If you have a monthly giving program, chances are your processor sends a gift confirmation email every month. What happens when, what the receipt looks like and how much you can control depends on the system. In some cases, the monthly email looks like a receipt. In other cases, you can customize it and add words to the payment information. Sometimes, it’s just a short blip, and it can even come as a text message. In some systems, you can set...

As a fundraising consultant, I’m always learning and researching. I do this by working with clients, vendor partners, databases, payment processors and so much more. I have many answers, but not all. That’s why I enjoy the research and experiments NextAfter does, especially when it comes to donation forms and emails. Even a small change can make a huge difference when it comes to donations and monthly gifts. Of course, every organization is...

Seth Godin’s blog always gives me inspiration. Recently, he wrote about the words I hear so much when it comes to monthly giving: “That’s a great idea!”  Seth says: “…after every good idea, there are at least 100 steps of iteration, learning, adjustment, innovation and effort. But not committing to the 100 steps is a waste of a good idea. The effort and investment and evolution made the difference.” In my experience working with nonprofits,...

This past week, I received several questions from nonprofit organizations about the best tools to use to process monthly gifts. In that same week, I received three emails from vendor partners offering me the latest and greatest on monthly gift payment processing tools. Here’s a breakdown of what I’ve learned so far: Some say they waive fees for the first month. Others give money back. Some say they only charge $0.50 per transaction and no other...

A quick introduction: Sustainers are a big part of today’s subscription economy and we’ve seen tremendous growth in the past few years, as this chart from the DonorCentrics™ Sustainer Benchmarking Study shows. We’re still not at the level I think we should be at, but I guarantee that those organizations focused on growing their sustainers over the past few years were able to breathe a lot easier during the recent pandemic. Let me start with...

What a difference a simple calculation can make. When I ask the question, “How many monthly donors do you have?” fundraisers typically know that number. But then when I ask how much they’re worth, fundraisers sometimes struggle to answer. Or they only look at the monthly gifts, so it doesn’t seem that powerful. That’s why I created the Monthly_Donor_Annualizer. You can download it as excel. Here’s what it looks like: Credit: Erica Waasdorp, A...

I am an avid coffee drinker — five cups a day at a minimum and one decaf at night. We have a big coffeemaker with a timer, so our coffee is ready when we wake up in the morning. It’s one of those old fashioned multi-cup machines. The slow drip-by-drip process makes it so worthwhile, and it creates the amount of coffee I like. That coffee maker and a recent Seth Godin blog made me think how the drip-by-drip approach is so utterly true when it...

The expression, “Make monthly giving a thing,” came from Cara Schwalbach of One Tail at a Time in Chicago. She and I were scheduled to co-present on monthly giving at an upcoming animal welfare conference, but that was canceled. Cara was going to share her amazing story of how she grew from 200 to 1,600 monthly donors in a few years by literally making monthly giving a thing.  Most recently, she was interviewed by Funraise, and you can watch...

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...

When I first started working in monthly giving 27 years ago, generating monthly gifts and processing their monthly payments was a long and time-intense process. Now if a donor makes a monthly gift online, completes their information and clicks the button, the gift is processed in seconds, real-time. And the payment processor will continue to process that gift amount every month. Acquiring new monthly donors doesn’t have to be a long drawn out...

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...

After seven weeks at home, I finally ventured out — mask on, gloves on — to do some groceries. Just like so many of you, I patiently waited six feet apart from the next person and once one person left the store, the next person could go in. It still feels like the twilight zone to me, but I have experienced this before. Many years ago in the 80s, I visited East Berlin. This was before the wall between East and West Berlin came down. (This...

The M+R Benchmarks research has always been one of my favorite studies, and often one of the very few go-to statistics on monthly giving trends. That’s why I’m really excited that the “2020 M+R Benchmarks Study” is here. It’s very interactive, so you can find the most amazing trends in all things digitally. The M+R Benchmarks studies are based on the results from 201 different organizations and millions of records. Of course, I want...

I hope you’re still doing OK. I haven’t really left the house now for five weeks, except for a few walks in the neighborhood. Frankly, I dream of being able to go to the grocery store or to some store — it doesn’t really matter which. The good news is that our attic is all cleaned up. Now we’re onto the basement and I’m feverishly scanning in pictures. I know that some organizations are still struggling with asking for money at this difficult...

First, let me start by asking: I hope you’re doing okay?  I hope your event cancellations; the staying at home; the working from home; with or without kids who now must be homeschooled; and perhaps worries about parents or other family members aren’t driving you totally crazy. Take good care of yourself and give yourself a break. Then, let’s spend a bit of time looking at some of the ways you can make up for the lost revenue from those events...

A few weeks ago, Harvey McKinnon published a wonderful new book called “How to Create Lifelong Donors Through Monthly Giving.” I’m tremendously honored to be mentioned in it — thank you, Harvey. I read the book in one sitting. It’s very well written and easy to read. You can probably finish it in just about an hour. Harvey has really made the process of monthly giving very easy to understand, and the book includes too many wonderful nuggets to...

First, I hope you’re doing okay? Are the kids getting used to being homeschooled? Are you getting used to working from home? Perhaps you worry about your job. Perhaps you worry even more about how your nonprofit is going to survive this worldwide coronavirus pandemic disaster! When you started the year, you knew your plans were solid. So many events. So many direct mail appeals. So many email newsletters and e-newsletters. So much social media,...

If you asked me how many times I’ve seen the word “pivot” in an email, a webinar or a virtual conference, I simply couldn’t tell you. I know this word from ballroom dancing classes. I know it as part of my excel sheets. But I had never heard it used in conjunction with fundraising. As you may know, I’m Dutch. And even though I’ve lived in the U.S. for 27 years, I occasionally have to look up the meaning of a word, so here’s what I found:...

This is a time when everyone feels overwhelmed, with email inboxes exploding with nonstop news of the pandemic and the pressure of having to homeschool kids who might not want to be homeschooled. Many fundraisers are trying to figure out how to work from home in the middle of all the family distractions. And then, of course, there’s the worry about how to make up for the fundraising difference with postponed events, or in some cases, canceled...

As you know I’ve been advocating for a while now to make small changes to your overall fundraising program and to start including monthly giving wherever possible. I know that you simply may not be in the position to go after monthly donors in a big way or you may be hesitant.  (For some reason I’m still puzzled about that, so I hope you don’t mind me to continue to motivate you to try it). You probably also know that monthly giving takes a...

If the past few weeks are any indication, it’s going to get worse before it gets better. But I’m hoping that we’ll be able to somewhat get back to normal sooner rather than later. I’ve been working from home for over 15 years, so for me personally, that’s nothing new. What is new now is that I’m putting my yoga mat in my office, and I turn on my computer to participate in my barre class, using cans of soup as weights and laundry detergent as my...

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 probably one of the most common questions I get whenever I’m presenting a webinar or an in-person session or workshop: “How do I best recognize, thank, cultivate and retain my monthly donors?”  That’s why I’ve put together some common best practices. Of course, every organization is different, but most of these are very easy to implement. They don’t cost a lot of money and certainly they don’t take up a lot of your time. The more you...

OK — there’s no official monthly donor retention day (yet), but I think it’s time we started one. After all, with Daylight Savings Time, St. Patricks’ Day, World Wildlife Day and so many other special days on the calendar, why not create yet one more special day? Except, it should not be a special day! If you’re serious about your monthly donor program, every day should be a monthly donor retention day. When should that day be? Well, that...

Life is busy. Life is messy. Time can get away from us all — no matter how perfect we are at multitasking. Donors are no different. Especially donors with kids and/or grandkids. Having just spent the weekend with our grandkids (ages two, three and 11), I can totally relate. You can’t leave them alone one minute, and they love having you sit with them when they’re watching the next repeat of “Minions,” “Blaze” or “Umizoomi”! I had virtually no...

I recently traveled across several time zones, and it’s amazing how it impacts you — your body, your mood, your sleep pattern and your ability to concentrate. They say it takes one day to recuperate from a one-hour time change. So, with Daylight Savings Time around the corner, we’ll lose one whole hour, 60 minutes, 3,600 seconds. The good news is that the adjustment will be on a Sunday for most people, but the Monday morning after the clock...

As you know, I’ve been advocating for a while to make small changes to your overall fundraising program and to start including monthly giving wherever possible. I know that you simply may not be in the position to go after monthly donors in a big way, or you may be hesitant.  (For some reason I’m still puzzled about that, so I hope you don’t mind me continuing to motivate you to try it.) You probably also know that monthly giving takes a while...

Every year in February, my husband and I escape from the cold (and usually snow) and go to Phoenix for some sunshine, a little bit of golf and pickleball, and a drive-in movie. My husband is a private pilot, and he absolutely loves to fly. He is on cloud nine every time he goes for a flight. And every time we go on our trip, he realizes how people in some parts of the country are so lucky. They can fly (almost) 365 days a year and maybe miss...

I just wrote an ebook on how monthly donors provide important unrestricted revenue nonprofits need to support their operating costs. If you’re using terms like annual fund or annual appeals to identify your operating revenue, please realize that monthly gifts are typically part of this. Monthly donors support your annual fund. Monthly donors support your ongoing operating needs and your mission. One of the questions fundraisers immediately ask...