Why occasional donors don't join a monthly giving club
Challenge
A charity relies on a monthly giving club for stable funding, but most donors give once a year and its annual charity run brings participants who rarely give again.
Research design
A 10-minute survey sent to five CRM segments, with routing by relationship to the charity. It includes a concept test of the club offer, AI follow-ups on why lapsed donors stopped and what the offer is missing, and a comparison of three appeals on the same scale.
Respondents
Club members, donors above and below an annual threshold, lapsed regular donors and charity run participants.
Business decision
Offer a flexible monthly amount that can be paused, and follow up every run with a personal thank-you and an invitation to join the club.
Key insights
- Occasional donors want to keep the freedom to give when they choose more than they object to the amount
- Run participants feel close to the cause but have never been asked to give beyond the event day















