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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§ 02.1 —

Welcome and verification calls for new donors

Welcome & Verification Calls

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

In short

What is a donor welcome and verification call?

A welcome and verification call is a short, friendly call to a new donor soon after they sign up. We thank them, confirm their details and gift, capture any updates and answer questions. If a donor wants to cancel, we handle it with care and, where they can't commit monthly, offer a one-off gift instead.

Last updated

Key facts
  • Thank, verify and update every new donor
  • Cancellations saved or converted to one-off gifts
  • Run on Level 1 PCI-certified platforms (AVI8, Evergiving)
  • Outcomes resubmitted to your CRM
How it works

How it works.

Welcome and verification calls are the foundation of every effective fundraising programme. Our team greets each new donor, confirms their details, captures any updates, handles cancellations with grace, and works to retain the relationship wherever appropriate — converting cancellations into one-off contributions when a donor is no longer able to commit monthly.

  1. 01

    Brief

    We learn your cause, your sign-up channels and the tone your supporters expect.

  2. 02

    Welcome

    Each new donor is thanked by name and told what their gift will make possible.

  3. 03

    Verify

    We confirm the donor's contact details, gift amount and payment details on file.

  4. 04

    Save

    Hesitant donors are listened to; cancellations are saved or converted to a one-off gift.

  5. 05

    Report

    Every outcome is recorded and resubmitted to your CRM.

What's included

  • Welcome contact
  • Record contact
  • Amend details
  • Save cancellation
  • Convert to one-off
  • Calls made by our in-house Perth team, never outsourced

Who it's for

  • Charities recruiting regular givers face-to-face, door-to-door or online
  • Organisations that need sign-ups verified before the first debit
  • Teams that want early cancellations caught and saved
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§ FAQ — Welcome & Verification Calls

Questions about welcome & verification calls.

The first weeks after sign-up are when a new regular giver is most likely to cancel. A warm welcome call confirms the donor's decision, fixes any incorrect details before a payment fails, and gives them a real person to talk to, which is the foundation of every effective fundraising programme.
We listen first and respect the donor's decision. Where it is appropriate we explain the impact of their support, and if they can no longer give monthly we offer to convert their pledge into a one-off contribution so the relationship continues.
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

Follow Ups →

Our team reaches out about declined transactions and additional donations — recovering value, gracefully.

Communication and Retention →

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

Conversions →

Our experienced team converts one-time donors into regular, long-term supporters of your cause.

See all nine services →
Ready to begin?

Let's price your campaign.

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