How to Create a Great Monthly Giving Program: 9 Simple Steps
Are you ready to supercharge your nonprofit's monthly giving program? In this post, we're diving into how to create a winning recurring giving program in just nine steps. Let's get started!
When it comes to nonprofit fundraising, monthly giving (otherwise known as recurring giving) reigns supreme. Although big donations are valuable and should still be pursued, recurring giving programs provide a steady, reliable source of income for your nonprofit.
Imagine if your nonprofit no longer had to worry about the seasonal drops in giving. Wouldn’t it be great if you could count on a dependable stream of monthly revenue? That’s why developing a stellar monthly giving program is an investment that can have a tremendous impact on the long-term financial health of your organization.
What Is a Monthly Giving Program?
A monthly giving program is a recurring donation setup where donors automatically give a set amount to a nonprofit every month. These programs help nonprofits generate a steady stream of financial support so that they can fulfill their vision and mission more effectively.
Donors simply pick an amount and how often they want to give. Monthly is the most common choice, but options like bi-monthly, weekly, or yearly work too. It’s all about what fits their budget.
Donorbox Recurring Donations helps you set up monthly (as well as daily, weekly, bi-weekly, 1st and 15th, quarterly, and annual) giving programs for your fundraising campaigns. You can easily add these intervals to our recurring donation form. Then it’s up to you to either use the Donorbox-hosted fundraising page (where your form will be included) or embed the donation form in your website. Here’s an example of the latter:
Recurring giving programs can dramatically increase your fundraising potential. Did you know that the average monthly gift is $52? That adds up to $624 a year, compared to the average one-time gift of $128.
If your nonprofit isn’t prioritizing monthly giving, you’re losing out.
Want to get your hands on more data like this? Check out our dedicated blog on recurring giving statistics, or download our free Monthly Giving report for exclusive Donorbox stats and key takeaways:
2. Higher Donor Retention
Donors who give monthly have a higher retention rate than other types of donors. The Fundraising Effectiveness Project (FEP) reports that retention climbs with each additional gift:
18.6% for first-time donors
38.1% after two gifts
61.2% for those giving three to six times
84.3% for donors giving seven or more times
These stats show how how critical it is to convert donors into repeat and monthly givers.
3. Easy for Donors
Monthly giving programs are relatively simple to manage for nonprofits and make giving easy for donors.
Donors sign up once, and their gifts are made automatically and at a frequency of their choosing, giving them flexibility and convenience.
Furthermore, your donors may already be on monthly schedules. They pay many bills monthly and subscribe to many monthly services. So, monthly giving is easy to understand and incorporate into their lives.
4. More Predictable
Very few recurring donors cancel their donations. Signing up for monthly giving is a good sign that the donor is engaged and committed to your cause.
Bonus Resource: Monthly Giving Program Drives PKF’s Dream
Here’s a real story of fundraising success from Pittsburgh Kids Foundation (PKF) which will help you understand the impact a monthly giving program can have on an organization. Learn about the benefits right from the horse’s mouth in this podcast episode on Donorbox:
How to Create a Great Monthly Giving Program in 8 Steps
Chances are you already have some sort of monthly giving program in place. But is it working as hard as it could be?
Whether you’re launching your first program or looking to strengthen an existing one, these 10 steps will help you build a standout monthly giving program – one that keeps donors engaged and giving consistently!
1. Set a Goal
Start by thinking big picture: how much funding do you need to sustain your program? Once you have that number, work backward to figure out what your program needs to look like.
We’ll give you an example. Say you need to raise $10,000 in 12 months. You’ll need about 42 donors giving $20 each month – or 28 donors giving $30 each month.
Doing this math up front makes planning easier and helps you communicate clear fundraising goals to your supporters.
2. Outline Your Program Perks
The last thing you want is for your recurring giving program to feel like an obligation. Make donors feel special by offering perks – big or small. Some examples include:
A behind-the-scenes tour of your premises
An exclusive monthly newsletter (recurring donors only!)
A special volunteer experience
Branded merchandise
If you don’t have the bandwidth, keep it simple. Record a short, TikTok-style thank-you video every month or share an update that feels personal and authentic. Think of these “mini” impact reports.
3. Choose the Right Tool
Any recurring giving tool worth its salt should take the headache out of managing your program. Look for a platform that:
Makes sign-up quick and easy
Automates receipts and confirmations
Lets donors pause, change, or cancel anytime
Simplifies relationship management
Donorbox does all this – and more. Our Recurring Donation Upsell feature even nudges one-time donors to become monthly givers.
4. Brand Your Monthly Giving Program
Giving your monthly program a name will strengthen itsbrand and show your donors they’re part of something special.
Name the program something that aligns with your broader nonprofit brand or goal. For example, Pencils of Promise calls their program “Passport,” Liberty in North Korea calls theirs “Liberty,” and charity:water calls theirs “Pipeline.”
Branding your monthly giving program emphasizes the element of community. By showing your monthly donors that they’re part of something bigger than themselves, you make them feel more valued.
On your monthly giving page, you could also consider usingsocial proof– a powerful psychological and social phenomenon where people assume the actions of others in an attempt to reflect correct behavior in a given situation. In other words, this means people do what they see others do.
To leverage this phenomenon, include testimonials and photos of current monthly donors, and their names.
5. Build Your Donation Page
Your page should make recurring giving the obvious choice, and there are a few ways to do that:
Choose intervals wisely: Most nonprofits offer monthly, annual, and one-time options. After reviewing our Donorbox forms, we found that recommending monthly donations results in 636% higher total gifts than recommending the one-time interval.
Set smart amounts: A donor who gives $100 once might be willing to give $15 monthly. Use descriptions to show impact, like “$20/month provides healthcare for one shelter dog.”
Tell your story: Like we said before, storytelling is important! Add images, short videos, and trust badges. If you’re using Donorbox, you can include these right in your form.
Real-life example:Project Street Vet used Donorbox’s recurring donation features to grow their number of monthly donors from zero to 700. Their favorite feature? Marking the monthly interval with a heart. Read their case study.
6. Show the Value of Recurring Giving
We’ll say it louder for the people in the back: use real examples or descriptions to connect donation amounts to impact! For instance:
$15/month provides clean water to one family
$30/month feeds a rescued dog for a month
Putting donations into real terms helps donors understand the difference they’re making!
7. Make it Easy to Join
The sign-up process should be quick, intuitive, and mobile-friendly. Your donation page should load fast and feel trustworthy, too.
Add the link in your website header so it’s easy to find in just a click or two.
8. Build Relationships, Not Just Revenue
Monthly giving might be convenient for you and your donors, automatizing the payments and admin involved. However, this doesn’t mean your nonprofit should apply a hands-off approach when it comes to building relationships with your donors.
Send a warm welcome within 48 hours and keep donors updated with stories, images, and impact reports.
Personal touches can make all the difference here.
9. Make In-Person Recurring Giving Part of Your Strategy
Did you know that your monthly giving program doesn’t have to be limited to your website?
If your nonprofit has a physical location, hosts regular events, or attends community gatherings, in-person giving can be a powerful way to sign donors up for recurring gifts on the spot.
With Donorbox Live Kiosk™, it’s easier than ever. Use the Donorbox Live app to turn your tablet or Android phone into a portable giving kiosk. Set up a monthly recurring giving option for donors to choose instead of a one-time donation – they can complete their gift using a card, smartphone, or smartwatch in seconds.
You can even offer other intervals like quarterly or annually, giving donors more flexibility while still boosting your recurring revenue.
Monthly Giving Program FAQs
Again and again, fundraiser wonder how to get the most out of their monthly giving programs. Here are some answers to the most common questions.
1. How can I convert one-time or annual donors into monthly supporters?
Sometimes, finding donors for your monthly giving program is as easy as making the right ask at the right time – and that goes for your existing donors, too.
Typically, one-time donors convert to monthly donors within the first 30-60 days. Spend that time sending them informative and interesting content about your mission, the problem you’re solving, and how your team makes a difference. Then share a gentle ask that fully demonstrates the value of your monthly giving program.
For a hands-off approach, use Donorbox’s Recurring Donation Upsell feature to prompt one-time donors to upgrade to a monthly gift. This will help you capture both new donors and returning donors who have yet to consider becoming a monthly supporter.
2. Where do I find monthly donors?
First, start with the donors you already have. As we mentioned above, converting existing one-time and annual donors is all about a timely ask.
But even for more established repeat donors who haven’t converted to your recurring giving program yet, don’t be afraid to share the details about your new program with them, along with a polite ask.
Personal outreach is best for this – especially if your organization has an ongoing relationship with these donors.
Other sources for recurring donors include:
Newsletter subscribers
Social media followers
Volunteers
Event attendees
Community partners
Anyone with an interest in your organization is a prospect for your monthly giving program.
3. I only have 20 minutes a day to devote to my monthly giving program. What should I do?
If you only have 20 minutes in your day to dedicate to upkeep on your recurring giving program, here are some things you can do:
Pick up the phone and call three donors. This personal connection can go a long way.
Craft a social media post. Showcase a recent milestone or event that your recurring donors helped fund and give your program a shoutout.
Find five existing one-time donors to connect with. Prep for your next 20-minute stint by identifying your next batch of prospects for your program.
Tip: Use automation tools to get the most out of your limited bandwidth.
Conclusion
Creating a successful monthly giving program can be challenging, but the reliable funding these programs provide can help sustain your mission through uncertain times. Forming a lasting relationship with dedicated donors who continuously support your organization makes all the difference.
At Donorbox, we see every day how recurring giving transforms small nonprofits into sustainable powerhouses.
Our tools are designed to be easy to use and empowering for both you and your donors. Whether you’re starting a recurring giving program from scratch or looking to scale your existing one, we have you covered with innovative, donor-empowering recurring donation tools. Check out all our features here, and sign up today to start fundraising in under 15 minutes!
Ilma is a content writer with over eight years of experience, specializing in nonprofits and social impact, marketing, language, and psychology. She draws on years of volunteering in the nonprofit sector to craft thoughtful, research-informed pieces. Ilma is also a therapist passionate about mental health and often weaves this perspective into her writing.