Guide to effective telephone fundraising published by IoF

14th February 2019

The Institute of Fundraising (IoF), has today published ‘A Good Call: Using the Telephone for Successful Fundraising’ to help fundraisers and charities develop stronger relationships with supporters.

‘A Good Call’, supported by Ethicall, a specialist telephone fundraising agency, was developed alongside research carried out by the Institute of Fundraising, which revealed that telephone fundraising remains a staple in charities’ fundraising strategies and is a crucial channel to develop relationships with supporters.

In response to a survey, which had over 100 responses, it was found that:

  • Three quarters of respondents do currently use the telephone as part of their fundraising strategies – 74%.
  • The most common use of the telephone in fundraising, used by 85% of respondents, is for welcome calls and relationship building/stewardship (excluding specific financial asks).
  • While 68% of respondents felt confident in their understanding of the regulatory environment, a significant number indicated a lack of confidence regarding GDPR and PECR.

‘A Good Call’, freely available to all charities and fundraisers, provides information and advice on how the telephone can be used in a range of ways to have great conversations with supporters and aims to give organisations the confidence to make the most of the telephone as a way of connecting with supporters. It also debunks some common myths about telephone fundraising and helps charities to navigate the regulatory and legislative requirements and overcome any barriers they might have to use the telephone effectively.

The information is split into two parts; advice on great conversations fundraisers can have with supporters, and clear guidance on how fundraisers can plan and prepare for these conversations, including guidance on handling of personal data.

Read ‘A Good Call: Using the Telephone for Successful Fundraising’