Communicating with Donors About Monthly Giving

Well, hello. Good afternoon and welcome everyone. Welcome to our webinar. This is the third in our Monthly Giving series webinars. This is communicating with donors about monthly giving. Really happy to be here with you today. I see a few folks that have been in the other ones this week. So Read More

Well, hello. Good afternoon and welcome everyone. Welcome to our webinar. This is the third in our Monthly Giving series webinars. This is communicating with donors about monthly giving. Really happy to be here with you today. I see a few folks that have been in the other ones this week. So that’s always very exciting to see.

Just going to go over some housekeeping items before we begin, and just kind of give you an overview of what this is going to entail. Now I’m going to do the housekeeping items first, that way folks that are coming in will be able to hear what we’re going to be doing today. So there is a chat available as well as a Q & A box. So you can choose either one of those to communicate with me. If you have a question, please feel free to put it in the chat if, if you feel like you want to do it in the Q & A you can do that as well. I’ll keep an eye on both, but I do see the chat and can answer more quickly in there. But it’s up to you. It’s all about you. That’s really the big deal here today.

This webinar is recorded and will be sent out to you as a follow up to our presentation today. So we’re going to that’s the housekeeping stuff. And as I mentioned, this is our webinar that allows us to talk about communicating with our donors about monthly giving. If you’ve been here for the last couple of days, and I see again, some folks that have been we talked about how to get started with monthly giving. We talked about what you need to do as far as getting people on board with it, making sure you have somebody that’s a champion for the monthly giving program. Then we started talking about, okay, how do I find the people that I need right? Then we talked about creating online forms so that you can communicate with your donors and get that information out. So that’s what we’re talking but we’re going to be talking about communicating today we talked about the forms. So let’s jump in and get started.

My name is Donna Mitchell. I am your trainer today. Hello. I’m so happy to be here with you. We are going to go through this webinar, and please feel free to ask questions. Your questions definitely help others. This, hopefully is going to be a collaborative session so that you can share your thoughts and ideas and ask your questions.

So no matter when you ask, Did you hear what I said? No matter when you ask, just remember to tell the donor how their money will be used. I’m going to take that first sentence there, because I think that is probably the most important part, right? It doesn’t matter when you ask. But if you tell donors how their money will be used, they will feel like they are a major part of your plan. And people give to people. People want to know that their money, regardless of how much it is, $10 a month, is going to do something. It’s going to make a difference. So if you frame your monthly giving program around that and always update and inform your donors what their money is going to do, I guarantee you will be successful. You will be successful. For example, $10 a month will rescue a dozen puppies, or $20 a month will help feed 50 children. Now this is a quote from our monthly giving starter kit. And of course, it comes from all types of information and data that we’ve collected. And so I feel this is very, very important. Does anyone have any thoughts around this?

Anything that maybe you’re currently doing, or something that you’ve been taught to do with regard to letting the donor know how the money will be used. And I do see a question, Hi Kate. The question is, will the previous two webinars regarding monthly giving be uploaded to DonorPerfect. Actually, they’re not uploaded to DonorPerfect. They’re actually going to be sent to any attendees, I believe registrants too. The recordings will be sent there. But we also have this monthly giving series recorded as an on demand webinar. So when I go into DonorPerfect, I’ll show you where you can access those. Okay, all right. So what I’m doing now is I’m going to send something in the chat. It’s our monthly giving success kit and our monthly giving hub. So those two links will take you there and give you all.

Types of wonderful resources and information in order to to do that. So we talked about having the board buy in. We talked about making sure you have a champion that’s going to be taking care of this program. And now we’re talking about how to communicate with our donors. So today we’re going to go over the when, how, why and what for monthly giving. We’re going to talk about saying thank you. So important, right? It is critical. And finally, whoops, I thought there was more than that, sorry. So that’s it, we’re going to be saying thank you. Alrighty. Now let’s keep it moving. So when, when should we be asking?

Right? So donors who just gave or most likely to give again or join your monthly giving program, right? Think about it. You’re top of mind. They’ve just given. They’ve given for a reason, likely, right? Maybe there’s, unfortunately, a disaster. Maybe there’s something going on that makes them want to give to you. So if they’ve just given their ripe and ready to give again or to join a monthly giving program, right? Anytime of the year is a good time to ask, right? So a lot of folks think, Oh, I have to do it at a certain time. Well, you might say, yeah, there are times that are better than others, right? I don’t necessarily want to do it during Giving Tuesday, but why not? Hey, give this time, but keep giving. Why wouldn’t it be okay? Alright, there is no bad time to ask. There really isn’t. And I think again, if you organize this properly, you get the board buy in, you get somebody that’s going to manage this, you find the donors that are ripe and ready, and you provide easy ways for them to donate in a recurring fashion, there really is no bad time to ask you. Just have to have all your ducks in a row, and you can ask as often as you want. I will tell you I have donated to several different things, several different organizations, some of them were one time gifts. But guess what? They always while I’m in there, they’re asking me, do you want to give monthly that’s number one. Then they follow up with your gift was so impactful? Would you like to make a bigger impact by becoming a monthly donor? It’s just the way it is. So you can ask as often as you want, keep it up in front of people’s minds, and this is one of the ways that you can really get your communications going for those folks. And if you have any ideas about when to ask, go ahead and pop that in there. Again, we don’t necessarily want to sound like we’re capitalizing on, you know, tragedies and, you know, unfortunate weather, like we’re having and wars and things like that. But at the same time, we also know that there are so many good people with big, open hearts that want to do something right. They want to do something. I can’t do it all. I can’t do everything. I can’t do that specific thing, but I can give and I can help, right? So think about these things when you are crafting your communications. So how, how are we going to communicate? Well, one of those ways would be an online form at your website. We want to communicate how they are able to participate. And we want to make it as easy as possible. We talked about that during our online forms. We want to make it as easy as it is to purchase something online. We want to make it that easy to donate online. So create an online form and put it at your website. They go to your website. You can have a big picture there. Help this cause. Click they fill it out. You get the money. You can have a special monthly donation form sent to them. So again, remember we talked about targeting your database. We want those lapsed donors. We want all these different folks that we want to reach out to to talk about this monthly giving program that we’re starting, and so you can send it directly to them with the message without having to maybe hope that they’re going to navigate to your website somehow QR codes On your written materials.

I just added this because that is a huge way of being able to get folks that you can’t reach out to, right? You don’t, they’re not even in your database. Or, you know, you send out newsletters, or you have signs around the building, whatever it might be. Yeah. Those QR codes. Can link them directly to your recurring giving, your monthly giving online form, and they will be able to help you out there. So you’re kind of reaching out in all different areas, in all different ways. And of course, your manual pledge entry, you can always do that if you send out pledge, pledge pledge or monthly giving pledge, requests, appeals, that information comes back. You can type it and manually enter it right into DonorPerfect. Okay, so one of the other things that I love is, if you were to ask at the point of their first gift, remember, I just told you, I did a gift. It was a one time gift. Immediately they came back with, would you like to do this monthly? Would you like to sustain us? Would you like to continue your support? And that’s that those are some of the strategies that you can use and be sure that you’re saying it in everything, right? We don’t just keep it here. We put it in all of our communications, your direct mails, your thank you letters, your newsletters, your emails, so if you’re sending out thank you letters to Sadie that gave that, that $10 gift, why not put it in there so she can use that, that link to go in there to get that email thank you, or put it in her letter so she her grandchild can scan that and they can go in and do an online form donation. Alright? So these are all of the different ways that you are going to be able to communicate to your donors, your constituents, your community, how monthly giving is going to be helpful to you. Why? The why? So you want to break down your overall fundraising into funded micro projects. This to me, I just feel like it’s just so smart. It’s just so smart to do right? How do you eat an elephant? Right? One bite at a time, although I would never eat an elephant, but that’s another story for another time. Um, but the example that that we’re talking about is saying, Hey, we have this million dollar goal. Do you feel like your $100 is going to make a difference? Do you feel like you’re $10 a month going to make a difference? Well, you might, but it just doesn’t feel like that. But if you say, hey, in this phase of our capital campaign, we’re trying to raise $1,000 or we’re trying to raise or crowdfunding, right? Hey, I want to raise. This person wants to raise $1,000 there’s smaller bites, right? Smaller funds or or goals that you’re trying to meet. And donors then feel like they have a much bigger impact. If you tell me your goals $1,000 and I give you 100 man, I feel like I’ve done something that really makes a difference. And so again, donors, people give to people, right? They want to feel like they’re doing something good, and that is a wonderful that’s what philanthropy is all about, right? It’s helping others and also feeling good ourselves. You want your donors to feel they were the reason this phase of the bigger project was successful. Hey, you lapse donors. I know that you’ve given before. We’re trying to achieve this new goal, to help these animals, people, environment. Here’s our goal. We need you to help get there. Well, you’re probably going to get some traction with that. And so these are the things that you have to you have to think almost like you would think, I feel really, really good if I’m able to donate this amount of money for that goal, because I know I’m making a difference. So can you think of a micro project you might share with your donors? And if you do, please share it in the chat. I’ll share it with the group. But micro projects might be a good thing. I know one of the things again, that we that I’ve thought about with regard to this would be, you know, we’re having our capital campaign, and our capital campaign, we want to raise this ridiculous amount of money. That’s a lot, right? It’s a lot of money, but if I start breaking it down, okay, I’m going to do a major donor segment. So I’m going to make a goal for my major donor segment that will feed into my capital goal. I’m going to do a lapse donor, right? I want my lapse donors to come in and maybe they’ll become monthly donors. I have existing monthly donors. I’m going to see if they will increase their commitment. I have new donors, so I’m immediately going to jump on that and say, Hey, would you like to become a monthly donor, a gem, right? I call them my gems. May they give every month. And so breaking it down that way, would be those micro projects that feel a lot easier to achieve. Okay? Well, no one’s sharing today, but that’s okay. I love you anyway. Now, what is the ask? Now this is a review from day one we did on Tuesday, and for those that were not with us on day one, basically what we did is we went into a report called The Gift range report, and we looked at our average annual gift amount, and we took that annual average gift amount and divided it by three, and that number would then be our our beginning ask amount in our monthly giving amounts. So for example, just going to show you. So average annual gift amount, if it’s $50 let’s say my annual average gift amount is $50 or I target a group for a specific amount. My initial ask should be that divided by three, which is $17 a month. So I should start there. Okay, and this is a really neat way to to give you that jumping off point. A lot of times it’s really, really hard to decide where what to do. So I’m going to go into DonorPerfect, one moment, one moment. Please recognize that boys. Alright, so let’s go into reports. And the Report Center, the report that I used is this report. It’s a financial report, and it’s called The Gift range report. This report allows us to set some gift splits so I can find donors that have given in those ranges. But what I did was I took the average gift amount, so that’s a calculated field, and I said, here are my ranges, but I want to set a filter, and I want to find all the folks whose average gift amount, and I’m going to just build this filter for you, right? Their average gift amount is between, let’s just say, I’m going to say 10 and $75 I’m just going to pick that for now. And you can pick whatever your average gift amount, whatever you want. So I’m going to do that average gift amount between 10 and $75 I just picked any old thing. Just picked any old thing. So that’s my filter. And now I’m going to run this report. I’m going to print a screen.

Now what you’ll see here is the number of donors that have given in each of these ranges. So I had 4053, people giving in the 10 to 2499 range, 34 giving in the 25 to 499, 4999 range and 23 in there have 110 folks. Here is my average amount overall, right? So that’s my average amount. This is the total average amount. Here’s my average amount. I take that average amount, and I divided by three, what does that give me $10 so you never want to go lower than 10. If you want to, you can, but we say Don’t, don’t go lower than 10. So keep that number in mind, right? Because that’s going to be my third, my 10, and then we would be able to run a report. So what I’m going to do is I’m going to go here first. So I’m going to go to our monthly giving our monthly giving calculator. The two links that I sent you allow you access to them. You can get the monthly giving success kit. I’m going to jump in. Just give me one second, and I’m going to go into our monthly giving calculator.

Alright, so we said, make this a little bit bigger for y’all, because you’re awesome. I’m going to go into the web version. You can also download this calculator. I’m. So I’m going to go into the web version, and this allows me to say, here’s my $10 right? And my average active donors, I’m going to say, was 110 okay? And then I calculate. And what it does is it shows me, if I convert convert 3% of those donors, I will make $33 a month, or $396 annually. If I convert 17 or 15% of those donors, or 17 of them, I can get as high as $1,980 so just imagine that’s a small group that I selected. Yours are going to be much larger, because you probably have way larger databases than we do. And so think about that. If that’s going to be your your top, your bottom, ask, it’s asking, telling you what it will convert to depending on how many people you convert. And I guarantee you’ll convert more than 17 people, if you’re doing that for that 110 so just think about that and how you want to do it. If you said, Oh, it’s 15. And I discovered there are 550 donors, active donors. Now we change it all together. Look, look at the numbers. Wow. And it grows exponentially. It’s really amazing. So these are things that we want you to do to help you find the information that you need and communicate with your donors. But what I’m going to do is go back to the previous screen, and we’re going to take a look at these reports. We’re going to again use our filters to say, Hey, these are the records that I want. And then we’re going to use this report called The History list. This allows us to see that total giving history. And then we’re going to export it to file. When we export that information to file, we can see that as a report, it could be used as a data source for my mail merges, right? And then we’re going to show you how to create a mail list in constant contact in the Constant Contact integration. Using that same information, we’re then going to show you how to do a mail merge letter and then include direction to move to the website. Okay, so let’s do this. So exciting. I love this stuff. And of course, if you have questions, please feel free to ask. All right, so I am going to use a filter. Want to go to Reports and the Report Center, and I’m going to use a report called The History list, so that happens to be in the listings folder the history list is a report that’s going to show some general contact and giving history information by default, your listing reports exclude records marked as do not mail. Okay, so we have to keep that in mind, since I’m going to be using this for a mailing ultimately, I probably, I’m going to leave those folks out for now, so I’m going to click on the history list, and I’m going to use this donor filter, and I’m going to do exclude no mail names, and I’m going to get rid of this filter, yes, And I’m going to add a new filter. So I want to find folks whose most recent gift, their last gift is on or before six months ago. So I’m going to click on add new filter that field. All your giving history fields live on the main screen. So I’m going to go to the last gift amount. Sorry, last gift date is less than. I can say less than or equal to, is less, less than six months ago. So what is it October? What is that? March, April, May, June, July, August, September.

All right, we’ll say is before oh 401, only 24 All right, I’m at one. Sorry about that. Okay, and I’m going to save that now you can add additional criteria if you want to, but I just want to show you this. And I want individual donors only, right? I’m not really going to mess with let me see is donor type, is individual?

Let’s just double check to be sure. Yep, I’m. And again, maybe want to say their average gift amount is greater than is, let’s say greater than, or equal to, $25 All right, so now I’m going to run this, and this will give me my information. Let me just save this. So this is last six months individual greater than 25 Whoa, calendar year. No, no, no, I don’t want calendar year. Sorry. I don’t know how I click that. Sorry about that. This should be their average gift amount is greater than, or equal to $25 glad I went back to see that. Okay, so this is last gift date lasts six months, individual donors, and average amount greater than or equal to 25 All right. Now you wouldn’t be that careless and do that, but I’m going to do that all right, so I kind of whittled the list down a little bit so that I wouldn’t have, you know, corporations and stuff like that. That’s not really who I’m looking for. You can change anything you want. You could do the so this is going to display for us. Hold on one second. So this report actually shows the name of the donor. Come on back. Will you? There we go. So it shows the donor names, and in this list, okay, it’s going to slow up on me. Hold on. It says, Hey, you weren’t running zoom before. Lady, all right, so here we can see their life, their grand total lifetime giving and again, you can change your information, if you want to. You can change your filter, but this is going to show you those folks, if I go to the end of the report, it doesn’t give me a total, it doesn’t give me a total of donors. But again, I could switch that information out. This is what, this is the filter you would then use for those people. I’m going to change this just a little bit. I’m going to say their average gift amount. I’m gonna change that just a little bit. Boy, this is really being slow. So bear with me, folks. I appreciate you. I was getting ready to call y’all love muffins, but I said no, maybe not. Maybe I won’t do that. So average is between, we’ll say 10 and $75 let’s do that. Perfect. All right, so this would give us a different list. But here’s the cool thing, we can use this filter in our mail merge. To do a mail merge for these specific people, we can also do this to create a mail list, a constant contact email list. So how would I do that? Well, I’m going to go back to reports, and the Report Center, I’ll just say yes to leave that there, and I’m going to go to another listing report called export to file. So this report allows us to export data from a donor record, right? And I’m going to be able to use that filter to say, Hey, these are the folks I want, if I want to see that giving history, I could certainly use that. I want to use my basic mailing template, and I want to preview just quickly so you can see these are my folks, so I have their names, addresses, phone numbers, and now I’m going to be able to send a mailing any of these fields can be used as merge fields in their letter, right? So you’ll see I have 44 records that I’m going to be sharing, and those are the folks that I just recently received. Now that I have this, I can use it as a mail merge. I can use a mail merge template that I’ve uploaded into DonorPerfect with my form link in it, right? And in this case, if it’s going to be a mail and we want to be sure to use the QR code. So let’s see how to do that. Hold that right there. I’m going to go to, I’m going to go, let me just do I’m going to cheat. Little bit, all right, I’m going to go to apps and online forms. I’m going to use our drag and drop the one that we did yesterday. So there it is. I want to share the form. Actually, I think, hold on, says Gray, share. That’s what I want. There it is. So I want the QR code, and I’m going to put that link in there. So I’m going to copy QR code, right? Because, remember, we are not going to let me copy that. All right, so I got my QR code, I’m going to go back into DonorPerfect Under Settings and mail merge templates.

And I’m going to find, do I have a monthly giving let’s do appeal letters. We’ll do this one. I’m going to download this one. Actually, I’m gonna do the fall appeal. That’s the one I want. All right, so here’s what I’m going to do. Now, I know this is fast, but you all if I can do it, you can do it.

Okay, so that’s the QR code that’s currently there. I’m going to put mine there, and we’re going to make it smaller so it’s not obnoxious like that. All right, monthly giving, you can put anything you want in there. We’re going to do a save as and this is going to be called all appeal. Monthly living appeal. All right. Watch this. This is so cool. All right, so we have it, we’re going to upload it into our system. Let me go get it. There it is. It’s going to be main bio and upload. All right, here we go. Here’s the cool part. I’m going to go to mailings and mail merge. There’s my filter, right? So that’s the same filter we’re going to get those people.

I’m going to use my basic mailing template, and I’m going to do an instant merge. I’m going to grab my appeal letter and merge. Now all those folks are going to get that beautiful letter with the QR code in it,  right?

Just bring that over. Some reason, the names are not there, but that’s okay. So now, if you all use your device, you can go ahead and do the form thingy. So get your phones out, and I’m going to go to that QR code hot dog. This is so exciting, and you should get to my ABC form. Give it a try. Okay, so that’s what we mean by putting it in your written materials. Use that QR code to do it. It’s super cool. But hey, Donna, hmm, I want to do an email campaign. I want to use the Constant Contact integration with DonorPerfect. Well, guess what? You can do that too. So if I go to mailings and mail mer, I’m sorry, mailings and constant contact email, what I’m going to show you, I’m not going to put the link in there or anything like that. You can do that. But I’m going to go to list management and create my list. So I’m going to add a new list. This is going to be my gems, monthly giving. Whoops, monthly giving campaign, right? And we’re going to create the list. I’m going to use a dynamic list, because this will update every night for me. And guess what I’m going to use? I’m going to use that filter I just created, right so I want those beautiful folks. I’m going to preview the new constituents, and there they are. I’m. So now it’s going to create my email campaign list. And now this email campaign list will be in constant contact. And then you’re going to be able to create a template with your form. So of course, you can put it in the words, since it’s an email they can click on the verbiage and get right to the link, and then you’ll be ready to rock and roll. It is so cool. So those are very easy ways for you. I have my donors. It just says 15 contacts, because there’s some already in the other system, in my constant camp, Constant Contact campaign system, I’m sorry, Constant Contact account. But what will happen is you’re going to go to Constant Contact, you’re going to create your your template, your campaign template. You’re going to include the link that URL behind some verbiage, and you can even put the QR code in if you want, and that will allow them to click on it and go right to your form. Okay, that’s what those links are for. So if I copy the link again, you’ll see I go here, put the link in as if I clicked it, and boom, there we are with the form.

Okay, I love DonorPerfect. All right, saying thank you. So almost as important as asking for the money is saying thank you.

First of all, when you’re using forms, they will your donors will get an automatic email after they do their contribution. So as soon as their contribution goes through, they’re going to get an automatic email that you can design, and it will also include a receipt. So they’re going to get that immediate Thank you. You are welcome to send an additional thank you from DonorPerfect. You might want to send an official thank you letter. You might want to send an email. Thank them for joining, and it could be right. Oh, you’re a first time donor. Thank you, whatever it is, but it’s best if it’s done within 72 hours of joining. Okay, ideally, that’s the sweet spot of when you want to get those thank yous out, you will also want to clarify with the donor, and this is something you can include in the verbiage on your forms, if the donor will receive a tax letter for every monthly gift or annually in January. Now, for anyone that is a Canadian client. I want to welcome you first of all, but your receiving processes are a little bit different. They’re going to get that annual consolidated email at the end of the year. US clients have an option of sending a tax letter every month, or again, a consolidated one at the end for the end of year, but you can include that information. Hey, you’re not going to get a thank you letter every month, but if you’re using our online forms, you still have the ability to set them up to get an automatic email thank you from DonorPerfect every time their transaction is processed. So that’s a great way again, not only of thanking them, but keeping them abreast of the progress, what their money is doing, who you’ve helped, special stories, whatever that might be, okay, alright. So what I’m going to do, I’m going to go back into DonorPerfect, and we created this form the other day. This is one of the ones that we created. I’m going to go back into I think that won’t get me there the way I want. I don’t want to mess anything up. Want to go to Apps, online forms, classic forms.

So I’m going to use, there’s my gems program, right? Remember, we did this the other day, just so you can see what it looks like. It is in test mode, so we’re going to be able to actually test it. But on my classic forms, I can include the amounts. I can include a default amount. I can include a spot where they can just put in whatever they want. And this is monthly only, but the key here is behind the scenes. So I’m going to click on the pencil, and this takes us back to all of the attributes, all the things we can do with our form behind the scenes, so we have our header and footer. But what I want to point out to you are two things. One, set the email options. So for our classic forms, you’re going to be able to set up this is the immediate email and receipt that they get after their. Transaction is processed, okay, easy, peasy, beautiful. You can do whatever you want here. Make it fabulous. The item codes. So every transaction on a form is called an item. So that recurring gift, that monthly giving gift, is a an item. The item codes are the gift codes that should be applied to your gifts. So we decided that my solicitation code is going to be monthly giving. 2024 my general ledger code is going to be unrestricted. My thank you letter is going to be the monthly giving thank you letter. So even though they get that immediate email, I can still process an email every month automatically to go to them to as a receipt, as a an acknowledgement, right? And that’s your opportunity to update your your impact stories. Tell them about your progress and all of that good stuff. Here’s my sub solicitation, my campaign and the gift type. So what would happen is, once I’ve done all of this and someone goes on to the form, alright, so I gotta pick somebody new. So when you put your forms, the classic forms, in test mode, it will not take a payment. So this allows you to play with it and and see it the way a donor would. Now I already have a fake person in my database, database named Callie. So Callie, I can’t use your name, honey. But anyway, we already have a Cali when I saw your name, I I got so tickled. We do a lot of making up names here, but my person is a real person, but she’s not a real donor for real but I’m going to use someone in here. Okay, we’re going to say this is going to be a $50 recurring gift, and this is going to be, I like that name, and I’m going to use somebody else’s last name, all Right, and we’re going to say the address is 916, first Ave, and that’s a New Brunswick. Don’t ask me where I got this from. I am making it up. That’s in New Jersey. And that’s going to be, I’ll say, oh, okay, perfect. Email is going to be fake email, fake email@email.org.

You can have the cover cost piece if you want to have them do that, we’re going to put in our fake credit card number we’re going to put in this All right, so that’s my fake stuff. So you can even use a fake credit card if you put it in test mode. If you’re going to do this for real, because you really want to see how it goes in, make sure your gift amount is at least $5 okay, no less than $5 alright, we click on next, no, thanks. This is the confirmation page, okay, this is what I’m committing to my recurring gift. This is what I’m getting charged today. So when you’re when they’re doing a form, they pay the 50 or the recurring amount, and then it creates a pledge and DonorPerfect for the $50 a month. I’m going to click on Submit Payment.

Doo. Doo. Doo. It’s still spinning, all right, so there’s my thank you page. There’s their on page receipt, so they can print this out as they receipt information also has all the terms if you want to stop it and so on. If I go back here, you’ll see that my form has already been downloaded automatically.

And I’ll just show you’ll see a two in the downloaded there. All right, we’re not going to wait for that. We’re going to go in here. I know I don’t have a car mine in here, so we’re going to, oh, really. All right, so let’s try here. We’re gonna try it again. And there you are, so or there y’all are, because there’s these are two different people, all right, so it adds the gift. It adds the donor. It creates a gift and a pledge. The gift is going to be the gift that they did. It’s their $50 their first payment. It fills in all the values. It indicates it’s a thank you, and it’s going to be an email that means you can use your I didn’t mean to do that. You can use your email templates to create your thank you templates, and they will get that automatically as those are processed. You’ll see that in the next webinar, I believe, on Tuesday. All right, so that is a pledge payment, and it also creates the recurring pledge. And so now you’ll see the billing amount is $50 monthly. Their credit card is added automatic monthly giving or EFT is set to Yes. Their payment method that they used is there. So now every month, on the 10th it’s going to charge this person on that credit card, and it will come in as a an EFT gift. So this does allow you to thank them again, and just a preview, if I go to tasks and monthly giving, see here automatic processing. If you turn this on, all those records with credit cards that are automatically processing will if you turn on automatic receipts, those donors will get the automatic receipt associated with those gifts. So that’s what’s really cool. Again, you can change that message every month if you want to, just to keep people abreast of what’s going on, any progress, impact stories, you know, Gem spotlight, right? Our gem spotlight this month, right? So just all kind of cool, fun things you can do. Are there any questions?

All right, so to recap, there is never a bad time to ask your donors to become monthly donors. And importantly, you need to communicate the information about the program, let them know how they’re recurring. Sustaining support is going to help. What it’s going to do, how they’re going to make a difference. You want to make sure that you’re communicating and about your monthly giving program everywhere, your website, in newsletters, direct mail, email campaigns, whatever the case might be, get the word out there. You want to check out our monthly giving success hub. I sent the links to you all earlier, so please feel free to access those so you can get some great ideas. And you want to be sure to talk with others in our DonorPerfect community to this automatic monthly giving discussion to get there and to get to the On Demand Webinars. Let me show you.

So from within DonorPerfect, if you go to help and knowledge base. It’s not going to take me to the real one. This will take you to the DonorPerfect community, and I will show you where you can go. I know that’s going to say it’s not active, but that’s okay. I’m just going to go in another way. Hold on one second. Go to talk with members, and there is a monthly, automatic monthly giving group. Just join that group so you all can discuss. You can ask questions. People will connect with you. It’s really neat. If you need to check out the on demand webinars. We do have this monthly giving series pre recorded as an on demand webinar. You’re going to go to help and on demand webinars. Go to the monthly giving series, and you can watch those that have been pre recorded. Okay, next week, you’re going to do the ins and outs of monthly giving and reporting on the success of monthly giving. So those, these three, are the ones we’ve done already this this week. Oh, you’re most welcome. Kay, thank you. I appreciate that question. It’s really bright that you said that, and I’m glad I remembered, because usually that’s not the case. I appreciate you for saying that. See what I said. Everybody in this class helps everybody. So just ask the question, Cindy, you’re most welcome. Thank you. So again, this is our monthly giving webinar series. We’ve done the first three. Some of you have done all the first three. Some of you just joined me today. But the ins and outs of monthly giving and reporting on the success of monthly giving will be Tuesday and Wednesday of next week. I hope these are helpful. I hope that your monthly giving programs are super duper successful. We are rooting for you. Hi, Deborah, I feel like I know your name. I just don’t know what organization you’re with, but I just feel like I know your name, but I appreciate you all. I hope that your programs are super duper, duper successful. I hope you find really cool names for them, and I hope that you will find DonorPerfect makes it easy for you to establish a monthly giving program. Does anyone have any questions? Oh, thanks for the hearts. Does anyone have any questions? Now’s the time? Oh, thank you. Claps and hearts. I love, love the hearts. All right, well, I want to thank each and every one of you, not only for spending time with me today. We really appreciate you being here, but I want to thank you for all that you do to make this world a better place. It is truly an honor and a pleasure. I know some people have been here this week, have already heard this, but I say this to every body in our webinars. We truly, truly appreciate you. We thank you for all that you do, for working as hard as you do to make this world a better place. You are appreciated more than you can imagine. So keep doing the wonderful work that you do. I hope doing a perfect makes your job easier. Whoop, whoop, and I hope to see you again soon in another webinar or a training. Take care. Everyone. Have a great rest of the week and a fabulous weekend so long. Thank you.