The 5 Things You Need to Know to Run a Successful Monthly Giving Program

This practical how-to session led by two experts in monthly giving will equip you to start, or continue to grow, a successful monthly giving program for your organization. Filled with helpful tips and action-oriented ideas you can start using right away, you will learn how to plan, implement, monitor and improve any monthly giving program.

At the conclusion of this session, participants will know:

  • The best channels for recruiting monthly donors
  • Best practices for communicating with monthly donors in order to boost their retention and long-term value
  • Effective strategies for recovering donors whose gifts decline
  • The best ways to upgrade gift levels
  • The key metrics you need to track in order to ensure long-term success.

About the presenters:

Harvey McKinnon is recognized as one of North America’s leading fundraising experts. He has authored four books, two on monthly giving: Hidden Gold, Tiny Essentials to Monthly Giving and his latest book, The 11 Questions Every Donor Asks, has received rave reviews. He co-authored the #1 bestseller The Power of Giving, which has been translated into seven languages. Harvey’s company, Harvey McKinnon Associates, has raised hundreds of millions of dollars for clients ranging from Amnesty International and Oxfam, to many hospitals and food banks. Harvey sits on a number of boards and speaks at conferences around the world, and is considered a world leader on monthly giving. He has wrote the first book on this highly lucrative area, which each year raises billions of dollars for non-profits. "Hidden Gold" and "Tiny: Essentials of Monthly Committed Giving". His best-selling book, "The 11 Questions Every Donor Asks" is used as a training manual for fundraising departments throughout the US and Canada from United Ways to the San Diego Zoo.

Rosemary Oliver, CFRE, has been the fundraising director for the English branch of Amnesty International in Canada since 1999. Prior to that, she was the fundraising director at Greenpeace Canada for seven years and has also worked with Oxfam and a small multicultural hospital. With 30 years in fundraising, Rosemary has a broad range of experience with specific expertise in monthly giving and grassroots major gifts and legacies. She’s passionate about creating donor communications strategies that boost retention and increase donor life-time value.