Your form is your most valuable asset: optimizing the monthly giving moment

If your donation form is your most valuable piece of real estate, why does it often get the least investment? In this on-demand session, learn how removing friction from the monthly giving moment can transform your giving form into a powerful engine for conversion and long-term donor retention.

Originally aired April 16, 2026·60 minutes

Presented by

Danielle Rice photo

Danielle Rice

Senior Director of Solutions, Fundraise Up

Devon Welborn photo

Devon Welborn

Director of Digital Strategy , RKD Group

Presented by

Danielle Rice photo

Danielle Rice

Senior Director of Solutions, Fundraise Up

Devon Welborn photo

Devon Welborn

Director of Digital Strategy , RKD Group

Key Insights

  • Why monthly giving is a conversion and retention challenge—not just a tech issue: The common (and often overlooked) barriers that quietly limit monthly conversions—and how to start addressing them
  • What donors actually expect from your giving experience: How to evaluate your form against modern, subscription-driven expectations—and where most programs lose donors
  • How to build a monthly giving flywheel: Turn one optimized moment into a system that drives ongoing conversion, retention, and predictable revenue
  • What high-performing programs do differently: Cross-sector insights from organizations successfully growing monthly giving

Hear from our experts and walk away with actionable strategies to strengthen your monthly giving, ready to implement right away.

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