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Non-profit · Outbound

Hope

Donor Outreach

Meet Hope, a non-profit donor relations agent. Hope reaches out to past supporters with a warm update and an invitation to give again.

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What it does

Built around four
core capabilities.

1

Mission update

Drives mission update reliably, every call.

2

Soft ask

Drives soft ask reliably, every call.

3

Recurring giving

Drives recurring giving reliably, every call.

4

Volunteer interest

Drives volunteer interest reliably, every call.

Sample conversation

A typical
outbound call.

Every prompt is editable in the workflow editor after you import the playbook.

Hope (Finn)

Hi, this is Hope calling from Finn. Is this a good time for a quick two-minute call about mission update?

Customer

Yeah, that works.

Hope (Finn)

Great. I wanted to share what we've accomplished this year — do you have a couple of minutes?

Customer

I do, briefly.

▸ Captured: Mission update

Hope (Finn)

Thanks — and one more: Could you share a few details so I can soft ask?

Customer

Yes, I can do another $50 monthly.

▸ Captured: Soft ask

Hope (Finn)

Perfect. I'll route this to the right team and someone will follow up. Have a great day.

How it works

Three steps from
playbook to live calls.

Import

Pick the Donor Outreach playbook and Finn drops the full workflow into your dashboard.

Customize

Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.

Deploy

Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.

What's included

Everything ships
ready to go.

Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your non-profit team already uses.

  • Pre-written outbound opening script
  • Pre-built workflow nodes covering every step
  • Capture fields for mission update, soft ask, recurring giving
  • Recommended voice + language pair for the industry
  • Suggested handoff rules (live agent transfer + voicemail fallback)
  • Editable persona — tweak tone, name, and prompt without code
  • Batch calling and audience CSV upload ready

Suggested integrations

Salesforce NPSPBloomerangDonorPerfectMailchimp logoMailchimp

Don't see yours? Finn plugs into any system via webhooks + API.

Real outcomes

Teams that already shipped.

"Conversion rate up from 65% to 82%. Agent workload reduced by 40%. Lead response time under 2 minutes."
Ayush Pateria

Ayush Pateria

CEO & Cofounder, Snazzy

Part of

Non-profit solutions

Donor reactivation, EOY campaigns, volunteer engagement

See full non-profit solution

FAQ

Questions and answers.

Does Hope sound pushy?+

No. The template is heavily weighted toward gratitude and storytelling. The gift ask is soft and always last. Donors who say no get a graceful exit; structured churn reason captured for the development team.

Can Finn process gifts on the call?+

Doesn't take card numbers (PCI safety). Sends a personalized payment link via SMS during the call and the donor completes payment on a secure page — Givebutter, Donorbox, Stripe, or Funraise.

How fresh do mission updates need to be?+

Refresh quarterly. Stale 'thanks for your support 3 years ago' calls underperform — recent specifics (this month's program outcome, last quarter's impact metric) build trust that compounds.

Does this comply with TCPA for non-profits?+

Non-profits have a charitable-exemption carve-out under TCPA but state laws (NY, MA) sometimes layer extra requirements. Finn honors explicit DNC immediately, retains a robust internal DNC list, discloses AI on request.

Which fundraising CRMs does Finn integrate with?+

Salesforce NPSP, Bloomerang, DonorPerfect, Kindful, Neon CRM, Virtuous. Payment processors: Givebutter, Donorbox, Stripe, Funraise.

Ready to ship

Import Donor Outreach
and go live today.

Every account starts with a 30-minute free trial. No credit card needed.

Book a demo