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.
Agenda
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
