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How to Elevate Your Recurring Donors to Higher Levels: Asking for Extra Gifts & Upgrades


May 23, 2023
12 p.m. ET

Hosted By

Erica Waasdorp headshot
Erica Waasdorp
Recurring Fundraising Expert + President, A Direct Solution
Sam Nyland headshot
Sam Nyland
Product Marketing Manager


60 minutes




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Join Recurring Giving & Fundraising Expert, Erica Waasdorp, for the fifth and final session in the 5-part training series: A 360 View of Recurring Giving

Session 5 will focus on the best ways, times and tracking methods for asking recurring donors for a gift upgrade, extra gift, and legacy gift.  

Topics to be covered during this session will include: 

  • Best segments for recurring donor upgrade
  • Best segments for extra gift appeals
  • Best Segments used for legacy gift asks
  • Best practices for timing of upgrading, asking for extra gifts, and recognition
  • Record upkeep in Neon CRM and how to track upgrades
  • Neon CRM reports to run on recurring donor upgrades and extra gifts results
  • Neon CRM reports  to run on retention rates and life-time value