Monthly Giving Check-Up (Free!)
Know where you stand. Know what to build.
A free, honest look at your monthly giving program — across your website, donation form, email, and social channels — delivered as a clear report with actions you can take right now.
What this is — and what it isn't
This check-up is genuinely free. No bait-and-switch.
No "free" that turns into a sales funnel the moment you fill out a form.
I built it because the organizations that most need this kind of feedback are the ones least able to pay for it. If you walk away with a report that helps you strengthen your monthly giving program and you never hire me — that's a win. That's the whole point.
That said, I'll be honest about this too: some of the organizations I do this for become clients. Not because I push them there, but because they see the report, realize the work is bigger than they have capacity for, and want help actually doing it. That's a conversation I'm glad to have. But it's never the price of the check-up.
This is a good fit if…..
You have a monthly giving program — or want to build one — and you want an honest outside perspective on what's working and where the gaps are. You don't have time for theory. You need someone to tell you what to actually do.
This is free because…..
The organizations doing the most important work are often the ones operating on the tightest budgets. Information shouldn't cost anything. Expensive access to good fundraising strategy is an equity problem — and this is one small way I try to do something about it.
What happens after…..
You'll receive a written report by email with your findings and a prioritized list of recommendations. There's a short follow-up survey. And if you want to talk through what you read — I'm always happy to get on a call. No obligation, ever.
What's in the report
Ten channels reviewed. Every finding prioritized. Every recommendation written for the real constraints of a small nonprofit team.
Sample report
See what a check-up looks like
This is a real report — run on Cat Care Society (where I am a board member!) and their monthly giving program, The Cat-alyst Club. The organization, findings, and quick wins are all genuine.
Below is just a piece. Most reports are 15-20 pages!
How it works
Simple on your end. A little more involved on mine — which is exactly how it should be.
