The 4 Automations Every Recurring Donor Program Needs

What if you could build a recurring donor love story—once—and have it run all year long? In this hands-on demo, automation expert Rachel Bearbower walks through how she built a custom 12-month stewardship journey inside Bloomerang for an organization’s monthly donor programs.

You’ll get a behind-the-scenes look at the automations, tools, and processes that turned recurring gifts into lasting relationships—without any copy-paste spreadsheets.

This session will show you how to:

• Use Bloomerang’s Journey Automation for time-based and trigger-based outreach.
• Pair automation with personalized touchpoints like cards, videos, and emails.
• Scale a high-impact, repeatable 12-month donor plan.

Note: The paid version of Zapier is needed to implement the automations in this presentation.