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

Missions to Movements

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28d ago 36:27

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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.

This show is presented by LinkedIn for Nonprofits. We’re so grateful for their partnership. Explore their incredible suite of resources and discounts for nonprofit teams here.

Monthly Giving Awareness Week is May 12-16! Join me, RKD Group, and GivingTuesday for 5 days of FREE resources to help you launch and grow recurring gifts.

Are you still dreaming about building your monthly giving program or refreshing your current one? Applications are now open for my “done with you” Monthly Giving Mastermind. 4 spots are open and we start in July. Click here to apply.

My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.
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Chapters

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

2. Introduction to Nonprofit Automation (00:02:44)

3. When Organizations Need Automation Help (00:06:49)

4. Case Study: Monthly Giving Summit Automations (00:10:40)

5. Donor Journey Automation Examples (00:19:42)

6. ROI of Automation for Nonprofits (00:26:32)

7. Key Takeaways and Resources (00:31:53)

183 episodes

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