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The Masters Circle 
Monthly Madness: Recurring Giving Traction in Action
Your Masters Circle hosts 
Heidi Hancock, CFRE David A. Svet
Before we begin... 
Credit! 
Full participation in The Masters Circle 
is applicable for 1 point in Category 1.B 
– Education of the CFRE International 
application for initial certification 
and/or recertification.
How can we help 
you with your 
fundraising? 
What do you want 
to get out of today?
Call to Action Traction!
Call to Action Traction! 
● How to start recurring giving 
● Promoting monthly giving 
● Stewardship and growth
Not Rocket Surgery!
Not Rocket Surgery! 
● Make it easy! Like regular asks 
● Stewardship & Communication 
● Summary acknowledgement 
● Ongoing or Renewal?
Gifts That Keep on Giving!
Gifts That Keep on Giving! 
● Start with an Incentive 
● Create an Infrastructure 
● Showcase Leaders 
● Create a Calendar 
● Go for it!
Eyes On the Back of Your...
Eyes On the Back of Your... 
● The Case for Monthly Giving 
● Appeals for Monthly Program 
● Marketing Calendar 
● Channels, Messages, Groups, Events
No Longer All About the Hunt
No Longer All About the Hunt 
● Telethons are going away 
● More than one-time communication 
● Separate enrollment from stewardship 
● Focus on informative communications
Being Beneficial
Being Beneficial 
● Not just new donors 
● Giving Culture 
● Giving Focus 
● Repeatable Benefit to the Donor
Any questions?
Next Masters Circle 
● Next Masters Circle session is on January 28th 
● Watch your email for instructions 
● Full participation in The Masters Circle is applicable 
for 1 point in Category 1.B – Education of the CFRE 
International application for initial certification and/or 
recertification.
Help us help you 
● Submit a question or topic request 
http://mosaicnpd.com/masters-circle-topic-request/ 
● Sign up for our blog 
http://www.mosaicnpd.com/feed 
● Hang tight for the quick survey
Stay in touch 
For additional information: 
Heidi Hancock, CFRE 
David A. Svet 
Toll Free 1-800-485-0742 
email: info@mosaicnpd.com 
Skype: Mosaicnpd 
www.mosaicnpd.com 
http://www.facebook.com/MosaicNPD 
http://twitter.com/MosaicNPD 
http://www.mosaicnpd.com/feed
Thank you 
Mosaicnpd.com

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Monthly Madness: Recurring Giving Traction

  • 1. The Masters Circle Monthly Madness: Recurring Giving Traction in Action
  • 2. Your Masters Circle hosts Heidi Hancock, CFRE David A. Svet
  • 3. Before we begin... Credit! Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
  • 4. How can we help you with your fundraising? What do you want to get out of today?
  • 5. Call to Action Traction!
  • 6. Call to Action Traction! ● How to start recurring giving ● Promoting monthly giving ● Stewardship and growth
  • 8. Not Rocket Surgery! ● Make it easy! Like regular asks ● Stewardship & Communication ● Summary acknowledgement ● Ongoing or Renewal?
  • 9. Gifts That Keep on Giving!
  • 10. Gifts That Keep on Giving! ● Start with an Incentive ● Create an Infrastructure ● Showcase Leaders ● Create a Calendar ● Go for it!
  • 11. Eyes On the Back of Your...
  • 12. Eyes On the Back of Your... ● The Case for Monthly Giving ● Appeals for Monthly Program ● Marketing Calendar ● Channels, Messages, Groups, Events
  • 13. No Longer All About the Hunt
  • 14. No Longer All About the Hunt ● Telethons are going away ● More than one-time communication ● Separate enrollment from stewardship ● Focus on informative communications
  • 16. Being Beneficial ● Not just new donors ● Giving Culture ● Giving Focus ● Repeatable Benefit to the Donor
  • 18. Next Masters Circle ● Next Masters Circle session is on January 28th ● Watch your email for instructions ● Full participation in The Masters Circle is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
  • 19. Help us help you ● Submit a question or topic request http://mosaicnpd.com/masters-circle-topic-request/ ● Sign up for our blog http://www.mosaicnpd.com/feed ● Hang tight for the quick survey
  • 20. Stay in touch For additional information: Heidi Hancock, CFRE David A. Svet Toll Free 1-800-485-0742 email: info@mosaicnpd.com Skype: Mosaicnpd www.mosaicnpd.com http://www.facebook.com/MosaicNPD http://twitter.com/MosaicNPD http://www.mosaicnpd.com/feed