Six Hour Interactive Workshop: How To Develop a Sustainable Monthly Donor Program

  • Duration
    360 Minutes
  • Author
    Erica Waasdorp
  • Course Level
  • Year Created
  • CFRE Approved
    6.00 Points
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Six Hour Interactive Workshop: How To Develop a Sustainable Monthly Donor Program

Early bird price only $259 
Regular price $289
Offer ends Friday, March 22nd @5PM 

Workshop Date(s) & Time(s): 

Join us in this 3-part interactive workshop:

  • Session 1: April 10th, 2023 - 1 - 3 pm, EST
  • Session 2: April  17th, 2023 - 1 - 3 pm, EST
  • Session 3: April 24th, 2023 - 1 - 3 pm, EST

This Workshop is Perfect for you if:

If you’re looking to make sustainers part of your overall fundraising strategy, you can’t afford to miss the 3-part CharityHowTo Monthly donor workshop designed for the nonprofit professional who is looking to either establish or grow their monthly donor programs.

No matter the size of your organization, you will benefit from learning more about monthly giving – which has become popular with donors of all ages. In this action-packed workshop, filled with exercises, quizzes, and sharing, you’ll discover proven approaches and new ideas for storytelling, marketing, payment systems, reports, and statistics.  

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

We’ll look at sustainers from an omnichannel perspective: digital, mail, face-to-face, phone, text and social, while focusing on acquisition, stewardship, cultivation, retention, as well as extra gifts, upgrades and conversions. 

You’ll enjoy the opportunity to ask questions during discussions and, most of all, you’ll benefit from lots of sharing amongst organizations through break-out sessions. 

This workshop is broken out into three separate sessions on three separate dates: 

  • Session 1: Why monthly giving and How to Acquire new monthly donors
  • Session 2: How to steward, cultivate, ask for extra gifts and upgrade monthly donors 
  • Session 3: How to retain monthly donors 

Each workshop will consist of a 2-hour commitment to include breakout sessions, exercises, and sharing.  

If you cannot attend a session, you will receive the recording and bonus materials, but we strongly advise that you attend all 3 sessions to get the intended outcome.

During This Nonprofit Workshop, You Will Create:

Monthly donor invite emails, short messaging to use on your website and donation forms, retention messaging, upgrade appeals, and more. You’ll also create a plan to start generating more monthly donors right away. 

During This Nonprofit Workshop, You Will Learn:

  • How to value monthly donors for your nonprofit.
  • How to get your back office, website, and donation forms ready
  • How to find the best ways to acquire new monthly donors for your nonprofit
  • How to create the stories you need to acquire monthly donors 
  • How to recognize and steward your monthly donors 
  • How to find the best times to ask monthly donors for an extra gift and upgrade them to higher levels
  • How to create a monthly donor planner 

During This Nonprofit Workshop, You Will Be Responsible For:

  • Apply the learning and examples to create the stories you need for your nonprofit so you can start generating more monthly donors right away.
  • You’ll be expected to prepare homework assignments, participate in break-out sessions, attend time built in for Q&A, etc. 
  • You need to commit to all three sessions to join this workshop and get the intended outcome.

You’ll Get These BONUS Materials:

  1. A complete monthly donor workbook
  2. A stewardship plan
  3. A monthly donor story template 
  4. A process planner for monthly donor retention 
  5. A retention playbook with templates 
  6. A year-1 donor planner to customize for your nonprofit
  7. A multi-year planner to calculate the value of monthly donors 
  8. The Workshop Slides 
  9. The Workshop Recording 

About Your Topic Expert:

Erica Waasdorp is specifically qualified to teach this workshop because:

  1. Erica has raised millions of dollars with and for her clients in monthly gifts. 
  2. She wrote the books Monthly Giving. The Sleeping Giant and Monthly Giving Made Easy. 
  3. She created The Monthly Donor Roadmap and The monthly donor starter and marketing kits for Donor Perfect and other resources. 
  4. She has presented hundreds of webinars on monthly giving
  5. She has presented at numerous conferences in-person on recurring giving
  6. She has presented numerous virtual and in-person workshops on sustainers
  7. Erica is passionate about monthly giving and she has seen and continues to see the power of this sustainable and donor-centric way of giving. 

This workshop is presented by Erica Waasdorp, President of A Direct Solution. Erica was trained in direct mail at Reader’s Digest in Amsterdam and she worked on consumer and small donor campaigns for more than 35+ years. 

She is also the author of two how-to guides on starting and growing a monthly giving program: “Monthly Giving. The Sleeping Giant”, “Monthly Giving Made Easy”, the Monthly Donor Road Map, and numerous other e-books.

Erica lives and breathes direct response fundraising. She says she can even be considered a Philanthropyholic. Building partnerships and trying to find the best solution for donors and her clients are what Erica does best.

Her multi-lingual skills and multi-cultural experience bring added value to those clients interested in raising money internationally. And her experience in monthly giving has given her an edge for those clients who are ready to embark on this way of giving. Erica Waasdorp is an avid blogger and presenter on direct mail and monthly giving.

Erica’s books: “Monthly giving. The Sleeping Giant” is available as paperback and e-book, “Monthly Giving Made Easy is available as paperback, e-book and audiobook. She lives with her husband and cat Quinnie on Cape Cod. She loves to travel, read, dance, play golf, and go to the movies.

What Attendees Said about This Nonprofit Workshop:

“This addressed issues I was unaware of and proposed solutions for them!”

Lisa Schreck, Cara Collective

“What made this 3-part workshop stand out to me was how many VERY tangible ideas were presented. My challenge going forward is to figure out which ones to put into place first!”

Sue Dyrness, BVMI

“Erica was extremely knowledgeable, personable, and approachable. Thank you so much!”

Taylor Gunter-Cummings, THREAD - The New Social Fabric

For more upcoming live training to aid your nonprofit professional development, please check here 

If You Register and Cannot Attend One of The Sessions, You Will Get the Webinar Recording, Slides, and Bonus Materials.

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