FundraisingIP.com fundraising planners and checklists:
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:
Before You Call, Did You?
- Prepare a list of all contacts?
- Divide the call list among assisting volunteers?
- Script or practice what you will say?
- 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:
We wish you great success with your fundraising event!
For more help with your fundraiser, visit us at FundraisingIP.com.
Copyright © FundraisingIP.com