Finding and Keeping Regular Givers

Course Overview

Like many charities right now, you may be struggling to find (and keep) more Regular Givers. This masterclass will help you find more Regular Givers in 2024 and beyond.

Finding and keeping donors requires a combination of data insights, donor psychology and creativity.

In this three-hour masterclass you will learn about an approach to regular giving that has helped over 35 charities create new, effective regular giving programs from Fred Hollows, to World Vision and the University of Sydney.

Who is this course for?

Employees with charities, fundraising team members, Regular Giving managers, Individual Giving Managers etc.

Learning Outcomes

By the end of the session you will understand:

  • How to review your current RG product and the metrics you should be looking at to measure its success
  • Where Australian charities are finding regular givers and why it is time to rethink the marketing funnel
  • Why donors stop giving
  • The fundamentals to ensuring donor loyalty
  • How to create a unique supporter experience that delivers

Key Topics

  • RG Product development
  • Acquisition of regular givers
  • Donor motivations and needs
  • Donor experience and journeys
  • Strategies and tactics to retain donors

Before registering anyone for the course, you must ask the person to set up a Log In or Sign Up in the FIA Learning Hub. Instructions are below.

Need more help?

Video Instruction: How to register for a course via the FIA Learning Hub

22 May 2024

1:00pm – 4:00pm AEST

Online – Facilitated

Member $195
Non member $270

Before registering anyone for the course, you must ask the person to set up a Log In or Sign Up in the FIA Learning Hub. Instructions are above.

Gold FIA Code Compliant logo

FIA Code
This course relates to the following aspects of the FIA Code of Conduct:

FIA Code 4. Conduct towards donors. This masterclass will include strategies and examples of donor experience and ways to communicate with them to retain them and keep them happy and loyal.


Full participation in Finding and Keeping Regular Givers is applicable for up to (TBA) continuing education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Dan Geaves FFIA

Strategy Director at Marlin Communications

A degree in psychology led to a keen interest in the ‘why’ that drives behaviour. Motivated by a desire to do good in the world, Dan has helped lead a strategic revolution in Australian fundraising, championing the role of values in determining effective, cut-through communications for the not-for-profit sector, and introducing new methodologies for creativity and innovation. For the last 20 years he has worked exclusively with charities and is a proud partner of Marlin Communications – a specialist strategic creative and digital agency. Our clients include Amnesty International, Bush Heritage Australia, Heart Foundation, and The Kids’ Cancer Project.

Jasmine Coronado

Strategic Advisor at Marlin Communications

Jasmine uses her creativity and innovation to help others. She’s the co-founder of a grass-roots initiative in Sydney that offers support to homeless women, while in her role at Marlin she brims with efficiency, positivity and compassion. Jasmine began her career working for a successful e-Commerce startup, before honing her Account Management skills at a multinational advertising agency.  Now, she is part of Marlin’s strategic team and has been responsible for the strategic direction of charity partners such as Bush Heritage Australia, Sydney Children’s Hospitals Foundation, Amnesty International Australia and more.  She’s helped developed successful strategies and implementation plans for fundraising growth across appeals, mid-value, RG, P2P and more.

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