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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§ 02.4 —

Regular giving upgrade calls

Donor Upgrades

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

In short

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

Key facts
  • Existing regular givers
  • Appreciation first, ask second
  • Outcomes resubmitted to your CRM
  • Priced per contact or per successful outcome
How it works

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.

  1. 01

    Select

    We agree which regular givers to call and the case for support.

  2. 02

    Thank

    Each call opens by thanking the donor for their ongoing support.

  3. 03

    Listen

    We hear what the donor cares about before raising any ask.

  4. 04

    Invite

    When the moment is right, we invite a higher monthly gift.

  5. 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
Quote donor upgrades
§ FAQ — Donor Upgrades

Questions about donor upgrades.

Upgrade conversations work best when donors feel valued, not pressured. Our team leads with thanks, listens, and only raises an increase when the donor is receptive. Donors who can't increase are thanked and their current gift is left as it is.
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.
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Let's price your campaign.