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.