P.O. BOX 757 Marstons Mills, MA 02648

How to Create a Smooth Monthly Giving ‘Drive

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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 there can only be one driver. But as the driver, you can delegate the navigation to someone else. You can assign someone in the back seat to find the next restaurant during your trip. You take your car to a mechanic. You have regular oil changes. You find those experts who can help you run your car more smoothly than it is running now. And you find those people on your team who can help you get to your destination sooner.

Your monthly giving program is no different. Your organization may not quite be so big that you have a lot of people on your team. You may outsource some of the processes aimed at acquiring, retaining or upgrading your monthly gifts. You may even work with volunteers for some parts. Bigger organizations may be more spread out and have more players in the mix.

But ultimately, someone must be in charge. That’s the person who’s pulling it all together. The driver.

Those organizations that are most successfully growing their monthly donor program have a clearly assigned driver in place. The driver builds the team and knows who needs to be on that team.

Who should be on your monthly giving team or at least be regularly involved? Make sure that you choose those who can make decisions or get decisions finalized very soon.

  • Someone from finance or accounting
  • Someone from marketing/communications
  • Someone from systems/IT
  • Someone from donor services
  • Someone from data-entry, in charge of the database
  • Someone who updates your website
  • Someone who answers the phones
  • Someone who sends your emails
  • Someone who does your social media
  • Your agency or consultant, direct mail, digital, telephone, face to face and other fundraising.

So, if you’re not sure who is driving the monthly donor car, make sure you assign someone, soon!

I’ve seen too many organizations struggle moving their monthly donors to the next stage (or worse, see shrinking programs) because they didn’t have that driver in place.

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