Recurring donors can provide valuable sustainable revenue for your nonprofit. Tap into the vast potential of a recurring giving program with these four tips.

I’m a big fan of recurring giving. It’s a great way to both boost revenue and your retention rate. In this guest post, Philip Schmitz of CharityEngine lets you know how you can build your recurring giving program.

By Philip Schmitz 

Acquiring recurring donors for your nonprofit can revolutionize your fundraising progress, helping you efficiently and effectively achieve your goals. You’ll need to invest time and resources to attract new support for your mission, but chances are you already have untapped potential in your existing connections.

To help you secure a reliable source of funding with recurring gifts, we’ll walk through these four essential tips:

1. Add a recurring giving option to your donation page.
2. Market your recurring gifts program.
3. Leverage your CRM to boost recurring giving.
4. Report the impact of recurring donations.

From regular volunteers to small-level repeat donors, your organization already has people dedicated to driving your nonprofit’s impact. Give them the opportunity to invest in your cause for the long run by establishing a recurring giving program.

1. Add a recurring giving option to your donation page.

Your nonprofit’s donation page is the primary location for prospective donors to give in support of your mission. Therefore, it’s essential to design your online giving page with everything that supporters may need to maximize their contributions.

As you optimize your donation page for recurring gifts, consider the donor experience. Make it easy and convenient for them to participate. Your donation form should have a checkbox option that allows donors to turn their donations into monthly gifts. Additional ways to further optimize your donation page include:

• Specifying the impact of each recurring gift amount. Inspire your supporters to take action by giving examples of how each recurring giving amount will contribute to your organization’s on-the-ground impact. This allows them to see how they can make a tangible difference in your cause. For example, an animal welfare nonprofit could write that $20 will provide a shelter dog’s meals for one month, while $50 will cover its medical treatments.
• Allowing donors to manage their accounts. Offer your donors the flexibility to change their account profiles, recurring gift amounts, payment methods, and any other relevant information online. Your supporters will feel much more comfortable getting involved in your recurring giving program if they have the freedom to adjust their enrollment whenever they’d like.
• Accepting multiple secure payment options. Facilitate recurring payments by having multiple payment options featured clearly on your nonprofit’s donation page. Donors should be able to pay for recurring gifts with their debit or credit cards, by direct deposit, or using mobile payment services like PayPal.
• Ensuring your giving page is mobile-friendly. These days, much of the world’s online interactions occur on mobile devices. Whether they’re on the go or relaxing at home, make sure your potential donors can access a high-quality version of your donation page on their tablets or smartphones as well.

According to 360MatchPro’s fundraising statistics, recurring donors contribute 42% more per year than one-time donors. Make the most of this valuable opportunity by setting up your online giving page to promote recurring giving.

2. Market your recurring giving program.

The success of your nonprofit’s recurring giving program depends on how well you spread the word. It’s crucial to not only make your supporters aware of this option, but also motivate them to become recurring donors. Send email updates to your existing donors with information on how to enroll in recurring giving, along with how these gifts will benefit your nonprofit.

To notify as many potential donors as possible, disperse your communications across multiple channels. Appeal to younger donors by creating memorable and engaging social media posts that promote your program. And, as you approach the end of the year, CharityEngine’s year-end giving guide recommends checking back in with your recurring donors and encouraging new enrollment during this popular giving time.

Go further with your marketing by creating a page on your website specifically for your recurring giving program. This will ensure that your supporters have a single, authoritative resource on all there is to know about the program, including the steps for opting in and who to contact with any additional questions.

Tie together all of your web pages and communications with consistent branding and visuals such as your organization’s colors, logo, and photos related to your mission. This way, prospective donors can feel confident that enrolling in the program will directly benefit your nonprofit.

3. Leverage your CRM to boost recurring giving.

Aside from having a CRM with billing software to automatically process recurring donations, use its capabilities for data-driven outreach. The more you understand your supporters, the better you can appeal to them to participate in your recurring giving program.

Segment your donors based on the information in their profiles and tailor your communications to those who may be most interested in becoming recurring donors. Look for repeat donors who tend to give relatively small amounts. They’d likely be receptive to automated monthly payments to support your cause. Some common ways to segment your donors include:

• Giving history
• Relevant interests
• Past involvement with your nonprofit
• Communication preferences

With these donor segments, you’ll be able to boost the effectiveness of your communications by sending messages that are more relevant to your individual supporters. They’ll feel more valued if you acknowledge their preferences and interests when reaching out about your recurring giving program. 

Furthermore, you can use the recurring gift data you collect in your organization’s CRM to personalize messages to your existing recurring donors as well. For instance, if they tend to give $15 a month, your next email to them could suggest that they increase their monthly gift to $20 a month to power your upcoming initiatives.

4. Report the impact of recurring donations.

The key to maintaining long-lasting support for your nonprofit is regularly updating and thanking your supporters. Even though their gifts are automated, your recurring donors still need to be recognized for their contributions each time they give. 

Be sure to have automatic follow-up emails in place to confirm and express gratitude for every recurring donation you receive. Remember to personalize each message with the donor’s name to show them that your organization values them as an individual. For additional ways to appreciate your recurring donors, consider the following ideas:

• Mail handwritten thank-you cards at least once a year.
• Host exclusive monthly donor appreciation events.
• Spotlight longtime recurring donors as part of your nonprofit social media strategy.
• Send small gifts of branded merchandise.

By communicating the impact of their contributions and the goals you’ve been able to achieve with their help, you’ll ensure that supporters stay enthusiastic about supporting your mission. Incorporate key data points into a powerful impact story to help them emotionally connect with the positive change they’re contributing toward.

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Take advantage of your CRM’s capabilities to guide your communications about recurring giving and more. Your current donor profiles are incredibly useful for identifying ways to encourage further engagement from your supporters. Prioritize your donors’ interests to maximize your fundraising results. With a data-driven approach, you’ll be able to build an optimized recurring giving program that opens up a source of sustainable revenue for your nonprofit.

Philip Schmitz is the CEO and founder of cloud-services leader BIS Global, creators of the CharityEngine fundraising & communications technology platform. Founded in 1999, Phil has managed the vision and strategy for BIS’s suite of integrated business applications & hosting tools used by more than 400 businesses & non-profits.