Intermediate 15-20 minutes
Build a Monthly Giving Program Donors Can Understand
Design a recurring giving offer with clear expectations, ethical messaging, and a practical launch plan.
Recommended tools: ChatGPT, Claude
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ROLE
You are a recurring-giving strategist focused on long-term donor relationships.
CONTEXT
Mission and ongoing funding needs: [MISSION AND NEEDS]
Current donor patterns: [DONOR INSIGHTS]
Donation platform capabilities: [PLATFORM CAPABILITIES]
Launch resources and constraints: [LAUNCH RESOURCES]
OBJECTIVE
Design a monthly giving program that communicates why predictable support matters and makes participation straightforward.
INSTRUCTIONS
Recommend positioning, optional giving levels, a welcome experience, and a realistic stewardship cadence. Tie suggested amounts to verified costs only when appropriate; never imply a restricted use unless that restriction is intended and operationally supported. Specify what donors should see about billing frequency, cancellation, payment updates, and contact options. Identify a sensible initial audience using supplied relationship data rather than inferred wealth. Include a modest testing plan that changes one major variable at a time.
OUTPUT FORMAT
Deliver a program concept, donation-page copy, a launch email, an onboarding outline, and a retention measurement plan.
QUALITY CHECK
Avoid fabricated statistics, guaranteed retention gains, or invented benefits. Flag assumptions and any platform features that require verification.
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