Join Recurring Giving & Fundraising Expert, Erica Waasdorp, for the fifth and final session in the 5-part training series: A 360 View of Recurring Giving
Session 5 will focus on the best ways, times and tracking methods for asking recurring donors for a gift upgrade, extra gift, and legacy gift.
Topics to be covered during this session will include:
- Best segments for recurring donor upgrade
- Best segments for extra gift appeals
- Best Segments used for legacy gift asks
- Best practices for timing of upgrading, asking for extra gifts, and recognition
- Record upkeep in Neon CRM and how to track upgrades
- Neon CRM reports to run on recurring donor upgrades and extra gifts results
- Neon CRM reports to run on retention rates and life-time value
