The journey from a champion’s first gift to becoming a fully invested recurring giver in your cause requires intentional relationship building. With monthly recurring giving to nonprofits increasing year after year and becoming a preferred form of giving for many champions, it’s more critical than ever to develop this revenue stream. This workshop walks you through creating clear giving pathways and compelling impact language, then guides you in developing an onboarding process that sets expectations and builds trust from day one. Participants will leave with practical tools to grow sustainable relationships that benefit the giver, strengthen the organization, and advance the cause.
Together we
Workshop Resources
Recurring Giving Communications Plan
The master checklist for building and sustaining a recurring giving program, start to finish. Work through the five sections in order. Several items point to a companion tool; each one carries a short echo of what that tool covers, so you can use this checklist on its own or open the companion tool for depth.
Creating Your Ongoing Value Proposition
Work through the four sections to build the case for ongoing support, set what each gift accomplishes, choose your frequencies, and assemble it into a value proposition statement. That statement is what your Communications Plan and Program Checklist point back to.
Giving Your Recurring Giving Program an Identity
It is recommended that your recurring giving program have a name, and it is best if the name is connected to the work your organization does. A strong program identity is both a name and a visual mark; this worksheet walks you through both.
Calculating Recurring Giving Long-Term Value
Long-term value (LTV) here is an estimate of what a recurring giver is worth over five years, not just this month. Knowing it lets you justify what you spend to bring givers in and keep them, value each conversion, and set realistic goals.
Recurring Giving Program Checklist
Four pages, one per moment in a giver’s journey. Before you start, have your ongoing value proposition in hand: every answer you provide should tie back to why support needs to be ongoing, the human need it meets, and the outcome a giver makes possible.
