The Monthly Giving Mastermind
Build the Monthly Giving Program You’ve Been Talking About for Years — in Just 4 Months.
You’ve tried it all: the campaigns, the appeals, the asks — and maybe you’ve got a handful of monthly donors to show for it. But you know there’s so much more potential.
The Monthly Giving Mastermind is built for nonprofits just like yours: You’re ready to grow a program that brings in consistent, predictable revenue — without chasing one-time gifts every month.
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What is the Monthly Giving Mastermind?
A done-with-you experience packed with expert guidance, real-time feedback, high-converting assets, and a cohort of changemakers building sustainable, recurring revenue - together.
23 nonprofits have launched powerful, sustainable monthly giving programs through this mastermind.
You Don’t Need a Big Team to Make Big Progress
Inside the mastermind, you’ll have access to:
- Dana as your monthly giving strategist, guiding you through what to build, when, and how
- A copywriter to draft bring your value proposition to life
- A website designer who helps bring your giving page to life
- A project manager to keep you on track without the overwhelm
- A graphic designer for beautiful, on-brand visuals that convert
- A community of peers who understand your world and cheer you on
This is a done-with-you experience, not a DIY course you’ll abandon in week two.
- A 40-page Interactive Workbook that we'll use throughout the Mastermind
- The name for your monthly giving program
- An optimized donation experience and impact giving amounts
- A custom-branded donation page + thank you page
- Donor messaging that converts (all copy drafted for the website + social graphics)
- A 4-part email welcome series + automation workflow
- An email acquisition series template
- LinkedIn templates for board members and staff to use
- A launch strategy + social campaign assets
- A video introducing the monthly giving program (package 2 only)
- (2) Social media ad campaigns on Facebook and Instagram (package 2 only)
- A month of support with weekly calls
- A fully built recurring giving experience designed to grow
It’s like hiring a strategist, copywriter, website designer, coach, and cheer squad - all in one.
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Who This is For
You’re ready to invite people to give monthly, but not sure how
You're ready to prioritize monthly giving, but need a clear plan
You want help from someone who’s done this for dozens of nonprofits
Your team is small, and time is limited
You’re overwhelmed with tech and messaging, and don’t want to do it alone
Whether you’re starting from scratch or want to revamp what you’ve got, this mastermind will meet you where you are.
What You’ll Get (And Build)
This is not a course you binge and forget.
This is a hands-on experience where we roll up our sleeves together.
AFTER
BEFORE
AFTER
BEFORE
✔️ Real-Time Support
No more wondering “is this good enough?” We use Slack for team communication throughout the process. We review and refine your work with you.
✔️ Group Calls + Expert Guidance
Live sessions with Dana and guest experts to walk you through every step.
✔️ Templates, Tools + Reviews
A done-for-you donation page, copywriting, ad copy, email series, curated press, podcast & content creator list to pitch, and more — with feedback to make them great.
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What You’ll Create, Month-by-Month
We follow Dana’s 5-step framework, as referenced in her book, The Monthly Giving Mastermind
Create the Product
Make It Easy
MONTH ONE
MONTH TWO
Call in the Believers + Share Constant Joy & Gratitude
MONTH three
→ A month of support calls each week to answer questions
Make the Ask
MONTH FOUR
We’ll give you the strategy, templates, tools, and support — but we can’t do the asking for you.
The organizations that see the most success from the Monthly Giving Mastermind are the ones that:
Keep going — even when it feels scary
Show up for the calls
Apply the feedback
Send the emails we write together
Launch boldly (even if it's not perfect)
We’re here to walk beside you, guide you, and celebrate your wins. But the magic happens when you do the work. And we’ll be cheering you on every step of the way.
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What Mastermind Alumni Say…
When asked, Would you recommend this program to another nonprofit looking to build a recurring donor program? 100% said yes.
- Heather, Kentucky Harvest
“If you don't have time to tackle the time consuming process of creating, planning, and executing a monthly giving program, the Mastermind is for you!”
- Khadejah, Black Coalition for Safe Motherhood
“Dana is an expert at monthly giving and she holds your hand to help you launch your own giving program!”
- Emily, The Village
"The best way to get a monthly program up and running -- especially for a small org like ours!
Not only did we get the monthly program up and running, but the assets from that are already being used in other ways as well so it's definitely a great investment."
- Robert, The Path
28"My experience in the ‘Mastermind” was a wonderful learning experience, it was truly valuable interacting with Dana, Erika, Lauren and Tristyn and it was productive as we now have scripts and social media posts that have launched our monthly donor program!"
- Julia, The Party
"The mastermind was a well-run, individualized experience.
The support from a number of different professionals - from video work, copywriting, graphics, and everything in between - was so smooth!
The new landing page is such an upgrade and really gets to the heart of what we do and how we want people to partner with us."
- Tiffany, The Beat
"I think the whole process was great, and getting to roll the program out is awesome, but how genuine everyone was in working together was my favorite part.
As a team of 1, it was really nice to have brainstorming sessions and get to work with like minded people who were supportive and wanted to see my program succeed."
- Kimberly, Black Coalition for Safe Motherhood
“Dana and the Monthly Giving Mastermind Team is with you from the start to the day of launching the donation page. If, your nonprofit gets the opportunity to participate, take it, you will not be disappointed. Our donation page and the monthly goals will definitely attract donors' attention to our nonprofit and donate to our cause.”
- Ella, Community Mindfulness Project
“A one stop shop do it all team service with accountability partners to make the process less scary/intimidating and leaps and bounds more fun getting to a successful launch!”
The Results - Client Spotlight
"I joined the very first Monthly Giving Mastermind in 2022 with around 100 monthly donors and no real system to grow. Fast forward to Spring 2025, we’ve more than doubled to 208 monthly donors, 34% of our entire donor base now gives monthly, and we’re generating over $126K in annual recurring revenue with a 93% retention rate.
I completely revamped our tech stack, which made tracking and growth so much easier. This wasn’t just a training - it was a full-on transformation. The Mastermind gave me the tools, structure, and confidence to build something sustainable." - Meghan
The Plenty, Picnic Project
"In just two weeks, we have had nine donors sign up to be part of our new recurring community, The Plenty! Counting some established donors, that brings us up to 23 monthly donors. So, almost double the members right after launch! We are now up to a $16,236 annual value! Additionally, our campaign has had great traction and gained us some new followers, email subscriptions and one-time donors. My only wish is that we had not waited so long to prioritize monthly giving! We are only at the beginning and are so excited to watch this community grow!" - Mark
The Table, Maloto
From 12 to 70 monthly donors in 1.5 years ($19,800/year to $61,440/year) Watch Liza's full Case Study here from the Monthly Giving Summit!
The Roots, Roots Ethiopia
✨ Join the 6th Round – Summer 2025
This is your invitation to finally build the monthly giving program your organization — and your community — deserves.
Spots are limited to 5 organizations to keep the experience high-touch and personalized.
📩 Apply today and secure your place in the Summer 2025 Monthly Giving Mastermind starts in July.