Shift Your Gift was a strategic giving‑transition campaign I helped lead when our church migrated from a legacy custom giving system to a modern provider, OnlineGiving.org. The old system lacked the ability to transfer payment methods or recurring gift schedules, meaning every recurring donor needed to manually recreate their giving profile—a scenario that typically results in major drop‑off or lost recurring revenue.

To prevent attrition and improve donor experience, I helped design a clear, trust‑building communication strategy that educated our congregation on why the change was necessary, what benefits it offered, and how simple it would be to move their gifts. I produced step‑by‑step guides, digital messaging, support materials, platform prompts, and visual assets to remove friction and encourage participation.

Despite the inherent challenges of a manual transition, the campaign exceeded expectations. We not only retained recurring givers—we increased overall recurring giving participation. Even more significantly, 67% of recurring donors chose ACH instead of credit cards, reducing processing fees, improving long‑term reliability of gifts, and strengthening the church’s financial sustainability. This campaign is now considered one of the most successful giving transitions in the organization’s history, demonstrating the power of thoughtful communication, digital clarity, and donor‑centered design.