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Beyond the Donation Ep. 26 with Julia Devine on enhancing donor journeys

Ep. 26 | Enhancing Donor Journeys, an interview with Julia Devine

In this episode of Beyond the Donation, host Matt Bitzegaio interviews Julia Devine from Devine Parker Consulting. Julia discusses her transition from a traditional nonprofit job to starting her own consulting business during the pandemic. She also outlines her firm's work which includes helping nonprofits create more meaningful donor journeys. Julia stresses the importance of understanding the donor's point of view, creating two-sided relationships that include recognition and relationship building, and leveraging technology. She also provides practical advice such as conducting regular informational interviews with stakeholders, testing and improving donation and engagement processes, and tracking key performance indicators. Julia concludes by highlighting new initiatives at Devine Parker, including an online course called Donor Flow Academy and a coming training program for nonprofit professionals considering a transition into consulting.

00:24 Guest Introduction

00:48 The Journey of Devine Parker Consulting

02:51 The Evolution of Nonprofit Consulting

04:38 Understanding Donor Journeys

07:30 The Importance of Donor Data

010:12 Effective Strategies for Building Donor Journeys

13:06 Challenges in Creating Donor Journeys

15:55
“For donors, they don’t have to give you their money. So, if you’re just not streamlining and then cutting out those gaps and reducing the friction, you’re going to miss so many opportunities to engage people who are already raising their hand saying, “Hey, I want to support you, but you’re not letting me in.”

17:33 Measuring the Success of Donor Journeys

20:28 Actionable Tips for Starting Donor Journeys

24:31 Connecting with Divine Parker Consulting

26:10 Conclusion

Resources:

Donor Journey Map | Bundle Devine Parker and DonorDock

To Connect with Julia Devine:

Instagram | Website | DonorFlow Academy

To Connect with Beyond the Donation Podcast:

BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

What are the 7 donor stewardship touchpoints?

The seven touchpoints run after every gift: (1) thank-you that names the change, (2) a 30-day "first win" update, (3) a story from the front lines, (4) a choice-based check-in asking the donor what they care about, (5) a milestone update, (6) an invitation into the mission (tour, AMA, group call), and (7) a next-step vision and ask only after thanks, reporting, and connection have happened.

Last updated
April 25, 2026
What is a donor stewardship workflow?

A donor stewardship workflow is a repeatable sequence of touchpoints — thank-you, impact update, personal check-in, invitation, renewal ask — triggered by a donor action like a first gift, a major gift, or a lapsed status. The workflow runs in the CRM so no step is dropped. DonorDock's Smart Steward Method ships with workflow templates for each donor lifecycle stage.

Last updated
April 25, 2026
How do I scale donor relationships without losing personalization?

Systematize memory. Put every donor conversation, preference, and commitment into your CRM the day it happens. Use stewardship workflows to schedule the next touchpoint automatically. Let AI draft personalized thank-yous from the data you have captured. When memory lives in the system instead of the fundraiser's head, personalization scales beyond any one person's capacity.

Last updated
April 25, 2026
What does 'single source of truth' mean for a nonprofit CRM?

A single source of truth means your CRM holds the canonical record for every constituent and gift — contact info, giving history, tasks, notes, and engagement signals are accurate and up to date there first. Other tools (email, online giving, accounting, analytics) read from or write to the CRM, but the CRM stays authoritative. Without one, your team is doing unpaid integration work between five apps.

Last updated
April 25, 2026
Author
Elisha Ford
Content Writer
Last updated:
April 29, 2026
Written by
Elisha Ford
Content Writer

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