Complete Guide to Managing Recurring Donations with Julep CRM

Managing recurring donations can be a game-changer for nonprofits looking to achieve financial stability and long-term impact. Julep CRM provides a comprehensive solution for recurring donation management, offering features that simplify every step—from setup to retention. If you're a fundraising director, here’s how Julep CRM can optimize your monthly giving program.

Program Setup Made Simple

Launching a successful monthly giving program begins with seamless setup. Julep CRM makes setting up recurring donations effortless, allowing you to customize giving levels, payment schedules, and donor options through our processing partner. Recurring gifts seamless integrate into the Julep system. Planning a monthly giving program launch? Use Julep’s tools to create compelling campaigns that attract loyal supporters. Plus, its analytics features help you pinpoint ideal donors for recurring donor acquisition, so you can grow your program strategically.

Retention Strategies That Work

Retention is key to maximizing the value of your nonprofit recurring gifts. Julep CRM equips you with recurring donor retention tips, such as generating thank-you templates. Its intuitive interface ensures easy monthly giving program management, helping you stay on top of recurring gifts and donor engagement. Most importantly, Julep’s proactive features minimize donor churn by sending alerts for expiring payment methods and missed contributions, preventing recurring donor churn before it starts.

Technology Solutions for Hassle-Free Management

Technology is the backbone of a thriving giving program. Julep CRM integrates seamlessly with our recurring gift processing software partner, streamlining operations and reducing manual tasks. Its automated donation management features handle everything from payment processing to donor communication, saving your team valuable time.

With Julep CRM, managing your recurring donations is no longer a challenge—it’s an opportunity to build stronger donor relationships and grow your nonprofit’s mission. Take the next step in optimizing your recurring donation management and see the difference Julep can make for your organization today.