--- title: How do I plan an effective recurring giving upgrade strategy? description: The median organization has less than 5% of new recurring donors upgrade their gifts in the first year. Identifying the right prospects is critical to avoid wasted costs. --- [Skip to content](https://support.dataro.io/knowledge/how-do-i-plan-an-effective-recurring-giving-upgrade-strategy#main-content) English Show submenu for translations [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new?hsLang=en) ![Dataro Logo Small.png\]](https://support.dataro.io/hs-fs/hubfs/Dataro%20Logo%20Small.png?height=40&name=Dataro%20Logo%20Small.png) Open main navigation Close main navigation - English Show submenu for translations - [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new) - Login to Dataro Login to Dataro Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Dataro Help Centre](https://support.dataro.io/knowledge?hsLang=en) 2. [Playbooks](https://support.dataro.io/knowledge/playbooks?hsLang=en) 3. [Recurring Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#recurring-giving-hq) # How do I plan an effective recurring giving upgrade strategy? The median organization has less than 5% of new recurring donors upgrade their gifts in the first year. Identifying the right prospects is critical to avoid wasted costs.  Options for developing rolling upgrade programs include: - **Telemarketing calls:** Depending on your budget and resources, you can choose to use an agency or conduct the calls in-house. In Dataro’s experience, rolling upgrade programs via telemarketing have the highest conversion rates.  - **Email:** Email campaigns can reach a wider audience, and the Dataro RG Upgrade scores can help you select donors who are most likely to upgrade their gift. Set up automatic triggers to ask for upgrades at the right time \[LINK\].  - **SMS**: Similar to email, cost is not a significant factor with SMS campaigns, allowing you to cast a wider net and reach more donors with targeted upgrade messages. - [Dataro 3.0](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#main-content) - [Getting Started](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#getting-started) - [Audiences](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#audiences) - [Insights](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#insights) - [ProspectAI](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#prospectai) - [Playbooks](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#playbooks) - [Audience Builder](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#audience-builder) - [Introduction to Dataro](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#main-content) - [Overview](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#overview) - [Onboarding](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#onboarding) - [Audience Building](https://support.dataro.io/knowledge/audience-building?hsLang=en#main-content) - [Individual Donor View](https://support.dataro.io/knowledge/audience-building?hsLang=en#individual-donor-view) - [Building Audiences](https://support.dataro.io/knowledge/audience-building?hsLang=en#building-audiences) - [Using Audiences](https://support.dataro.io/knowledge/audience-building?hsLang=en#using-audiences) - [Reporting](https://support.dataro.io/knowledge/reporting?hsLang=en#main-content) - [Campaign Insights](https://support.dataro.io/knowledge/reporting?hsLang=en#campaign-insights) - [Fundraising Insights](https://support.dataro.io/knowledge/reporting?hsLang=en#fundraising-insights) - [Reports & Dashboards](https://support.dataro.io/knowledge/reporting?hsLang=en#reports-dashboards) - [Reporting FAQ](https://support.dataro.io/knowledge/reporting?hsLang=en#reporting-faq) - [Predictions](https://support.dataro.io/knowledge/predictions?hsLang=en#main-content) - [What models are available?](https://support.dataro.io/knowledge/predictions?hsLang=en#what-models-are-available) - [Model Features & FAQ](https://support.dataro.io/knowledge/predictions?hsLang=en#model-features-faq) - [Model Performance](https://support.dataro.io/knowledge/predictions?hsLang=en#model-performance) - [ProspectAI](https://support.dataro.io/knowledge/prospectai?hsLang=en) - [Playbooks](https://support.dataro.io/knowledge/playbooks?hsLang=en#main-content) - [Appeals HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#appeals-hq) - [Recurring Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#recurring-giving-hq) - [Mid-Level Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#mid-level-giving-hq) - [Major Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#major-giving-hq) - [Legacy Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#legacy-giving-hq) - [Digital Marketing HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#digital-marketing-hq) - [Connections & Data](https://support.dataro.io/knowledge/connections-data?hsLang=en#main-content) - [Data Hub](https://support.dataro.io/knowledge/connections-data?hsLang=en#data-hub) - [Data FAQ](https://support.dataro.io/knowledge/connections-data?hsLang=en#data-faq) - [Salesforce](https://support.dataro.io/knowledge/connections-data?hsLang=en#salesforce) - [Blackbaud Raiser's Edge NXT](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-raisers-edge-nxt) - [Blackbaud CRM](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-crm) - [Blackbaud RE7](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-re7) - [Microsoft Dynamics](https://support.dataro.io/knowledge/connections-data?hsLang=en#microsoft-dynamics) - [Donorfy](https://support.dataro.io/knowledge/connections-data?hsLang=en#donorfy) - [ThankQ CRM](https://support.dataro.io/knowledge/connections-data?hsLang=en#thankq-crm) - [Dataro Agent](https://support.dataro.io/knowledge/connections-data?hsLang=en#dataro-agent) - [Other integrations](https://support.dataro.io/knowledge/connections-data?hsLang=en#other-integrations) - [Salesforce ECA](https://support.dataro.io/knowledge/connections-data?hsLang=en#salesforce-eca) - [Content Creation](https://support.dataro.io/knowledge/content-creation?hsLang=en#main-content) - [AI Assist](https://support.dataro.io/knowledge/content-creation?hsLang=en#ai-assist) - [Accounts and Settings](https://support.dataro.io/knowledge/accounts-and-settings?hsLang=en) - [Security & Privacy](https://support.dataro.io/knowledge/security-privacy?hsLang=en) [![Chill listening crop-3](https://support.dataro.io/hs-fs/hubfs/Dataro_logo_black-1-1024x256.png?width=96&height=24&name=Dataro_logo_black-1-1024x256.png "Chill listening crop-3")](https://dataro.io) Copyright © 2026, Dataro