Year-end fundraising prep: simplify, segment, succeed

As we gear up for Giving Season, let’s first go back to the basics for donation tracking and constituent segmenting to make year-end reporting and tax season a breeze!

Learning Objectives:

• Gain a foundational understanding of transaction segmentation in Bloomerang
• Learn best practices to streamline and/or automate year-end reporting and tax-summary generation
• Discover opportunities in Bloomerang for thanking donors for year-end gifts