It’s Time to Call Your Organization

Posted by on Nov 6, 2017 in Case Studies, NonProfit Pro Today, Recurring giving |

P I just came back from the International Fundraising Congress, which was held last week in Noordwijkerhout, Netherlands. It’s always a great time to visit my family who live near the German and Belgian border in the south. I was able to attend a great session on donor love with Jen Love of Agents of Good and Simon Scriver. I’d heard of them, but now I actually got to meet them—pretty neat! The session includes lots of great tips and examples...

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What’s Your Techie’s Answer When It Comes to Monthly Donors?

Posted by on Oct 31, 2017 in Case Studies, NonProfit Pro Today, Recurring giving |

F I typically write posts that are aimed at any-sized organization. Today’s piece is initially more aimed at large organizations. Let me share this story with you. When I worked at a big animal welfare organization with a huge donor base, we had several wonderful people in our “systems support/technology/IT” department. As manager of monthly giving, I had to have regular meetings with these great “techies.” (Note: I absolutely mean this in the...

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Why Don’t You Start Asking Monthly Donors for Bequests?

Posted by on Oct 29, 2017 in Case Studies, Legacies and Bequests, NonProfit Pro Today, Recurring giving |

I’m touching down in Amsterdam to attend the International Fundraising Congress in Noordwijkerhout, Netherlands. One of this year’s speakers is Richard Radcliffe. He’s not only a funny, energetic and entertaining presenter, but he’s also one of the most admired experts when it comes to legacy fundraising. In the U.K., because of the way wills are recorded, they’re able to do a ton of legacy fundraising research. When I asked him how monthly...

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What Really Motivates Donors to Give Monthly?

Posted by on Oct 24, 2017 in NonProfit Pro Today, Recurring giving |

I’m so excited! I just received “The 2017 Burk Donor Survey Report,” and this year’s study has a huge section on sustainers—comparing this year’s donors’ answers to ones from 2012, when they last had this major focus on monthly gifts. The top reason why donors want to give monthly is because it assures nonprofits of stable funds, immediately followed by: “More convenient for me,” “It reduces cost of fundraising,” “It’s a way to budget my...

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Should You Use a ‘Tchotchke’ for Monthly Giving?

Posted by on Oct 17, 2017 in NonProfit Pro Today, Recurring giving |

  This is an interesting question. The first answer is that this depends very much on what you’re currently using in your appeals and messaging. The second answer is that you will never know until you test it. If your donors are used to receiving something “in exchange for a donation,” using a tchotchke or premium as a “thank you” for joining a monthly giving program may be the way to go. For example, if you’re sending out upfront premiums...

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Can Transactional Donors Become Monthly Donors?

Posted by on Sep 25, 2017 in NonProfit Pro Today, Uncategorized |

Originally posted in NonProfitPro Today on September 5, 2017 First of all, let me add my thoughts and prayers to those who lost their home and everything else after Hurricane Harvey. And I know we’re not out of the woods yet, with other storms coming near. Fortunately, there are many wonderful experienced organizations on the ground to help the victims. And, of course, fundraising activities have ramped up. People are literally walking in the...

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Let’s Say ‘No’ to Automatic Sustainer Upgrades

Posted by on Aug 24, 2017 in Case Studies, NonProfit Pro Today, Recurring giving |

Previously posted by NonProfitPRO Today on August 14 At the recent Bridge Conference, I enjoyed several wonderful sustainer sessions. During one of those, someone asked about the automatic sustainer upgrade process some nonprofits are apparently using. My hair immediately started standing up straight! What happened to being donor-centric? Automatic sustainer upgrades are really all about the nonprofit, but frankly, if you’re offering this,...

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Have No Fear! Monthly Giving Help Is Near

Posted by on Aug 24, 2017 in Case Studies, NonProfit Pro Today, Recurring giving |

Originally posted by NonProfitPRO today on August 21, 2017 Over the past few months, I hope I showed you how monthly giving has become so much easier for nonprofits to organize and then actually start. That’s because so many payment processors and donor bases now have built-in tools to create giving pages, add the recurring/monthly option and capture new monthly donors without a lot of jumping through hoops. Having said this, if you’re still...

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When Is Not a Good Time to Upgrade a Monthly Donor?

Posted by on Aug 1, 2017 in NonProfit Pro Today, Recurring giving |

Originally posted by NonProfitPRO Today on July 24, 2017 I’ve been a monthly donor for many years. Two years ago, I did a little experiment: I joined 20 organizations to see what they would do (10 small and 10 large organizations). I wanted to experience their “thank you” process, their subsequent communication stream, tax letters, emails, lapsed recapture (if any) and upgrade process. One of those organizations is a huge national organization....

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6 Recommendations for Monthly Donor Prospects

Posted by on Jul 8, 2017 in NonProfit Pro Today, Recurring giving |

Originally posted on NonProfit Pro Today, June 5, 2017 Hint: They’re typically already in your donor base. The best monthly donor prospects are donors who currently give you gifts of $100 or less. They are not your big check writers; if they did send you a $100 check, it was probably a stretch gift for them. Instead, monthly donor prospects are donors who can make small gifts more often. They are often on a fixed income. So, here’s what I...

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Future Fundraising Now: How to recruit an army of monthly donors

Posted by on Jul 8, 2017 in Recurring giving |

Posted 12 Jun 2017 by Future Fundraising Now If you want to raise a lot more money for your organizations, there are three things you should focus on: 1.      Major donors 2.     Planned giving 3.      Monthly giving Let’s look at #3. It’s probably the biggest deal, and here’s a great post from A Direct Solution with hints from a nonprofit that has converted about 30% of its donors to monthly giving: When Is the Best Time to...

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Monthly Giving: 4 Ways to Improve Donor Retention and Recruit Sustainers

Posted by on Jul 8, 2017 in Recurring giving |

Posted on June 15, 2017 by ngEngage In the second installment of the Blackbaud Institute’s Sustainers in Focus series—research-backed best practices for marketing, promoting, soliciting, and fulfilling a sustained giving program—Best Practice # 1 was to ask new donors to give on a monthly basis. Monthly giving almost sounds too good to be true, doesn’t it? Why on earth would a donor who has no relationship with you yet trust your organization...

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Should You Invest in Account Updater for Monthly Donors?

Posted by on Jul 8, 2017 in NonProfit Pro Today, Recurring giving |

Originally posted on NonProfitPro Today, June 26, 2017 Last week, I wrote about those “pesky” monthly credit card donors whose card expired or changes all the time. The good news is that there is a solution that you can implement for very little money. It works in the back-end and is able to find updated information for some 15 to 25 percent of your cards. That’s 15 to 25 percent of donors you do not have to contact–the...

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How to Best Market Monthly Programs to Donors

Posted by on Jun 30, 2017 in NonProfit Pro Today, Recurring giving |

First published on NonProfit Pro Today on June 12, 2017 I just came back from presenting a workshop on monthly donors to a group of nonprofits in Michigan. One of the questions asked was the one on how to best market monthly donor programs to existing donors, especially for small organizations with limited funds and limited time. If you asked me this question four years ago, I would have answered, “Yikes! That’s a tough proposition.” But now,...

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3 biggest reasons to jump on the monthly donor bandwagon

Posted by on Jun 14, 2017 in Case Studies, NonProfit Pro Today, Recurring giving |

This article was written for Nonprofit Pro and was first published in the April Nonprofit Pro Magazine and later on Nonprofit Pro Today. I’m a total convert on the topic of monthly donors. I’ve seen its power and how it has kept an organization going after a major disaster. I’ve seen how it generates 50 percent of an organization’s revenue. I’ve seen that even small tweaks to organizations’ communications can make a difference. The good news is...

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How many monthly donors can you expect?

Posted by on Jun 4, 2017 in NonProfit Pro Today, Recurring giving |

This was first published on Nonprofit Pro How many monthly donors can you expect? That was one of the questions someone asked of me after a recent webinar. That is the $64 million question, isn’t it? The answer may surprise you, because it differs by organization size and organization’s motivation to grow its monthly donors. For example, I was speaking with a group the other day, and they have less than 300 donors to work with. They set a goal...

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When Is the Best Time to Ask for a Monthly Gift?

Posted by on Jun 1, 2017 in NonProfit Pro Today, Recurring giving |

Originally posted NonProfit Pro Today When fundraisers ask me this, the answer is: no better time like the present! And, you should be asking all the time! The more you ask, the more monthly donors you’ll generate. Here are just a few things one organization does that really has helped them grow their program. (They already have some 30 percent of their donors give monthly.) • Every September, they take over the homepage with a direct link to...

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NonProfit Pro #Trending Now: Episode 1

Posted by on May 26, 2017 in NonProfit Pro Today, Recurring giving |

Originally posted on NonProfit Pro Today  #TrendingNow In this new weekly video, Nhu Te breaks down the most popular articles of the week. This week is all about when a monthly donor calls to cancel from Erica Waasdorp, exercises in monthly giving from Blackbaud’s Ashley Thompson and DonorDrive’s webinar on Google AdWords. Check them...

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The Best Response When a Monthly Donor Calls to Cancel

Posted by on May 24, 2017 in NonProfit Pro Today, Recurring giving |

A monthly donor calling up to cancel is a dreaded call for any organization. It’s something nobody wants to hear. But it’s important to respond in the right way. Bloomerang’s Steven Shattuck posted an article on his experience canceling as a monthly donor. So, let’s provide you with the best response when this happens at your organization. This requires you to get all of the people answering the phones at your organization in a room for a few...

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Should you convert members to monthly donors?

Posted by on Apr 15, 2017 in Case Studies, Recurring giving |

This post was written for and published at Nonprofit Pro. Some of the most successful (and perhaps even leading) nonprofits that are converting members to monthly donors (often called sustainers or sustaining partners) are public television and public radio stations, all over the country. They realized several years ago that moving regular members to monthly donors had several major advantages: • Members who give automatically through their...

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Treat your monthly donor as your best friend …

Posted by on Apr 3, 2017 in Recurring giving |

If you’re an organization that has had monthly donors for a while, you’ll know that some of your monthly donors can and will stay with you for decades! Of course that in part depends on their age when joining. Typically, I’m seeing that those donors continue to give monthly for 5 years to 7 years. That’s great news, isn’t it? If you treat your monthly donors like your best friends, the news will get even better! Because these “small” donors...

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The Top 2 Must-Dos for Monthly Donors…

Posted by on Mar 26, 2017 in Recurring giving |

This post was recently featured in Nonprofit Pro In one of the webinars I present on monthly giving, one of the polls is: “How often do you ask someone to become a monthly donor?” The answer in some 50 percent of cases is not at all. Twenty percent say once a year and others more often than that—maybe twice or three times. Well, here’s your number one must-do when it comes to bringing in new monthly donors: Must-Do No. 1: You must ASK for it As...

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What’s the best amount to ask for in monthly giving?

Posted by on Mar 18, 2017 in Recurring giving |

This week’s #MonthlyDonorMonday tip is focused on the best amount to ask for in monthly giving. One of the attendees of my webinar last week sent me a follow up question and I know it comes up a lot. What’s the best amount to ask for in monthly giving can really be broken into two additional questions: Should you ask for odd or even amount?  For example; does $9 work better than $10? What’s the lowest amount you can ask for?...

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3 Tips for Creating Monthly Donor Promises

Posted by on Mar 11, 2017 in Recurring giving |

This post was written for and published by Nonprofit Pro.  One of the first things I recommend when you’re starting to work on growing your monthly donor program is to create the “promises” you’ll make to the monthly donors when they join. What will you send them? How are you planning to recognize them? So let’s begin with the end in mind. Think through the thank you opportunities then decide what you’ll tell them and what you’ll keep as a...

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10 Sad Facts from a Monthly Donor Retention Check-up

Posted by on Jan 30, 2017 in Case Studies, Recurring giving |

Be forewarned, this is a sad story… but it can have a good ending! As you know from the Fundraising Effectiveness Project, based upon 2015 data, the typical donor retention rates were 46%, which is why monthly donors are so important as monthly donor retention rates are much higher. The good news is that more and more nonprofits have started a monthly donor program. And as monthly donor programs mature, upgrades, reactivations and...

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The Monthly-Donor-After-Ask…

Posted by on Nov 8, 2016 in Case Studies, Recurring giving, Uncategorized |

One of the neat things about the internet is that it’s really made asking for monthly donations so much easier. Especially after they’ve just done something else. There are so many success stories. Where to begin? Let’s start with your auto-responder. Say, you’re an advocacy organization and you do ask people to sign your petition. Did you know that you can use the auto-responder after they signed the petition not only...

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Why Segmenting Your Sustaining Donors Is Crucial for Growth

Posted by on Oct 17, 2016 in Annual appeals, Recurring giving |

This post was written for and published by Bloomerang  More and more organizations now have a sustaining donor (monthly, quarterly, etc. donor) program. That’s great! Unfortunately, there can be a tendency not to continue appealing to them. But should you continue asking them for money? Can you send an appeal to your recurring donors? The answer is a resounding: YES, YES, YES! If you don’t, you’re missing out. The typical small shop that I have...

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Monthly donors, your ‘insurance policy’ during disasters

Posted by on Oct 10, 2016 in Annual appeals, Recurring giving |

As part of the country is cleaning up after Hurricane Matthew and others are bracing themselves for it, I was thinking about disasters and the tremendous impact on fundraising, especially in prime giving season. For example, if you’re local, based in Florida, Georgia or South Carolina and your donors have to evacuate in the middle of your busy appeal season, that will definitely have an impact! Just think back what happened with Katrina...

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Interview with Mazarine Treyz for Nonprofit Leadership Summit

Posted by on Sep 6, 2016 in Recurring giving, Speaking |

This was also published as part of an interview for the Nonprofit Leadership Summit.  MT: Hey, everybody. Welcome. This is Mazarine Treyz of Wild Woman Fundraising and I am so pleased today to be interviewing Erica Waasdorp, who wrote Monthly Giving: The Sleeping Giant, and who is also the president of A Direct Solution. She will be teaching at our Nonprofit Leadership Summit. Erica, can you give some people an idea of the kind of monthly...

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Monthly Giving, Driver of Sustainable Fundraising Par Excellence!

Posted by on Aug 16, 2016 in Recurring giving |

This post was written for and published at the Eight Principles. Monthly giving is probably one of the least understood methods of sustainable giving in the US, but yet one of the most powerful ones.  Once you start, you’ll experience the power, but it’s the starting that’s often the most difficult. Today, I’d like to address the first 3 of The Eight Principles for Sustainable Fundraising™ as they all relate to monthly giving as a major driver...

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