A working monthly giving program with a named ladder, a staged ask for each rung, and a retention flow that catches failed cards before the donor lapses. Describe your current one-time donors and your giving levels, and Taskade Genesis builds the pipeline that moves someone from a $50 annual gift to a $15 a month sustainer and then to $25.
The app embedded on this page is Growth Dashboard, a real Taskade Genesis build that tracks people moving up through tiers. Drag a record between tiers, read what is attached to each one, then clone it in about ten seconds and relabel those tiers as the sustainer rungs and ask amounts described above.
The build gives you the whole program in one place: a candidate list scored by giving frequency and engagement, a named ladder with suggested monthly amounts, an ask sequence per rung (the invitation, the reminder, the social proof follow-up), a welcome series for new sustainers, an annual upgrade ask timed to the anniversary of their first monthly gift, and a save path for failed payments and cancellation requests. Linked records connect each sustainer to their gift history and every message they have received.
Workspace DNA makes it durable. Memory holds each donor's full history so the upgrade ask references the specific thing they funded, not a generic mission line. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, scores who is most likely to convert and drafts the ask at the right amount instead of a blanket number. Execution schedules the sequence, pauses it the moment someone says yes, and starts the save flow when a card fails.
Run the ladder in whichever layout matches the task:
- Board view, candidates and sustainers moving between rungs
- Table view, monthly amount, start date, retention months, and card status in a grid
- Calendar view, upgrade anniversaries and renewal touchpoints on their dates
- List view, the ask copy and the save script in readable form
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations protect the recurring revenue. With Taskade automations, a failed payment logged from your processor creates an urgent task and a warm reminder email, a new sustainer triggers the welcome series, and a twelve-month anniversary opens an upgrade ask with the suggested new amount already filled in. Across 100+ bidirectional integrations, Google Sheets and Gmail pull processor and reply data in while Slack and email push the alerts out.
The AI agents carry 34 built-in tools with persistent memory, so the agent handling save conversations remembers what the donor cared about and offers a pause or a lower amount rather than losing them entirely.
Clone it, invite whoever owns donor care, and the ladder, the copy, and the retention history are yours.
See other nonprofit builds in the Community Gallery, start a new one at Taskade Genesis, or wire the reminders using Learn. Source candidates from donor segmentation and hand the biggest movers over to major gift moves management.
Frequently Asked Questions
Does this process the recurring payments?
No. Your payment processor keeps doing that. This app is the program around it: who to ask, what to say, when to upgrade, and what to do when a card fails, all in one place instead of in someone's head.
How does it choose the suggested monthly amount?
It works from the donor's annual giving and gift frequency, proposing a monthly figure that usually raises their annual total while feeling smaller in the moment. You can see and override the rule for any rung.
What goes in the save path?
A short sequence that acknowledges the request, offers a pause or a reduced amount before a cancellation, and thanks the donor either way. The agent drafts each message using the donor's history, and a human sends it.
Can we track retention rate by cohort?
Yes. Each sustainer record carries a start month, so a table grouped by cohort shows how many are still giving at six, twelve, and twenty-four months without any manual counting.
Do sustainers get different acknowledgments?
Yes, and they should. Pair this with gift acknowledgment letters so monthly donors receive a welcome and an annual summary rather than twelve identical receipts.
Is this overkill for fifty donors?
No. Fifty donors is exactly when a ladder is easy to run and easy to forget. The app makes the sequence automatic so the program survives a busy quarter.
Can our board see how the program is doing?
Yes. Share a view-only project showing monthly recurring revenue, new sustainers, and retention by cohort. They see the numbers without touching donor records.
