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Why Donors Are Hanging Up On Phonathons and What To Do Next
About the Webinar
Phonathons have lost what originally made them successful: personal connection. How do you connect with donors if they aren’t answering?

In this webinar, Josh Robertson, VP of Product at Gravyty, and Frank Mumford, CFRE, Account Executive at Gravyty, will discuss why fundraisers must adapt their former phonathon strategy as donor preferences evolve and portfolios grow. In order to scale outreach while connecting with donors across channels, this session will help fundraisers:

  • Identify the top outreach channels and platforms through data-driven insights
  • Suggest best practices for connecting with donors on a personal level
  • Engage donors via strategic and scalable campaign planning
  • Implement an efficient student ambassador program
  • Pinpoint the right balance between phone and technology platforms for digital campaigns
It’s time to ditch the script. Don’t miss this opportunity to lay out your post-phonathon solution for the future. Your donors (and campaigns) will thank you!

After attending this webinar, you will be able to:
  • Audit outreach channels and platforms with a data-forward approach
  • Create a roadmap for connecting with donors on a personal level
  • Formulate strategic and scalable campaign planning designed to engage donors
  • Devise an efficient student ambassador program

About the Speakers
Josh Robertson
VP of Product, Gravyty
Frank Mumford, CFRE
Account Executive, Gravyty
CASE Career Level


Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)


Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)

Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)

Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)

Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)

Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies

Global and Cultural Competence
Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)


Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)


Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)


Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)


Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)

Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)


Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)
Availability: No future session
Credit Offered:
1 CFRE Credit
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