Relationship at Scale: Building Smarter, Sustainable Donor Stewardship with Rachel Bearbower
Автор: Virtuous Software
Загружено: 2025-11-11
Просмотров: 23
Carly and Scott sit down with fundraiser and Nonprofit Automation Agency founder Rachel Bearbower to explore how small teams deliver fast, human stewardship using simple systems.
Learn the first-100-days roadmap, the one-minute thank-you, and how to make your CRM the source of truth for responsive fundraising.
Links from the episode:
Learn more about Rachel’s business, Nonprofit Automation Agency: https://www.nonprofitautomationagency...
Connect with Rachel on LinkedIn: / rachelbearbower
Get the 5 Ways to Automate Your Donor Stewardship ebook: https://www.nonprofitautomationagency...
Book a demo with the Nonprofit Automation Agency: https://www.nonprofitautomationagency...
🎧 Subscribe to the podcast: virtuous.org/podcast
📌 Chapters
00:00 - Intro
03:54 - Get to know Rachel
06:46 - Building effective donor stewardship systems
08:06 - Starting with automation in fundraising
10:38 - Essential tools for nonprofit automation
14:17 - Crafting the donor journey
16:41 - Understanding donor emotions
18:56 - Self-assessment of donor journey
19:48 - Experimenting with donor follow-up processes
21:51 - Building trust with donors
24:36 - The need for effective onboarding processes
28:31 - Key takeaways from donor experience study
29:22 - Practical steps for fundraisers
32:09 - Connect with Rachel
33:40 - Mystery question
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