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Smarter fundraising asks: Tools & tactics to maximize donations
Make smarter donation asks that increase giving and build loyalty.
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Event details
Fundraising success isn’t about asking more often. It’s about asking smarter. This webinar will show you how to personalize donation asks, leverage real-time insights, and design donor experiences that increase both immediate contributions and long-term loyalty.
Rachel and Riley will demonstrate how organizations are increasing donations 5x through smarter segmentation and integrated donor journeys. You'll gain practical knowledge on everything from mobile optimization to recurring revenue strategies and walk away with actionable steps to make every ask more effective and to grow sustainable giving for your cause.
What's on the agenda?
- Personalize the ask with data-driven targeting - Learn to use donor history, geography, and issue alignment to create dynamic ask amounts and turn one-time donors into sustainable recurring givers through smart segmentation
- Campaign with purpose using unified tracking - Create urgency with goals, deadlines, and storytelling while building user journeys that guide supporters from actions to donations across multiple channels
- Get real-time insights for better decisions - Access your top donors, biggest opportunities, and high-performing channels through automatic tagging, segmentation, and workflow triggers based on giving patterns
- Meet donors where they are with mobile optimization - Maximize conversions through mobile-friendly pages, text-to-give options, Apple/Google Pay integration, and features like automatic card updater to reduce checkout drop-off
- Grow recurring revenue strategically - Make monthly giving your default ask, offer one-time and recurring options on single pages, and provide supporter portals for self-managed donations and memberships
Event details
Fundraising success isn’t about asking more often. It’s about asking smarter. This webinar will show you how to personalize donation asks, leverage real-time insights, and design donor experiences that increase both immediate contributions and long-term loyalty.
Rachel and Riley will demonstrate how organizations are increasing donations 5x through smarter segmentation and integrated donor journeys. You'll gain practical knowledge on everything from mobile optimization to recurring revenue strategies and walk away with actionable steps to make every ask more effective and to grow sustainable giving for your cause.


What's on the agenda?
- Personalize the ask with data-driven targeting - Learn to use donor history, geography, and issue alignment to create dynamic ask amounts and turn one-time donors into sustainable recurring givers through smart segmentation
- Campaign with purpose using unified tracking - Create urgency with goals, deadlines, and storytelling while building user journeys that guide supporters from actions to donations across multiple channels
- Get real-time insights for better decisions - Access your top donors, biggest opportunities, and high-performing channels through automatic tagging, segmentation, and workflow triggers based on giving patterns
- Meet donors where they are with mobile optimization - Maximize conversions through mobile-friendly pages, text-to-give options, Apple/Google Pay integration, and features like automatic card updater to reduce checkout drop-off
- Grow recurring revenue strategically - Make monthly giving your default ask, offer one-time and recurring options on single pages, and provide supporter portals for self-managed donations and memberships