Recurring donors provide ongoing revenue nonprofits are looking for. But one of the struggles can be how to best recognize, cultivate and engage recurring donors after they made that crucial recurring gift.

This class provides training on onboarding recurring donors online and offline, providing opportunities to engage with them during the year, providing a tax letter every January and looks at reporting, segmentation and ongoing tracking of retention. The class includes ample time for examples and questions.

Learn how the following works in Bloomerang:

  • Creating a special segment for easier cultivation and engagement
  • Tracking cultivation activities
  • Tracking retention rates year over year
  • Creating a tax letter report
  • Creating reports to demonstrate the long-term value of recurring donors


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