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July 15, 2025 40 mins

Todd Baylis is the Chief Customer Officer of Bloomerang, a data management system designed to "manage your entire constituent ecosystem, including donors, volunteers, sponsors, grant givers, and more. Your result: higher fundraising revenue and less donor attrition. "

Todd joins host Steve Boland to talk about encouraging your audiences (supporters, first-time donors, recurring donors...) to share more information with your charity to improve your connections and outcomes. Todd talks about how much information to ask for at the outset, a willingness to come back to audiences and request more information over time, communications preferences, and much more. Todd emphasizes the maxim that "if it's not in the database, it didn't happen" - meaning an emphasis on recording interactions with community (phone calls, personal meetings, handwritten notes) in a data tool allows a better connection over time.

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