The Impact of Monthly Giving with Caitlin Wion at Alzheimer’s San Diego and Mallory Erickson

This week, there's another podcast I want to share with you: What the Fundraising.

Mallory Erickson is talking to Caitlin Wion, a data manager at Alzheimer's San Diego. And Caitlin is revealing ALL of her automation secrets to enhance donor engagement and make recurring giving work – with limited capacity and time.

Hear how a simple donation tracker in an email campaign led to an unexpected surge in donor sign-ups, the power of customization and segmentation, and the origins and evolution of Alzheimer's San Diego's recurring giving program.

Caitlin doesn’t hold ANYTHING back in sharing their best creative strategies for fostering a donor community (like heartfelt acknowledgment letters and special thank-you notes!), while their Visionary program celebrates major contributors annually.

This juicy episode underscores the broader impact of monthly giving on fundraising strategies, and should get your wheels turning while you plan this year’s Giving Tuesday and year-end campaigns.

P.S. I thought this was a perfect episode to share with you as my Monthly Giving Summit is coming up FAST! Join me on Sept 5-6 from 1-4 pm ET for the only free virtual event that is dedicated to helping you build, grow and sustain subscriptions for good. RSVP for FREE here.

P.P.S. Join me for my Book Launch Tour at Kendra Scott stores in Atlanta, GA and Sarasota, FL!

RSVP for Atlanta on September 7th

RSVP for Sarasota on September 18th

Resources & Links

Register for my Monthly Giving Summit coming up on Sept 5-6 from 1-4 pm ET - the ONLY virtual event designed to help nonprofits build, grow, and sustain subscriptions for good. RSVP for FREE here!

Learn more about Alzheimer’s San Diego on their website and connect with Caitlin on LinkedIn.

Already have a monthly giving program? The Mini Monthly Giving Mastermind starts in January and is just for you.

Register now for the FREE Monthly Giving Summit on February 25-26th, the only virtual event where nonprofits unite to master monthly giving, attract committed believers, and fund the future with confidence.

Let's Connect!

• Send a DM on Instagram or LinkedIn and let us know what you think of the show!
• My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.
• Want to book Dana as a speaker for your event? Click here!