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

Workshop Date & Time: 

• April 17th, 2025, 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 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 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 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), www.resource-alliance.org 

Erica Waasdorp published two books on monthly giving. Her first Monthly Giving. The Sleeping Giant, published in 2012 and Monthly Giving Made Easy, a 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 www.adirectsolution.com

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