Momentum Matters: Strategic Onboarding for Monthly Giving Growth
Session Overview
The fastest way to grow your monthly donor program? Get strategic about when you ask and what happens next. In this practical session, we’ll dive into smart timing for monthly giving appeals, and how to design an onboarding experience that builds long-term donor trust. Leave with tested tips and a framework to steward new monthly donors with confidence and consistency.
About our speaker
After a career on the front lines of fundraising, Tara now serves the sector in a new way as Nonprofit Relationship Manager at DonorPerfect. In this role, she builds strategic partnerships and leverages her insights to help nonprofits strengthen fundraising strategies, build meaningful donor relationships, and leverage technology that is delightfully easy to use.
Having firsthand experience with limited staff capacity, competing priorities, and the constant pressure to do more with less, Tara brings a grounded, authentic perspective to her work. Her goal is simple: to make it easier for nonprofits to do more good by spending less time wrestling with systems and more time focused on what matters most: advancing their mission.
Attendees (47)
Jane Alford
Development Director
Lancaster County Council of the Arts
Rev. Dr. Minnie Anderson
Executive Director
Paths To Wholeness
Lee Ayres
Advancement Coordinator
Coastal Conservation League
Nulani Bennett
Development Director
Center for Heirs' Property
LaVanda Brown
Executive Director
YWCA Greater Charleston
Katie Campbell-Smith
Development Manager
Children's Museum of the Upstate
Cookie Cawthon
Founder & Executive Director
Tenacious Grace
Brigitte Chapman
Director of Alumni and Parent Relations
Governor's School for Science and Math Foundation
Amanda Colbert
Executive Director
Hartsville Interfaith Ministries
Tina Coolidge
Administrative Assistant
Serve & Connect
Alice Curry Gallego
Development & Community Relations Director
The CARE House of the Pee Dee
Jennifer Danford
Founder & Executive Director
The Jade Bridge
Susan Dolphin
Executive Director
HOPE in Lancaster, Inc.
Connor Douglass
Executive Director
T-Time Transgender Support
Leah Doyon
Development Coordinator
Mission Lexington
Amy Flora
Community Engagement Coordinator
Horry County Council on Aging
Danielle Floyd
Development Coordinator
Senior Resources
Brandon Fountain
Director of Development & Communications
SC Appleseed Legal Justice Center
Betty Gardiner
Director of Local Partnership Grant Development
South Carolina First Steps
Gabriel Godwin
Executive Director
Upstate International
Haley Greene
Fund Development Manager
Family Promise of the Lowcountry
Susan Hammersmith
Director of Individual Giving & Major Gifts
Children's Trust of SC
Ingrid Maria Hollis
Executive Director
Piedmont Emergency Relief Center
Amy Howard
Director of Development - Grants
Governor's School for Science and Math Foundation
Ben Leach
Director of Donor Relations
Charleston Habitat for Humanity
Jared Martin
Director of Development
Governor's School for the Arts and Humanities Foundation
Sally McClellan (Proud Mary Theater Company)
Grants Coordinator
Proud Mary Theatre Company
Alysha McConnell
Executive Director
Family Promise of the Midlands
Brendan McPherson
Development Associate
Center for Heirs' Property
Carla Moore
Outreach & Events Manager
Congaree Land Trust
Mary Lovett Pye
Advancement Associate
Coastal Conservation League
Katy Renfroe
Marketing Coordinator
South Carolina United Methodist Advocate
Caroline T. Robertson
Executive Director
Greer Relief and Resources Agency, Inc.
Tanya Rodriguez-Hodges
Founder/Director
Limitless Community Development
Antonio Sales
Resource Development Officer
United Way of the Midlands
Samantha Scott
Donor Engagement Manager
Richland Library
Tevin Sims
Advancement Director
Charleston Hope
Latesha Smith
Stewardship and Events Coordinator
Center for Heirs' Property
Teresa Spires
Executive Director
KNOW(2)
Isabel Steen
Grants Development Coordinator
Children's Trust of SC
Zeke Stephenson
Senior Fund Development Manager
Girl Scouts of South Carolina - Mountains to Midlands
Kinnethia Tolson
Community Education & Partnerships Manager
The Hive Community Circle
Katie Tumbleston
Development Director
Young Moms Together
Erin Walters
Chief Executive Officer
Neighbor to Neighbor of South Carolina
Stephanie Ward
Director of Development
South Carolina Architectural Foundation
Ashley Witherspoon
Member, Board of Directors
Dorchester Paws
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