ResourcesPassive Funding › Supporter enrollment playbook
Passive & Recurring Funding

The Supporter Enrollment Playbook

Passive giving only works if people actually enroll — and then stay enrolled. The playbook is simple: start with your board, give everyone a one-tap link, ask at every touchpoint, run a launch announcement, report the running total, and thank every enrollee. Enrollment is a one-time action for the supporter, so your whole job is to make that action effortless and keep it visible.
  1. Start with your board, staff and closest volunteersDon't launch to the public cold. Enroll the people already closest to you first. They give you a visible early total, proof the process works in about a minute, and a base of recruiters before you widen the ask. Set a simple goal: 100% of the board enrolled before the public announcement.
  2. Enroll at every touchpointPut the link where people already see you: newsletter footer, event signage and slides, social bios and posts, and — quietly powerful — every staff email signature. The goal is for enrolling to never be more than a tap away.
  3. Run a dedicated launch announcementSend one focused email and social post that explains what it is, why it matters, and the single action to take. One clear ask outperforms a buried mention every time.
  4. Report the running totalShare the growing number monthly or quarterly. "Our supporters have funded $X just by shopping" makes impact visible, motivates current enrollees, and pulls new ones in. A number that grows is its own best advertisement.
  5. Thank every enrolleeAcknowledge people when they sign up — a reply, a shout-out, a line in the newsletter. Gratitude keeps enrollees active and turns your happiest supporters into recruiters who bring the next wave.

Sample copy you can adapt

Launch email

Subject: A new way to support us — without spending a dime extra
Hi [Name], we've found a way for you to fund [Org] just by doing something you already do: shopping locally. Pick us as your cause once, and a share of your everyday spending supports our work automatically — no extra cost, no fundraising asks, nothing to remember. It takes about a minute. [Enroll here →] Thank you for being part of this.

Social post

You can support [Org] without spending a cent extra. 👀 Pick us as your cause once, and a slice of your everyday local shopping funds our mission — automatically. One tap, then you're done. Link in bio. 💜 #ShopLocal #[YourCause]

Email signature line

Support [Org] for free as you shop locally → [your one-tap link]

Do this with Good Circles

A passive-giving platform built for exactly this playbook

Good Circles gives every nonprofit a one-tap cause link, a live running total, and Founding Nonprofit status for early adopters — free. Supporters pick your cause once, then a share of their everyday local spending funds you automatically (about $72 per active supporter per year, recurring and unrestricted). Launching September 2026.

Claim a Founding Nonprofit spot →

The enrollment checklist

  • Board and staff enrolled before public launch
  • One short, one-tap enrollment link created
  • Link added to newsletter, socials, events and email signatures
  • Launch email and social post sent
  • Running total reported on a set cadence
  • Every enrollee thanked

Sources & tools

Free first

Paid — optional labor-savers

  • Mailchimp — Segmented email and automation to run a multi-touch enrollment sequence with trackable conversion. Worth it when Worth it when you have a supporter list and want to A/B test and automate the enrollment drive.
  • Canva for Nonprofits — Templates for the social graphics, QR flyers, and link cards an enrollment campaign needs. Worth it when Worth it when you need consistent, on-brand enrollment creative across channels quickly.

Last verified 2026-06-16. Figures and rules change — verify at the source before you act.

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FAQ

Who should I enroll first?

Start with your board, staff and closest volunteers. They give you a visible early total, real proof the process works, and a base of recruiters before you ask the wider community.

How often should I promote passive giving?

Keep it always-on through evergreen placements like your email signature and newsletter footer, then add a focused push a few times a year and a monthly or quarterly total update.

How do I keep passive giving top of mind?

Report the running total regularly, thank enrollees publicly, and embed a one-tap link in everything you already send so enrolling is never more than a tap away.