Your Monthly Donor Program Roadmap (Free!)

Know where you stand. Know what to build.

Most nonprofits we talk with are in one of two places. Either they don’t have a monthly giving program yet and aren’t sure how to start one, or they have one that isn’t growing the way they hoped. This free roadmap works for both.

You tell us a little about your organization. We look at your website, donation form, email, and social channels, then send you a written plan by email. Most are 15 to 20 pages.

Starting from scratch?
You get a build roadmap: the order of decisions and setup work to launch monthly giving well from day one. It covers what to put in place on your website, donation form, email, and social channels, plus ideas for naming your program.

Already have a program running?
We review what’s there across ten channels and tell you honestly what’s working and what isn’t. Every finding is prioritized, with quick wins first, and compared to organizations doing this well.

Either way, you get a clear next step and an honest assessment, not a sales pitch.

  • “I love the way the report is presented - the information is clear and digestible. Very realistic, actionable items which is perfect for a tiny organization like ours.

    Recent Roadmap Recipient

  • “This was an excellent start for us.”

    Recent Report Recipient

  • “Useful for small orgs who might not have the capacity to build out their programs on their own.”

    Recent Roadmap Recipient

The Monthly Donor Program Roadmap is genuinely free.

There’s no bait-and-switch, and filling out the form doesn’t start a sales funnel.

We built it because the organizations that most need help launching or fixing a monthly giving program are often the ones least able to pay for it. You fill out a short form. We send you a written plan. That’s the whole exchange. If you use that plan to build or strengthen your program and never hire us, that’s a win, and it’s exactly why we made it.

We’ll be upfront about one more thing. Some of the organizations we do this for do become clients. Not because we push them there, but because they read the plan, see that the work is bigger than their team has room for, and ask for help actually doing it. We’re always glad to have that conversation. It’s never the price of admission, and it’s never required.

What you'll get

Two paths, one tool.

Starting from scratch: you’ll get a build roadmap — the sequence of decisions and setup work to launch monthly giving well: platform and donation form setup, your ask and messaging, email and social foundations, and a simple project plan to get it live.

Already have a program: you’ll get the full channel check-up — ten channels reviewed, every finding prioritized, every recommendation written for the real constraints of a small nonprofit team.

Request Your Monthly Donor Program Roadmap