Monthly Giving Campaign Checklist

Use this quick checklist as you start planning your first monthly giving campaign. 
 

• Feature your donate button prominently on your website and include a link in all of your online outreach. 

• Create an online monthly giving campaign page branded to coordinate with your website and all campaign materials. 

• Add impact labels to monthly giving levels to illustrate what a gift can do. 

• Add impact labels to share what a donation provides. 

• Set up automatic receipts. 

• Design a special thank you and stewardship program for monthly donors. 

• Allow donors to easily update their information. 

• Identify different groups to target for monthly donations based on their previous giving history, giving frequency, giving recency, and how they engage with your organization. 

• Segment your appeals and updates to tailor your message to different types of prospects and donors. 

• Provide the option to choose monthly giving in every ask, appeal, and campaign to help donors realize giving more is possible. 

• Celebrate sustainers (and their impact) by including updates on your monthly giving program in your annual report, newsletters, and on your organization’s website. 

• Plan a dedicated monthly giving campaign to target donors who may be more likely to give on a monthly basis. 

• Develop ways to upgrade monthly donors to new giving levels over time. 

• Don’t be afraid to ask monthly donors for additional one-time donations during the year. 

• Plan to show appreciation periodically (perhaps quarterly) in addition to the transactional thank you.  

• Track your progress and measure which methods result in the most new monthly donors. 

• Share results, stories, and updates on the impact of your recurring donors. 

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