Monthly giving is not hard. It doesn’t require much investment at all, and a little bit of time and effort go a long way. I hope this will help you change your mindset, and you’ll find that monthly giving truly is very easy. Why? Because you already have the tools in-house. Because you already have the channels. You are already sending letters, sending emails, using social media and you’re probably also making phone calls. All it takes...

During the final days of the year, I was able to catch up on some presentations that had been sitting in my inbox. I was excited to hear Noah Barnett’s intro and the presentation by Viktoria Harrison, the co-creator of charity: water on the Virtuous Summit. It was, of course, tremendously inspiring for a monthly donor advocate like me. If you didn’t get a chance to attend the virtual summit, please check it out here. Viktoria’s presentation is...

Good thing we have an extra day this week. I had a stack of mail more than a foot high, and I just finished scanning the various appeals I would like to save in a folder to use for training or learning. Let me start with some good news: Many organizations have adopted the best practice of a tick box on the front of their appeal reply form, which is terrific. You should know that I’ve tested this. And in my tests, the tick box did not typically...

As we’re all slowly moving back to what is now considered “the new normal,” nonprofits are still struggling. When can they get back to the office? Who is going to pick up the mail? How can they send out thank-you letters? Some nonprofits haven’t missed a beat. Some had to step up their service levels to even higher levels than before. They kept working with other essential businesses — like printers, letter shops, post offices — to get their...

I love hearing from nonprofit organizations that share how they’re doing with their monthly giving campaigns. Earlier this week, a nonprofit shared its socially-distanced monthly giving video interview with me. It launched the video the day before #GivingTuesdayNow, and it already generated 20 new monthly donors. While it took a bit of time to create the video, the cost was virtually nothing, and it’s now there to be shared for quite a while. I...

A few months ago, I taught the “Recurring Revolution” training for members of The Fundraisingology Lab, by Moceanic. It was a lot of fun. Several members responded to a question about how best to keep their monthly donors. One of those members was Natalie Lanoville from Jewish Family Services  in Vancouver, Canada. I was impressed with her response. I talked with her some more so I can share some of her great experiences and approach. Natalie...

There I was, sitting on a plane on my way to a presentation. But when I landed, I found out the committee had just canceled the meeting. Not the end of the world, so I made the best of it, did a bit of sightseeing, practiced social distancing, and got caught up on some work and some books. Of course, it’s all about being safe and staying healthy. That’s the number one priority, and I totally understand. But it made me think about what happened...

This is one of those recurring questions I get whenever I present on monthly giving, so it may be time to address it again.  Organizations often “agonize” about the name for a monthly giving program. Many are holding up the launch of it. Do yourself a favor: Don’t delay. You can always recognize donors later! Before you start thinking about names (and possibly stalling the start of the program), consider this: On your online form, your...

If you’ve been following me for a while, you know I’m always looking for ways to help you convince your boss or board that it’s time to put a bit of time into generating more monthly donors. Time is really all it takes now, because the tools are already there. You just have to make the monthly gift option easy to find and start directing your donors to go there. You may also know that I always recommend annualizing the value of monthly gifts....

As you’re getting ready for Giving Tuesday — or the campaign season starting before Thanksgiving — this question comes up often: Should I include my monthly donors in my Giving Tuesday campaign?  My answer is: Yes! Absolutely, BUT… Why do I recommend including your monthly donors? Because this is an exciting time to give, and you’ll leave money on the table if you don’t ask. Many Giving Tuesday (or Giving Day) campaigns have a match challenge...

If you’ve heard me speak or read some of my blogs, you already know that I always advocate for the following:  The more opportunities you offer donors to give monthly, the more monthly donors you will find!  But for most organizations, there is always that fine line of having to bring in one-time short-term funds versus long-term sustainable monthly giving revenue. I get it. Trust me, I’ve been there. Let’s Start With A Monthly Giving Case...

I grew up with and in direct mail. I was fortunate to work at Reader’s Digest (RD) in Amsterdam right after college and it really shaped the rest of my career. I’ve always loved direct mail because you can measure results, but nothing beats seeing the boxes and boxes filled with responses coming back. I was ‘hooked’ on direct mail and all of us direct mail ‘nerds’ at RD loved receiving the latest direct mail samples sent to us from countries...

I just attended Fundraising Day in New York, attended by almost 2,000 people. One of my favorite sessions was about sustainers, of course! It was led by great moderator Paul Habig from Sanky; and two experienced monthly donor fundraisers, Luke Franklin from the ASPCA with 400,000 (!) and Emily Stevenson from EDF with 20,000 monthly donors. They presented the ways they acquired, cultivated and retained monthly donors. Both talked about the...

Of course in your organization, nothing ever goes wrong with your monthly donors. But what would you do if something did? Would you hide? Would you stick your head in the sand and let someone else handle it? Or would you consider your donors and confess? The reality is that most of your donors will understand that things go wrong at times. They’re human beings after all. The key is to act right away, fix the problem and prevent it from...

As I’m working on my presentation for the Bridge Conference on “Flip or Flop,” what has worked and what hasn’t worked in monthly giving, I came across a few examples of what not to do. I’m not going to name names, but let me just say that all three examples come from big organizations. All three organizations have big sustainer programs. All three organizations have staff dedicated to their monthly giving programs. I’m a monthly donor to all...

A received a very excited call from a client: “We got several monthly donors from the tick box on the special appeal! But how do I now report this? Our finance folks want to attribute this for the calendar year only. Help?” I congratulated her and then advised her that even though there’s no end date to these monthly gifts, she could simply take the number of monthly donors, their monthly gifts and then multiply that by the remaining number of...

Last week, I wrote about the coverage ratio for monthly donors and how important it is to start tracking it. If you don’t have a monthly donor retention process in place, you may find that you are not growing at all, no matter how many new monthly donors you bring in. You may just be treading water.  In my many years of working in and with monthly donor programs, the first step is to realize that sustainers may drop out because of credit card...

I’m so excited. Andrew Olson just published the book, called 101 Biggest Mistakes Nonprofits Make.  It’s now available and I’m honored to be in it. When it comes to monthly giving I see that nonprofits make two major mistakes that really prevent them from growing their monthly giving programs to its fullest potential. They go hand-in-hand. The number one top mistake nonprofits make with monthly giving is NOT PREPARING! Many...

Face-to-Face Sustainer Asks Are Growing in the United States In the US, Face-to-Face fundraising often means personal asking, as in meeting a donor and asking for a big gift. The Face-to-Face (F2F) I’m discussing today is different (at least for the US market). It’s known as canvassing, street fundraising, or door-to-door fundraising. It’s typically focused on generating monthly donors (sustainers) in well-trafficked areas, street corners,...

Chrissy Davis approached me and asked if she could write a guest post for me, based upon fundraising podcasts.  As someone who has recently been on some podcasts, I think it’s a very good way to feature your organization. Let’s hear from Chrissy why…   If you’re passionate about your cause and you’d like to raise funds for it, it is very noble and points to a truly good person. Fundraising can, however, be very difficult as many...

I’m still on a sustainer “high.” I just came back from a fabulous “Sustainer Day,” organized by the Direct Marketing Association of Washington. In just four fast hours, nonprofits and service providers shared trends, best practices and ways they’re working to bring in new sustainers and improve monthly donor retention. Steve Froehlich from ALSAC/St. Jude finished the day by sharing his personal experiences and challenged us to look at trends in...

As you may know, I travel a fair amount.  And when I do, I typically travel light and bring my bag on the plane. But when I fly somewhere to present a workshop, I need my “props,” extra handouts, etc.  So, I check my bag and hope the bag gets to the destination the same time I do. And I must admit, especially with weather delays, I’m waiting nervously at baggage claim, hoping and praying my bag made it! I know that the airlines have been doing...

… You’d think that every organization by now would be convinced that there are donors who are interested in supporting your organization by joining a sustainer program. … You’d think the tremendous feeling of excitement that these wonderful sustainers generate would permeate your organization.  Well, unfortunately, that’s not always the case. Sometimes, it’s the “financial folks,” “the bean counters” who are holding things up. They...

You’ve heard me say this before: ”Assign a driver!”—if you’re serious about growing your nonprofit sustainer program.  Just one driver who pulls it all together and who makes sure the car keeps running and is being maintained to keep on running for a very long time.  So, when I mentioned this at a recent conference, an attendee asked me: ”What are the top characteristics someone needs to manage a sustainer program?”  That’s such a great...

I’m not talking about the latest soccer game. I’m not even talking about the online dating service, although, in a way, we fundraisers could be considered trying to “date” and then “marry” our donors. No, what I’m talking about is that wonderful, glorious “challenge” you offer, which you can use to “entice” other donors to make a gift. The amount raised is typically matched by a generous donor or a group of donors, and it helps you raise even...

I was born and raised in the Netherlands where electronic bank payments, or direct withdrawals, were a way of life. Believe it or not, even credit cards there were required to be paid off every month, automatically, from your bank account. Things have changed there, but also here in the U.S. Now, the question, “can monthly giving via direct withdrawal work here?” has a much more powerful “yes” answer than ever before. While it’s still not quite...

You’ve probably heard about the latest trend in donors, called rage donors. In a way, these have been around for years, but they used to be called “disaster donors.” Donors were often called “episodic” donors. Donors who only give at the moment of disaster, at the moment of “rage,” when something is really “hot” in the media, and people feel totally compelled to do something about it. And if there’s an organization, a group of individuals or...

As you may know by now, when it comes to monthly giving, I’m all about making things easy and simple for both monthly donors and the organizations. So when I start working with an organization on growing their number of monthly donors, we first look at the online donation forms to see what’s already in place. And that’s sometimes where the big pause comes… I call it the “stopper,” “the donation preventer” or the...

At a workshop last week, I asked the question: “Are you giving monthly to your own organization?” I was expecting everybody’s hand to go up. But boy, was I unpleasantly surprised! Out of the 52 people in the room, only eight people raised their hand. Fortunately, a few days later at another presentation, it was almost the whole room. So, my first recommendation if you’re looking to grow your number of monthly donors is to join your own program...

There it was: a text and an email message from my credit card company. Someone was trying to use my card in a different state! I had traveled there the week before and stopped at one of those travel plazas to fill up my car. Maybe that’s where it happened. How on earth somebody got ahold of my card information from my wallet and worse—was able to use it—is beyond me. Something must have set off this alert because the credit card was not...