A giving program invitation should explain the purpose, the financial commitment, and the next step. These four templates help your team introduce a round-up program and follow up without assuming that every supporter wants the same way to give.
Replace every bracketed field before sending. Confirm the final wording against your program’s actual terms. Send enrollment reminders only to appropriate contacts who have not already joined, and honor communication preferences.
For a plain-language explanation your team can draw on, read what round-up giving is and how it works.
Template 1: The launch invitation
Subject: A new way to support [organization]
Hi [first name],
Your support helps [organization] [specific description of its work]. We’re introducing another way to take part: [program name].
Through this optional round-up program, eligible purchases are used to calculate small contributions for [organization]. For example, a $14.25 eligible purchase would generate a $0.75 round-up.
Those contributions are funded by you and collected according to the program terms. Before you join, you can review [collection timing, any initial contribution or minimum, fees, and available limits or controls] on our program page.
If this fits the way you want to give, explore the details here:
[Review the program]
You can also continue supporting our work through [other giving options]. We’re grateful for the way you choose to participate.
[Name and organization]
Template 2: The reminder
Subject: Questions about [program name]?
Hi [first name],
We recently introduced [program name], an optional way to support [mission or activity] through round-up contributions from eligible purchases.
If you’re considering joining, our program page explains how contributions are calculated and collected, what controls are available, and how to get help.
[Read the program details]
Already giving to [organization]? Review how this additional option would fit alongside your existing gift before enrolling. There is no need to change the way you support us.
Questions are welcome at [support contact].
[Name and organization]
Template 3: The welcome
Subject: Welcome to [program name]
Hi [first name],
Thank you for joining [program name] in support of [organization].
You can review your participation details and available settings here: [account link]. For information about when contributions are collected, visit [program terms or help page].
If something looks different from what you expected, contact [support contact]. Please do not send payment card details by email.
We’ll share updates about [specific work or program] so you can stay connected to the mission you support.
Thank you for being part of it,
[Name and organization]
Template 4: The progress update
Subject: Your [program name] update for [period]
Hi [first name],
During [period], [program name] received [verified net amount or clearly labeled gross amount] from [clearly defined funding sources].
These funds [accurate description of how funds were used or will be allocated]. [Add a specific, verified story or program update.]
Thank you for helping make this work possible. You can review your own participation at [account link], and reach us at [support contact] with questions.
[Name and organization]
Before you send
Test every link, remove unused placeholders, and check that the reported period and amount match your records. Do not describe pledged or projected funding as money received. Include applicable organizational email disclosures and unsubscribe options.
When introducing a program powered by CauseFi., lead with your organization’s mission and clearly explain the platform’s role in the actual enrollment experience.
Next step: Place these messages into your 30-day launch checklist.