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 today's conversation, Caitlin delves into the transformative power of monthly giving. With a deep commitment to community and a strategic approach to fundraising, she shares the organization's journey from humble beginnings to establishing a thriving monthly donor program.
Moreover, Caitlin discusses how Alzheimer's San Diego seamlessly integrates monthly giving into its everyday operations, leveraging technology and automation to enhance donor engagement while maintaining a personal touch. She shares anecdotes and successes, highlighting their monthly giving community's surprising growth and resilience.

From navigating the intersection of client services and fundraising to the strategic alignment of campaigns and appeals, Caitlin provides valuable insights into building a sustainable fundraising model rooted in donor-centricity. She explores the nuances of donor segmentation, the evolution of giving behaviors, and the delicate balance between automation and personal connection. Also, she offers a compelling narrative of how Alzheimer's San Diego continues to foster a culture of generosity and community support with candid reflections and practical advice.

EPISODE HIGHLIGHTS
[00:50] Caitlin's Journey
02:28 The Origin and Impact of Alzheimer's Recurring Donor Program
04:07 Building a Community of Monthly Giving
06:22 Empowering Connection: Relationships Beyond Fundraising
10:23 Embracing Multifaceted Community Engagement in Fundraising
12:51 Continuous Care: A Holistic Approach to Donor Engagement
15:30 Evolution of Giving: Adapting Strategies for Monthly Donors in Year-End and Giving Tuesday Campaigns
17:52 Humanizing Automation: Enhancing Donor Engagement through Personalized Follow-Up

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✨ ABOUT MALLORY✨

Recognized in read-write, Forbes, Entrepreneur Magazine, and Inc. for her energizing and innovative fundraising strategy and training, Mallory Erickson will revolutionize the way you show up as a nonprofit leader and fundraiser. She is a certified executive coach and fundraising consultant that specializes in helping social impact fundraisers apply life-changing scientific research and personal development frameworks to their fundraising work. Mallory Erickson’s brave, bold, and innovative framework (the Power Partners Formula™️) teaches nonprofit fundraisers to raise more from the right funders so they can stop hounding people for money. Fundraising doesn’t have to be uncomfortable when it is built around a mutually beneficial framework and authentic partnership.

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