Monthly Donor Conversion Request Template [free download]

Monthly donors. They sound great, right? Predictable, recurring, consistent revenue. {cue fundraiser drooling}

But how do you get them? How do you get your current donors to convert (upgrade) to monthly donors? Simple … you ask.

However, it needs to be a direct, personalized ask. Not a generic upgrade email about the your monthly donor program. I’m talking about a personalized email or letter specifically asking them to make the switch. I like to call it a win-win letter. You tell them what’s in it for them and what’s in it for you. And you personalize the request by using their name, adding a note, etc. It should look like personal correspondence.

In my experience, this approach is far more successful than generic requests. However, it often takes several tries. So keep at it and ask folks to consider this at least once a year.

Oh, and feel free to speed this process up by starting with my template.