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Scaling monthly giving with a recurring donor program

Single gifts were the whole model. We designed a recurring tier ladder, an upgrade ask at month three, and a win-back path for cancelled plans.

ClientCommunity services charity
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ServicesFundraising strategy, donor journeys, donation page
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Timeline7 months
10xaverage monthly donations
3recurring tiers, each with its own story
7 moto a self-sustaining program

The challenge

The organisation raised well in December and worried from January. Monthly giving existed as a checkbox on the donation form — no tier, no story, no follow-up once the plan started.

Because nobody owned the recurring programme, cancellations were noticed at the end of a quarter, by which time the donor had moved on.

What we did

01

A ladder, not a checkbox

Three monthly tiers priced against real programme costs, so a donor can see what their amount funds each month.

02

The upgrade moment

Month three is when a recurring donor is most engaged. We built an impact report and one upgrade ask into that moment, and nowhere else.

03

Save the plan

Failed payments and cancellations now trigger a same-week human follow-up instead of a quarterly report nobody acted on.

The outcome

Monthly donation volume grew tenfold and now covers a predictable share of operating cost. January is a planning month rather than a recovery month.

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