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

  • Duration
    120 Minutes
  • Author
    Erica Waasdorp
  • Course Level
  • Year Created



Upcoming Live Worshop 1

Workshop Date Still Available 1:00 PM (Local/EST)

Thursday, August 22nd, 2024 at 1:00 PM EDT

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

This two-hour workshop is taught by two powerhouse experts in monthly giving, Erica Waasdorp and Jas Jhooty. Together these two experts will share their deep knowledge and expertise on monthly donor stewardship and retention, bringing you double the insight on this crucial area of nonprofit giving.


Workshop Date(s) & Time(s): 

  • August 22, 2024 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 NEW Charity How To 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 do breakout groups and ask questions throughout the session from two experts in the field who have 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 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 Will Be Responsible For: 

  • Attending the session and working in breakout groups 
  • Preparing an inventory of your monthly donor numbers and value 
  • Preparing an inventory of current stewardship and cultivation efforts to your monthly donors
  • Preparing 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 stewardship roadmap
  2. A complete retention roadmap
  3. A retention playbook with templates to customize for your nonprofit
  4. The Workshop Slides 
  5. The Workshop Recording 

About Your Topic Experts:

Erica Waasdorp is specifically qualified to teach this workshop because:

  1. Erica raised millions of dollars with and for her clients in monthly gifts. 
  2. She wrote the book 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. 

Erica Waasdorp is President of A Direct Solution, located on Cape Cod, Massachusetts.  Erica lives and breathes direct response and fundraising and can be considered a Philanthropyholic.  

She works with non-profit clients all over the country as well as internationally, helping them with their appeals and monthly giving. She is also the former US Ambassador for the International Fundraising Congress (IFC), 

Erica Waasdorp published two books on monthly giving. Her first Monthly Giving. The Sleeping Giant, published in 2012 and Monthly Giving Made Easya How-To Guide, published in May of 2021.  She created the Monthly Donor Road Map and several e-books to include the Monthly Donor Retention Play Book and many other resources.  Erica is an AFP Master Trainer, and she regularly blogs and presents in person or virtually on appeals, direct mail, and monthly giving.  

For more information, contact Erica at [email protected] or see

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

  1. Jas loves everything and anything to do with monthly giving because she realizes the powerful impact it can have on a fundraising program. 
  2. Jas has presented several webinars and workshops on journey mapping and monthly giving 
  3. 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)
  4. Jas has supported the development and growth of monthly giving programs across various sectors including healthcare, social justice, environmental, and others. 
  5. 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.

Before she became a consultant, Jas spent 10 years managing the monthly giving program of a hospital. During her tenure, she tripled the monthly giving program. 

For more information, contact Jas at [email protected]  or see

Upcoming Live Worshop 1

Workshop Date Thursday, August 22nd, 2024
at 1:00 PM EDT 1:00 PM (Local/EST)
Still Available
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A unique registration is required for each computer.

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