On the Road to Monthly Donor Success
Date: August 18, 2021
Time: Chapter Announcements at 11:45 - Workshop 12:00 to 1:00 pm
Presented by: Erica Waasdorp, A Direct Solution
So many people worry about how to generate major gifts. They may forget about those small donors in their database – and you have many more small donors than large ones, right? Monthly giving programs are especially effective to engage smaller donor and improves donor retention multi-fold. Best of all Monthly donors give more money than one-time donors and it’s typically unrestricted.
In this interactive session you will learn the steps involved to start a monthly donor program for your organization, using the tools you already have in place. Attendees receive (digitally) a monthly donor roadmap to use as a tool along with a monthly donor retention playbook and a monthly donor planner. All you have to do is start asking!
The session will focus on the following:
- A quick overview of monthly giving and their impact on sustainable revenue
- How to thank and cultivate monthly donors
- How to organize a monthly donor program step by step
- How to acquire new monthly donors using email and other channels
- How to prevent and reactivate lapsed monthly donors
- How to prepare an annual monthly donor plan
- A case study from a nonprofit
Attendees’ Learning objectives:
- Create a complete roadmap on implementing a monthly donor program
- Present the statistics to convince your boss and board it’s time to focus (more) on monthly giving
- Utilize examples on how best to recognize, cultivate and treat monthly donors once acquired
- Understand the tools for preventing (and reactivating) lapsed monthly donors.
The target audience for this presentation are fundraising professionals with at one plus years’ experience who want to implement, or grow, a Monthly Giving Program. The beauty of a Monthly Giving Program is that it works for organizations of all sizes and sectors, building sustainability. The process is the same if the organization has ten or ten thousand donors. Every non-profit has the resources in-house to start growing monthly donors.
Erica Waasdorp is President of A Direct Solution, located on Cape Cod, Massachusetts. She works with non-profit clients nationally and internationally on growing monthly donor programs. Erica is the former US Ambassador for the International Fundraising Congress.
Erica Waasdorp published Monthly Giving. The Sleeping Giant. She created the Monthly Donor Road Map and several e-books to include the Top 7 Questions about Monthly Giving, the Monthly Donor Retention Play-Book, and more.
Erica regularly blogs and presents in person and via webinars on appeals, direct mail and monthly giving. Erica is a Master Trainer for the Association of Fundraising Professionals (AFP). Currently she is working on her next book Monthly Giving Made Easy.
For more information, contact Erica at firstname.lastname@example.org or see www.adirectsolution.com
Understanding Generational Differences in Giving: Strategies to Engage Donors Across Generations
Date: September 15, 2021
Time: Chapter Announcements at 11:45 am - Workshop 12:00 to 1:00 pm
Today, a broad spectrum of donors from five different generations are active in the philanthropic marketplace. Learn the giving patterns and values of each generation and how you can best work with donors of all age groups. This session will explore why generational understanding is important, describe the generational differences and their impact on giving, and highlight action steps to ensure you are engaging and stewarding donors appropriately across the generations.
Presented by: Angela White, CFRE, Senior Consultant and CEO, Johnson, Grossnickle and Associates, Inc.
- Understand the impact of generational values and life events on giving.
- Identify and describe the generational differences of the Gen Z, Millennial, Gen X, Boomer, and Silent generations and the impact on their giving.
- How to customize development activities in work with donors from each generation, particularly emerging generations.
- Special considerations when working with multi-generational donor families.
Angela E. White, CFRE, serves as CEO of Johnson, Grossnickle and Associates (JGA) providing day-to-day leadership to the firm and guiding the JGA staff, while continuing to provide tailored consulting services directly to our clients as a Senior Consultant. Angela has a high level of expertise in philanthropic consulting in healthcare, education, social services, arts, and faith-based organizations. She also brings considerable depth in strategic planning and data analysis. Before joining JGA in 1996, Angela was the Executive Director for Institutional Advancement at the University of Indianapolis and prior to that served as Vice President of Institutional Advancement at Saint Mary-of-the-Woods College. Among Angela’s passions are women’s issues and women-serving organizations. Angela is a member of the faculty at The Fundraising School at the Indiana University Lilly Family School of Philanthropy and often presents on behalf of the Women’s Philanthropy Institute. Angela is a CFRE and currently serves on the Committee on Directorship for CFRE International. She is a graduate of Saint Mary-of-the-Woods College in Indiana, and obtained her Master’s degree in business from Purdue University.
Date: October 20, 2021
Time: Chapter Announcements at 11:45 am - Workshop 12:00 to 1:00 pm;
Presented by: TBA