How Automations Can Save You Time + Increase Donor Relations with Rachel Bearbower

If you're still manually sending thank you notes, chasing spreadsheets, or struggling to keep up with donor touch points, this episode could save you THOUSANDS of dollars.

I’m talking with Rachel Bearbower, an absolute systems wizard and the founder of  Nonprofit Automation Agency, to break down how nonprofits can implement systems and automations that actually feel personal.

Rachel walks us through some compelling case studies, including a monthly giving program that used customized workflows to segment donors by gift size and deliver messages that felt like they came straight from the Executive Director’s inbox. 

You’ll hear how my team used Zapier to automatically send scholarship applications from HubSpot to Google Sheets. The kicker? These automations helped scale communications to over 4,700 event registrants without sacrificing personalization!

Plus, Rachel shares her “The One Minute Thank You” trick that lands pre-written, customizable drafts in your inbox the moment a donation comes through.

Resources & Links

Connect with Rachel on LinkedIn or Instagram or book a demo. You can also learn more about Nonprofit Automation Agency on her website.

Check out Rachel’s FREE Resources: 5 Ways to Automate Your Stewardship and Create a Remarkable Donor Experience.

This show is brought to you by iDonate. Your donation page is leaking donors, and iDonate's new pop-up donation form is here to fix that. See it in action. Launch the interactive demo here and experience how a well-timed form captures donors in the moment they care most.

Let's Connect!

• Send a DM on Instagram or LinkedIn and let us know what you think of the show!
• My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.
• Want to book Dana as a speaker for your event? Click here!