Workbook for Building a Recurring Donor Program

This document is a workbook designed to assist organizations in establishing a multi-million dollar recurring donor program. It outlines a structured approach through a series of steps aimed at enhancing fundraising strategies. The workbook includes specific sections for setting recurring giving goals, identifying potential recurring donors, and formulating effective communication strategies. Each step provides guidance on actionable tasks, such as creating a tagline for donor appeals and planning stewardship activities to nurture donor relationships. Additionally, the workbook emphasizes the importance of non-direct communication with potential donors and includes a checklist for optimizing the donation experience. The document also features key takeaways to help organizations focus on critical aspects of their recurring giving strategy. Overall, this workbook serves as a practical tool for organizations looking to implement and grow their recurring donor initiatives.