Interactive Workshop: How To Create a Monthly Donor Stewardship and Retention Roadmap

Workshop Date & Time: 

• February 10th, 2026, 1 PM - 3:00 PM ET

This Workshop is Perfect for you if:

Do you have a monthly giving program (regardless of its size) and you’re looking to cultivate your monthly donors and keep more of them? Then you don’t want to miss this CharityHowTo Monthly donor workshop designed for the nonprofit professional who is looking to grow their monthly donor program to the next level.

No matter the size of your organization, you will benefit from monthly donors, a way of giving that has become popular with donors of all ages and backgrounds. In this interactive workshop, presented by two powerhouse experts in monthly giving, you’ll discover proven approaches and new ideas for onboarding, thanking, cultivating, stewarding, retaining, and recapturing your monthly donors.  

You’ll come away with the approaches and materials you can implement in your organization right away. 

We’ll also look at how best to ask your monthly donors for extra gifts in ways they’ll appreciate and even expect. 

You’ll enjoy the opportunity to participate in breakout groups and ask questions throughout the session with Jas Jhooty, an expert who has personally managed and run numerous monthly donor programs.

This 2-hour interactive workshop is aimed at fundraisers and organizations that have at least some monthly donors.  This workshop will focus on strategies you can implement to improve your monthly giving program, whether you have dozens, hundreds, or thousands of monthly donors. 

During This Nonprofit workshop, You Will Create:

• Your monthly donor stewardship roadmap 
• Your annual plan to steward, cultivate, ask for extra gifts and upgrade monthly donors 
• Your current monthly donor retention process map
• Your plan to identify types of ‘cancels’ and ways to track your monthly donor retention  
• Your new monthly donor retention roadmap 

You will come away with a complete stewardship roadmap on how best to thank your monthly donors and keep them engaged during the year while adding opportunities to ask for extra gifts and ask for upgrades. 

You will also come away with a retention roadmap to help you find the highest retaining payment types and identify ways to keep more of your monthly donors for many more years to come. 

This Webinar is Perfect for You if:

• You are new to measuring and marketing your nonprofit’s impact
• Your organization has little to no impact metrics
• You have impact metrics, but you do not know how to report this information to donors and other stakeholders

During This Nonprofit Workshop, You Will Learn:

• How to value monthly donors for your nonprofit.
• How to recognize and steward your monthly donors when they first join 
• How to engage your monthly donors on an ongoing basis/during the year.
• How to find the best times to ask monthly donors for an extra gift and upgrade them to higher levels
• How to identify hard and soft cancels
• How to map out a retention process 
• How to implement approaches to help you keep more of your monthly donors 
• How to calculate the monthly donors at risk of lapsing and the value of keeping them. 
• How to reactivate and recapture lapsed monthly donors

During This Nonprofit Workshop, You are encouraged to: 

• Attend the session and work in breakout groups 
• Prepare an inventory of your monthly donor numbers and value 
• Prepare an inventory of current stewardship and cultivation efforts to your monthly donors
• Prepare the current process of retaining your monthly donors (what is automated through your system, what is done manually) 

You’ll Get These BONUS Materials:

1. A Complete Monthly Donor Stewardship Roadmap
2. A Complete Monthy Donor Retention Roadmap
3. A Monthly Donor Retention PlayBook with Customizable Templates
4. Bonus Monthly Donor Road Map
5. Bonus Monthly Donor Welcome Email Template
6. Bonus Monthly Donor Retention Tracker
7. Bonus Retention Checklist
8. Bonus Sample Donor Communication Plan
9. Bonus Stewardship Ideas
10. The Workshop Slides 
11. The Workshop Recording 

About Your Topic Expert:

Jas Jhooty is specifically qualified to teach this webinar workshop because:

• Jas loves everything and anything to do with monthly giving because she realizes the powerful impact it can have on a fundraising program. 
• Jas has presented several webinars and workshops on journey mapping and monthly giving 
• Jas has spoken on the topic of monthly giving at various national and international conferences, including the Association of Healthcare Philanthropy (AHP) and Association of Fundraising Professionals International conference (AFP ICON)
• Jas has supported the development and growth of monthly giving programs across various sectors including healthcare, social justice, environmental, and others. 
• Jas spent 10 years working as a front-line fundraiser, with a focus on monthly giving

Jas Jhooty helps charities realize the power of their own donor data and tell the story behind it. Using data audits/analytics, donor journey mapping, storytelling, and a multi-channel approach, Jas helps charities keep the donors they have- and the best way to do that is through monthly giving.  As a consultant, she supports charities with monthly giving program development and growth. 

Jas has over 15 years of monthly giving expertise including monthly acquisition, conversion, reactivation, and upgrades through email, digital, direct mail, telefundraising, DRTV, telethons, radiothons, and face-to-face/door-to-door.

What Attendees Said about This Nonprofit Workshop

“This was a very informative webinar for working stewardship and retention for a monthly donor program! The presenters were extremely knowledgeable and well-informed. I learned a lot of valuable information and will be able to put it to use for our nonprofit!”

HART For Animals