New-Member & First-Gift Sustainer Invitation Sequence
A welcome-to-giving onboarding series that invites new members and first-time givers into recurring, belonging-based generosity within their first 90 days.
Draft: pending review
This starter document is signed off by a CFRE reviewer before it ships. The guardrails below define that review.
What’s inside
- Day-0 to Day-90 touch map across welcome packet, email, text, and a personal call
- First-gift thank-you and 'what your gift did' impact follow-up copy
- Soft invitation to convert a one-time gift into a recurring sustainer commitment
- Segmentation and suppression rules (new-to-faith, transfers, hardship, opt-outs)
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Obtain and honor email/SMS consent (CAN-SPAM/TCPA) before automated outreach
- Welcome invitations must never condition membership, sacraments, or pastoral welcome on a gift
- Keep the recurring ask transparent about amount, frequency, and easy cancellation
- Handle new-member data under the church privacy practice; do not over-collect financial information
Held for professional review.
The native DOCX and full working text ship only after sign-off by a CFRE reviewer on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.