Momentum Matters: Strategic Onboarding for Monthly Giving Growth


Thursday, June 4, 2026
10:00 AM - 11:00 AM (EDT)
Join Us Virtually
Category: Development Peer Network

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

Tara Petersen is a career fundraiser with 20 years of experience helping nonprofits of all sizes secure the resources needed to advance their missions. She holds a master’s degree in Nonprofit Management, but the core of her work has always been a belief in the power of relationships to activate generosity and change the world.

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.

For More Information:

Tara Petersen

Tara Petersen, MNM

Nonprofit Relationship Manager, DonorPerfect