What’s Blooming: Summer Product Roundup

Lacey Jackson: Hello, everyone, and welcome to our Summer 2026 Product Roundup. It looks like we have a very large group joining today, so we’ll wait just a minute for folks to trickle in. Very Midwestern of me, but I’m located in Indianapolis, Indiana — please feel free to let us know where you’re logging in and joining us from. It just started raining outside here, which is why it looks like nighttime behind me right now.

I’m also joined today by Windy Keene. Windy, let the folks know where you’re joining us from.

Windy Keene: I’m joining from down here in Central Florida, where the rain is coming, but it hasn’t hit here quite yet.

Lacey Jackson: Any minute now, I’m sure — I think it’s supposed to get pretty windy here too. Let me pull up the chat, because I always love seeing where everyone’s joining from. Looks like we’ve got people from all over — St. Louis, my sister lives there, I was just visiting for the barbecue, so much fun — and Kansas City too. I wonder if St. Louis and Kansas City barbecue are competitors or basically the same thing. St. Louis also has a great zoo, art museum, and summer stock theater.

Windy Keene: Sounds like we’ve got a little competition brewing there.

Lacey Jackson: Oh, and we see you, Renee, joining from Kansas City! We love you, St. Louis.

Let me make sure I’ve got everything up — looks like we’ve got a great turnout, so much to cover today, super exciting. If audio is echoing for a lot of you, let me know in the chat, otherwise I’ll go ahead and get us started.

We’ve got a lot to cover today, and I know you’re all here to learn what’s new, understand where these things live, get excited about new features you’ll be able to take advantage of, and understand what these features can help you do. That’s what Windy and I are here to cover — a lot has changed across Bloomerang this summer, so we’re going to prioritize the updates that are most useful for you to see in action, and briefly highlight a few other things worth knowing about.

A few notes before we dive in: today’s session is being recorded, and we’ll send the replay and slides to everyone who’s registered. At the end of today’s session we’ll throw up a poll, so let us know if you’d like someone to reach out with more information about the features we cover today. You’ll also see a Q&A box on your screen where you can drop questions as we go, and we’ll save time at the end for those. We’ll also have folks answering questions in the chat as we go along.

If you want a deeper dive on anything, feel free to join our group training sessions — I’ll drop the link in the chat. We have a couple coming up even just tomorrow, around volunteer scheduling and CRM reporting, and there’s much more happening basically every day.

And speaking of GiveCon, which Windy already shouted out in the chat — another announcement is that we’re officially opening registration. GiveCon this year is in Atlanta, May 3rd through May 6th, bringing together seventy sessions across five tracks, the opportunity to earn CFRE credits, hands-on learning — St. Louis was such a great time — and a great opportunity for nonprofit networking. There are a lot of smart people attending who know a lot about Bloomerang and about nonprofit work generally. Feel free to scan the QR code to reserve a spot; we’re currently in the early-bird registration window, so take advantage of that if you can. And if you’re an existing customer, you can also join the precon sessions on the first day, which are exclusively for existing customers.

Here’s a quick overview of what we’re getting into today. We’ll begin with a quick view of the Giving Platform for anyone who isn’t already familiar, then spend most of our time on three key areas where you’ll find new features worth seeing in action. First, how Bloomerang can bring more fundraising opportunity into view from the data you already have. Second, how you can ask your data a question and get an answer you can actually use. And third, a couple of updates to fundraising features we want to encourage you to turn on if you haven’t already — Express Donate and Gift Assist — which make the giving experience easier once a supporter has decided to give. From there, we’ll do a quick orientation to a few other platform changes you may have noticed, and finish with Q&A.

I didn’t mention this at the top — my name is actually Lacey Jackson, I’m a senior product marketing manager here at Bloomerang, and I’ll be providing context on these features, explaining what’s updated and why it matters, before passing things to Windy, who’ll be our expert on the ground here. Windy, would you like to introduce yourself?

Windy Keene: Sure, thanks Lacey. Hello everyone, I see a lot of familiar names in the chat, but if we haven’t met yet, I’m Windy. I’m a senior solution consultant here with Bloomerang, and I’ve been with the team around eight years. Today I get the fun job of showing you exactly where these tools live and how they work.

Lacey Jackson: Thank you very much. Alright, back to me briefly before I pass things back to Windy. We’re almost into the good part, the reason you’re joining today, but before I get into the updates, I just want to take thirty seconds to orient everyone to the Bloomerang Giving Platform.

The Giving Platform helps build a more complete picture of your supporters by bringing donor management, fundraising, and volunteer management together into a connected platform. That means gifts, interactions, campaigns, and volunteer activity can all contribute to a better understanding of your supporters and your relationship with them. Intelligence is woven throughout that experience too, helping to surface opportunities, answer questions, and give your team more useful guidance on what to do next. And most importantly, this is built specifically for nonprofits and the way your teams actually fundraise, engage supporters, and move your mission forward. That connected foundation is what makes the features we’re talking about today possible.

I want to set up today’s features through the lens of how they make your everyday work a little easier — because that’s what really matters. It’s not about “here’s the latest thing that came out,” it’s about the things you’re actually going to be able to get done now. A lot of fundraising opportunity is already taking shape in the information you already have. The challenge is knowing where to look, when to look, what a signal means, and how to act on it.

Sometimes there’s a supporter worth a closer look, even if they weren’t already part of the plan you walked in with this morning. Sometimes there’s a question you need answered, and the information is there, but getting to it takes more work than it should. And sometimes a supporter is ready to give, and at that point the experience should be about keeping them moving through that process as easily as possible. Those are the three moments we’re focused on today: seeing the opportunity, understanding it, and making it easier to act.

So let’s follow a day in the life of a fundraiser — maybe this resonates with you. You’ve got fourteen browser tabs open, a cup of coffee that was hot a couple hours ago, sticky notes on the table that say “call this person,” and you’re thinking, who am I calling? A donor who gave twenty-five dollars three years ago and then suddenly gave a thousand? A board member with a surprise question? And somewhere in the middle of it all, someone says, “I think this person might be a major gift prospect.” That’s a pretty good snapshot of the day — lots of signals, lots of questions, all competing for your attention at once.

So, at 8:30 AM you’re walking in, and Bloomerang brings one of those opportunities right in front of you — a promising donor who may not have been on your radar before you logged in this morning. By 10 AM your board has a question, and you’re able to use new features we’ll walk through today — Penny and conversational reporting — to bring together the context and numbers you need. After lunch, we switch to the supporter’s view: someone wants to use Express Donate or Gift Assist to make it easier to complete their gift. And by the end of the day, the goal is simple: more opportunity in view, and better answers in the hands of the people who can act on them, with the confidence to do so.

Alright, now into the meat and potatoes. We’re looking at our fundraiser — we’ll call her Sarah. Let’s start with Sarah’s first priority of the day. She’s got a full database and a fundraising goal to hit, and more possible priorities than she has time for — that’s the real challenge. The opportunity is already there, but she doesn’t have time to scour every record to figure out which donors deserve a closer look. The good news is, Bloomerang has released some features this summer that help narrow that field.

This summer we’ve added three intelligent capabilities that work together to surface key fundraising opportunities: flagging an opportunity, explaining why it matters, and helping you prepare to act on it. The three things we’ll talk about, before I pass the mic to Windy, are: recommended actions, which answers “where should I start today” — it takes predictive signals generated from your donor data and turns them into prioritized opportunities right on your dashboard, so Sarah can see who may be ready to give again, move up to mid-level or major-giver status, become a recurring donor, or need extra stewardship because they’re at risk of lapsing.

Then we have predictive donor insights, which answer “why now?” Bloomerang analyzes patterns across your CRM data — giving history, demographics, communication activity — using a range of signals to estimate what a donor might do next. Those insights include next gift likelihood, mid-level value readiness, major gift readiness, recurring giving likelihood, churn or lapse risk, and recommended ask. Those predictions refresh weekly and as new activity is recorded.

And the third thing, before I pass the mic to Windy, is Prospect.ai, which helps answer “how can I prepare for an interaction with a major giver?” This one’s a bit different — instead of only looking at information in your CRM, it brings in public information about a known donor or prospect, like wealth indicators, charitable giving, cause alignment, affiliations, affinities, connections, and relevant news, and turns it into a structured, source-cited report. So the progression is simple: who should I look at, why does this moment matter, and what should I know before I reach out? Now I’ll pass the mic to Windy for a demo.

Windy Keene: Thanks, Lacey. So like many of you, Sarah’s day begins with a full database and a goal to hit in less time than she’d like. Let’s start where Sarah actually starts.

Okay, there’s my screen — this is where you’ll find those daily recommended actions Lacey talked about. From here we can do a couple of things. First, let’s look at these daily recommended actions: twenty donors are ready for a major or mid-level upgrade. We have Eleanor surfaced as a potential major donor who could give twenty-five thousand dollars or more. Fifty-six donors are likely to give this month — like John, who just gave his largest-ever donation, or Margaret, a loyal donor coming up on a five-year anniversary.

And one of my favorites: thirteen recurring donors at risk of lapsing. I like to highlight this one because — how are we finding that now? A lot of times we find these missed opportunities only after they’ve already lapsed, and it’s much harder to reengage a donor after we’ve lost them. This gives us that predictive information instead. So rather than pulling a bunch of reports to check whether Eleanor stopped opening her email or someone stopped attending events, we can see it surfaced right here.

Let’s dig into the twenty donors ready for a mid-level upgrade. It’s great these are surfaced, but what actually happens now? The platform is telling you these people look ready for a bigger conversation, and right here you have your next step — call, email, whichever fits. There’s no report to run first; everything is here and accessible.

I also want to take a closer look at Eleanor, since she’s been flagged as a potential major donor. There’s a likelihood of twenty-five thousand dollars or more. As I go to Eleanor’s profile, I get more donor intelligence — her scores right on her record. This is the context behind why Eleanor was surfaced: you didn’t build a query for it, you didn’t have to cross-reference multiple reports, it’s right here on the record you were already looking at. We have optimal ask amount, low lapse risk — she’s ready.

Now Sarah knows Eleanor is ready, but the next question is, how do we engage with her? That’s where Prospect.ai comes in — again, right inside the constituent record. I’ll select to enrich her profile — we’ve learned a little, now we’re going to learn a lot. With Prospect.ai we can see an executive summary, a capacity assessment, her affinity — where does Eleanor normally like to give — and professional background. Every bit of this is publicly available data that you’d otherwise be hunting for across a dozen open browser tabs. And maybe my favorite part: every bit of it is cited, so if you want to see where it came from, it’s right there. This really replaces all that manual research — it’s now available on the record, on demand.

I’ll hand things back to you for now, Lacey.

Lacey Jackson: Excellent, I’m back. Let me pull my screen share back up.

So the next piece is a few hours later in Sarah’s day, and she’s on to her next job. Her board meeting is coming up, and she wants to take what she knows about a recent event and turn it into something the board can actually use. I know there were a lot of questions in the chat while Windy was going through daily recommended actions, predictive donor insights, and Prospect.ai — for existing customers, those are things you’ll want to talk to your account manager about adding to your account. The two features we’re about to walk through, though, are already in your account and turned on for everyone. Most of what we’ll talk about going forward is already available in your account as long as you’re on the product it’s featured in.

So now, two new features: Penny and conversational reporting. For those with access to daily recommended actions, Prospect.ai, and predictive donor insights, all these tools work together. For Sarah’s afternoon, she can ask Penny that specific fundraising question for her board — something like, “who from the event we had last week or in the spring would benefit from a more personal touch from a board member?” — and walk into that meeting with an answer. Then she has conversational reporting, which helps her build a supporting report in plain language, without starting from every field, filter, and grouping — Windy will show what that looks like.

One thing worth calling out: if you’ve tried conversational reporting before and hit a roadblock, we recently added the ability to incorporate custom fields into it, so it’s worth checking out again. And for step three, Sarah comes back to review the information — there’s always a human in the loop, which is best practice. Sarah is the one who decides which board members have the right relationships and what should happen next. The technology gets her from a question to something useful much faster, but the judgment and the relationship still belong to her, the team, and the board. I’ll pass back to Windy for a walkthrough of those two features.

Windy Keene: For those not familiar with Penny, I’m happy to make the introduction — Penny is your AI assistant, built right into your platform. Sarah now has a different problem: the board meets soon, and they’re asking questions. Let’s start with Penny.

I’ve already prompted Penny so you don’t have to watch her think. What I asked was: who from our recent events might benefit from a personal connection with a board member? Exactly what we saw on Lacey’s slide. When I get my results, it’s not just a list of names — it’s also the why. Scrolling through, you can see Penny’s thought process for this board member outreach: details for each donor, along with why they’re prioritized, even if I don’t have a lot of donation history from them.

Once I have this list, I can just say, “go ahead and create a group for me to work from.” I don’t have to pull a report and add people to a group one by one — I can ask Penny to create the group directly, cutting down on manual touch points. She even suggested a name for the group, which I loved, so I said go ahead and set it up. Now I have a board member outreach group ready to go, with nine members. We’re used to using these groups already — it’s just fantastic to be able to get here and work from it this easily.

One more thing before I leave Penny: a lot of people ask, “I don’t know where to start with Penny, what questions should I ask her, how should I engage her?” If you’re not aware, we have a full library of prompts to help you get started — click on the prompt library and it shows you a lot of different ways Penny can assist.

Now that we have our group, let’s jump into conversational reporting. We have the group — but what do we do with it? We could come in and add a bunch of filters the way we’re used to. Instead, I’m just going to say — and I’ll skip watching me type it — “show me total giving over the last three years for everyone in my board member outreach follow-up group.” Simple, plain language. From here, I’ll go ahead and build the report — and this is way faster than adding filters manually.

Now I see everyone in that group and their giving amount over the last three years. But maybe I want more — say, only the top giving tier, or only households, not organizations — I can still filter the way I always would. Or maybe I just want to add a column for giving this year, in 2026 — I can say, “add a column for giving in 2026,” and there it is.

We’ve now given Sarah back some time right before that board meeting. To be clear about what’s happening: the platform got Sarah from a question to a list to the numbers, quickly. What to do with it — which board member has the right relationship, what the ask should be — that’s still Sarah, that’s still your team. That’s it for my part, Lacey, I’ll turn it back to you.

Lacey Jackson: Thank you so much. Let’s talk about doubling down on what you can actually ask. If you’re looking for prompts about Penny and things you can ask her, you can see those right in the product — I’ve added a screenshot here. With Penny, you can start with just the job in front of you and ask all sorts of things, similar to how you’d use other tools like ChatGPT or Claude’s chat functionality — help planning a follow-up, writing copy you then tweak before sending, reviewing the week’s activity, thinking through donor retention and planning. We also have a series of AI use cases on the marketing side of bloomerang.com that you might find useful, or that might give you a few ideas.

Similarly with conversational reporting — you can start with just the report you need, exactly like what Windy walked through. Whatever reports you already want to run — everyone who attended a recent event, total gifts, lapsed donors, whatever it is — you’re able to go through without fussing with filters or thinking logically about what goes where and if-thens. It makes things so much easier and faster. That said, if you love messing with filters, you absolutely still can, the manual way is still there. So the idea is simple: you’re bringing Penny a job you need done, you’re bringing conversational reporting a question you need answered, and you’re using your judgment to decide what happens next.

Now, the third component — Sarah’s day on the fundraiser side. At this point, she’s done a lot of legwork and gotten her answers, and someone has decided they want to give. In CRM, fundraising, and volunteer within the Bloomerang Giving Platform, the job is to make that as easy as possible. We have two features here: Express Donate, which gives supporters a faster path through the donation experience with fewer steps between intent and completion, and Gift Assist, which gives donors a clear way to help cover transaction fees.

The reason we’re highlighting these: nonprofits using Express Donate have seen up to a 55% improvement in donation conversion rates. And when Gift Assist fee coverage is preselected, 51% of donors choose to cover those transaction fees, with no change to conversion rate or average gift size. What’s changed as part of this summer’s rollout is that it’s now much easier to enable these features across all of your forms at once, instead of one at a time — when you log into your fundraising account, you’ll see a prompt to enable them. If you haven’t reviewed these settings recently, this is a great place to start.

If you’re taking away three things from this section: first, Bloomerang can bring more opportunity from the data you already have into view, with daily recommended actions, predictive donor insights, and Prospect.ai working together to help you see who’s worth a closer look, why, and how to prepare. If you’re interested in getting these added to your account, raise your hand in the poll at the end and someone will reach out. Second, Penny and conversational reporting are already available in your account today — Penny helps suggest where to focus, conversational reporting helps you build the report, and your team reviews the answers and decides what to do next. And third, when someone is ready to give, the experience should keep them moving — that’s Express Donate and Gift Assist, designed to make that moment easier and keep more of each gift focused on your mission.

We’re not done yet, so stick around — there are a few more platform changes worth knowing about before Q&A. First, three quick fundraising updates: UTM tracking, so if you’re promoting the same campaign through email, social, paid outreach, or partner channels, you can now carry source, medium, campaign, content, and term details into the giving workflow, with a much easier setup. Second, printable checkout summaries, so if you’re working with donors, bidders, or event guests, you can create a clean transaction summary without leaving that flow. And third, self-service peer-to-peer participant imports — if your roster changes, you can download a template, add the information, and upload the completed CSV directly, without needing to reach out to someone else to get it done.

A couple of extras: in the CRM dashboard, you can now move, show, and hide tiles to better reflect what you want to see first. And in Volunteer, volunteers can now see who’s already signed up for a shift before they choose to join — a frequently requested feature — and we’ve also released a couple of new schedule views to give managers more ways to review upcoming coverage.

I’m going to launch our poll now — if you’re interested in any of these features, or want to talk to someone about adding them to your account, that’s the way to do it. Let me stop sharing for a second so I can get that up.

Windy Keene: You have to sing and dance now while I deal with my technical difficulties — you could do the Jeopardy song in the background.

Lacey Jackson: No, we’re good. John, feel free to raise your hand in the poll. And we won’t have Eric reach out more than once — you’re already chatting with the team, that’s just fine.

Okay, we’ve got some things coming through. I won’t put up my Q&A slide, we’ll just sit right here — Windy and I will go through the questions we haven’t answered yet, we’ve got plenty of time today. Here’s one from Margaret: are daily recommended actions based on the user logged in, or are they presented to everyone who logs into the database?

Windy Keene: I think I understand the question — different people wouldn’t necessarily have different recommended actions, that’s my understanding. Everyone would be working from that same surfaced list. And once someone sends an email to a recommended contact, multiple people won’t be prompted to send that same email.

Lacey Jackson: Great, that one’s answered. Chris, I’m reading your question — if you want to expand on it in the chat, feel free. I think Chris came back and asked: does Bloomerang have a recommended way of explaining access to all of this data to donors? Sounds like you might be a little worried about privacy — how do we explain to donors that we now know about their career history, real estate holdings, or wealth capacity? The way I think about it: these aren’t all things you’d bring up directly with donors, it’s more about educating you before that conversation. So instead of saying, “I see you own a place in Nantucket,” you might say, “I see you’re involved with the Boys and Girls Club in Indianapolis,” as an opening point. You’re using that information for a better connection, not directly referencing something they might find intrusive. And again, it’s all publicly available information you could find through social media or Google — we’re just letting you close all those tabs and put it in one place.

Windy Keene: Well answered there.

Lacey Jackson: We have another one — a great question from JJ: “AI is integrated into a lot of the giving platform, but will it always remain optional? AI goes against our organizational values, and it’s really important to us that we’re able to opt out of all AI features.” Windy, want to add anything?

Windy Keene: We’ll keep it simple: yes, you can.

Lacey Jackson: We’re not forcing this on you, JJ, we know that’s important to some organizations, so no worries there.

Windy Keene: There are features you can see, but none of them are required — one of the things we talked about today was conversational reporting, and that doesn’t need to be a feature you use. The manual option is always there.

Lacey Jackson: And we can disable those features entirely if you don’t want them as part of your platform.

Let’s see if there’s anything else coming through the webinar chat. Someone asked: is all of this for US clients, or Canadian clients too, will it work the same? Happy to say yes, it works for Canadian clients too, thank you for asking.

Windy Keene: Wasn’t going to let that one pass.

Lacey Jackson: Oh, and thank you — Katie dropped a great resource about Bloomerang’s AI principles in the chat if you want to review that as well. Thank you, Katie.

We had another one from Heather: when you’re waiting on Penny to process, do you have to stay on that screen while she’s thinking?

Windy Keene: You do not. You won’t be able to keep prompting Penny while she’s thinking, but you can go do other things and come back for your response. My longest one ever took about a minute because I really put her to the test.

Lacey Jackson: Laura mentioned she hasn’t seen the new constituent profile UI — that’s tied to features like Prospect.ai, predictive donor insights, and daily recommended actions, which aren’t available on every account yet. You can talk to your account manager about adding them. That sleek new constituent profile view is currently only on those accounts, though it’s being rolled out to the rest of our users — this is a bit of a sneak peek, which is one of the benefits of attending a webinar like this or GiveCon.

We also had a question from Nicole about accessing the Penny prompt library — Windy, can we navigate there again?

Windy Keene: Sure, let me show you again since a lot of folks will be accessing it for the first time. When I’m in my CRM and come over to Penny, one of the things you can do is expand out of that little side menu, and you’ll see your prompt library. From there you have all of our recommended prompts to help you get started.

Lacey Jackson: Let me see if there’s anything else we haven’t answered. Oh, here’s one from Jessica: what are the main differences between when I should use Penny versus Bloomerang Chat?

Windy Keene: I’ll take that one — Bloomerang Chat is your place to... sorry, am I frozen? I missed part of that question.

Lacey Jackson: No worries, I think you’re still here — the weather’s actually clearing up here, which would be ironic if it’s what takes me down now. Jessica was asking when is a good time to use Penny versus Bloomerang Chat.

Windy Keene: Great question. If you’re looking for information or strategy specific to your CRM, that’s Penny — think of her as your fundraising assistant. If you’re trying to figure out how to do something within the platform — say you’re running a complex report and want to make sure your filters are right — that’s when you’d go to Chat: “here’s a screenshot of what I have, here’s what I’m trying to get, tell me what I’m missing.” Two great tools, but they work in conjunction.

Lacey Jackson: And Andrea mentioned in the chat that if you’re using Bloomerang Chat and it’s not answering your question, you can always say “connect me to a support person,” and one will get added to that chat. Great use case too.

Alright, next one — Windy, do you mind if I let you take this?

Windy Keene: Sure — Heather said she really misses being able to click on items listed in the recent activity summary. We hear you — stay tuned, that’s all I’ll say for now. You’re not the first person to mention it, so we’re listening.

Lacey Jackson: See, that’s the benefit of joining these sessions — you get a few sneak peeks here and there. We also had one from Josephine about Penny and Bloomerang Chat working collaboratively — that’s not something that happens today, and probably isn’t quite the right workflow, since they serve pretty different purposes. Windy, want to take that one?

Windy Keene: They do work in conjunction, though — like in my example, I use Penny to come up with strategy, segment, and identify next steps, and then have her pull that segmentation into groups for me. If I had a capital campaign and wanted to segment outreach based on past giving, Penny would pull those groups together, and that’s where I’d move into conversational reporting to build out the numbers.

Lacey Jackson: One more thing about Bloomerang Chat — that’s more for when you already understand what you want to do, but need help figuring out how to execute it, like “I have a question about the product, here’s what I’m trying to do.” [crosstalk] No, you’re good, Windy, go ahead.

Windy Keene: No, that was still relevant — they really do work together. Bloomerang Chat is the one where, if you have a question about how to do something, like which button to click, it’ll get you that answer or connect you to a support person.

Lacey Jackson: I’m loving all the people coming through wanting to be part of testing in the future — love to see that. We had a question about whether Penny can be used in fundraising or just CRM: Penny lives in CRM, but she’s taking advantage of all the information in your CRM, so as your volunteer and fundraising data get connected, that becomes part of the platform experience and makes Penny a platform-wide tool. Windy, anything to add?

Windy Keene: No, I think that’s perfect.

Lacey Jackson: More good news for Margaret, who also mentioned missing the ability to see if a constituent is part of a household on the summary screen — heard, Margaret, stay tuned. This is a good time to say feedback is really important to us, so please keep it coming, even if you think, “oh, they just released this” — please tell us everything.

Windy Keene: A hundred percent.

Lacey Jackson: I’ll drop a link in the chat too — we always have a feature request page in the product. From the top navigation, there’s a button that takes you to that page, where you can upvote existing requests or submit new ones. I mentioned a couple of features today that came through as requests — specifically the Bloomerang Volunteer feature letting volunteers see who’s already signed up for a shift, which came directly from feedback. We’re always listening, and we want everyone raising their hand for testing to be part of giving us that on-the-ground feedback — always appreciated.

Let’s see if there’s anything else coming through. Here’s one from Anne in the webinar chat: can Penny create or save reports based on the questions posed to her?

Windy Keene: Penny’s more for the segmentation, but she can save those groups based on those parameters — kind of like what you saw me do earlier, Anne, when we pulled together that group. From there you can run more specific reports, add different columns, move things around, that sort of thing.

Lacey Jackson: I think we’ve answered almost everything. I don’t want to interrupt, but I’ll wait a second in case anything else comes through — I’ll also scroll back through the chat in case we missed something. If you have questions, feel free to drop them in the Q&A, that’s where I can see them fastest and pick Windy’s brain today. I think I know which report you were confused by, Erin — why the giving-to-date for some people looked higher than the total giving for the same person.

Windy Keene: That was my fault in the demo database — I had a prior-three-years column along with a this-year’s column, so the numbers looked a little skewed. No wonder you were confused.

Lacey Jackson: And love the eagle eye there.

Windy Keene: We love to see people paying attention.

Lacey Jackson: Alyssa, it looks like you’ve had some connection opportunities — we’ll make sure someone reaches out to you specifically. And love everybody flagging that they want to sign up for testing.

Well, should I sing a song now? Or should karaoke start? I want to leave enough time in case someone’s still typing out a question. Appreciate all the comments in the chat, everyone. Heidi, let me take a closer look at your comment.

Okay, I think we’re winding down — we managed to answer quite a lot of questions today. You all weathered the storm in Indiana with me, and it looks like it’s officially passed, sun’s coming back out. Appreciate you all. The poll is still up, so if you haven’t had a chance to raise your hand and say you’d like to be contacted about any of this, feel free to use it. Otherwise, I think we’re good — I’ll give you all a few minutes back in your day. Thank you so much, Windy, and thanks everybody for being such a great audience and collaborators. Hope to chat again soon.

Windy Keene: Thank you all so much. Bye.