Phone Calls to Donors = Highly Profitable Fundraising
Are you afraid of telephone fundraising?
It can be scary to pick up the phone to call a donor or a potential donor!
Especially when it’s so much easier to keep your polite distance and send a letter or an email solicitation.
But stop a minute and think about your donors:
Could it be that people are happy to talk to you on the phone?
Might they be happy to have actual human engagement?
But people hate getting telephone fundraising calls, right?
“Actually, if the call is done right, then they are grateful to hear from you and you can’t get them off the phone!”
People don’t want BAD direct mail or BAD email. They don’t want BAD phone calls either.
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At the International Fundraising Conference in Amsterdam, I was fascinated by a blazing defense of the phone from Simon Scriver of Change Fundraising.
This post summarizes his very practical recommendations.
I hope they will jolt you to re-think your fundraising strategies. I’m actually quoting directly from his terrific presentation here.
“Face to face and phone will always do much better than online and mail fundraising.”
Could this be true? I know that face to face is the most effective way, but phone too?
Why you should consider the phone:
- It’s relatively cheap. (Hurray for low-cost fundraising tools).
- It can be very personal to the donor. (And that’s lovely, isn’t it?)
- It supports every other medium – can boost direct mail response quickly.
- It’s scalable: if you only have 4 donors – you can call them every month. If you have 400 you can easily reach them. If you have 4000 or 40000, you can amass armies of volunteers to call them.
- Anyone can do them! Volunteers, staff, even donors can call other donors.
Look at all these important uses of telephone fundraising calls:
WELCOME CALLS: Say thank you! Every single donor should be thanked on the phone if at all possible!
REACTIVATION CALLS: Ask a lapsed donor to renew their pledge. Why not?
UPGRADE CALLS: Ask a donor to give or pledge more because of an important new initiative.
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CONVERSION CALLS: Call event attendees and ask them to become monthly donors.
Simon also shared what we can expect to raise if we used a smart phone calling strategy.
If you called your entire donor base. . . on average,
1 in 4 donors would give you more!
So if 25% of your donor base is 1000 donors, and all gave $25.00 more, then you’d have an additional $25k.
If 25% of your donor base is 5000 donors, and each of them gave $50 more, that would be 250k.
Run the numbers and see if they don’t get your attention?!
If you called all your lapsed donors,
19% would say YES.
Simon said that 50% won’t answer, 27% will say no and 19% will say yes.
Now, run those numbers and you’ll see how much money you are leaving on the table by not calling.
If you called event attendees and asked them to become monthly donors, 8% would say yes.
25% would say no and 67% would be not be able to contact.
Welcome calls to new donors boost retention by 30%.
Are you ready to pick up the phone yet?
Here are some smart guidelines for planning your telephone fundraising calls.
- Use the donor’s name right off. Confirm who you are speaking with.
- Be personal. You are not talking from a canned script.
- Identify yourself and your role.
- LISTEN – Listening will tell you what to say next.
- Let them see your phone number so they know who is calling. Your more passionate supporters are more likely to pick up the phone.
What does a good phone call look like?
You ask leading questions where the answer is “YES.”
- You are concerned about this cause correct? YES
- And you are making monthly gifts right now? YES
- Would you like to consider xx more a month? YES
What to say on a phone call – words and phrases to use:
Hi, I’m xxxx, calling on behalf of xx organization.
Do you have time for a quick talk?
First of all we want to give you a huge thank you for your (gifts, volunteering, attending event) with us.
It’s awesome that you are doing this. (AFFIRMATION OF THE DONOR)
Do you mind my asking what was it that led you to make the donation in the first place? (GETTING DONOR FEEDBACK)
You may remember reading about xxx project that you helped fund.
Thanks to people like yourself, we were able to xxxx, and now here’s the impact of this xxxx.
What we are doing today – is a phone campaign so we can tackle this next important project.
We are asking people to increase their gift by xx amount and then they can help create xxxxx impact or reach xxxxx people.
Most people are giving in this range of $xxx to $xxxx. How much would you like to give?
Simon says that if you mention $75, they’ll give higher than that.
If you mention $120 they’ll give $135.
BOTTOM LINE – Telephone fundraising:
Direct calls to donors can be an amazing fundraising tool. They can raise serious money for you and your cause.




My organization was just discussing the possibility of personal phone calls to all LYBUNTS. This article has inspired me to get started with this project!
I do thank you calls after donations, but will definitely start calling for monthly and other types of calls, too!!! Thank YOU!!!
I think you just have to be so careful – especially this time of year. If you have the wrong person on the phone or don’t have enough information on the donor, this kind of conversation can leave the donor with a sense of being pressured instead of engaged.
Allison, you’re right – phone calls have to be warm and friendly and not pressure tactics.
I listened to some recorded conversations that Simon played during his presentation and they felt like real conversations – with the donor saying as much as the caller, tho. Felt ok to me and I am highly sensitive to pressure tactics!
I like the idea of committing to ask every single person to sign up for a monthly pledge. why not???
Yes calling LYBUNTS would be what I’d call a “highly profitable” strategy!
Allison makes some good points. Probably not a good idea to call during this current election cycle with so many robo-calls being made. And, your contact person must have good information on both the donor and where the funds will have the most impact.
Yup I would CERTAINLY wait till after this election cycle in the US for sure!
But what about cold calls? What tactic would you suggest?
Martina, I don’t believe in cold calls. I’d start with ANYBODY who has some connection to my cause. Event attendees, volunteers, etc. Cold calls have such low potential for success that I’d try many other strategies first.
I always encourage board members to make thank you calls:
“Hi, I’m Andy, I’m volunteer board member (FYI, these are magic words) for Name of Organization. I am not calling tonight to ask for money. I understand that you renewed your support recently and I trust you got the official letter from the office. I just wanted to add my personal thanks…” Etc.
In addition to engaging donors, this is a great way to engage board members who are afraid of fundraising. The thank you call is is one of easiest tasks in fundraising, but also one of the most valuable.
Great list, Gail! I really like thank you calls as well – really easy for anyone to make, and can boost engagement & giving as a result.
Gail, thank you for the terrific post and for sharing Simon Scriver’s insights. I would just like to add two thoughts:
1. The phone can even be used effectively to encourage folks to make a planned gift commitment to the organization. The phone is not just for the annual fund.
2. Those wishing to enhance their phone fundraising efforts should check-out the definitive book on the subject by phone-fundraising pioneer Stephen Schatz, “Effective Telephone Fundraising: The Ultimate Guide to Raising More Money” (http://bit.ly/1wc6fO0).
There are certainly many ways to use the phone. However, while the phone is a powerful tool, it needs to be used correctly. Thanks for emphasizing that.
My next campaign is to start a monthly giving program. We have only 2% of our donors giving now. This article suggests that I could double or triple that with a little more personal attention. It is a great to have a potential goal.
Thanks for sharing.??????
Gail, thank you for the great post! So many good tips – and the call script is a super bonus!
thanks Kathie! Hope it helps! Gail
please help my friends in raising funds this is his link
http://bit.ly/1zC0Xgt
I am looking to hire a professional group to call a select prospects. Does anyone have a recommendation?
I’m currently doing fund-raising for the Metropolitan Opera. I haven’t been able to make a sale yet. I pride myself on being a people person. I wonder if there is something I’m not doing? I have a script but everyone I call says no, while people who started with me have received money. Its really killing my self-esteem.
HI HSM, so very sorry for you! I am really not a phone call expert – ask Simon who I am quoting in this article:
Simon Scriver of Total Fundraising, @TotalFR on twitter and blogging at changefundraising.com.
I can help you Marsha. I am the Call Center Manager of a 150 call center and am always looking for new ventures..
Hi Marsha,
I can help you with your project i just have few agents but they are good and they did this type of campaign many times in canada. you can send me an email at amary152003@gmail.com
Thanks
Hi Gail, this is my first year in annual giving for a private high school whose fiscal year ends June 30. I still have $85,000 to raise. It’s April right now. Thinking that I should call LYBUNTS after this article I found. Any suggestions on what to say for a private high school? Or other suggestions in general? Should I call SYBUNTS? Should I ask people give online if I’m not sending a letter? THanks in advance for any advice you have for this newbie!
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