The CFO’s Case for Monthly Giving: How Recurring Donors Drive Long-Term Decision Making with Stephen Newland

What does recurring giving look like through a CFO’s eyes, vs. relying on grants and one-time gifts? It isn’t just good for cash flow – it’s the foundation for smarter, calmer leadership.

Fractional CFO Stephen Newland is here to make the financial case for monthly giving. With over 15 years of experience guiding nonprofits, startups, and Fortune 500s, he breaks down how recurring gifts build stability, reduce burnout, and give leaders the space to think beyond survival mode.

Stephen shares why forecasting is the single most underutilized financial tool in the sector, and walks through a simple, must-try exercise: take 50% of your year-end gifts and spread them evenly across 12 months. You’ll see your bank balance (and your confidence!) climb instantly.

If you’ve ever wondered what percentage of your nonprofit’s budget should be recurring, how to reduce decision fatigue, or when to bring in a fractional CFO, you’ll find clear and actionable insights you can start applying today.

Resources & Links

Connect with Stephen on LinkedIn and learn more about MoneyPath, Stephen’s fractional CFO services for nonprofits.

Bloomerang is the proud presenter of Missions to Movements.

Bloomerang is the trusted, all-in-one giving platform that connects your data, streamlines your systems, and helps your mission go further. Learn more at bloomerang.com.

If you’re building a movement, join Bloomerang’s GiveCon in St. Louis May 15-17 to learn what’s working in donor retention, AI, major gifts, recurring revenue, and community-driven campaigns. Register now and use code M2M to save $200!

The Monthly Giving Builder: Generate your comprehensive monthly giving plan and build your program step by step - with a guided companion working alongside you from start to finish.

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