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Relationship at Scale: Building Smarter, Sustainable Donor Stewardship with Rachel Bearbower

Speed matters. So does being seen. In this episode, co-hosts Carly Berna and Scott Holthaus sit down with fundraiser, former executive director, and founder of the Nonprofit Automation Agency, Rachel Bearbower, to unpack how small teams can deliver big-feeling donor experiences.

We cover the “first 100 days” journey, the one-minute thank-you, and why silence erodes trust faster than anything. You’ll hear practical steps to turn repeatable stewardship moments into lightweight systems, how to anchor automation in your CRM, and a candid look at what Rachel learned by donating to 15 nonprofits to audit their follow-up.

Links from the episode:

Learn more about Virtuous at virtuous.org/learnmore and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

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The Responsive Lab is brought to you by Virtuous.

Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver. With that in mind, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Learn more about Virtuous and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist. 

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Riley Young
The Responsive Maturity Model
5 Steps to More Personalized Donor Experiences
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Grow generosity with Virtuous

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger​
Chief Information Officer