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You can find an editable version of the script below on Google Docs.
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It is more than likely that you will have donors whose giving lapses; maybe their credit card was lost or expired, they forgot to send in a check, or they decided to pause or stop their giving. The following script will help you navigate that conversation with understanding, patience, and grace,
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| Hi, Tom, this is Joe Stevens! This is Jane Pastora. How are you and the family? |
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| He sure did. |
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| Tom, let me tell you why I’m calling. |
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| Sure, Joe, go ahead. |
Hey, I am reaching out because I noticed that your monthly giving hasn't come in for the past ____ months. If they give by credit card: Do you know if your card expired or maybe you got a new one? If they give by check: Do you remember if you sent those checks to Reliant | ||
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| Last March, we talked about your financial and prayer support for Reliant and our ministry in Minneapolis. One of the reports I receive from the Reliant office shows the activity of partners like you in the account I am responsible for. And for the last three months it shows no record of having received any gifts from you. I’m calling to make sure your gifts did not get lost in the mail. Would you happen to remember if you had sent in your gifts ? |
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Credit Card Donor: I'm not sure; let me check. Check Donor: Umm Umm, I think so. |
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Credit Card Donor: Thanks so much. Check Donor: Would Wouldit be too much to ask you to look and see if there is a canceled check or a check number for your last gift? That helps us to attempt to locate it, especially if it’s been misplaced. |
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Credit Card Donor: Oh gosh, it did expire! I'm so sorry about that! Check Donor: Oh gosh, we did forget to send in the check(s) You know, I don’t think we’ve been sending it in, because we didn’t have an envelope. |
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Credit Card Donor: Don't worry about it; it happens to all of us! Y'know, another option to avoid having to update your credit card every time it expires is to connect your bank account as your payment method. AND it eliminates the credit card fee so that ALL of your gifts will go directly to me. Would you want to set that up? Check Donor: Don't worry about it! Another Let me send you an envelope. Also anotheroption to make giving easier is Reliant's donor website. The site enables you to do all your giving electronically through the web, as well as track your giving history and make changes. Would that be of interest to you? |
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| Sure, that sounds great. |
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Credit Card Donor: Awesome! Tom, Reliant has planned their budget to include your gift coming in monthly. Since your gifts were not received over the last two months, would it be possible to send the last two month’s gifts with your next gift? Check Donor: Great Great. I'll send you an email after we get off the phone that gives you instructions for how to go online and sign up. Tom, Reliant has planned their budget to include your gift coming in monthly. Since your gifts were not received over the last two months, would it be possible to send the last two month’s gifts with your next gift? |
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| Sure. That won't be a problem. |
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| Great. When you sign up online, you can give a one-time gift to catch up on those months that you missed. When do you think you'd be able to go online and set that up/make that change? |
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| I'll do that this weekend. |
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| Tom, we appreciate your help. It’s because of you that we've been able to be so effective in ministry with Reliant in Minneapolis<your ministry location>. Thanks again for your help and understanding! |
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| You’re welcome, JoeJane, and sorry for the delay. |
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