10 Tips And Tricks For Fundraisers Kicking Off The New Year In A New Role - Bloomerang Article

Happy New Year! As we embark on a fresh chapter, I’m excited to share some valuable insights for those of you who have recently stepped into new roles within the nonprofit fundraising sector. The initial 30 days can be a rollercoaster of emotions, but with the right priorities, you can set the stage for a successful and fulfilling journey at your new organization.

1
Learn Their Systems and Subscriptions

Familiarize yourself with the tools and platforms your organization utilizes for fundraising. Understanding the systems early on will streamline your work and boost your efficiency.

Your new organization may use Slack, Basecamp, and Salesforce, while your experience lies with Teams, Monday.com, and Bloomerang. If you run into this situation, don’t be afraid to ask for help from team members or utilize YouTube or LinkedIn Learning to familiarize yourself with these new systems.

2
Memorize Board Members, Top Partners, and Primary Contacts

Being able to reference key individuals by their first names fosters a sense of camaraderie within the development team. Take the time to memorize the names of board members, top partners, and primary contacts at partner institutions.

3
Watch Video Content

Give your brain a break from the textual overload by watching video content produced by your organization. This will not only provide a different perspective but also enhance your understanding of the organization’s mission and goals.

4
Meet With All the Teams

Schedule team meetings and one-on-ones to connect with your colleagues. Understanding the dynamics and responsibilities of the communications, finance, and programming teams will facilitate smoother collaboration in the future.

To read the remaining six tips, go to Bloomerang’s website here.

Take Your Fundraising to the Next Level

Year-end giving is one of the most critical times for nonprofits, and having a strategic plan can be the key to success. Whether you’re looking to boost donor engagement, increase board participation, or refine your messaging for maximum impact, I’m here to help. Together, we’ll create a tailored approach that aligns with your nonprofit’s mission and goals, ensuring you achieve exceptional results during this pivotal season.

Schedule a Free Consultation today to start maximizing your year-end giving!