The calls that matter most are the ones that can least afford to be mishandled.
Where it breaks down:
A donor asking about a major or planned gift reaches voicemail or a general queue.
The most valuable conversations start with a delay.
Whoever answers may not know what to ask, or who should follow up.
Gift officers get a vague message, or none.
A donor who raises legacy giving hears nothing back.
A generous moment cools off.
We scoped it narrowly: listen, capture, and hand over. Nothing more.
- A major-gift or planned-giving call is a relationship beginning. It belongs with a person.
- What can be done well on the first call is listening, and capturing what the donor wants to explore.
- Advice about taxes, estates, or amounts is not for an automated agent.
The agent had to:
- Be warm without giving advice.
- Capture who is calling and what they're interested in.
- Make sure the right person follows up, and tell the donor so.
A RevAIvo Voice agent that routes major-gift and planned-giving inquiries to your team with the context captured.
Warm, not advisory
Thanks the donor and asks what they'd like to explore. It doesn't give tax, legal, or financial advice, and doesn't discuss specific amounts.
Context captured
Records the donor's name, contact details, and what they'd like to discuss, so your gift officer starts with context.
Routed to your team
Passes the inquiry to your team as a callback request. Where you've set a number, it can connect the caller.
Confirmed by email
Emails the donor when the call ends to confirm their inquiry has been passed to your gift planning team.
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 asks about a major gift, a bequest, or planned giving. That's every call on this line.
- The donor asks for tax, legal, or financial advice. The agent never gives it.
- The donor mentions a specific amount or a legal document.
- The donor asks for a person.
What the call sounds like
Hi, I'd like to talk to someone about including your organization in my will.
Thank you. That's a generous thought, and I'm glad you called. I can't advise on wills or taxes, but I can make sure our gift planning team hears from you. May I take your name and a good number?
Margaret Lowe, 555-0178.
Thanks, Margaret. Is there anything in particular you'd like them to know, such as what you care about most?
The scholarship fund.
I've noted that. I'll pass this to our gift planning team, and I'll email you a confirmation when we hang up.
Sent after the call
Dear Margaret, thank you for calling about giving to the scholarship fund. We've passed your inquiry to our gift planning team, and they'll follow up with you. If you'd like to reach them directly, you can contact them at (555) 010-0480 or giftplanning@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
By design, on every call:
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 major-gift inquiry that reaches the right person with context, and a donor who knows it did.
The most important calls, handled with care and handed over cleanly.