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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To ask for one-time gifts or monthly gifts… That’s the question!

Posted by on Mar 5, 2017 in Recurring giving |

This post first appeared on the Donor Perfect blog. Many nonprofits struggle with the decision to make the move and ask for monthly gifts. Here’s what I hear from organizations when I ask them about their monthly donor program: “I need one time gifts.” “I can’t focus on monthly gifts right now. They’re too small to concern myself with.” “I only have so little time. Why would I worry about small donors?” “It’s all about the net and monthly...

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Are you following #MonthlyDonorMonday?

Posted by on Jan 16, 2017 in Recurring giving |

A few months ago, I started promoting #MonthlyDonorMonday. All I ask of you is to focus one half hour every Monday on your monthly donor program. Of course, you’re totally welcome to do more, but if nothing else, start with half an hour. You can read a MonthlyDonorMonday tip. You can test your web site. You can see what other organizations are doing. You can create a monthly donor page. You can start working on a monthly donor plan.  You...

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THE # 1 Fundamental of Monthly giving

Posted by on Jan 9, 2017 in Recurring giving, Speaking |

This post was written for Charity How To  and can be read here  I’m so excited… Because monthly giving is becoming more and more popular! Systems keep getting easier and easier.  More organizations have seen the ‘monthly donor light!’ But yet, so many organizations are slow to come on board.  With just a little bit of training, you too can start your monthly donor program and grow that sustainable revenue you need to...

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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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Monthly giving Pop-ups and Do-nots

Posted by on Sep 21, 2016 in Case Studies, Recurring giving |

This blog was written for and published by Pamela Grow at Simple Development Systems  Thank you, Pamela for being a great colleague. She introduced me to the webinar phenomenon and I’ve not looked back since! So, when she sends me a question, it’s a great opportunity to give back. So, one of her clients recently asked her about Monthly giving pop-ups and how they work (or do not work) and what the negative or positive impact could...

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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 (Recurring) Gifts are the future, here and now!

Posted by on Jun 7, 2016 in Recurring giving |

You’ve heard me talking about monthly recurring gift programs and their importance on the long-term retention of your donors. Not to mention how much money you’ll raise! Fundraisers are often blown by away if I mention some numbers, just 300 monthly donors can bring in almost $100,000 a year for your organization. What’s not to like about that? So, if you are not already looking at implementing a program for your organization,...

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Case study: Who is responsible for YOUR monthly giving program?

Posted by on Apr 19, 2016 in Annual appeals, Case Studies, Recurring giving |

If you’ve seen or heard me present, you know that I stress the importance of making one person responsible for your monthly donor program, no matter what size the organization is! As you’re the fundraiser, this is most likely going to be YOU. Now, that does not mean that you have to do everything but it’s absolutely ESSENTIAL that one person oversees all of the moving parts and is held accountable. That sounds like a huge...

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Can you convert an angry donor to give monthly?

Posted by on Mar 8, 2016 in Recurring giving, Uncategorized |

Let me repeat that question again: Can you convert an angry donor to give monthly? YES, you can! And here’s why! A donor who is angry and picks up the phone, cares enough about your organization to let you know that something is bothering him or her. So, if you treat the donor the right way, you may be able to convert him or her to give monthly. Most donors call to complain about the number of times you send them something in the mail....

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What’s the best time of year to ask for monthly donations?

Posted by on Jan 25, 2016 in Recurring giving, Uncategorized |

The best time of year to ask for monthly donations is NOW!  If you’re serious about generating sustainable revenue for your organization that is! January is a great month to start. You have all these wonderful new donors you brought on over the holidays. So how do you start? Simply start by adding the “make it monthly” or “make it recurring” to your online donation page. If you don’t ask, you’re not...

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The Two Biggest Monthly Giving Mistakes Nonprofits Make

Posted by on Sep 14, 2015 in Case Studies, Recurring giving |

This was published as a guest blog for  AndrewOlsenCFRE  who is launching a new series focused on the biggest fundraising mistakes nonprofits make. To kick off this series, I asked my friend Erica Waasdorp, author of Monthly Giving. The Sleeping Giant to share her thoughts on the biggest mistakes nonprofits make when it comes to monthly giving. Her guest post is below:   “I see nonprofits make two major mistakes that really prevent them...

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Complete Monthly Giving Starter Check List

Posted by on Sep 7, 2015 in Recurring giving |

This post was written as a guest blog for DonorPerfect If you’re like other nonprofits, six out of ten donors who gave to your organization last year won’t give this year. A monthly giving program is a proven effective solution for retaining donors. Here’s a checklist of steps for you to follow (explained in greater detail in the Monthly Giving Starter Kit) to help you start and maintain a successful monthly giving program. Discover how much...

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Monthly Giving: An Interview with Nancy Schwartz, part 2

Posted by on Aug 31, 2015 in Annual appeals, Recurring giving |

Thank you again for Nancy Schwartz who prepared this Interview. To read the whole interview, go here.   I’m thrilled to share more monthly giving mastery with you from my recent interview with leading monthly giving expert Erica Waasdorp. Nancy: Once you have a new monthly donor in the door, what’s the best way to welcome him? Erica: If donor signs up online, make sure you get a warm, appreciative email to him ASAP. Automate that via your...

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Monthly Giving: An interview with Nancy Schwartz

Posted by on Aug 24, 2015 in Annual appeals, Recurring giving |

This came out of an interview by Nancy Schwartz and was posted on Network for Good Marketing Blog. I’m thrilled to share this monthly giving mastery with you, drawn from my fascinating interview with leading monthly giving expert Erica Waasdorp. In her unequaled guidebook, Monthly Giving: The Sleeping Giant, Erica walks you through recurring giving, step by clear-and-doable step. “Historically, U.S. fundraisers have focused on major gifts. I’m...

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Monthly giving via EFT … EF what?

Posted by on Jul 21, 2015 in Recurring giving |

If you’re starting to get involved with your monthly giving program, you will come across some of these terms: EFT, ACH, Automatic Bank Withdrawal, Direct Debit. They all stand for the same thing: EFT is Electronic Funds Transfer, ACH is for Automated Clearing House. Automatic Bank Withdrawal is probably the best lay term to use and EFT the acronym. The donor provides you with their bank account information and authorizes you, the...

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5 Reasons why it’s Crucial to Start Monthly Giving

Posted by on Jun 10, 2015 in Recurring giving |

  Guest blog written for DonorPerfect You must absolutely start a monthly giving program. There, I’ve said it. And you’ll hear me say it time and time again.But why is this so important? I’ll tell you why! In the US, historically, organizations have focused on major donors.That’s where most of their resources went. 20% of their donors gave 80% of their gifts. But how about the many small donors in the donor base? Until a few years ago,...

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Asking for monthly donors in the mail

Posted by on May 27, 2015 in Annual appeals, Recurring giving |

Yes, it’s absolutely true. You really can generate new monthly donors by using direct mail. Just remember two things: 1. Ask the right donors 2. Ask the right way So who are the right donors, you might ask. They are donors who just gave! They can be existing donors, but even new donors who just gave for the first time. They are also donors who gave less than $100. They are not your big check writers. It’s crucial to get them to...

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8 EASY Steps to Monthly giving

Posted by on Apr 25, 2015 in Case Studies, Recurring giving, Uncategorized |

Monthly giving now is EASIER to set up than it’s ever been! I’ve been managing monthly giving programs for a very long time! (for more than 2 decades!). We started by using direct mail and telemarketing. DRTV and face-to-face were still in its infancy when it came to monthly donors . And can you believe it, email appeals did not exist!! Nobody had heard of i-phones, mobile giving or social media. Up to just a few years ago, it was much...

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How Little Can You Spend to Generate a Monthly Donor?

Posted by on Apr 21, 2015 in Recurring giving |

This is always an interesting question. How much or how little can you spend to generate a monthly donor? The answer: it depends! From what I’m hearing in the market place right now, a lot of larger organizations are happy if their program breaks even in 2 years. They use more expensive media such as face-to-face fundraising or direct response television as they want to increase their number of monthly donors fast and furiously. For...

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How Small is The New Great

Posted by on Apr 14, 2015 in Case Studies, Recurring giving |

Some of you may know I’m Dutch, so occasionally, I put on my Dutch hat… Here’s a Dutch expression that pertains to monthly donors especially: “He who does not honor the small, is not worthy of the big”. Sadly, I still come across too many large organizations  who poo-poo the impact of a monthly giving program for them. They don’t seem to care about the many, many small donors they have and how they could...

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Monthly Donor Acquisition Made Easy

Posted by on Apr 7, 2015 in Recurring giving |

By now, I trust you’re convinced that you must truly get going on generating monthly donors. Here are three simple tips to get started: 1. Ask your donors to join Is it really that simple? Yes, it is. If you ask them, they will come. How else are donors going to know that you have a program and you’d like them to join this really convenient way to support your mission? 2. Make it easy to find Occasionally, an organization calls me...

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Calculating your Monthly Giving Coverage Ratio

Posted by on Mar 31, 2015 in Recurring giving |

Last week I talked about upgrading your monthly donors, a very important part in growing your program. Today I’ll go back to something that’s even more important with any monthly donor program: Retaining your monthly donors. Like anything with fundraising, the rule of thumb is: If you can keep a monthly donor, that’s still cheaper than bringing in a new one. To calculate how you’re doing with your program, we use the...

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5 Big To-Dos for Monthly Giving Programs

Posted by on Mar 14, 2015 in Recurring giving |

This post was also published in Network for Good.   5 Big To-Dos for Monthly Giving Programs One of my favorite breakfasts is the Big-To-Do at Friendly’s. French toast, scrambled eggs and bacon well-done! I’m getting hungry just thinking about it! While this is not breakfast, it’s even more important to ‘enjoy’. So, if you’re serious about your monthly giving program, make sure that you follow these 5 big To-Dos.   Big To-Do 1: Ask...

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