Donor data has always been important in raising funds for nonprofits. It’s literally your ‘gold.’ It provides you with everything you need to keep track of your donors and know most of what there is to know about them. Especially when it comes to outreach to potential monthly donors. Why is this helpful for outreach to potential monthly donors? For segmentation purposes, which then leads to personalization in email messaging and direct mail...

This is always an exciting time of year as donor base providers and analytics groups release their giving trends from the prior year. We are continuing to see so many changes. Not many were prepared for this disaster. And many, especially smaller organizations, almost froze when the shutdown happened. Many assumed that their donors did not have the funds to help, so they did not ask at a time when it was most crucial to ask donors for help....

What a week we’ve had! I try to never talk politics, so I will certainly not start now. But watching the electoral vote thermometer move, it made me think about the approach you would be wise to take when it comes to monthly gifts. Bit by bit, you’ll go forward. You’ll grow your monthly gifts. You’ll move the needle. Especially if you’re a small to mid-size organization, your number of sustainers are not going to grow by leaps and bounds.  More...

Last week, I presented at the Nonprofit Storytelling Conference. I had never attended this before, but it was a lot of fun. Everybody was extremely engaged, and there was time for some exercises and sharing! I presented a session on the three different types of stories needed for the acquisition, cultivation and upgrading of monthly donors. Each attendee then had some time to choose the type of story they wanted or felt they needed to write...

Recently, Network for Good rebranded its activities focused on recurring gifts and called it subscription giving. And as part of the subscription, you would be wise to give donors certain benefits. It indicated that benefits would make people feel more engaged. Then, at a recent webinar, someone asked me what I thought about subscription giving versus sustainers. So here’s my take on the difference. Sustainers care about your organization and...

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....

What a tremendous legacy John Haydon left us with his book, “Donor CARE: How to Keep Donors Coming Back After the First Gift.” Sadly, Haydon passed away earlier this year. While I never had a chance to meet him in person, we did talk by phone a few times. He had an amazing following with thousands of people attending his webinars and reading his blogs. Haydon’s quest was to explain how to keep donors coming back after the first gift. This is...

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...

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...

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...

Sustainer programs have grown substantially over the past few years, especially for those organizations that took advantage of generating new donors before, during and after the 2016 elections. In this article, I’m going to address two questions: Why has sustainer giving become so popular? How can you create a winning sustainer program? Why Has Sustainer Giving Become Popular? It’s all around us: subscription programs, small amounts taken...

The decision to add monthly giving to your annual fundraising plan is probably one of the most important ones you’ll ever make. It’s probably also one of the best you’ll ever make. Now if it were two decades ago, it would have been a costly one. But now, with the internet, email marketing, social media and the numerous ways giving has been made easy, adding monthly giving has become a ‘no brainer’. Adding monthly giving to your fundraising plan...

To start the year and decade off right, I thought I’d share 20 ideas and intentions to help you grow your monthly donor program to the next level. No matter what your current number of monthly donors is, you can always use more. No matter what your current overall communication schedule is, you should be able to fit these into the mix. No matter how many donors you have, you can always apply these tips. Virtually, all of these are low in cost;...

As we’re getting ready for Thanksgiving, I wanted to talk about something not often talked about:  how nonprofit clients move from one fundraising agency or consultant to another, and how this can be a smooth transition or a difficult one. I’m very fortunate that I was recently asked to start working with an organization where its “old” agency was extremely gracious, supportive and forthcoming with any and all information. It made the...

This question also came up at the recent sustainer workshop, and I know it’s something people struggle with, especially when you talk with your treasurers or finance folks. Monthly gifts are different from the major gift pledges most organizations are used to. Those pledges are typically set up for a specific purpose with an end date. And to make it even more confusing, some donor CRM systems use the word “pledges” for monthly gifts as well....

As I’m putting the finishing touches on the presentations and inputs for the Sustainer Workshop at the Bridge Conference, a colleague sent me this.  It was part of the membership renewal she just received on her phone. Can it be any easier? Why are more and more nonprofits focusing on ACH/EFT (also called direct debits, eChecks)—automatic bank withdrawals from the donor’s bank account? I see six big reasons: It really increases monthly donor...

Monthly giving is growing. Depending upon which provider of online communications you look at, the most recent statistics show that monthly giving accounts for roughly 16-20% of all online giving for 2018, up from 2017. But what do you have to do before you can bring in those monthly donors? What must happen when you start growing your program? Are you stuck with small monthly donors, or can you upgrade them to higher levels? Well, let’s look...

Good news! Monthly giving is one of the few groups of small donors that is (still) growing. Not surprisingly, because organizations have started focusing on it over the past few years. That’s why now job postings for monthly donor or sustainer managers, and monthly donor retention specialist positions are starting to pop up, but they’re hard to fill. Sadly, there are not that many training opportunities for this type of job yet. As someone...

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...

… 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...