Monthly Giving Made Easy – Downloads – Page 3 – A Direct Solution

P.O. BOX 757 Marstons Mills, MA 02648

info@adirectsolution.com

Monthly Giving Made Easy - Downloads

Monthly Giving Made Easy

This page goes along with the book Monthly Giving Made Easy, a How-To Guide.

If you ordered the e-book version, you can find the full Monthly Giving Made Easy Book with images right here.

Here you’ll find all downloadable assets. Note the page numbers refer to the pages in the paperback version.

Prepare for Success

Jump to page 7 — Monthly Giving Calculator

Jump to page 17 — Monthly Donor Annualizer

Jump to page 29 — Downloadable Online Form for Donor

Monthly Donor Acquisition

Jump to page 54 — Donor Testimonial Template (Bonus)

Jump to page 73 — Monthly Donor Planner Template

Monthly Donor Recognition and Cultivation

Jump to page 75 — Stewardship Plan Example (Bonus)

Jump to page 79 — Sample Recurring Donor Thank You Letter

Jump to page 88 — Tax Letter Template

Monthly Donor Retention

Jump to page 92 — Monthly Donor Retention Play Book

Jump to page 97 — Monthly Giving Process Flow for Customization

Jump to page 99 — Monthly Donor Annualizer (Bottom for Value at Risk)

Jump to page 104 — Survey Template (Bonus)

And of course, if you have any specific questions, please don’t hesitate to contact me at erica@adirectsolution.com.

Sign up for blogs and resources

Employee using a computer in a cafe

3 Elements of a Successful Donor Outreach Plan

Donor outreach is essential for connecting with your supporters and encouraging them to stay involved and give. Learn the key elements of a donor outreach plan.

June 9, 2024

How Important Is Artificial Intelligence If You’re Not Even Doing the Basics?

These days, you can’t open an email without some type of message about artificial intelligence (AI). Complete conferences are created around the topic. It’s all

June 2, 2024

Someone opening a piece of direct mail in front of a laptop.

Segmentation: The Key To Successful Nonprofit Direct Mail

Want to send more effective direct mail appeals for your nonprofit? Check out these tips for segmenting your audience to personalize your messaging.

May 3, 2024

A person placing coins in stacks that get taller from left to right.

Building Financial Resilience: 4 Strategies for Nonprofits

Financially resilient nonprofits can effectively adapt to changing internal and external circumstances. Discover how to achieve this at your organization.

May 3, 2024

A woman donating to a nonprofit on her laptop

How to Make Your Org’s Donation Experience More Accessible

By making your donation experience inclusive, you can maximize earnings and expand your donor pool. Get started with these tried and true accessibility tips.

April 25, 2024

Two women chat at an outdoor table while drinking coffee

5 Tips for Creating Personalized Donor Interactions

Donors are much more likely to engage with personalized outreach rather than generic messages. Use these tips to create personalized donor interactions.

March 30, 2024

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.

Highly flexible, affordable services and wide knowledge base for non-profits.

Contact Details

Mailing Address: P.O. BOX 757
Marstons Mills, MA 02648

Phone: 508-776-1224

E-mail: info@adirectsolution.com

© Copyright ADirectSolution 2025. All Rights Reserved.