Monthly Giving Campaign Checklist

Create a campaign page for monthly giving, highlighting the importance of monthly donors to your organization.

Add impact labels to giving levels to illustrate specifically what a donation provides.

Write and set up automatic thank you receipts.

Develop a special thank you and stewardship program for monthly donors, such as quarterly reporting.

Identify your target audience for monthly donations based on previous giving history, giving frequency, giving recency, and how donors engage with your organization.

Create a dedicated monthly donor appeal campaign for this group, asking them to join the monthly giving program and have a big impact!

Add the option to choose monthly giving in every ask, appeal, and campaign page.

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

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!

Show your gratitude to this special group (perhaps quarterly) in a personal way that is in addition to the transactional email thank you. Share results, stories, and updates on their impact.

Track your efforts and measure which approach results in the most new monthly donors.