The Pre-Donation Experience with Dana Snyder | Donor Experience Sessions: Chicago

What happens before a donor clicks "Give" is just as important as the donation experience itself, and most nonprofits are leaving money on the table by ignoring it. In this session from DX Sessions Chicago, monthly giving strategist Dana Snyder (Positive Equation) reveals why most nonprofits have a belief problem, not a donor problem, and how to fix it. Dana shares the framework she uses with organizations like the Canadian Red Cross, Heroes for Children, and Roots Ethiopia to build sustainable, recurring revenue — not through better campaigns, but through better pre-gift strategy. In this session, you'll learn: • Why 58.6% of recurring donors gave without being asked (and what that means for your messaging) • The 5-question pre-gift experience audit to find your recurring revenue gaps • How to shift from "monthly giving as upsell" to "monthly giving as core infrastructure" • Real examples of organizations that 10X'd their monthly donor programs • The role of identity, community, and belonging in donor retention Whether you're just starting your monthly giving program or looking to scale, this session will change how you think about donor acquisition and retention. About Dana Snyder: Dana Snyder is the Founder and CEO of Positive Equation, a digital consulting firm helping nonprofits build passionate online donor communities. She is the author of The Monthly Giving Mastermind and host of the Missions to Movements podcast — one of the leading resources for nonprofit fundraising professionals. Fundraise Up is an AI-powered fundraising platform helping nonprofits increase online revenue through smarter donor experiences and data-driven optimization. 🧠 Get more insights on our blog: https://fundraiseup.com/blog/ 🆙 Explore the power of Fundraise Up https://fundraiseup.com/features/ 📽️ Subscribe on YouTube    / @fundraiseup   💬 Connect on LinkedIn   / fundraiseup   #NonprofitFundraising #DonorExperience #DanaSnyder #NonprofitMarketing #FundraiseUp 00:00 Introduction – The Belief Behind Monthly Giving 05:12 Why Monthly Giving Is Core Infrastructure (Not an Upsell) 07:34 The Data: What the Numbers Say About Recurring Donors 13:58 Identifying Your Blockers & Setting 10X Goals 28:51 The 10X Framework in Practice: Canadian Red Cross Case Study 32:58 The 5-Question Pre-Gift Experience Audit 41:19 Real-World Results & How to Find Your Believers

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