Here are the potential downsides to telemarketing for planned gifts:
1 – The cost could be high;
2 – The calls are usually interruptive, inconvenient and always seem to encroach on family time;
3 – They tend to dive into the “mortality issue” prematurely when done wrong;
4 – They could lead to way too many hang-ups and requests to be removed from the call list;
5 – They could overload the office with leads (good ones and bad ones) which hampers meaningful follow-up.
Are You Interrupting Your Donors or Engaging With Them?
15 telephone call do’s for major gift and legacy gift fundraisers
How to make the initial engagement with a planned giving prospect
About Building Awareness for Planned Gifts
Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!