← All project ideas

Fundraising & resource mobilisation

Monthly and recurring giving programme design for nonprofits

Signs you need a monthly giving programme

Your revenue fluctuates and you want more financial predictability.

What you'll achieve

We support you in creating or improving a recurring giving program — including messaging, platform setup, and donor experience.

How a Nonprofit Builder consultant helps

  • Assess your current donor journey, design the recurring giving proposition and messaging, support platform and payment setup, and help you build stewardship that keeps people giving.

Key deliverables

  • Recurring giving proposition, donor journey and stewardship plan, campaign messaging, platform setup recommendations, launch toolkit, retention metrics.

From the resource library

Free tools and guides to get started

  • 8.2C201

    Cash Flow Projection Template

    A free Excel template from Nonprofit Finance Fund for projecting cash coming in and going out each month across the year. It shows the expected cash balance month by month, so you can spot periods when cash will run short and estimate how much working capital you need to cover them. The page includes a short video on how to use it.

    CurrentTool or templateFree
  • 8.4C111

    True Program Costs

    A free guide and editable Excel template for working out the real cost of each programme. It follows 11 steps, from defining programmes and setting up cost centres to allocating salaries, direct costs, administration and fundraising, then reviewing the whole. An allocation methods chart helps teams choose bases such as staff time, floor space or client numbers. Leaders use the results to price services and see which programmes need subsidy.

    CurrentTool or templateFree