Monthly Giving & Recurring Donations Training

Kickstart Your Monthly Giving Program

One of the best ways to create consistent income each month is with a monthly giving program. Imagine what it would feel like to have a steady stream of recurring donations flowing in predictably every single month.

Recurring giving for a supporter is simple. Here’s how it works: First, donors choose the monthly donation amount. Second, they select their preferred payment method (e.g. credit card, bank transfer, PayPal). Then — like magic — the recurring donations come in automatically, like clockwork, every month!

There are many benefits of starting a monthly donor program for your nonprofit. Here are a few reasons you’ll want to add monthly giving to your fundraising strategy to begin receiving recurring donations now:

  • Predictable Revenue — Monthly giving campaigns produce a dependable source of income for your nonprofit. Each monthly donor provides your organization with funds each month so you can plan your budget with confidence and peace of mind.
  • Larger Gifts — Recurring giving increases a donor’s generosity! While a big, one-time donation may seem impossible for someone, breaking the gift down into manageable payments feels comfortable and so impactful.
  • Better Retention — Once a donor is in your monthly giving program, chances are good that they will stay for the long term. Donor retention among supporters of a monthly donor program is much higher than those supporters who give annually.
  • Donors Love It — Many supporters prefer a monthly giving option because it’s automatic, more efficient and it saves trees. PLUS, donors are reminded of their big, generous hearts each month when they see the recurring giving transaction on their bank statement.

When you join The Fundraisingology Lab by Moceanic, you’ll discover how to create monthly giving campaigns (with lots of examples) to give your entire fundraising a boost. You’ll know how to set up your program for success. You’ll learn the best ways to find a supporter in your donor file who wants to become a monthly donor — AND how to structure your monthly giving to create a dependable source of income, month after month.

Access the full catalog of fundraising courses and workshops including ones that will help you create monthly giving campaigns and programs. You’ll also get extensive training on all areas of individual giving such as fundraising fundamentals, direct mail fundraising, major gift fundraising, nonprofit storytelling, mid-level programs, planned giving, and much, much more!

Plus, you’ll get ongoing support from the Moceanic experts and connect with the most generous community of fundraisers. You’ll benefit from lots of practical fundraising training and loads of bonuses like monthly giving program examples, guides, checklists, and videos.

Get the best fundraising training and the support you need to connect with your donors… grow your income… and master your career. Check out The Fundraisingology Lab by Moceanic and start reaching your fundraising goals today.

Metrics and Measures workshop

Metrics and Measures

This series of two 60-minute workshops will give you the metrics and measures you need for your boss and board. This special fundraising training will give you a range of numbers, calculations, and reports in a way that is easy to understand and super useful. For fundraising geeks and non-geeks alike. With Sean Triner.

In this workshop, you’ll discover:

  • Top level numbers to share with your board
  • How to count your donors properly
  • What fundraisers need to focus on more than ROI
  • How to measure the likelihood of someone donating and the likely size of their gift
  • Metrics for key appeals, campaigns, basic digital, donor acquisition, monthly giving retention, major donor, bequests — and much more

PLUS — Bonus “Your Data Snapshot” spreadsheet that helps you calculate the important numbers to present to your boss and board.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 2
CFRE Points: 1
Intermediate-Advanced
sean triner
Donor Care Letters With Love Square

Donor Care Letters with Love

This 60-minute workshop will help you get started with donor care letters. In this fundraising training, you’ll find out if these highly personalized direct mail letters are right for you (and your donors). And you’ll have the basics you need to get started with your very own donor care letter. With Sean Triner.

In this workshop, you’ll discover:

  • What a donor care letter is, if you should send one, who to send it to, and how to create one
  • How this tool can raise more money for your cause by increasing the lifetime contributions by the recipient
  • The elements of your donor care letter pack
  • What to say in your letter and how to say it

PLUS — Bonus workbook with a guide and checklists — and many examples of well-executed donor care letters.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
sean triner
Matched Giving Magic

Matched Giving Magic

This 60-minute workshop will help you get started with matched giving for your next appeal or campaign. After this fundraising training, you’ll be ready to create your first matched giving appeal… or improve your existing matched giving projects. And your donors will love the opportunity to create more impact with their donations. With Jeff Brooks.

In this workshop, you’ll discover:

  • What a match offer is and how you get one
  • Four ingredients of a successful match offer
  • How to show donors what the gift does and how it multiplies
  • The ins and outs of a matched offer in a direct mail pack
  • Tactics to improve your matched offer’s success

PLUS — Bonus templates and spreadsheets — and loads of examples of matched giving appeals and results from our members.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
jeff brooks
Good Better Best Integrated Campaign

Good, Better, Best: Transform Your Best Appeal into a High-Powered Integrated Campaign

This 60-minute how-to workshop will help you boost your appeal by integrating direct mail, email, and telephone fundraising. You’ll even get a campaign timeline that you can use to get started straight away. This fundraising training will help you make the most of each campaign. With Jeff Brooks.

In this workshop, you’ll discover:

  • How to turn a strong direct mail appeal into a powerful integrated campaign
  • A step-by-step plan for your campaign that will help you stay focused
  • What to do — and what not to do — with your integrated campaign
  • Three elements to add to your campaign to make it stronger… more successful!

PLUS — Bonus campaign guide and planner so that you can make sure you stay on track and maximize your results.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
jeff brooks
Donor Love Made Practical Workshop

Donor Love Made Practical

This 90-minute workshop will help you get into the true donor love mindset. Discover what donor love is all about and what you can do in practice to make it real for your donors. This fundraising training will help you connect better with your donors… so that they give joyfully, again and again. With Jeff Brooks.

In this workshop, you’ll discover:

  • What donor love is really all about
  • Three useful approaches to donor love
  • Three donor love tactics you can apply to your fundraising
  • Five donor love killers that you’ll definitely want to avoid

PLUS — Bonus donor love plan and a guide for writing thank-you messages… and lots of donor love examples.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1.5
Beginner-Intermediate
jeff brooks
Recurring Revolution Square

Monthly Giving: The Recurring Revolution

Create consistent income each month with a monthly giving program. Monthly giving can be revolutionary for your fundraising, for your donors, and for your career! This fundraising training course, taught by recurring donations expert Erica Waasdorp, will help you to start, manage, and expand a monthly donor program.

Get a steady stream of recurring donations flowing in every single month, like clockwork! You’ll be on your way to predictable revenue so that you can plan your budgets with more confidence and ease.

You’ll learn how to get started on your monthly giving program — and how to make sure you’ve got all the systems in place for success. Find out how to use direct mail to ask supporters to become monthly donors — and how to use email to boost your results!

Discover tips for retaining your monthly donors. How and when to upgrade your monthly donors. How to reactivate your lapsed monthly donors. And what to do when a donor wants to cancel their monthly gift.

Three practical and actionable workshops to help you get started with your monthly giving fundraising:

  1. Getting Started With Monthly Giving
  2. Asking Your Donors to Give Monthly
  3. Monthly Giving Retention, Upgrades and More

PLUS — Bonuses and extras designed to help you put your knowledge to work right away, including monthly giving program examples.

Get started with your monthly giving fundraising today. You can trust Moceanic for real-world and practical fundraising courses online. For your organization and you!

The Recurring Revolution course is self-paced and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 3
CFRE Points: 3
Beginner-Intermediate
erica waasdorp
Supporter Connection Survey Course Logo

Supporter Connection Survey: The Most Powerful Fundraising Tool

Discover mid-level and major donors you didn’t know you had. You will be able to uncover millions worth of legacy, monthly, and major gifts and improve your ability to communicate with each donor. This fundraising training course, taught by Sean Triner, is your hands-on guide to creating a survey that’s proven to dramatically increase revenue.

The Supporter Connection Survey will rock your world! And this course will show you how to produce the survey and put the results to work. It frequently QUADRUPLES the value of donations from donors surveyed. Many of our members tell us this is their favorite appeal they’ve ever worked on.

Find out how to ask the right questions that not only engage donors, but also uncover those who are ready to do MORE with you. You’ll find mid-level and even major donors who have been “hiding in plain sight.” You’ll find donors ready to include your organization in their Wills — if you ask!

You’ll learn what your most loyal donors love about your organization. Knowing this — and using it — is donor-centrism taken to a new level!

Four modules, each designed to put your survey to work:

  1. Planning for Your Supporter Connection Survey
  2. Your Survey Questions
  3. Getting the Survey Out the Door
  4. Making It All Count. Handling Responses and Communicating with Your Donors

PLUS — Bonus material that will help you bring your learnings to life, including lots of examples of our members’ successful surveys.

“As a very small charity with 600 donors and two members of staff, this has been the best value, the best training, and potentially, the best long-term initiative that we have ever done. I would highly recommend the course.”

  • Judy Elliot, National Director, International China Concern, UK

Get ready to take your fundraising to a new level with The Supporter Connection Survey course. You can trust Moceanic for superior nonprofit communications and fundraising courses online.

This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 4
CFRE Points: 13.5
Beginner-Intermediate
sean triner

One of the best ways to create consistent income each month is with a monthly giving program. Imagine what it would feel like to have a steady stream of recurring donations flowing in predictably every single month.

Recurring giving for a supporter is simple. Here’s how it works: First, donors choose the monthly donation amount. Second, they select their preferred payment method (e.g. credit card, bank transfer, PayPal). Then — like magic — the recurring donations come in automatically, like clockwork, every month!

There are many benefits of starting a monthly donor program for your nonprofit. Here are a few reasons you’ll want to add monthly giving to your fundraising strategy to begin receiving recurring donations now:

  • Predictable Revenue — Monthly giving campaigns produce a dependable source of income for your nonprofit. Each monthly donor provides your organization with funds each month so you can plan your budget with confidence and peace of mind.
  • Larger Gifts — Recurring giving increases a donor’s generosity! While a big, one-time donation may seem impossible for someone, breaking the gift down into manageable payments feels comfortable and so impactful.
  • Better Retention — Once a donor is in your monthly giving program, chances are good that they will stay for the long term. Donor retention among supporters of a monthly donor program is much higher than those supporters who give annually.
  • Donors Love It — Many supporters prefer a monthly giving option because it’s automatic, more efficient and it saves trees. PLUS, donors are reminded of their big, generous hearts each month when they see the recurring giving transaction on their bank statement.

When you join The Fundraisingology Lab by Moceanic, you’ll discover how to create monthly giving campaigns (with lots of examples) to give your entire fundraising a boost. You’ll know how to set up your program for success. You’ll learn the best ways to find a supporter in your donor file who wants to become a monthly donor — AND how to structure your monthly giving to create a dependable source of income, month after month.

Access the full catalog of fundraising courses and workshops including ones that will help you create monthly giving campaigns and programs. You’ll also get extensive training on all areas of individual giving such as fundraising fundamentals, direct mail fundraising, major gift fundraising, nonprofit storytelling, mid-level programs, planned giving, and much, much more!

Plus, you’ll get ongoing support from the Moceanic experts and connect with the most generous community of fundraisers. You’ll benefit from lots of practical fundraising training and loads of bonuses like monthly giving program examples, guides, checklists, and videos.

Get the best fundraising training and the support you need to connect with your donors… grow your income… and master your career. Check out The Fundraisingology Lab by Moceanic and start reaching your fundraising goals today.

Courses

Metrics and Measures workshop

Metrics and Measures

This series of two 60-minute workshops will give you the metrics and measures you need for your boss and board. This special fundraising training will give you a range of numbers, calculations, and reports in a way that is easy to understand and super useful. For fundraising geeks and non-geeks alike. With Sean Triner.

In this workshop, you’ll discover:

  • Top level numbers to share with your board
  • How to count your donors properly
  • What fundraisers need to focus on more than ROI
  • How to measure the likelihood of someone donating and the likely size of their gift
  • Metrics for key appeals, campaigns, basic digital, donor acquisition, monthly giving retention, major donor, bequests — and much more

PLUS — Bonus “Your Data Snapshot” spreadsheet that helps you calculate the important numbers to present to your boss and board.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 2
CFRE Points: 1
Intermediate-Advanced
sean triner
Donor Care Letters With Love Square

Donor Care Letters with Love

This 60-minute workshop will help you get started with donor care letters. In this fundraising training, you’ll find out if these highly personalized direct mail letters are right for you (and your donors). And you’ll have the basics you need to get started with your very own donor care letter. With Sean Triner.

In this workshop, you’ll discover:

  • What a donor care letter is, if you should send one, who to send it to, and how to create one
  • How this tool can raise more money for your cause by increasing the lifetime contributions by the recipient
  • The elements of your donor care letter pack
  • What to say in your letter and how to say it

PLUS — Bonus workbook with a guide and checklists — and many examples of well-executed donor care letters.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
sean triner
Matched Giving Magic

Matched Giving Magic

This 60-minute workshop will help you get started with matched giving for your next appeal or campaign. After this fundraising training, you’ll be ready to create your first matched giving appeal… or improve your existing matched giving projects. And your donors will love the opportunity to create more impact with their donations. With Jeff Brooks.

In this workshop, you’ll discover:

  • What a match offer is and how you get one
  • Four ingredients of a successful match offer
  • How to show donors what the gift does and how it multiplies
  • The ins and outs of a matched offer in a direct mail pack
  • Tactics to improve your matched offer’s success

PLUS — Bonus templates and spreadsheets — and loads of examples of matched giving appeals and results from our members.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
jeff brooks
Good Better Best Integrated Campaign

Good, Better, Best: Transform Your Best Appeal into a High-Powered Integrated Campaign

This 60-minute how-to workshop will help you boost your appeal by integrating direct mail, email, and telephone fundraising. You’ll even get a campaign timeline that you can use to get started straight away. This fundraising training will help you make the most of each campaign. With Jeff Brooks.

In this workshop, you’ll discover:

  • How to turn a strong direct mail appeal into a powerful integrated campaign
  • A step-by-step plan for your campaign that will help you stay focused
  • What to do — and what not to do — with your integrated campaign
  • Three elements to add to your campaign to make it stronger… more successful!

PLUS — Bonus campaign guide and planner so that you can make sure you stay on track and maximize your results.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
jeff brooks
Donor Love Made Practical Workshop

Donor Love Made Practical

This 90-minute workshop will help you get into the true donor love mindset. Discover what donor love is all about and what you can do in practice to make it real for your donors. This fundraising training will help you connect better with your donors… so that they give joyfully, again and again. With Jeff Brooks.

In this workshop, you’ll discover:

  • What donor love is really all about
  • Three useful approaches to donor love
  • Three donor love tactics you can apply to your fundraising
  • Five donor love killers that you’ll definitely want to avoid

PLUS — Bonus donor love plan and a guide for writing thank-you messages… and lots of donor love examples.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1.5
Beginner-Intermediate
jeff brooks
Recurring Revolution Square

Monthly Giving: The Recurring Revolution

Create consistent income each month with a monthly giving program. Monthly giving can be revolutionary for your fundraising, for your donors, and for your career! This fundraising training course, taught by recurring donations expert Erica Waasdorp, will help you to start, manage, and expand a monthly donor program.

Get a steady stream of recurring donations flowing in every single month, like clockwork! You’ll be on your way to predictable revenue so that you can plan your budgets with more confidence and ease.

You’ll learn how to get started on your monthly giving program — and how to make sure you’ve got all the systems in place for success. Find out how to use direct mail to ask supporters to become monthly donors — and how to use email to boost your results!

Discover tips for retaining your monthly donors. How and when to upgrade your monthly donors. How to reactivate your lapsed monthly donors. And what to do when a donor wants to cancel their monthly gift.

Three practical and actionable workshops to help you get started with your monthly giving fundraising:

  1. Getting Started With Monthly Giving
  2. Asking Your Donors to Give Monthly
  3. Monthly Giving Retention, Upgrades and More

PLUS — Bonuses and extras designed to help you put your knowledge to work right away, including monthly giving program examples.

Get started with your monthly giving fundraising today. You can trust Moceanic for real-world and practical fundraising courses online. For your organization and you!

The Recurring Revolution course is self-paced and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 3
CFRE Points: 3
Beginner-Intermediate
erica waasdorp
Supporter Connection Survey Course Logo

Supporter Connection Survey: The Most Powerful Fundraising Tool

Discover mid-level and major donors you didn’t know you had. You will be able to uncover millions worth of legacy, monthly, and major gifts and improve your ability to communicate with each donor. This fundraising training course, taught by Sean Triner, is your hands-on guide to creating a survey that’s proven to dramatically increase revenue.

The Supporter Connection Survey will rock your world! And this course will show you how to produce the survey and put the results to work. It frequently QUADRUPLES the value of donations from donors surveyed. Many of our members tell us this is their favorite appeal they’ve ever worked on.

Find out how to ask the right questions that not only engage donors, but also uncover those who are ready to do MORE with you. You’ll find mid-level and even major donors who have been “hiding in plain sight.” You’ll find donors ready to include your organization in their Wills — if you ask!

You’ll learn what your most loyal donors love about your organization. Knowing this — and using it — is donor-centrism taken to a new level!

Four modules, each designed to put your survey to work:

  1. Planning for Your Supporter Connection Survey
  2. Your Survey Questions
  3. Getting the Survey Out the Door
  4. Making It All Count. Handling Responses and Communicating with Your Donors

PLUS — Bonus material that will help you bring your learnings to life, including lots of examples of our members’ successful surveys.

“As a very small charity with 600 donors and two members of staff, this has been the best value, the best training, and potentially, the best long-term initiative that we have ever done. I would highly recommend the course.”

  • Judy Elliot, National Director, International China Concern, UK

Get ready to take your fundraising to a new level with The Supporter Connection Survey course. You can trust Moceanic for superior nonprofit communications and fundraising courses online.

This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 4
CFRE Points: 13.5
Beginner-Intermediate
sean triner

Reviews

Videos

The Supporter Connection Survey Course transformed Judy Elliott’s fundraising and her career:

Get practical training to take your fundraising to the next level.

The Fundraisingology Lab by Moceanic offers smart fundraisers like you training that will help you connect with your donors, increase your income, and master your career.

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