When I was reviewing my monthly gifts for the year, I realized that I hadn’t given monthly to several organizations since May. I call this a soft cancel. I didn’t mean to stop giving monthly, and I didn’t take action to stop. I had received a new card at the time, but things were very busy. I simply didn’t take the time to sit down and contact the organizations. Of course, part of me also wanted to see what happened. Sadly, in many cases,...

I’ve seen the following happen several times in different ways. Donation platforms and donor base companies merge. A community foundation providing donation form support for organizations decides it is not their focus any longer. Nonprofits have to scramble and find a payment processor and the best forms to use quickly. And now with the GoFundMe announcement, what will organizations do if they just transitioned not too long ago? According to...

At this time, many people are looking to find out when they can possibly get vaccinated against COVID-19. I live on Cape Cod, an area with many older residents — many who have been struggling. Many of these older residents do not have access to the internet, so registration online is difficult. They do have access to the phone, though, so as a result, they’ve just started a special COVID-19 hotline with a person answering the phone at the other...

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...

An interview with Sami Sheehan, manager of donor engagement of Lollypop Farm, Humane Society of Greater Rochester My favorite part about working with nonprofits is how much we can learn from each other. I learn from their questions every day. I am blown away with how smart people at nonprofits are, and how committed they are to the cause. And how (fortunately) many are really committed to growing their monthly gifts, because they see the power....

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...

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...

Blog by Michael W. Kahn, Nacha Did you finally clear out your inbox from Giving Tuesday? Congratulations. And if you helped a cause or two that’s near and dear to your heart, good on you! But now’s a great time to take the next step and help those charitable organizations make the most of Giving Tuesday. That means converting one-time donors into sustaining donors who give more frequently by ACH. Some experts in the field of giving believe the...

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...

… 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...

One of the key annual fundraising strategies I recommend you add (or rev up) this year is monthly giving. It’s one of the best ways I know to move the needle in improving your mid-level giving program, and to also serve as a pipeline to acquire new donors, upgrade current donors, and influence major and legacy giving. To help you persuade your “powers that be” this is a direction in which you should definitely be headed, I’ve invited Erica...

I just got back from a tremendous few days in the Washington D.C. area, and I learned a lot about monthly sustainer programs. First, I was privileged to attend the Professional Face-to-Face Fundraisers Association meeting, where some 75 people listened to speakers on the latest trends in face-to-face sustainer fundraising and how one nonprofit tweaked its retention to higher levels. Spoiler alert: account updater and credit card processes had a...

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...

These days, there’s so much interest in new channels and the latest next “new shiny thing,” but did you know that there’s one medium you use everyday that has evolved tremendously over the past few years? That medium (the one that you’re holding in your hand right now or the one that’s very nearby!) is the ultimate key to retaining your donors: it’s your phone! In a session at the 50th Annual NCDC Conference and Exposition, Juddee Millito and...

I still come across many organizations that are actively trying to grow their monthly giving program, but they’re not sure who’s “running the show.” Nobody feels responsible. People wait until someone comes up with the next idea. Some think they only need to be focused on one aspect of monthly giving. Nobody is taking control of the whole process. Until those self-driving cars become a reality, just like with a car, you must have a driver. And...

This problem doesn’t just occur with monthly donors, but with all donors. That last step, finishing the donation is the key. But often, the donor clicks through. They’re ready to make a gift, but for some mysterious reason, they leave. They never finish the donation. What can you do? Should you just let that donor go? I say, not necessarily so. I say, use that opportunity to get feedback from your donor to help you improve future donor giving....

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...

Now is the time to celebrate your monthly donor wins.  As this is the new fiscal year for many organizations, make sure to celebrate your wins in number of monthly donors over the past year. Of course, this all started with your goals. Goals will be different for different sized organizations. You have wanted to generate your first 25 monthly donors. You may have wanted to break through the first 100. Maybe your goal was to get to the next...

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...

Donors are fascinating people; and monthly donors, at times, even more so. If you’ve been following me for a while, you’ll know that one of my recommendations is to invite your monthly donors to events. Some may wish to attend, and, even if they don’t come, it will make them feel special. But at times, you give a donor a finger, and they’ll want your whole hand. Here’s an example based upon a recent question during one of my monthly donor...

It’s graduation time! It makes me think back of our boys graduating from college, who are now college alumni. Our youngest son went to Cape Cod Community College for the first two years and then graduated from Belmont University in Nashville. It’s a great campus, a terrific school and a great city to live in and visit. While he’s been on his own for a few years, he’s moving around a fair bit, and we receive his Belmont mail here at the house....

As you may know, Penelope Burk does some tremendous research on donors thinking and behavior. From her 2017 report, I was particularly pleased to see the tremendous move from donors with the focus on monthly giving, especially for younger donors. I reported on this before. As a follow up, Penelope recently wrote a blog about what donors are thinking, especially pertaining to disaster giving. Disaster donors are slightly different from other...

I never think of myself as a pack rat; but when it comes to fundraising, that’s exactly what I had become. So this past week, I took some time to go through old magazines and boxes of direct mail and, in particular, monthly giving samples. Sustainer trends and research; extra appeals and sustainer upgrades; thank you letters; stewardship newsletters; sustainer reminders; conversion packages. I still have a few more to scan in, but if you’re...

The other day, one of my clients mentioned that she has been giving $10 a month to an organization for three years. She signed up on the street, and that was that—no phone call, no thank-you letter, no email, no newsletter, no anything. Well, after this had been going on for three years, she called them up and said: “Enough is enough. While $10 a month is not a big amount, it’s all I can afford right now. I’m going to cancel because, clearly,...

I’m currently working on the analysis for a big national organization’s sustainer direct mail campaigns. One of the things we needed to settle on first was what they thought was important in measuring their monthly donor success. As you know, monthly gifts are typically small. So, if you only look at the first monthly gifts and possible one-time donations that came in from those donors who are not yet ready to give monthly, you’re not doing...

Many organizations are in the process of budgeting for their next fiscal year. Here’s a guest blog from Chrissy Reynolds who wrote a great post on how important it is for both organizations AND donors to budget their donations. That fits nicely with monthly giving, don’t you think? Donations to the non-profit sector for charitable causes grew by an estimated 3.6% in 2017 and is expected to increase to 3.8% this year. Many charities, foundations...

Here’s a guest blog where it’s all about the business focus for nonprofits. Somethings that’s very important when it comes to monthly giving. Once organizations see the power of those small donors, they’ll be more likely to focus on it more. As you know, nonprofit organizations are playing the positive role in the betterment of communities. Non-profit organizations are similar to for-profit organizations because they also need money to achieve...