WHAT WE DO

Build a monthly giving program your donors want to join

We design and build the whole thing for you: the campaign strategy, the membership, the donation experience, and the CRM automation behind it, so one-time donors become predictable, ongoing support.

Schedule a free discovery call

Why Monthly Giving

One-time gifts are hard to plan around. Monthly giving gives your team a steady base of revenue, deeper relationships with donors, and the freedom to plan ahead instead of starting every year from zero.

The challenge isn’t the idea. It’s the work behind it: a donate page that makes monthly giving easy, a membership donors actually want to join, clean data, and automation that keeps people engaged. That’s what we build.

What we build

A name, tiers, and benefits that make monthly giving feel like belonging.

Membership Strategy

A simple, mobile-friendly donate page with monthly giving front and center.

Donation Experience

Clean donor records, segments, and reporting in Salesforce, HubSpot, or other CRMs.

CRM and Data Setup

Automated Donor Journey

Welcome series, failed-payment recovery, upgrade invitations, and win-back messages.

Launch Plan

A campaign to invite your best donors first, then everyone else.

Team Training and Dashboards

Your staff can run the program and see monthly recurring revenue, retention, and churn at a glance.

How It Works

  • Audit

    Weeks 1-4: We review your donor data, donate flow, and systems to see what’s working and what’s missing.

  • Build

    Weeks 5–16: We design your membership, set up the platform, and automate the donor journey.

  • Launch & Grow

    Weeks 17 and beyond: We launch to your donors, measure results, and keep improving month over month.

Is this a good fit?

We’re likely a good match if you:

  • Have a few hundred or more past donors

  • Have a small development team (or just one person)

  • Use a CRM, or are ready to

  • Want recurring revenue you can plan around

Not sure? The free call will tell us both.

NOW ACCEPTING NEW CLIENTS 

Ready to build predictable, recurring revenue?

Start with a free 60-minute discovery call. We’ll look at your donor base together and show you what a monthly giving program could add.

Schedule a free discovery call