Successful Donor Calls with Frontline Fundraisers
What is the most important thing to communicate during a donor call?
Transcript:
GREG: What we have found is that a specific deferred gift may not have come out of donor calls, but we get so much qualifying information!
We’ve found as a frontline fundraising staff, and we are all frontline fundraisers in one form or another, we’ve found during these donor calls that they aren’t unhappy that we’re calling to say hi to them. They aren’t unhappy that we are calling to thank them for a direct mail gift that they’ve made.
They are just so happy to pick up the phone and talk to people.
There was an individual who I ended up being on the phone with for 45 minutes. And she ended up sending me a follow up letter, and she gushed about what the organization meant to her and how much she appreciated that I just called and listened to her.
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean to inspire donors and invite them to make an impact. See how invitational messages help you discover untapped resources so you can reach a new level with your planned giving.
More Resources:
- Email Template One: Download, personalize, and send to donors.
- Email Template Two: Download, personalize, and send to donors.
- PSAs
- Article: What Makes Marketing a Planned Gift Effective?
- Mission Minded Marketing: An Immediate and Effective Communication Plan for Fundraisers
Invitational Marketing Works Better
Marketing isn't meant to educate. It's mean to inspire donors and invite them to make an impact. See how invitational messages help you discover untapped resources so you can reach a new level with your planned giving.

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Contact Us
We’d love to help you reach your planned giving goals by effectively marketing your planned giving program.
Please give us a call, send an email, or fill out the form below to get started.
Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812