Pro Tips | Pick up the phone and call your donors

publication date: Apr 20, 2021
 | 
author/source: Ann Rosenfield

It's hard to predict from one minute to the next what is happening in Canada. This makes it tough to decide how to plan your fundraising. However, there are two things that are universally true - it is almost impossible to do too much stewardship and multi-channel is the best way to engage with your donors.

This week, let's take a closer look at phone calls.

Short and sweet

The first thing to keep in mind is that donor phone calls are meant to be short. Honestly, you are aiming for about 2 minutes. A quick "hello" and a some chit chat and done. The goal is not to make a new best friend but rather to let the person know you are thinking of them.

A reason for the season

It is great to have a reason for your call. Is there a new success you can celebrate? Is there a milestone coming up for your organization? Is it your donor's birthday? Good article in the news talking about your cause? Remember this is a short call, so any reason to call can be fine.

Leave a message

This is a more controversial opinion in fundraising but, in my view, the goal is to connect with the donor. If they don't answer, just leave a message. Your main goal is to communicate appreciation.

Take care when using your cell phone

If you are working from home and using your own phone, you may want to change your caller ID to No Name. Also, Pro Tip, record your donor's names attached to their phone number in your phone and your charity's name. That way if a donor returns the call Sunday at 1pm, your call display will show you the donor's name and that you know them through your work. That way you can make an informed choice whether to answer.

While it can feel awkward to call new people, over time this is one way to help build a relationship. This will help your donor feel how much you appreciate their support and will make it easier for you to ask for the next gift.

Ann Rosenfield is a working fundraiser who has designated the last day of the week as "Phone call Fridays."

Cover photo via picnoi

 



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