I’m an avid supporter and reader of SOFII, as it has some tremendous free stuff, like fundraising examples, articles and case studies from all over the world. I especially like the articles on retention, loyalty and, of course, recurring giving. Over my almost 30 years of fundraising, I’ve always been impressed by the many studies, especially those on donor loyalty, the donor experience and donor retention, done in the U.K. I recommend this...

If you look at the most recent statistics on donor retention, the year 2020 was not great. One reason was that many organizations put a hold on asking for contributions in the first half of the year because they worried about donors not giving. Many continued to be reluctant well into the second half. Hence, many donors who gave in 2019, never gave in 2020. If you’re a nonprofit that lost donors due to a decrease in outreach, you now need...

You probably have seen me quote Seth Godin before. His blogs inspire some of mine. It’s a short one so I’ll share his full post on “The Order of Operations” because it’s so important when it comes to monthly giving: “If you put the jelly on before the peanut butter, the sandwich will fail. “And if you try to spread the peanut butter on the plate and then add the bread, it will fail even worse. “Like so many things, the...

Over the past few weeks, I’ve been able to do some traveling again — in-person client visits, family visits, fun. Sitting on airplanes and in airports means time to read. I never leave home without a fundraising book to enjoy (along with other books, of course). Recently, I read “The Post-Pandemic Nonprofit: 12 Disruptive Trends Your Nonprofit Must Master” by Jeremy Reis. It’s a great and easy read in some 170 pages. It took me...

As you may know, I’ve been scanning and tracking examples of monthly giving approaches and follow ups for years. There are so many wonderful ways nonprofits ask for monthly donors. So many tremendous examples of saying thank you in the most grateful of ways. There’s so much that goes right with monthly giving and the results are showing! But every now and then, I see some goofs. I’m not going to name names, but you probably know who you are...

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...

Recently, I shared statistics from large organizations here and here.  Now, it’s time to look at what smaller nonprofits are doing when it comes to monthly giving. I was excited to read the “Small Nonprofit Fundraising Benchmark Report,” published by Network for Good and the NextAfter Institute based upon 2019 data and 2020 surveys. This report publishes the key findings based on a survey of 1,222 nonprofit employees and an analysis of donation...

Nonprofit PRO just published its “2021 Nonprofit Leadership Impact Study” and while I like what I’m reading there, it’s still not quite where I’d like it to be. Or should I say, where it really ought to be to make and keep nonprofits sustainable. One of the conclusions from the report is:  nonprofits need to improve relational fundraising and work toward recurring giving and monthly programs. The study shows: 41% of nonprofits believe their...

Recently, I was on Facebook Live with a colleague, and we were discussing some tips for growing monthly gifts. The question of why so many nonprofits are still hesitating about introducing monthly giving to their donors came up. It’s still a real mystery to me. It made me think of my childhood. My mom and dad always told me and my siblings (I’m the oldest of four): “Eat your veggies. They’re good for you!” They always came up with different...

If you’ve been following this blog for a while, you know that I don’t typically recommend sending monthly thank-you letters to monthly donors. Instead, I suggest you send one thank-you letter when they join, and in that, you explain that from now on, they’ll start receiving updates on how their gifts are making a difference. Also mention that they’ll receive a tax letter in January with an overview of all their gifts. I know many of you are...

This past weekend, I read the second book by the Veritus Group principals Richard Perry and Jeff Schreifels: “It’s Not Just About the Donor.” This was written during COVID-19, and one chapter is especially focused on fundraising during a crisis. You may ask, why would someone like me who typically only deals with small(ish) and monthly donors want to spend two hours reading this book on major gifts? Credit: Veritus Group Because small donors...

#GivingTuesday results were way up compared to last year. Who said donors are not generous? The best spot to see it all together is GivingTuesday Data Commons, fed by some 60 contributing partners and 40 global data labs. I know all are feverishly tallying results and creating infographics and more,  so definitely stay tuned for more results as they become available. I of course am most interested in any trends on monthly giving. So I was...

Last week, I traveled to Europe to present a training on sustainers for an international group based in the Netherlands. Socially distanced and masked, of course, as the rules and lockdowns are even stricter than they are on Cape Cod. The good news is that I was able to visit my 86-year-old mom as well, and I spent some time with my family. During the sustainer training, a couple of things we spent quite a bit of time on was: The best ways to...

Written by Mary Rybakova for Chatfuel This year’s GivingTuesday will be the most important one in history. For one thing, 2020 has been a tumultuous year for the world. It’s left us all in need of nonprofits and their essential work now, more than ever. But at the same time, the economic downturn caused by the pandemic has meant that many nonprofits are struggling to fundraise. They need support to continue accomplishing their...

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...

A while back, I interviewed Sami Sheehan of Lollypop Farm, a tremendous advocate of monthly giving. When we first talked, we decided we’d be back to discuss another great topic: hidden monthly donors. She’s done a lot of research, especially in the areas of workplace, Facebook and PayPal giving. You and your organization may very well have donors who are giving monthly, but for some reason some donors didn’t tell you they joined as a monthly...

The last week of September = Sustainer month, I organized the first ever virtual Sustainer Workshop. About 40 fundraisers from all over the country, and even some from Canada, participated in the two-day workshop, looking at all stages of life for a sustainer. When I asked the question: ”What is your biggest challenge when it comes to monthly giving?” this word cloud shows it best: Source: Virtual Sustainer Workshop, September 2020, A Direct...

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...

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...

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...

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:...

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...

At a recent client meeting in Richmond, VA., we were discussing ways to grow the organization’s monthly donor program. I asked the question: “Do you know the lifetime value of one of your first monthly donors?” Her answer was astounding: $10,000! Can you just imagine? A small donor who has been giving so much on an ongoing basis! Right now, the average recurring donor gives between $24 and $36 a month—that’s $288 to $432 per year! Just think,...

I just came back from a conference in New Orleans. It was my first time visiting, so I had planned a little bit of time to see the sights and “soak up the culture.” It inspired me to write about monthly donor motivation. But before I get to that… if you’ve not yet been to New Orleans, I can highly recommend The National WWII Museum. It’s fabulous! Locals told me that Frenchmen Street is the new Bourbon Street, and Café Du Monde is definitely...

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...

Soon, we’ll celebrate the D-Day invasion, which happened 75 years ago. Next year, we’ll celebrate the 75th anniversary of the end of World War II. My mom and dad grew up in the Hague, Netherlands, and they were only 4 years old and 6 years old when Rotterdam was bombed and the war became real. My parents suffered through the Hunger Winter 1944/1945, when the Eastern part of the country was liberated after the major battle in Arnhem, but the...

I’m so excited… Because monthly giving is becoming more and more popular! Systems keep getting easier and easier.  More organizations have seen the ‘monthly donor light!’ But yet, so many organizations are slow to come on board.  With just a little bit of training, you too can start your monthly donor program and grow that sustainable revenue you need to keep your operating budget growing! A few years ago, it was all about systems. That’s not...

A few years ago, I joined 20 organizations as a monthly donor with a credit card that was going to expire one month after joining. I purposely did this to see the actions nonprofits took and how long it would take them to do so. The sad reality was that only two of the organizations called me. They did so within the first month of my card expiring, so that was good. They only tried calling me once, but they did leave a message. I, of course,...

The push is on. It’s year-end, so time to bring in as much money as you can to support your cause. With or without #GivingTuesday campaigns, I bet you have at least a few messages prepared to go out in the next few weeks asking your donors and those on your email list for money. You’ve hopefully dropped that appeal in the mail and your social media messages are flying! While I already support some 30+ organizations with monthly gifts, I...