Seasonal-to-Recurring Conversion Campaign Worksheet
A model and planner to convert holiday and crisis one-time donors into year-round sustainers — the highest-leverage retention move for orgs whose revenue clusters in Nov-Dec.
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
- Cohort tracker: seasonal acquirers by year, second-gift rate, sustainer-conversion rate
- Conversion-value calculator (one-time value vs. projected 24-month sustainer LTV)
- Post-holiday 'turn your gift into monthly meals' outreach sequence
- Suppression logic so already-monthly donors are never asked to 'convert'
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Do not silently roll a one-time gift into a recurring commitment; enrollment requires explicit, separate opt-in
- Crisis/seasonal donors acquired under a restricted appeal cannot be told a converted monthly gift funds that same restriction unless it genuinely will
- Honor prior consent scope: permission for a one-time gift may not extend to ongoing solicitation depending on jurisdiction/channel
Held for professional review.
The native XLSX 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.