TOOL KIT
February 27, 2015

Attracting Monthly Donors and Keeping Them

Recurring-giving programs are growing in popularity. And for good reason: Donors who give monthly are more likely to stick with an organization. They also provide a reliable source of revenue and are likely to give more over their lifetime than donors who give once or twice a year.

“If you're taking gifts from individuals, you should be setting up a sustainer program,” says Anne Ibach, director of membership at Oregon Public Broadcasting, which has more than 30,000 monthly donors. “People will give to a finite number of organizations this way, so you better get out there and be one of the ones they're giving to.”

Here we provide the information you need to start or expand your monthly giving program.

Article
February 27, 2015

Important Terms and Concepts for Monthly Giving Programs

Learn about conversion, electronic-funds transfer, and other lingo you'll need to know.

Article
February 26, 2015

Where to Start When Setting Up a Monthly Giving Program

Experts offer advice on a range of topics including setting up gift-processing technology, identifying prospective donors, marketing the program, and more.

Article
February 27, 2015

Advice: Tips for Building a Successful Monthly Giving Program

A nonprofit consultant offers advice on setting a minimum donation, preferred payment options, and more.

Checklist
March 01, 2015

Oregon Public Broadcasting’s Checklist for Starting a Sustainer Program

The public-media organization shared its list of must-haves for a monthly-giving program.

Article
February 27, 2015

Charity Raises More Monthly Gifts From Bank Transfers Than From Credit Cards

Oregon Public Broadcasting is combating the problem of canceled credit cards by urging donors to use electronic funds transfer.

Article
February 26, 2015

Quarterly Statements Help One Group Engage Monthly Donors

World Vision sends the reports to recurring donors to thank them, demonstrate the impact of their gifts, and even ask for additional donations.

Template
March 01, 2015

Annual Tax Letter for Your Monthly Donors

Use this model to craft a letter to monthly donors that they can use as a record for claiming a charitable tax deduction.

Template
February 27, 2015

Email for Monthly Donors Whose Payments Are Declined

Use this example to craft an email message that asks recurring donors to update their payment information.