Recurring Gifts: Strategies to Grow Your Program

Last updated November 14, 2016

Course Length

1h 25m

Last Updated

November 14, 2016

Recurring Gifts: Strategies to Grow Your Program

Last updated November 14, 2016


Learn key strategies needed to revamp or establish a successful and sustainable recurring gifts program. During this webinar, we will focus on:

  • Positioning your recurring gifts program to donors
  • Processing recurring gifts and complying with standards
  • Collaborating within your shop to grow your program

Whether you have an existing program or are just getting started, this event will give you the skills and ideas you need to run a more successful program.

Who should attend?

Annual giving, development officers, and advancement services professionals interested in establishing or growing their recurring gifts program. Attendees will leave this webcast with the tools for creating a successful program.


  • What You Can Expect from a Well-Organized Recurring Gift Program
    • Recurring gifts as an engagement opportunity
    • Young alumni and millennial donors
    • Building the pipeline
  • Positioning Your Program
    • Identifying segments of your audience
    • Meeting your audience where they are
      • Traditional methods: mailers and phone calls
      • Website: optimizing your online giving form
  • Gift Processing and Compliance
    • Evaluating your infrastructure
    • Ensuring your process is PCI-DSS compliant
    • Maintenance
    • Vendor solutions
    • Metrics for determining ROI
    • Receipting recurring gifts
    • Processes for rejection issues/updating card numbers and expiration dates
  • Collaboration
    • How the frontline fundraisers and gift processors can work together
    • Stewarding recurring gift donors
    • Building the pipeline