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TY Thursday: How to Make a Donor Thank-You Call

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thank donors by phone

Does everyone like a thank-you call?

Sometimes the best thank-you letter a donor can get isn’t a letter. It’s a phone call.

Ideally, you’d do both. When the donation arrives, call and say, “You’ll be getting an official thank-you letter in a couple of days–but I wanted to call and thank you personally.”

Or, after you know the letter should have arrived, follow it up with a call. “I wanted to thank you again and tell you how much I appreciate your gift.”

What Calling to Say Thanks Does for Your Nonprofit

First off, you will feel great about talking to a donor.

Sure, there may be an awkward moment at the start of the call. The donor isn’t used to getting called out of the blue to be told “thank you.” (Sad,  but all too true!) She or he may be wary, thinking you’re about to ask for yet another gift.

When the donor realizes that you took the time to call just because they did a good thing and you want to acknowledge it, they are delighted. They may end up thanking you!

Second, you may learn more about the donor.

If you get a live person on the call and not a voicemail, they may be in the middle of something, or just not talkative. You respect their time, thank them, and move on. But if they seem open to conversation, then do what Tina Cincotti advises:

Say — “I don’t want to take up much of your time but would you be willing to share with me what inspired you to first give to ___________ (org name)?”

You can also ask things like:

  • Why does this cause matter to you?
  • What interests you most about our organization?
  • What expectations do you have of the organizations you support?
  • How often do you want to hear from us?
  • Would you like to be involved with us in other ways beyond being a donor?

(And don’t forget to make a note of what you hear, in your donor database!)

Third, even if you leave a voicemail, you build trust.

Your donor’s relationship with you follows a predictable path: first they get to know you, then they decide they like you, and finally they come to trust you. Leaving a personal message is a step along that path.

What all this adds up to is: your nonprofit makes more money!

According to Tom Ahern, first-time donors who get a personal thank you within 48 hours are 4x more likely to give a second gift. And you want that second gift, since donor retention rates skyrocket from 22.9% to 60.8% when a donor gives again.

So, let’s see.

Don't call. That first-time donor never gives again. Call. They give and keep on giving. Share on X

Seems like a simple choice, doesn’t it?

That’s why Gail Perry says using the phone to thank donors is “highly profitable fundraising.” And Steven Shattuck of Bloomerang says you should call every new donor: no excuses!

How to Make a Thank-You Call

Who should call your donors? The best people to make those thank-you calls are Board members and volunteers. Like the donor, they have given time or money, or both, because they care about the organization and its mission. They reinforce the donor’s decision to give, because they are other people “just like you” who give.

Should your callers follow a script? They should have a script (and look at the Gail Perry and Tina Cincotti links above for examples). But they should feel free to adapt it so it sounds like their own voice. That’s particularly important when leaving voicemail. If the donor thinks it’s a sales call, she or he will hang up before hearing your gratitude. A conversational tone of voice can keep them listening.

How long should you stay on the phone? That depends entirely on the donor. If the reaction you hear is, “Oh, that’s so nice! Thank you, goodbye,” don’t try to extend the conversation. If the donor is willing to have a conversation with you, so much the better. If you reach voicemail, say what you mean to say, slowly, with feeling, and that is that.

Thank-You Calls to Mobile Phones

I’m a baby boomer. Most donors are my age or older, and we’re used to getting phone calls on our land lines (or what we used to call just “the phone”).

Increasingly, though, Generations X and Y are starting to give…and increasingly, the mobile phone is the only phone they have. On mobile phones, it’s a nuisance to see that you’ve missed a call, go to voicemail, and play it back. So, leaving voicemail on mobile is not effective: few people are picking it up.

The etiquette among younger donors is that if you call them and they recognize the caller, it’s up to them to call back. (If they don’t, then it’s your problem!) So how do you use the phone to thank a donor who’s mobile?

Text them. At least, that’s what a mobile phone expert told our friends at Blue Avocado. Actually, he advised matching the channel of the thank-you to the channel of the gift.

If someone makes a donation as a result of a text, text them right away with a thank you. A day or two later, send another thank you by email so they get two thanks. If they donated as a result of an email, send them a thank-you email right away, and then follow it up with a snail mail thank you.
Do you call donors on the phone to say thanks? What’s the one conversation you remember the best?

Fundraising Tuesday: The Right & Wrong Ways to Use a Donor’s Name

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Do you know me?Your first chance to persuade the donor to give is the very first line of your letter: the salutation.

Mess up the salutation and it may be your last chance, too.

If I open your appeal letter and find it addressed to “Dear Friend” or “Supporter,” I throw it in the recycling bin. And I’m not alone.

I’ve given you money. Don’t you know me?

All your donors are receiving more and more solicitations. They have to winnow the pile–and tossing the letters that don’t call them by name is an easy way to do it.

Think about it. Who calls you “Dear Friend” when they’re not asking you for money? As Alan Sharpe says:

My wife never sends me a letter that begins, “Dear Friend.” Neither do my friends. And neither should you when writing to your donors.

Calling your donor “Dear Friend” is signaling that you don’t know or care who she is as long as she writes a check. And that’s insulting. As fundraising expert Gail Perry points out, “Your donor expects that you know her name and who she is, since she’s been sending you money for a while!”

A little more work–but I’m worth it.

It takes a little more work to call your donors by name.

1. You have to set up your fundraising letter with a “merge field.” That’s a short code that lets you pull names off a list and plug them in where they belong. Fortunately, the simplest word processing program can handle that. (Here’s a quick tutorial that will show you how.)

2. You really ought to take the chance to put your donor information into a database. If you’re still using a spreadsheet, you’re making life difficult on yourself–and increasing the chance that you’ll call your donors by the wrong name. Oops! There’s a donor who won’t renew!

3. And once you’ve printed the fundraising appeal letter with the correct name, you have to make sure the letter goes in the envelope that matches. You can’t just grab a letter off the pile and stuff it any more.

Truly, though, this is just a little more work. Once you’ve done it, you won’t have any problem doing it again.  And as your donor, I’m worth it.

(If you tell me I’m not, I may never give to you again–and “Dear Friend” tells me exactly that!)

The wrong way to use my name in fundraising

Call your donor by name in the salutation of the letter, but be careful about using it in the body. It is possible to use your donor’s name so often it sounds artificial. That puts them off, instead of bringing them closer.

Here’s a reader comment from my blog post last week, Fundraising Letters HAVE to Improve in 2016!:

Using my name too much, or trying to fake something handwritten (e.g., the fake post-it) are disingenuous and/or creepy. I would rather you call me friend once than use my name 5 times like a used car salesman.

But using the donor’s name in the salutation is still vital.

How to win me over for a lifetime

You may still be saying to yourself, “We’re getting donations sending Dear Friend letters. Why should we switch?”

I want to quote Alan Sharpe again, because he has had an experience that you probably have had too.

At the Business Depot where I buy my office supplies, there is a store clerk who always remembers my name. She serves hundreds of customers. Yet when I approach the cash, she makes me feel like I’m a special customer. I feel a little flattered every time. Her name, by the way, is Allyson.

Specialists in customer service have long known that remembering a customer’s name—and using it—is one of the most effective ways (and free ways) to encourage repeat business, customer loyalty and free word-of-mouth advertising. The same is just as true in fundraising.

It costs you seven times as much to find a new donor as it does to keep an old one. And the easiest way to keep me for a lifetime is always to call me by name.

Nonprofit Voices, How Do You Go on Vacation?

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vacation calendarYou’re responsible for all your nonprofit’s social media accounts: Facebook, Twitter, Instagram, YouTube, the works.

You post–and just as important, you listen–on every platform.

You might be the one who updates the website, too, and the one who answers the messages that come in through the website.

How do you go on vacation?

You could be lucky and have a partner, or staff, to pick up the slack.

You could be super-organized and have all your posts set up in advance.  (But then what do you do when they bomb the Boston Marathon and you’re still tweeting cat videos?)

You could go radio silent.  Will you still have a job when you come back?

Here’s How to Take a Real Vacation

Whatever you choose, let people know about it in advance.  Say, “For the next two weeks, my colleague Pamela will get to read and respond to what you post.  You will love her. See you when I get back!”

Or, “I’m taking a vow of internet silence for the next two weeks. It’s good for the soul.”

You deserve that vacation, so take it and do not look back.  Just let us know.  We’ll miss you…and look forward to your return.

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