Use case: Walk into every donor meeting prepared.

Hi. I’m Dan, a fundraising solutions manager at Bloomerang. Today, I’m gonna walk you through how Penny, an AI fundraising partner built into the Bloomerang Giving platform, can save fundraisers like you hours of manual reporting and and give you confidence that you’re focusing on the right strategy from day one. Major gifts they’re built on relationships and every donor conversation deserves preparation. So before meeting, this is what I would ask Penny. I’d like to meet with one of our major donors this month. Can you help me prepare for this meeting with a donor from our most critical group? Penny instantly pulls together everything you need to know before walking into that meeting. She helps you understand how a donor is connected to your mission and even suggests thoughtful talking points for a confident next ask. She also helps you prepare thoughtfully. Penny outlines meeting objectives, flags things to pay attention to like changes in giving patterns, and suggests questions, talking points that keep the conversation donor centered instead of transactional. One of the most valuable parts of this response is that Penny helps you avoid common mistakes. Instead of rushing into an ask, she encourages listening, gratitude and understanding what might have changed especially when a donor’s recent activity looks different from their past support. With these insights, you can walk into an upcoming donor meeting prepared and confident. From identifying fundraising opportunities, to discovering the right donors to focus on, to preparing for meaningful donor conversations, Petty helps nonprofit fundraisers turn donor data into clarity, confidence, and action.