A donor who calls to give has already decided. The risk is losing them on the way to the gift.
Where it breaks down:
Giving calls reach a busy line, voicemail, or someone who can't take a payment.
A donor who was ready to give hangs up.
Taking card details over the phone is a security and compliance burden.
Staff either avoid it or carry a risk they don't want.
Donors ask where their money goes before they give.
Calls turn into long explanations, and the gift waits.
We designed it around one rule: the money never moves on the phone.
- Most callers have already decided to give, and want the quickest safe way to do it.
- A secure giving page is a better place to enter payment details than a phone call.
- Large gifts and planned giving deserve a conversation with a person.
The agent had to:
- Answer the donor's questions from approved information.
- Never take card or payment details on the call.
- Send a secure giving link when the call ends.
A RevAIvo Voice agent that gets the donor to your secure giving page, by text or email, as soon as the call ends.
Answers the questions
Explains what gifts support and answers questions from the information you approve.
Never takes payment
Doesn't capture card or payment details itself. The gift happens on your secure giving page.
Link sent when the call ends
How the call ends triggers a text or an email with your secure giving link, sent to the number or address the donor confirms.
Larger gifts go to your team
Major gifts and planned giving are passed to your team, with the details already captured.
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 talk about a major gift or planned giving.
- The donor asks for tax, legal, or financial advice. The agent never gives it.
- The donor reports a problem with a past gift.
- The donor asks for a person.
What the call sounds like
Hi, I got your letter, and I'd like to make a gift.
Thank you, that means a lot. I can't take card details on the phone, but I can send you a secure giving link as soon as we hang up. Would you like it by text or by email?
Text, please.
I'll text it to the number you're calling from. Is that right?
Yes, that's fine.
Perfect. You'll get the link when we hang up, and you can choose your gift on the secure page. Is there anything you'd like to know about where gifts go?
No, that's all. Thanks.
Sent after the call
Thank you for choosing to give to the Lakeview Annual Fund. Here is your secure giving link: give.lakeviewfund.example.org
Thank you for your generosity. You can give securely here: give.lakeviewfund.example.org. We never take card details by phone.
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:
Say your team handles 150 giving 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, how each call ended, and how many needed a callback.
A donor who was ready to give is on the way to your secure giving page the moment the call ends.
No card details on the phone, and no gift lost to a busy line.