Monthly Partner Sustainer Program Launch Kit
An end-to-end guide to standing up a branded monthly-giving program as the anti-volatility anchor against seasonal and crisis-driven revenue swings.
Draft: pending review
This starter document is signed off by Nonprofit counsel + payments/PCI advisor + CFRE before it ships. The guardrails below define that review.
What’s inside
- Program-naming and value-proposition worksheet
- Sustainer welcome series (immediate thank-you, day-3 impact, day-30 report)
- Card-decline/expired-card recovery ('dunning') sequence to reduce involuntary churn
- Sustainer KPI dashboard: net revenue retention, 13-month conversion, LTV
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Recurring charges require clear affirmative consent and an easy, disclosed cancellation path (FTC negative-option/'click-to-cancel' and card-network rules)
- Never store full card data outside a PCI-DSS-compliant processor
- State automatic-renewal laws may require pre-charge notice and specific cancellation disclosures
- Send annual tax summaries aggregating monthly gifts with proper IRS substantiation language
Held for professional review.
The native DOCX and full working text ship only after sign-off by Nonprofit counsel + payments/PCI advisor + CFRE 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.