Nonprofit Automation Tips! Save Time, Build Relationships

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How much time are you spending on tasks that could be automated? Are you a small nonprofit looking to save time, retain donors, and streamline operations? Join Maria as she sits down with Rachel Bearbower, founder of Small Shop Strategies and The Nonprofit Automation Agency.

Rachel shares expert tips on leveraging automation tools like CRMs, email series, and workflow integrations to make your nonprofit more efficient while building stronger donor relationships.

Learn how small steps in automation can lead to big impacts for your nonprofit team and mission. Don’t miss Rachel’s actionable advice on creating a more sustainable workload so you can turn that time into fostering meaningful connections with donors!

Nonprofit Automation Tips! Save Time, Build Relationships with Rachel Bearbower

Nonprofit Automation Tips – The Highlights:

  • Key automations to enhance donor retention

  • Tools to reduce repetitive tasks and increase nonprofit productivity

  • Integrating automation into existing nonprofit workflows

  • Examples of effective nonprofit tech stacks

  • Personalizing donor engagement while scaling efforts

🎧 Listen to more episodes for actionable fundraising tips and insights on nonprofit leadership, nonprofit governance, donor retention, productivity & tools, and donor engagement strategies that work! We're here to eliminate nonprofit burnout and boost your donations!

About Rachel Bearbower:

Rachel is the founder of Small Shop Strategies and the Nonprofit Automation Agency. She is a nonprofit automation expert who helps forward-thinking nonprofits increase their revenue with time-saving automations. Better systems for better stewardship! She is on a mission to get nonprofits to stop losing donors and money with tasks that are time consuming and repetitive. You can knock off up to 20 hours of work a month by getting your tech to talk and setting up simple automations.

Actionable Tips for Nonprofits to Save Time & Money:

  1. Automate donor welcome series: Set up a welcome email series for new donors, ensuring they feel immediately connected.

  2. Organize follow-ups with tools like FollowUpThen: Automate follow-ups on donor conversations or tasks by setting reminders that pop back up when it’s time to reconnect.

  3. Optimize your tech stack: Regularly audit your tech tools, ensuring they’re integrated and serve your organization’s needs. Consider connecting with experts like Rachel for a tech audit if you're unsure where to start.

Resources and Links:

  • Instagram: @smallshopstrategies 

  • Consider supporting the podcast by subscribing here

  • Don’t forget to become a supporter of our show!

  • Watch this episode on Youtube.

Maria

Maria leads the Further Together team. Maria came to Canada as a refugee at an early age. After being assisted by many charities, Maria devoted herself to working in non-profit.

Maria has over a decade of fundraising experience. She is a sought-after speaker on issues related to innovative stewardship, building relationships, and Community-Centric Fundraising. She has spoken at AFP ICON and Congress, for Imagine Canada, APRA, Xlerate, MNA, and more. She has been published nationally, and was a finalist for the national 2022 Charity Village Best Individual Fundraiser Award. Maria also hosts The Small Nonprofit podcast and sits on the Board of Living Wage Canada.

https://www.linkedin.com/in/mariario/
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