Recurring donations

Monthly giving is one of the most sustainable ways to support your mission—and one of the most powerful. With expert insights from Dana Snyder, fundraiser and founder of Positive Equation, you’ll learn how to position recurring giving as a meaningful action, and create campaign language and thank-you messages that make monthly donors feel valued and connected.

By the end of this course, you'll have:

A recurring donation plan tailored to your organization

Configure donation frequency options, customize your upsell settings, and align your giving tiers with the needs and values of your mission.

Messaging that inspires long-term commitment

Learn how to position recurring giving as a meaningful action, and create thank-you messages and campaign language that make monthly donors feel valued and connected.

A strategy to grow and sustain your monthly donor community

Understand how to track recurring gifts, identify opportunities to upgrade or steward donors, and use campaign and CRM tools to nurture relationships over time.

Course contents