How Automations Can Save You Time + Increase Donor Relations with Rachel Bearbower

Missions to Movements

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8M ago 32:12

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If you're still manually sending thank you notes, chasing spreadsheets, or struggling to keep up with donor touch points, this episode could save you THOUSANDS of dollars.
I’m talking with Rachel Bearbower, an absolute systems wizard and the founder of Nonprofit Automation Agency, to break down how nonprofits can implement systems and automations that actually feel personal.
Rachel walks us through some compelling case studies, including a monthly giving program that used customized workflows to segment donors by gift size and deliver messages that felt like they came straight from the Executive Director’s inbox.
You’ll hear how my team used Zapier to automatically send scholarship applications from HubSpot to Google Sheets. The kicker? These automations helped scale communications to over 4,700 event registrants without sacrificing personalization!
Plus, Rachel shares her “The One Minute Thank You” trick that lands pre-written, customizable drafts in your inbox the moment a donation comes through.

Resources & Links

Connect with Rachel on LinkedIn or Instagram or book a demo. You can also learn more about Nonprofit Automation Agency on her website.

Check out Rachel’s FREE Resources: 5 Ways to Automate Your Stewardship and Create a Remarkable Donor Experience.

Already have a monthly giving program? The Mini Monthly Giving Mastermind starts in January and is just for you.

Register now for the FREE Monthly Giving Summit on February 25-26th, the only virtual event where nonprofits unite to master monthly giving, attract committed believers, and fund the future with confidence.

Let's Connect!

Send a DM on Instagram or LinkedIn and let us know what you think of the show!
My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.
Want to book Dana as a speaker for your event? Click here!

Chapters

1. The Cost of Inefficient Systems (00:00:00)

2. Introduction to Nonprofit Automation (00:01:39)

3. When Organizations Need Automation Help (00:05:44)

4. Case Study: Monthly Giving Summit Automations (00:09:35)

5. Donor Journey Automation Examples (00:17:26)

6. ROI of Automation for Nonprofits (00:23:21)

7. Key Takeaways and Resources (00:28:42)

221 episodes

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