How do donor upgrade calls work?
An upgrade call invites an existing regular giver to increase their monthly gift. Our team starts with appreciation, shares what the donor's support has achieved, and listens before introducing the case for a higher commitment, only when the donor is ready to hear it. Donors feel valued rather than pressured, and every outcome is resubmitted to your CRM.
Last updated
- Existing regular givers
- Appreciation first, ask second
- Outcomes resubmitted to your CRM
- Priced per contact or per successful outcome
How it works.
Upgrade conversations work best when donors feel valued, not pressured. Our team starts with appreciation, listens carefully, and only then introduces the case for an increased monthly commitment — when the donor is ready to hear it.
- 01
Select
We agree which regular givers to call and the case for support.
- 02
Thank
Each call opens by thanking the donor for their ongoing support.
- 03
Listen
We hear what the donor cares about before raising any ask.
- 04
Invite
When the moment is right, we invite a higher monthly gift.
- 05
Record
Upgrades, declines and updates are resubmitted to your CRM.
What's included
- Record contact
- Discuss upgrade
- Resubmit data with outcome
- Calls made by our in-house Perth team, never outsourced
Who it's for
- Charities with an established base of regular givers
- Organisations planning an annual upgrade programme
- Teams that want upgrades without damaging retention
Questions about donor upgrades.
Related services
Our experienced team converts one-time donors into regular, long-term supporters of your cause.
A friendly hello or a Happy Birthday wish can make a remarkable difference to retention and engagement.
Welcome new donors and confirm the details on file — clean records, warm introductions, every time.
