Sample phone transcripts: Speaking with donors during a crisis

Speaking with donors during a crisis

These sample phone call transcripts are designed to help you continue to build donor and prospect relationships during difficult times for major and planned giving.

These two hypothetical conversations involve a Director of Planned Giving at a small private college and a 72-year-old donor.
The first call is a relationship-building call, and the second is a solicitation call. Many organizations find this sequence to be highly effective and we hope it is helpful to you as well!