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How to Keep Recurring Donors from the Start


March 29, 2023
1-2 p.m. ET

Hosted By

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


60 minutes





Recurring donors provide the crucial ongoing revenue all nonprofits are looking for, but many nonprofits struggle with how to best steward recurring donors once acquired. 

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

Session 3 will explain some of the best ways to welcome new recurring donors, online and offline, and how best to engage with them throughout the year. This session will also demonstrate how to generate an annual tax overview and how best to manage segmentations throughout recurring donors’ lifetime. 

During Session 3, we cover the following:

  • Segmentation for easier stewardship of new recurring donors
  • Thank You messaging online and offline
  • Tracking of stewardship activities
  • Tax letter report and output
  • Reporting on extra gift and cultivation opportunities 

Looking forward to seeing you there!

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