Transcript
Page 1: Monthly Madness: Recurring Giving Traction

The Masters CircleMonthly Madness: Recurring Giving Traction in Action

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Your Masters Circle hosts

Heidi Hancock, CFRE David A. Svet

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Before we begin...

Credit!Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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How can we help you with your fundraising?

What do you want to get out of today?

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Call to Action Traction!

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● How to start recurring giving

● Promoting monthly giving

● Stewardship and growth

Call to Action Traction!

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Not Rocket Surgery!

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● Make it easy! Like regular asks

● Stewardship & Communication

● Summary acknowledgement

● Ongoing or Renewal?

Not Rocket Surgery!

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Gifts That Keep on Giving!

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● Start with an Incentive● Create an Infrastructure● Showcase Leaders● Create a Calendar● Go for it!

Gifts That Keep on Giving!

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Eyes On the Back of Your...

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● The Case for Monthly Giving

● Appeals for Monthly Program

● Marketing Calendar

● Channels, Messages, Groups, Events

Eyes On the Back of Your...

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No Longer All About the Hunt

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● Telethons are going away

● More than one-time communication

● Separate enrollment from stewardship

● Focus on informative communications

No Longer All About the Hunt

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Being Beneficial

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● Not just new donors

● Giving Culture

● Giving Focus

● Repeatable Benefit to the Donor

Being Beneficial

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Any questions?

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Next Masters Circle

● Next Masters Circle session is on January 28th

● Watch your email for instructions

● Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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Help us help you

● Submit a question or topic request

http://mosaicnpd.com/masters-circle-topic-request/

● Sign up for our blog

http://www.mosaicnpd.com/feed

● Hang tight for the quick survey

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Stay in touch

For additional information:Heidi Hancock, CFREDavid A. Svet

Toll Free 1-800-485-0742

email: [email protected]

Skype: Mosaicnpd

www.mosaicnpd.com

http://www.facebook.com/MosaicNPD

http://twitter.com/MosaicNPD

http://www.mosaicnpd.com/feed

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Thank youMosaicnpd.com


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