Monthly donors are the unsung heroes of fundraising—loyal, consistent, and often deeply aligned with your mission. But what if we told you they’re also your best prospects for legacy giving? In a fundraising world obsessed with short-term ROI, it’s easy to overlook the goldmine hidden in your regular giving file. Monthly donors aren’t just paying the bills—they’re telling you, month after month, “I believe in you.” That level of commitment is rare—and powerful. And when nurtured strategically, it can evolve into something truly transformational: a gift in their will.
This session explores the critical link between monthly giving and legacy potential. We’ll look at what the research says about donor loyalty, lifetime value, and the psychological drivers behind both types of giving. You’ll learn how to recognise the signals that a monthly donor is ready to deepen their relationship—and how to move them forward with confidence, empathy, and purpose.
Packed with practical examples, data-backed insights, and ready-to-use ideas, this session will challenge you to think beyond the “ask” and focus on building relationships that last a lifetime—and beyond. If you’re serious about growing your legacy pipeline, it’s time to rethink how you treat your monthly donors.
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