Easily Upgrading Monthly Donors: New Features and Smarter Strategies for Fundraising Growth

Recurring giving is already one of the most powerful ways to build reliable, sustainable revenue.

But what if you could go a step further by inviting existing monthly donors to increase their support with just one click?

Well, we made it happen, and that’s what we covered in June’s 4aGC Office Hours.

With new features now live in your dashboard, upgrading monthly donors has never been easier.

Watch the full video

In this session, you’ll learn:

• The best time to ask for a monthly donor upgrade—and how to make the ask
• What’s new in the 4aGC platform to support upgrade outreach
• Ways to personalize (or automate) upgrade requests
• How a single link can increase gift sizes—without login friction
• How to use analytics to improve campaign performance over time

Top takeaways from this session

1. Clear language boosts donor confidence. We replaced “E-Check” with “Bank Transfer” language on donation forms, making the option clearer and more familiar to donors. This simple change encourages more supporters to use the ACH option—saving your organization money on processing fees.
2. Customizable campaign privacy features: You can now choose to hide the campaign activity feed on donation pages. This gives teams the flexibility to tailor each giving experience, whether they want to promote social proof or respect donor privacy.
3. Integrated analytics improve fundraising: New campaign analytics are now built into every donation page. It’s now easier than ever to spot what’s working and optimize your future campaigns.
4. Streamlined data exports save time: You can now process large data downloads in minutes (or even seconds for small lists).
5. One-click donor upgrades drive revenue: Each monthly donor now has a unique, secure upgrade link—no login required. You can use these links for personalized asks or large-scale campaigns (like via Mailchimp).

Here’s what’s in the works:

We’re building an AI writing assistant for appeal letters and thank-yous. A built-in helper to draft copy for donation pages and emails—so you can save time and beat writer’s block.

Plus, new payment methods are under evaluation. The team is exploring new donor-friendly ways to give. More details ahead—but ease of use and increased revenue are the top priorities.

✅ What you need to know to start using the upgrade link feature today

Ready to upgrade some donors? Check out the help guide for a step-by-step tutorial to using donor upgrade links.

This feature is ideal for one-on-one outreach and scalable upgrade campaigns.

However you use it, your recurring donors will feel appreciated while also encouraged to increase their support.

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