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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The best time to upgrade your monthly donors is NOW!

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

  One of my clients recently asked me what’s the best time to upgrade monthly donors. The answer is, as soon as possible, but not too soon! If you have had a program for a few years and you’ve never upgraded your monthly donors, NOW is the time because you’re long overdue. If you just started your monthly donor program in the past year and you’re thinking of upgrading, be cautious. I know of organizations that are...

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