Getting monthly giving working for you: What makes monthly giving programs flourish

The evidence is there – regular giving has changed the face of fundraising in many markets across the globe. This session brings together benchmarking insights, accepted best practices and new ideas from around the world to help you improve how you develop, execute and manage your monthly giving program. Face-to-face, digital and multichannel programs come under the microscope as I provide you with insight, ideas and examples. We will explore the nine key elements of a well-managed monthly giving program. Using a mix of benchmarking and bespoke analysis insights, mystery shopping outcomes and case studies, the session will explore ideas to develop monthly giving programs across planning, budgeting and analysis, administration management (boring but critical), channel management and diversification, product development, communications strategies, and growth / value maximization strategies.

Learning outcomes

  • Who are monthly donors? Looking at behavioral and demographic insights
  • Approach to developing or reviewing your regular giving product and proposition
  • Channel opportunities and how to use to the best effect
  • Critical considerations for communications planning

Who should attend: Beginner and intermediate

Session style: Using real case studies and results, we will explore the learning outcomes. Simple models are provided as takeaways to provide attendees with tools to use once back at their desks.


Fiona (Fi) McPhee (New Zealand)
Director, Fiona McPhee Ltd