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The Masters Circle 
Monthly Madness: Recurring Giving Traction in Action
Your Masters Circle hosts 
Heidi Hancock, CFRE David A. Svet
Before we begin... 
Credit! 
Full participation in The Masters Circle 
is applicable for 1 point in Category 1.B 
– Educat...
How can we help 
you with your 
fundraising? 
What do you want 
to get out of today?
Call to Action Traction!
Call to Action Traction! 
● How to start recurring giving 
● Promoting monthly giving 
● Stewardship and growth
Not Rocket Surgery!
Not Rocket Surgery! 
● Make it easy! Like regular asks 
● Stewardship & Communication 
● Summary acknowledgement 
● Ongoin...
Gifts That Keep on Giving!
Gifts That Keep on Giving! 
● Start with an Incentive 
● Create an Infrastructure 
● Showcase Leaders 
● Create a Calendar...
Eyes On the Back of Your...
Eyes On the Back of Your... 
● The Case for Monthly Giving 
● Appeals for Monthly Program 
● Marketing Calendar 
● Channel...
No Longer All About the Hunt
No Longer All About the Hunt 
● Telethons are going away 
● More than one-time communication 
● Separate enrollment from s...
Being Beneficial
Being Beneficial 
● Not just new donors 
● Giving Culture 
● Giving Focus 
● Repeatable Benefit to the Donor
Any questions?
Next Masters Circle 
● Next Masters Circle session is on January 28th 
● Watch your email for instructions 
● Full partici...
Help us help you 
● Submit a question or topic request 
http://mosaicnpd.com/masters-circle-topic-request/ 
● Sign up for ...
Stay in touch 
For additional information: 
Heidi Hancock, CFRE 
David A. Svet 
Toll Free 1-800-485-0742 
email: info@mosa...
Thank you 
Mosaicnpd.com
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Monthly Madness: Recurring Giving Traction

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Want to know what all the animals have to do with fundraising? Get the recording here!
http://mosaicnpd.com/shop/masters-circle/

The Masters Circle is a monthly online fundraising discussion session where you can connect with, learn from, and share ideas with some of the most innovative fundraisers and nonprofits on the planet. Each month we answer your questions and cover the topics you suggest.

Sign up for the next live session! http://results.mosaicnpd.com/masters/

In this session we cover:
* Easy ways to start a recurring giving process from scratch
* How to promote your monthly giving program and get donors onboard
* Beyond followup - Stewarding & growing recurring giving

We answer questions about:
* Are premiums productive in growing a donor base?
* What components are in a direct mail appeal for a monthly giving program?
* How to convert traditional direct mail donors to online monthly givers

Submit a question for the Masters Circle:
http://mosaicnpd.com/masters-circle-topic-request/

Published in: Government & Nonprofit
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Monthly Madness: Recurring Giving Traction

  1. 1. The Masters Circle Monthly Madness: Recurring Giving Traction in Action
  2. 2. Your Masters Circle hosts Heidi Hancock, CFRE David A. Svet
  3. 3. 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.
  4. 4. How can we help you with your fundraising? What do you want to get out of today?
  5. 5. Call to Action Traction!
  6. 6. Call to Action Traction! ● How to start recurring giving ● Promoting monthly giving ● Stewardship and growth
  7. 7. Not Rocket Surgery!
  8. 8. Not Rocket Surgery! ● Make it easy! Like regular asks ● Stewardship & Communication ● Summary acknowledgement ● Ongoing or Renewal?
  9. 9. Gifts That Keep on Giving!
  10. 10. Gifts That Keep on Giving! ● Start with an Incentive ● Create an Infrastructure ● Showcase Leaders ● Create a Calendar ● Go for it!
  11. 11. Eyes On the Back of Your...
  12. 12. Eyes On the Back of Your... ● The Case for Monthly Giving ● Appeals for Monthly Program ● Marketing Calendar ● Channels, Messages, Groups, Events
  13. 13. No Longer All About the Hunt
  14. 14. No Longer All About the Hunt ● Telethons are going away ● More than one-time communication ● Separate enrollment from stewardship ● Focus on informative communications
  15. 15. Being Beneficial
  16. 16. Being Beneficial ● Not just new donors ● Giving Culture ● Giving Focus ● Repeatable Benefit to the Donor
  17. 17. Any questions?
  18. 18. 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.
  19. 19. 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
  20. 20. Stay in touch For additional information: Heidi Hancock, CFRE David A. Svet Toll Free 1-800-485-0742 email: info@mosaicnpd.com Skype: Mosaicnpd www.mosaicnpd.com http://www.facebook.com/MosaicNPD http://twitter.com/MosaicNPD http://www.mosaicnpd.com/feed
  21. 21. Thank you Mosaicnpd.com

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