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Recurring Giving Quick-Start Checklist

May 13, 2024
Recurring Giving Quick-Start Checklist

Running a recurring giving program is an important way to build a base of loyal, highly engaged supporters. But starting one can feel overwhelming, especially if you’ve never done it before. Where do you even start?

Use this checklist as a guide! It covers some of the basics of launching a recurring giving program, including:

  • Setting goals
  • Planning the talking points you’ll use in appeals
  • Creating a great donation experience
  • Building ongoing relationships with your donors

As your program grows, you’ll come up with even more ideas you can use to connect with this important group of supporters.

Get the Worksheet