Fundraising Call Audit

Every fundraising call represents your organisation, your brand and your supporter experience. Yet many charities have limited visibility of what is actually happening during those conversations.

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Fundraising Partners provides independent fundraising call audits designed to give you confidence that your campaigns are delivering the experience you expect and the results you need.

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Our audits cover a wide range of fundraising activity, including Regular Giving conversion calls, Gifts in Wills prospecting calls, value exchange programs, digital two step campaigns, reactivation activity, upgrade campaigns, warm acquisition programs, stewardship calls and supporter engagement conversations.

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Unlike traditional quality assurance processes, our audits are conducted by experienced fundraising professionals who understand what great fundraising sounds like. We assess calls from both a fundraising and supporter perspective, looking beyond compliance to evaluate rapport, listening skills, authenticity, proposition delivery, objection handling, supporter experience and overall effectiveness.

 

We also review the supporting elements that shape call performance, including calling scripts, conversation guides, training materials and donor onboarding journeys. This helps ensure that supporters receive a consistent, engaging and supporter centred experience from their first conversation through to their welcome and ongoing stewardship.

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Using our trusted methodology, we provide clear and practical feedback that helps organisations, agencies and contact centres identify strengths, uncover risks and improve performance. Our reviews focus on the factors that drive both immediate results and long term supporter value.

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Following each audit, you receive a detailed report highlighting observations, opportunities and recommendations. Where appropriate, we can also provide coaching support and workshops to help teams implement improvements.

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Whether you want to test a new campaign, monitor an existing partner, strengthen supporter onboarding, review your fundraising scripts or understand the experience being delivered to your supporters, our independent call audits provide the insight and assurance you need.

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Because every fundraising conversation matters.

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Let’s Talk

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If you want a clearer understanding of what your new donors are hearing and experiencing during the these calls, Fundraising Partners can help. Contact us using the form below.​