Donors call back about the same few things, and every answer is a task for your team.
Where it breaks down:
Donors call to ask whether their pledge or payment went through.
Staff look it up and read it back, call after call.
Receipt requests come in by phone, often around tax time.
Someone has to find the gift and send the receipt.
Donors ask whether their employer will match their gift.
The answer is simple, but the steps to claim it get lost.
We started from what donors need after they've given: confirmation, a receipt, and a clear next step.
- Most of these calls are lookups, not conversations.
- A donor who asks about a receipt wants it in writing, not read aloud.
- A matching gift is an easy win when the steps are clear.
The agent had to:
- Confirm who is calling before sharing any gift details.
- Answer pledge, receipt, and matching questions from your records.
- Send the donor what they asked for, in writing, when the call ends.
A RevAIvo Voice agent that handles the pledge, receipt, and matching-gift questions donors call about.
Identity first
Collects the details you require before it shares anything about a donor's gifts.
Pledge and receipt answers
Answers pledge-status and receipt questions from the gift records it can reach, through a tool you connect over MCP.
Matching-gift guidance
Explains how employer matching works and what to submit, using wording you've approved.
Email when the call ends
Sends an email once the call ends: a pledge confirmation, a note that the receipt request has gone to your team, or the matching-gift steps.
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 disputes a charge or reports a problem with a gift.
- The donor wants to change a pledge, which is your team's decision.
- The donor asks for tax, legal, or financial advice. The agent never gives it.
- The donor asks for a person.
What the call sounds like
Hi, I made a pledge last month and wanted to check if my payment went through and get a receipt.
Happy to help. First, can I have your name and the email address on your gift?
Sam Rivera, sam@example.com.
Thank you, Sam. I can see your pledge, and the payment shows as received. I'll email you a confirmation when we hang up, and ask our team to send your receipt.
Great. Does my employer's matching program apply to this?
Many employers match gifts. If yours does, you submit a request through your employer's giving portal. I'll include the steps in your email.
Perfect, thank you.
Sent after the call
Hi Sam, thanks for calling. Your pledge payment is confirmed, and we've asked our team to send your receipt. To request an employer match, follow these steps: lakeviewfund.example.org/matching.
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 300 pledge and receipt 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.
Donors confirmed and receipted in writing, without a staff member re-sending anything.
The routine lookups handled, and the unusual ones passed to your team.