Whether you are a nonprofit professional seeking to enhance your monthly giving program or a donor looking to make a meaningful impact, this episode promises to inspire and inform!
Meet Caitlin Wion, Data Manager at Alzheimer's San Diego, who brings a rich background in museums and academia, complemented by a Master's degree in history, to her role. Her transition into the nonprofit sector was sparked by witnessing friends' satisfaction in similar database-related positions, leading her to join the team in 2018. In her role, Caitlin ensures the accuracy and currency of client and donor records, leveraging her problem-solving skills honed from previous experiences. Beyond the administrative tasks, Caitlin finds fulfillment in event interactions, relishing the opportunity to engage with the community firsthand. Driven by a personal connection to Alzheimer's, Caitlin's grandmother's battle with the disease also fuels her passion for the organization's mission.
In this episode, you will be able to:

Understand the importance of seamless integration of monthly giving into operations.

Recognize the impact of monthly donations on organizational programs.

Learn strategies for building community among monthly donors.

Discover the benefits of donor segmentation and personalized communication.

Appreciate the value of a soft ask approach in fundraising communications.

Learn to leverage automation tools while maintaining a personal touch.

Understand the importance of data analysis in refining strategies.

Recognize the significance of offering donors choices in giving preferences.

Appreciate the importance of prioritizing donor experience for engagement.


Get all the resources from today’s episode here. 

This week's episode is sponsored by NeonOne. 
NeonOne is revolutionizing the way nonprofits connect with their communities. Their platform isn’t just about technology; it’s about crafting unforgettable generosity experiences. Learn more about how they're empowering nonprofits like yours at neonone.com/mallory


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If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point