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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