2. Give leaders clear deadlines for
deliverables and stick to them
3. Identify your priority cultivation list
4. Assign each leader a short (no more
than 5) list of guests they are required
to engage
5. Prepare a one-page info sheet with
relationship notes, bio and headshot
for your leader to study in advance
6. Be clear and concise regarding
reporting and internal follow up
7. Create personalized action plans for
each leader following the event

9. Great stewardship
leads to long-term
fundraising success
What does great stewardship look like
at your organization?
Tell us in the chat!

10. Sound off!
In the chat, tell us:
What is one takeaway from
today’s session that you plan
to put into action?

11. Before
● Invitations
● Education
● Pre-event message

12. Personalize and automate your event invitations and follow-up in minutes.
Create Invitations and Prepare
Email Follow-Ups in advance
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Start from a designed
template, not from scratch
Hitting writer’s block?
We’ve got you! Use one of
our templates to get you
started when creating
invitations or follow-up
emails.
Build and schedule your
post-event communications
The days after an event are
a busy time. Create and
schedule your follow-up
email in advance so you
don’t miss a beat!
Using our expansive set of pre-built templates, create, send, and automate personalized invitations
with customization/personalization, and event follow-ups in minutes, not weeks.

13. During
● Text to Donate
● Tap to Pay
● Mobile app

14. Make it easy for donors to give in seconds from any mobile device.
Take Donations: Text to Donate
EXCEED FUNDRAISING GOALS
How we do it
Collect donations
on-the-go
Effortlessly raise funds by
collecting recurring or
one-time donations while
on the go using
Bloomerang Mobile App.
Track results in real-time
With integrated data
across your platforms,
spend less time reporting
and more on raising
awareness for your mission
Drive fundraising from any mobile device with text campaigns that direct donors straight to your
fundraising page.

15. Empower donors to give when they’re inspired to support your mission.
Take Donations: Tap to Pay
(coming soon!)
STREAMLINE IN-PERSON GIVING
How we do it
Save Time
Eliminate manual data entry
by making processing
donations a breeze for both
you and your donors.
Increase Giving
Meet donors where they are
by offering preferred
payment methods so you
never have to say “no” to a
potential gift.
Strengthen Relationships
Data flows automatically into
your Bloomerang CRM, so
you can acknowledge and
nurture your donors with
ease.
Supercharge your event fundraising results by giving every team member the
ability to collect donations in seconds.

16. Connect with donors on a deeper level with interests & engagement at your fingertips.
Connect with Donors in a
personal way
EXCEED FUNDRAISING GOALS
How we do it
See previous engagement at a
glance
View past giving and
engagement within seconds all
in the palm of your hand with
the free Bloomerang Mobile
App.
Track results in real-time
With integrated data across
your platforms, spend less time
reporting and more on raising
awareness for your mission
Build relationships on the fly
With the mobile app, you can
locate personal information for
any constituent with ease,
allowing you to speak to them
in a way that demonstrates your
interest in them as a person not
just as a donor.
Nurture in-person connections with key donors at your events so you can seamlessly build
authentic relationships anywhere, anytime.

17. After
● Thank you/event recap–48 hours
● New donor welcome–48 hours
● Thank you letters/tax receipts–7
days
● Follow-up on promises–30 days

18. First-time donors
DONOR CALLS ON DASHBOARD
Research shows that first-time donors who receive a phone call within 48
hours of giving are 4 times more likely to give again! Make calling a
priority.
.
How we do it
Cultivate First-Time Donors
Never miss a beat in
acknowledging first-time
donors; new donors are
automatically added to a call
list so you can turn a first-time
donor into a long-term
supporter.
Calls saved as interactions on
timeline
Take notes, attach documents
and save this call as an
interaction on the donor’s
timeline so that all users with
access can know more about
your donor.

19. Set up Tasks and Reminders for
promises you made
TASK REMINDERS
Set the tasks in the moment and never forget a c
.
How we do it
Use the mobile app in the
moment
You can create tasks for
yourself of team members in
the mobile app in real time.
Never worry about forgetting
a task or a promise made to a
donor!
Automated reminders for your
tasks
Emails are automatically sent
to the owner of the task when
a task is set and as it is
updated or becomes overdue.
You will see tasks on your
dashboard AND in your email
list!

20. Activate your Volunteer
Leadership
● Pre-event: Identify cultivation list and assign each
volunteer leader a steward list, giving them a one-page
info sheet with relationship notes, bio and headshot for
your leader to study in advance
● Post-event: Clear concise reporting and follow up; create
personalized action plans for each leader following the
event

21. Communicate with volunteer leaders who can create deeper connections.
Utilize Volunteer Leadership
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Bloomerang Volunteer
With Bloomerang Volunteer,
you can quickly and easily
create an email template to
share with your volunteer
leaders to prepare them for
what is expected of them at
the event.
Give volunteers “just-right”
level of access to information
Empower volunteers with the
ability to record interaction
information while still
protecting confidential
information in your database.
You can choose what they
have access to.
Volunteer leaders can help deliver more “person-power” to your event! Ask trusted volunteers to
help steward your guests, share with them key information to make this a more meaningful
connection and ask them to follow-up with their guests the day after the event to thank them for
being there.

22. Report on Event Success
DONOR STRATEGY
Use Bloomerang’s reporting and analytics tools and the robust event fundraising
integration to quickly share how your event performed.
Save time, better allocate your resources, and prioritize and personalize your campaigns. With Bloomerang, you can
easily see the metrics that will help you refine your fundraising efforts and grow your donor relationships.
How we do it
Filter-based reporting
Our easy-to-use, filter-based
reporting system allows you to
learn more about your donors and
make a bigger impact.
Groups
Use Groups to pull the most vital
information and use it to create
segments and lists for your
presentations, marketing,
fundraising, and annual planning.
Trend and comparison reports
Pull reports to see which donors
have downgraded or lapsed and
look into potential reasons why.
Create comparison reports for
donors such as year-over-year
and analyze which interactions
influenced their giving.
Get detailed insights
Dig into the events and factors that affect
your donors’ giving habits.
Save time to spend time
Use the time you save to build deeper
connections with your donors.
Make sense of your data
Get valuable insights with just a few clicks.

23. Questions?

24. Resources
Sign up for The Philanthropy
Coach newsletter and download
your free Volunteer Activation
Planning Template here:
Want to find
out more?
Request a demo
or
Speak to a live
person:
1-866-667-4485

25. Thank you for being
here today!
And thank you for the
work you do in your
community!
Bloomerang Nonprofit Success Webinars