Fundraising by Phone is for every Non-Profit: The Basics of Telephone fundraising.

 An increasing number of charities and nonprofit groups are electing to solicit donations through Telefundraising campaigns. Despite having different goals and needs, disparate organizations find that Telefundraising is an effective use of resources . For many groups, the option of telefundraisng makes sense.
For large groups with vast amounts of members, telephone fundraising provides an effective means of outreach.  Charities withsignificant fundraising budgets see impressive returns from telephone fundraising efforts. Large organizations are results oriented, this is why they continue to support Telefundraising campaigns.

Small non-profits use telephone fundraising efforts as ameans to gain support for little upfront investment.While wide-scale print and media campaigns are often beyond the reach of small organizations, phonecampaigns can be executed in an extremely cost effective manner. Adjustments to telephone campaigns are virtually instantaneous, while other types of fundraising efforts need much more planning to alter.
Organizations of any size can quickly realize significant benefits from telephone campaigns. The relative low cost of phone fundraising campaigns is an attractive feature, regardless of organizational size. Paired with simple initial equipment requirements, this makes raising money by phone an easy choice for most non-profits.


Raising money is not the only goal of telephone solicitation campaigns. Contacts that end without a donation can still prove to be useful. Basing success on donations alone, overlooks other possible benefits to an organization.
Receiving a call from an organization helps to personalize the charity to its donors. Phone calls keep organizations on the minds of their supporters. These calls provide donors with the latest information on the cause they support. Well informed donors provide more frequent support.
Donation calls properly made, can be an important source of feedback for an organization as well. Donors use telefundraisng contacts as an opportunity to sound-off about their feelings about an organization.  Organizations can take these valuable insights, and use them to tweak their efforts.
Solicitation calls can provide much more than donations alone. Fully grasping this truth greatly improves campaign results.Positive campaign results are limited only by the imaginations of the organizations which run them.


Calling campaigns are always an effective solicitation method. For the best possible outcomes, additional factors should be considered as well. Holidays represent an excellent time for telephone fundraising efforts. This time of year is when many donors are most receptive to giving.Wise non-profits leverage the holidays to increase their rate of success.
Topical campaigns have increase significance to givers. These campaigns can be combined with additional media efforts. By closely monitoring the news cycle, it is possible to create campaigns that take advantage of current news, and require no additional effort to spark media interest.
Close attention to relevant news is useful, but not essential to telephone fundraising. Calling campaigns that are well structured can drive their own press coverage.  Press coverage is useful in some cases, but not an absolute requirement for all calling campaigns.


Implementing a successful telephone campaign is not substantially different than other types of solicitation methods. Good Telefundraising applys traditional fundraising methods to the phone. The benefits of applying telephone fundraising are obvious.
Telephone campaigns are an excellent way to overcome the problem of donor fatigue. Combined with other strategies, Telefundraising can strengthen listing campaigns. Fundraising by phone can produce results in and of itself.
Carried out properly, there is no application where telephone fundraising campaigns cannot be attempted with positive outcome.Effective fundraising campaigns require detailed planning. Phone fundraising and other solicitation efforts should be designed to work in harmony.
Fundraising by telephone requires serious preparation. Calling efforts should be well managed and adequately staffed. The results of telephone campaigns are based largely on the dedication of the organizations which run them.


Pound for pound, telephone fundraising delivers better results than other fundraising techniques. The advantages of telephone fundraising fluctuate across organizations, but remain significant. While income is an important factor, it is not the only way to evaluate the performance of a fundraising effort.
Phone campaigns can be implemented with minimal staff requirements. Well managed small teams can out performs much larger groups . Small teams are capable of delivering large gains.
Changes to phone fundraising campaigns can be implemented without halting the camapaign. Important updates can be quickly integrated. News and current events can be incorporated into the campaigns virtually instantly.Comparable fundraising methods need significant time to alter.
Speaking directly with prospects ensures valid contact. Direct  contact with donors is assured with calling campaigns.

Donor asks.

Part of connecting with donors is tailoring your ask to the specific donor with whom you are speaking. Specific donor asks take many factors into account, but the most obvious ways of making a donor specific ask remain the same regardless of who
You are speaking with.

Some things to take into account are:

• Sex.

The differences between male and female donors has been extensively covered here. Suffice it to say that exceptional fundraisers will attempt to master these differences and make them a part of their fundraising asks.

• Age. Quite simply donors interest in an issue varies by age and experience level. Tailoring your ask to the interests of your donors age group ensures that at least your donor will listen.

• Interest Level

This subject has also been touched on in other posts. Some donors are more receptive than others. When soliciting telephone philanthropy, there is no need to to engage in a long, drawn out donation request if the donor has already indicated a deep interest. Additionally, it is unwise to attempt to ignore the negative signs given by donor expresses reluctance.

There are an endless number of potentially successful strategies to employ when making your donor ask. The keys to successful telephone fundraising are creativity and responsiveness.

Asking High; the art of the proper fundraising ask.

When asking for a pledge, the fundraiser has many informational advantages over the donor. Simply asking for the proper amount ensures that a donor will consider giving at the level you request. Starting out with a sufficiently high donation request amount allows you to find your donors preferred level of giving as rather than targeting the amount which is the lowest possible amount that a donor can possibly give to your campaign.


If a donor could give more to their charity, they probably would. When donors who maintain a strict charitable budget and give a fixed amount annually hear requests for support that are above the amount which they are willing to give, they let fundraisers know just how much they are willing to give and when they intend to give it. In the rare event that a donor is offended by large or additional requests, a skilled fundraiser can apologize for the offense and leave the donor feeling good about the level of support which they do give.


There is no downside to “asking high”.




Becoming a better fundraiser is a continuing process. There is always more to learn and more skills to master.

The conclusion to this article will be posted here in the coming days.

Battle Of The Sexes (who gives more?)

Good fundraisers typically stick with what works in a fund raising campaign choosing not to ask to many questions about why it works. While intuitively, many fundraisers know that women tend to make more donations in a given campaign or series of campaigns and perhaps if the fundraiser is intuitive enough, that men who give, generally tend to give higher amounts overall.

It’s not always easy to understand why this is so, and therefore for a fundraiser to take full advantage of this information.

Many studies have been done on philanthropy; fewer have been done on telephone fund raising, however the research on this subject is not insignificant. Two studies that we will highlight here at onfundraising are one commissioned by the Share Group Inc on fund raising and direct mail campaigns, and the other is “The Effects of Race, Gender, and Marital Status on Giving and Volunteering in Indiana” as published in the Nonprofit and voluntary Sector Quartley, in 2006 while report focuses on Indiana, much of the reporting is general in nature and therefore suitable for this post. The study’s main purpose was to examine whether factors like race, age, education or marital status make a difference to philanthropy of volunteering.

Both studies are available on line, and are linked to at the bottom of this article.

In 2006, Share Group. Inc, of Massachusetts participated in a comprehensive study on donor characteristics .Among other things this study quantifies some of the major difference between male and female donors; something that many people knew intuitively but lacked the hard data to validate. The study also measured donor contributions by age, and gave some general insights into what age group is the most supportive of charitable organizations.

According to the study, when contacted, women are more likely to support a charity campaign than men.

This data corresponds with past studies on philanthropic giving, but is limited to telephone fund raising The data indicates the women generally are more likely to donate to fund raising efforts and are also more likely to leave bequests to charitable organizations. The research indicates that woman as a whole are more likely to donate than men are.

However, the study found that based on the statistical evidence, men who do give to a campaign are likely to make larger contributions than female donors. This information as well is corroborated by independent research.

The study observes that the optimal donor age is fifty years old. Contributions tend to dwindle as donors reach retirement age. Donors ages sixty five to seventy five were most receptive to and renewal of support campaigns.

Interestingly for fund raisers, the study found that female callers secure pledges less often than male callers, but the average size of the pledges female fundraisers secure is larger than their male counterparts.

In general, women according to the research in both studies, are more likely give a larger contribution than they have previously given (upgrade). Men who could be convinced to upgrade generally upgraded at higher percentage versus female donors.

Breaking down the data further showed that when it comes to the actual giving of money, single women give twice as much as single men. These results are consistent with what has been published in the past. Furthermore, single women are more likely than men to give to a variety of charities and philanthropic efforts. A not so surprising finding was that married men also were 2-3 times more likely to give as much as single men or single women. However, the amount of money donated by single men was found to be far greater than that of married couples.

When the race factor is assessed for donation, there is little or no difference. Whites, Blacks and other minorities are no more or less likely to give relative to each other. The one obvious finding is that donations are significantly increased when the donor is educated, earns a higher income, and is older. This finding was again observed in all ethnic groups.

The Indiana study also looked at another aspect of giving-volunteering. The results are not much different to the philanthropic study. Again, single females are more likely to volunteer their time when compared to single men. Infact single females are more likely to volunteer for many more hours (>146 per year) than single men. The one surprising finding is that there is no difference in volunteering between married couples and single individuals when it comes to volunteering. It would be expected that married couples would have less time due to their familial obligations but this is not so.

Race did not reveal any differences in volunteering- Blacks, Whites and other minorities were just as likely to volunteer.

Volunteering was found to decrease when the levels of income and education were low. In fact, there was a sharp drop in volunteering levels for those with less than a high school education relative to the general population, and this was seen across all age groups.

However, increased income did not correlate with the numbers of hours volunteered. Individuals with low income were just as likely to volunteer for longer durations of time and vice versa.

The one curious observation from the study is that when individuals were asked if they had volunteered in the past, women were more likely to recall this act. Minorities could not recall if they had volunteered. Why someone can’t remember a dignified act like volunteering is a mystery- perhaps an error in how the questionnaire was set up or comprehension difficulty. The writers of the Indiana study surmised that often minorities do volunteer work without formally characterizing it as such.

Most of the results of these studies are also supported by many previous national surveys which have also found that education and higher income are the strongest and most consistent predictors of philanthropic activity.

Why single women volunteer more is not fully understood but it is speculated that because single women have less social and financial means, they compensate this by giving more of their time as volunteers while at the same time establishing their social networks.

These studies provide some insight into differences in donors by sex, marital status, race and income. Both men and women are motivated to give to charity for different reasons therefore when communicating with donors, fundraisers are advised to take this into effect and structure their solicitations accordingly.

We can take from these studies the fact that most Americans do give to charity in one way or another. Fund raisers can best serve the causes they work for buy understanding the broad characteristics of donors and structuring their donation requests accordingly.