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TOOLS AND RESOURCES

eBooks, Checklists, Kits & More

Infographic of Monthly Donor Roadmap

If you are looking for an overview of what a monthly giving journey can look like for your donors, you have come to the right place.

Monthly Giving Donor Roadmap

Download Monthly
Donor Templates

Here are some Monthly Giving templates you can download and make your own, of course as warm and fuzzy as possible. Make the donor feel special!

Just put the template (in word) on your letterhead or drop it into your email template and fill in the blanks.

 

1. Monthly Giving Template – Tax Letter

2. Monthly Giving Template – Email to Donors Whose Payment Did Not Come In

 

Please sign up for the blog to receive future free downloads and other practical tips that can help you with your monthly giving program.

If you’d like to download the Monthly Donor Calculator to create projections for your program, just the download now button.

If you’d like to talk through some specifics for your program, book some time on the Monthly Giving Help Line.

Resources

I’m pleased to be in the company of many wonderful fundraising colleagues. Here are some of my favorite bloggers and resources.

Monthly Donor Annualizer™

Fill out the form below to Download Your Monthly Donor Annualizer™. Your information will not be shared with anyone.

Articles

Why recurring giving leads to better donor retention

Non profit PRO Magazine, May/June 2021

How Can You Ask Monthly Donors to Make the Ultimate Gift

Marketing Association of Washington, DC, 2020

Improving Donor Loyalty with a Winning Sustainer Program

Marketing Association of Washington, DC, 2020

Face-to-Face, street, residential and retail fundraising

What’s the difference? Direct Marketing Association of Washington, DC, 2019

How different is international fundraising, really?

Direct Marketing Association of Washington, DC

How to approach donors to give monthly, the ethical way

AFP Advancing Philanthropy, Fall, 2017

How little can you spend to generate a monthly donor?

ASFA – Connect 6-2 vFinal

Telemarketing, DMAW Advents, June 2015

Direct Marketing Association of Washington, DC

Monthly Giving Rocks

ASFA – April 2013 DM Nonprofit Federation

Getting your news

Published on a shoestring (or no) budget

Erica Waasdorp was interviewed

by the Cape Cod Times

Art and Science

of Nonprofit Storytelling

“Recurring (Gifts) Dream.”

Fundraising Success August 2012

Cross-Border Report

Erica Waasdorp

Helping non-profits increase funding through direct mailings with heart

Cape Cod Women’s Journal

FundRaising Success Advisor

Does Direct Mail Still Work?

Volunteering helps the bottom line

National companies that compete with local businesses know this well

Cultivating Donors Makes Sense

For Any Organization

The Role of Freemiums

in Growing Donor Files

When To Hire A Fundraising Consultant

Fundamentals of fundraising

Why People Give

UK animal welfare charity

Secures donors in the USA

Use Monthly Giving

to Improve Donor Retention Lifetime Value

The Golden Rules

for Writing and Answering Requests for Proposals

Key Indicators for Fundraising:

What Do They Really Mean?

Can organizations successfully generate and upgrade monthly donors?

Two organizations prove that they can!

Just Ask For It

Key Indicators for Fundraising

What do they really mean?

Podcasts

Fundraising Hayday

Thank you Fundraising Hayday for a great interview.  You can listen to it here and on the Fundraising Hayday site.

 

Thank you Amanda Day and Kimberly Hays DeMuga!

DNP Groundbreakers: Erica Waasdorp, President @ A Direct Solution

Erica Wassdorp has written the book on monthly giving and has emerged as one of the industry’s predominant thought leaders on the topic.

 

In her discussion with Dan, Erica talks about the rise of monthly giving, why it’s so critical for non-profit growth, and offers some practical tips for starting and growing your recurring donor program.

The Build Good Fundraising Podcast

Next-level tactics to grow your monthly giving program, with Erica Waasdorp.


We’re talking to Erica Waasdorp, author of Monthly Giving: The Sleeping Giant and a brand new book called Monthly Giving Made Easy.  

Erica is fellow direct response fundraising nerd, and in today’s podcast she is going to share 5 tactics to level-up your existing monthly giving program.

Why Monthly Gifts Are Good For Donors and Nonprofit Organizations. Nonprofit MBA Podcast 3.22

Summary: In today’s podcast guest Erica Waasdorp from A Direct Solution speaks with Stephen Halasnik from Financing Solutions about monthly gifts. The benefits of monthly donations can have a tremendous impact on the success of your nonprofit organization.

Building a Monthly Giving Program

A new podcast with Steve McLaughlin can be found here.

Listen to an interview on NP Voices, # 9

Steve McLaughlin and Erica Waasdorp discuss Monthly Giving. Thanks, Steve! click 

Duffy Health Center

Thank you, Sara Grambach of Duffy Health Center as she and I spoke about the value of Philanthropy and Monthly Giving.

Man at computer looking happy

Case Study

When A Direct Solution started working with this organization, serving individuals with disabilities, the organization had some 5,500 donors.

 

We knew that there was huge potential for prospecting and that the organization needed to grow. It had not done many acquisition appeals in the past and yet, the programs and awareness in the community had grown.

 

We also knew that renting lists from other donor organizations in this regional area was much more expensive than statewide, because of the small number of names available. We found that typical list rental minimums of 5,000 names were prohibitive, so we had to find an alternative source.

 

A Direct Solution found a great list of taxpayers. The list is affordable, totally local, and it offers many selections, including home value, age, female/male and charitable interest. In addition, with this area showing a large number of second homes, it’s possible to select on year round homeowners or vacation home owners. We had successfully used this list for a number of organizations in the area.

Next, we identified those towns where the organization had programs or where we expected some of their potential charitable donors to live.

 

The results were terrific! The prospecting appeal made money and the organization generated almost 300 new donors. Following are the results broken out by appeal and totaled: