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2015 Phonathon Checklist
FOCUS: DONOR RETENTION
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According to a 2014 study by the Association of Fundraising Professionals, donor retention is a problem for fundraisers.
$100 For every $100 raised
from new donors, there
was a $92 loss.
100 For every 100 donors
acquired, 102 are lost
through attrition.
-­‐$92 -­‐102 Improve your donor retention rates with the right phonathon approach!
STEP ONE
STEP TWO
STEP THREE
Define your donor
retention goals
Identify donors who have
given in the past
Develop your script and
train your volunteers
STEP FOUR
STEP FIVE
STEP SIX
Use VoIP and progressive
dialing technology to
improve productivity
Record & monitor calls
for quality assurance and
training purposes
Leverage tools such
as email drip to stay in
touch with donors
STEP SEVEN
STEP EIGHT
STEP NINE
Monitor campaign
progress with real time
management dashboard
Customize reports to
share results with your
team
Perform a campaign
post-mortem to analyze
donor retention program