Fundraising · Outbound

Annual Fund Renewal Calls

Calls donors who gave last year and haven't yet this year, thanks them, and invites them to renew. When the call ends, a donor who says yes gets a secure giving link by text or email.

The challenge

Last year's donors are your best prospects this year, and the easiest to overlook.

Where it breaks down:

Renewal outreach competes with new-donor appeals and events.


What it costs:

Last year's donors drift without a reminder.

Phone-a-thons need callers, and callers need recruiting and training.


What it costs:

Smaller donors often don't get a call at all.

A spoken yes has no easy way to become a gift.


What it costs:

Intent fades between the call and the form.

The approach

We designed it to make renewing easy: thank, ask once, and put the secure link in the donor's hands.

  1. A renewal call is warm, because the donor has already given.
  2. The ask is simple: will you renew your support this year?
  3. The gift itself belongs on a secure page, not on the phone.

The agent had to:

  1. Thank the donor for last year's gift.
  2. Ask for a renewal once, plainly, and accept a no.
  3. Send a secure giving link when the call ends, if the donor says yes.
The solution

A RevAIvo Voice agent that works your last-year donor list and sends a secure giving link to those who say yes.

1

Your list, your script

Works through the donors you choose, using the thank-you and ask wording you've approved.

2

Link when they say yes

A donor who wants to renew gets a text or an email with your secure giving link when the call ends.

3

Respects a no

A donor who declines, or asks to stop receiving calls, is recorded for your team and not pushed.

4

Handles the volume

Works a full list without recruiting and training callers, the same way it absorbs a phone-a-thon night.

It brings in your team when…

Scoped narrow on purpose. Where you've set a number it can connect the caller; otherwise it logs a callback request for your team.

  • The donor wants to give a larger gift or talk about planned giving.
  • The donor raises a concern about how gifts are used.
  • The donor asks to stop receiving calls. The request is recorded for your team.
  • The donor asks for a person.

What the call sounds like

Illustrative exampleNot a recorded call
Agent

Hi, is this Priya? This is a call on behalf of the Lakeview Annual Fund, to thank you for your gift last year. Would you like to renew your support this year?

Donor

Yes, I'd be happy to.

Agent

Wonderful. I can't take payment details on the call, but I'll text you a secure giving link as soon as we hang up. Is this the right number?

Donor

Yes, it is.

Agent

Thank you, Priya. Your support makes a real difference.

Afterward: The details here are made up for illustration. If Priya had said no, no link would be sent, and her answer would be recorded for your team in Pulse.

Sent after the call

TextWhen the call ends with a donor who wants to renew

Thank you for renewing your support, Priya. Here is your secure giving link: give.lakeviewfund.example.org

Message wording is illustrative. It goes out when the call ends, based on how the call went.

What changes for your team

An illustrative scenario:

400renewal calls a month your team wouldn't have to make
33 hoursof staff time back each month
Every calllands in RevAIvo Pulse with its outcome, ready to review

Say your team handles 1,000 renewal calls a month, and the agent takes 40% of them end to end, at an assumed 5 minutes a call. These figures are assumptions for illustration, not customer results.

In a pilot we measure this with you, on your own calls in RevAIvo Pulse: calls connected, when donors pick up, and outcomes by disposition.

The result

Last year's donors thanked and invited back, with the way to renew in their hands as soon as they say yes.

Renewal calls without a callers' roster.

Similar use cases

All fundraising use cases

Hear it on your own scripts.

Book a live call and we'll scope this to one call type, using your own scripts and rules.

Book a live call

These use cases are illustrative and for informational purposes only. The organizations, people, phone numbers, links, and messages shown are fictional examples, and any resemblance to real businesses or individuals is coincidental. Scenario figures are assumptions, not customer results. Actual results depend on your call volumes, scripts, and setup.