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I just finished up the coolest planned giving telemarketing pilot and confirmed 48 new bequest donors! That's an estimated $1.4M in future revenue!🥰

I worked with the great team at Stratcom: very conversational calls, no direct ask, very well received by our donors!

Wondering what the follow up looked like? Well, I'm happy to share that too!

  • All 48 seem legit! I phoned and emailed each one to thank them and send info.
  • I received 620 comments (!) and am pleased to say that none were negative (most said "keep up the good work!").
  • 200-ish "would consider" a planned gift, so I sent them some information by email, and again got only kind replies that reflected the info provided by the callers (but a much lower reply rate overall).

Can't wait to do this again next year!”

Siobhan Aspinall, CFRE Legacy Giving Manager

BCSPCA

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Variety BC

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Montreal Children’s Hospital Foundation

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