Recurring donors provide the crucial ongoing revenue all nonprofits are looking for, but many nonprofits struggle with how to best steward recurring donors once acquired.
Join Recurring Giving & Fundraising Expert, Erica Waasdorp, for the third session in the 5-part training series: A 360 View of Recurring Giving
Session 3 will explain some of the best ways to welcome new recurring donors, online and offline, and how best to engage with them throughout the year. This session will also demonstrate how to generate an annual tax overview and how best to manage segmentations throughout recurring donors’ lifetime.
During Session 3, we cover the following:
- Segmentation for easier stewardship of new recurring donors
- Thank You messaging online and offline
- Tracking of stewardship activities
- Tax letter report and output
- Reporting on extra gift and cultivation opportunities
Looking forward to seeing you there!