Webinar: Tuesday, October 7 | 12 p.m. ET

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

This webinar will be recorded for future viewing. Can’t make it? Go ahead and register anyway and we’ll email it to you after the live session!

> This webinar is limited to 1,000 live attendees <

Speaker

Ryan Maloney

Ryan joined Bloomerang in 2021 as a Support Rep before he transitioned to Platform Coaching and now serves new customers as they begin their Bloomerang journey. Previously, Ryan co-founded and served as the Production Manager for a non-profit arts organization in South Florida and still serves on the Board of Directors for a local arts non-profit here in Central Indiana. He lives in Indianapolis, IN with his family and pet bunny Bubbles. He loves homemade lattes, fresh cut flowers, and sitting on his front porch enjoying fall evenings.

Host

Margie Worrell

Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two grown children and her two small dogs.