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Fundraising Calls & Reminder Checklist

 

Even committed volunteers will forget from time to time; use this checklist to log calls to remind people of their commitment, or to use as a log for recruitment and donation calls and the like.

Administrative Details

Campaign or Initiative:
Purpose for calls:
Date(s) of call campaign:
Lead Volunteer in charge of calls:
Assistants:

calls and reminders checklist

 

 

 

Before You Call, Did You?

  1. Prepare a list of all contacts?
  2. Divide the call list among assisting volunteers?
  3. Script or practice what you will say?
  4. Remind callers to be polite and respectful, and leave a call-back number for those who cannot be reached?

 

Calls To Be Made

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

Contact Name:
Reason for Call:
Date of Call:
Called by:
Outcome:           Contacted           Message Left            Unable to Reach     
Call-Back Date: (N/A if previously reached)
Outcome:           Contacted           Message Left            Unable To Reach
Response from Volunteer:

Notes:

 

 

 

 

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