27 Keys to Monthly Giving Program Success, Part 2 (7-11)

9. Understand the organization's sustainer gift processing inside and out
You need to know as much as you possibly can about how you're going to communicate with monthly donors. Understanding the difference in processing by channel and method of payment is crucial to know where that donor came from and how you can cultivate the relationship. You also need to know when a sustainer is lapsing so you can act quickly. Upgrade processing is tough, Downs said, so you have to understand the different business rules of your process for monthly giving.