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Monthly Giving Campaign Checklist

Use this quick checklist as you start planning your first monthly giving campaign.

Updated over a month ago

Monthly Giving Campaign Checklist

  • Feature your donate button prominently on your website and include a link in all of your online outreach.

  • Create an online monthly giving campaign page branded to coordinate with your website and all campaign materials.

  • Add impact labels to monthly giving levels to illustrate what a gift can do.

  • Add impact labels to share what a donation provides.

  • Set up automatic receipts.

  • Design a special thank you and stewardship program for monthly donors.

  • Allow donors to easily update their information.

  • Identify different groups to target for monthly donations based on their previous giving history, giving frequency, their most recent giving history, and how they engage with your organization.

  • Segment your appeals and updates to tailor your message to different types of prospects and donors.

  • Provide the option to choose monthly giving in every ask, appeal, and campaign to help donors realize giving more is possible.

  • Celebrate sustainers (and their impact) by including updates on your monthly giving program in your annual report, newsletters, and on your organization’s website.

  • Plan a dedicated monthly giving campaign to target donors who may be more likely to give on a monthly basis.

  • Develop ways to upgrade monthly donors to new giving levels over time.

  • Don’t be afraid to ask monthly donors for additional one-time donations during the year.

  • Plan to show appreciation periodically (perhaps quarterly) in addition to the transactional thank you.

  • Track your progress and measure which methods result in the most new monthly donors.

  • Share results, stories, and updates on the impact of your recurring donors.

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