Now serving not-for-profits across AustraliaAcquire / Retain / Consolidate75% of donors verified to 2+ yearsSuite 5 · Osborne Park · WA 6017Building better connections since 2022
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§ 02.6 —

Donor retention and stewardship calls

Communication and Retention

A friendly hello or a Happy Birthday wish can make a remarkable difference to retention and engagement.

In short

How do retention calls keep donors giving?

Retention calls are conversations with no ask: thank-you calls, birthday wishes, milestone acknowledgements and well-timed updates on your work. They remind donors why they chose your cause, give them a real person to talk to, and keep them committed for longer. Each call also updates the donor's profile in your CRM.

Last updated

Key facts
  • Thank-you, birthday and milestone calls
  • No-ask stewardship conversations
  • Donor profiles updated in your CRM
  • Built around long-term donor stewardship
How it works

How it works.

Retention is the quietest, most under-appreciated form of fundraising. Personalised greetings, milestone acknowledgments, and well-timed updates remind donors why they fell in love with your cause in the first place — and keep them committed for years to come.

  1. 01

    Plan

    We agree the moments that matter: anniversaries, birthdays, milestones and updates.

  2. 02

    Greet

    Donors receive a personal greeting and thanks, with no ask attached.

  3. 03

    Listen

    We capture feedback, preferences and anything the donor wants you to know.

  4. 04

    Update

    Donor profiles are updated and resubmitted to your CRM.

What's included

  • Record contact
  • Personalised greeting
  • Update donor profile
  • Calls made by our in-house Perth team, never outsourced

Who it's for

  • Charities that want to reduce regular giver attrition
  • Organisations without staff time for thank-you calling
  • Teams building a long-term stewardship programme
Quote communication and retention
§ FAQ — Communication and Retention

Questions about communication and retention.

Retention is the quietest, most under-appreciated form of fundraising. A donor who feels thanked and informed is more likely to keep giving, so a friendly hello or a happy birthday wish can make a remarkable difference to retention and engagement.
Yes. Every contact is recorded, any details the donor updates are amended, and the data is resubmitted to you with its outcome, so your records stay clean and your team knows exactly where each donor relationship stands.
Yes. We follow the Telecommunications (Telemarketing and Research Contacts) Industry Standard 2017, which sets permitted calling times and identification rules, and the Privacy Act. Verification calls run on the AVI8 and Evergiving platforms, both Level 1 PCI-certified, and personal data is de-identified after six months.
Pricing is based either on the volume of contacts handled or on successful outcomes achieved, tailored to the size and goals of your organisation. Request a quote and we reply within one business day with a proposal.

Related services

Welcome & Verification Calls →

Welcome new donors and confirm the details on file — clean records, warm introductions, every time.

Donor Upgrades →

We contact your donors with care to encourage higher monthly contributions when the moment is right.

SMS & Voice AI →

Voice AI and SMS AI agents that complement our human team — at scale, on brand, around the clock.

See all nine services →
Ready to begin?

Let's price your campaign.

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