P.O. BOX 757 Marstons Mills, MA 02648

MONTHLY GIVING

Our Services & Tools

Monthly Giving Audit

If you have a monthly giving program but feel that it could be doing better, a Monthly Giving Audit is the place to start.

The first step will be to schedule a complimentary half hour call to establish the goals and to confirm the input needed and expected turnaround. Simply call us at (508) 776-1224 or send us an email.

The Monthly Giving Audit consists of a review of:

  • Media and Creative used for acquisition of new monthly donors, upgrade campaigns, lapsed reactivation
  • Timing of asks
  • Donors targeted and segmentation used
  • Tests and results by medium including open rates, click through rates, response rates, average gifts
  • Ask strategies and premium use (if any)
  • Back-office procedures in place
  • Review cost to generate a new monthly donor
A monthly giving audit on a page

Monthly Donor Retention Check Up

If your monthly donor program is not growing, or worse, stagnating, contact us for a Monthly Donor Retention Check-Up.

 

We’ll review your systems, processes, thank you and cultivation, acquisition programs, monthly donor journeys and identify where you can improve.

 

Just contact us for a free tailor made quote, based upon your program, because every program is different. It will be totally worth your while.

 

If you’re not sure, check out this case study. Or look at the 10 Sad Facts of Monthly Donor Retention blog.

 

Once you’ve done your Monthly donor Retention Check-Up, you’ll never have to worry.

Monthly Giving Help Line

The Monthly Giving Help Line is EASY! Simply click on this link or the button below.

 

It allows you to book the time you need and the most convenient time for you and we’ll confirm.

 

Please make sure to include the challenges you are facing with your monthly giving program, the web site link to your program and your phone number, so we can contact you and take a look at your program ahead of time.

 

We’ll bill you after the session. Just think about it this way, all you need is ONE extra monthly donor to pay for this.

Help Button

Monthly Giving Statistics

There is really not that much research being done on trends in monthly giving, but it’s growing so I’m excited to share some recent studies.

 

Third Space Studio, Heather Yandow, Individual Donor Benchmark Study

M&R Strategic Benchmarks

Blackbaud Sustainer Benchmarking Study

Monthly Donor Planner

This Monthly Donor Planner is a great tool to help you project the potential of monthly giving for your organization.

Simply fill out a few items and the program will do the rest. The top line starts with the current number of monthly donors and calculates annual value to start with. Then the next section shows you the different media, (channels) and calculates the revenue after the first year for each, based upon your number of emails, names to approach and typical response rates. 

Then the bottom part shows you the estimated number of new monthly donors added to the existing numbers which then feed into the next year. There is also a section to customize for upgrades and extra gifts. 

As a guideine, most organizations are able to convert some 15% of one-time donors to monthly donors, but there are even those who have 20 to 60% of their donors as recurring donors.

It all depends on how fast you’d like to grow, the channels and numbers you have at your disposal and how much effort and commitment you put into it! You’ll be able to add additional media to this tool as you expand. You can add or remove as many lines as you’d like. 

Just click on the link below to download your template and get started!

Are you ready to take your Monthly Giving program to the next level?

Reach out to us to schedule time to talk about your Monthly Giving Program.