Evolving the Call Center: Shifting from Cold Calls to Personalized Follow-Ups for Greater Appeal Success [CFRE-approved]

​Is your phone outreach delivering diminishing returns? Are donors increasingly reluctant to engage with your calls?

​While traditional cold calling may be losing effectiveness, strategic phone outreach remains a powerful fundraising tool when properly executed. Join fundraising experts Louis and Matthew as they reveal how to transform your calling approach from generic solicitation to relationship-driven engagement that resonates with today's donors.

​Participation in this session is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

​This session is ideal for:

​✔️ Fundraising teams ready to modernize their phone outreach strategy
✔️ Institutions experiencing declining call center ROI and engagement metrics
✔️ Development leaders seeking more effective donor conversation frameworks
✔️ Organizations looking to create seamless integration between phone outreach and digital channels

​What You'll Learn:

​📌 Strategic frameworks for shifting from cold calls to data-informed, personalized follow-ups
📌 Segment-specific engagement techniques that drive meaningful phone conversations
📌 Methods for creating cohesive multi-channel journeys that integrate calling with email, text, and direct mail
📌 Proven approaches for training student callers and staff to conduct authentic, impactful conversations
📌 Techniques for leveraging donor insights to develop compelling, personalized call scripts

​Each 60-minute session includes:

​📋 Expert instruction from industry specialists Louis and Matthew
📋 Illuminating case studies showcasing successful call center transformations
📋 Interactive Q&A sessions addressing your organization's specific challenges

​​Bonus: CFRE certification is within reach while you elevate your fundraising game! Don’t miss this opportunity to grow professionally and make a lasting impact.

​Phone outreach isn't obsolete—it's evolving. Join us to discover how to make your calling strategy more effective, donor-centric, and results-driven!

​About: The Donor Participation Project (DPP) is a community of fundraisers who co-create solutions to reverse the nationwide decline in donor participation (20 million US households lost between 2000-2016).

• ​​This event will take place over Zoom.

​​Note: Participation in this program may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and this program was not developed in conjunction with CFRE International.