Face-to-Face and Telephone Fundraising Conference



Get ready to elevate your fundraising game – with conversations!

The Face-to-Face & Telephone Fundraising Conference is here, and it’s packed with everything you need to boost your face-to-face and telephone fundraising goals.

Whether you’re responsible for shaping strategies or a frontline fundraiser keen to convert, this virtual event is your go-to resource for enhancing your F2F and telephone fundraising.

Our expert-led summit will be your guide to dialogue fundraising know-how, covering everything from strategic leadership insights to proven techniques for donor retention and ethics to protect your employees and brand.

Our interactive fundraising workshops will empower you to sharpen your skills, while our innovation showcases will keep you ahead of the curve.

Plus, you’ll have plenty of opportunities to network with fellow charity leaders, fundraisers, and industry experts.

Book today and join us in April 2024.

Want to partner with this event? Email [email protected] for more information, or email [email protected] for general questions.

All of our events are hosted on the Everywhere+ virtual events platform and are subtitled. The platform also provides other screenreader-compatible features and slides are provided in advance in our virtual delegate bag. Let us know if we can do anything else to improve your experience.

Busy on the day? All of our events are available to watch for 30 days. Book today to nab the early-bird price and watch in your own time.


Room 1: F2F

We Benchmarked 100,000 Donors – Here’s What We Have Learned About Attrition
Speaker: Liam McEntegart, REAL Fundraising
REAL Fundraising is a leading values based ethical F2F Fundraising agency, we are responsible for recruiting over half a million donors for many UK charities. We have analysed the last 100,000 donors we recruited (with mature attrition data) and provided insight that will allow you to implement 10 quick changes to your own F2F campaign to improve donor retention.

How can we make Direct Dialogue even better?
Speakers: Alexandra Achkar & Tim Longfoot, Open
Despite great fundraisers and causes, our conversations with the public often end up with a ‘Sorry but no thanks’. We will explore theory and practice to present a new model that will raise more money and recruit more supporters by reducing the ‘Sorry but no thanks’ from our conversations. We will show that if you develop inspiring creative that ‘invites not interrupts’, if you give donors more choice than just regular giving and if you use new technology that makes this a frictionless and personalised experience, then you will increase public engagement and ROI.

Digital Payment Revolution – How ApplePay, GooglePay and Co. will change face-to-face fundraising forever
Speaker: Michael Peiner, Formunauts
Give your donors the choice – The power of digital payment options and how they are ushering in a new era for face-to-face fundraising. Apple Pay, Google Pay and co. are in the process of profoundly changing the way we donate and radically revolutionising the framework conditions. But what does this mean for donors, NPOs and face-to-face agencies? What opportunities and risks does this harbour for us? An attempt at a practice-based forecast.

Restarting F2F to start cancer cures
Speaker: Alan Moss
In this session Alan will cover the highs and lows of relaunching F2F, what went wrong, what we learnt, key learnings you can take away and one thought for the future.

Budgeting for F2F Success: an Amnesty International Case Study
Speaker: Craig Linton
Learn how Amnesty International have moved away from Excel to improve their budgeting and investment decision making. We’ll talk through: the challenges of budgeting F2F in multiple markets, how to assess what types of fundraising to invest in, and top tips for making the case for investment to your bosses. How charities small or large can use budgeting and analysis to make better decisions.

Going beyond Mystery Shopping – A Deeper Dive Into Auditing of F2F and How It Is Proven To Raise Standards and Performance
Daniel Servante & Sam Hollyman, Green Light Sites
We will take you through the last 4 years of F2F drawing on over 8000 hours of fundraising observed by our team of professional fundraising auditors. From over 45,000 data points collected we will compare door, street and private site, looking at what’s been improving (lots!) and what we can do better. We will also show the profound impact regular and detailed compliance monitoring can have not just on attrition and complaint rates, but also on overall team performance. If you love F2F and believe in professional, ethical and inspiring conversations to raise money, then this is for you!


Room 2: Telephone

“Taking the Ick out of the Ask”: How to Craft Your 5-Minute Fundraising Conversation
Speaker: Kel Haney
Are you unconsciously (or consciously!) avoiding making “The Ask”? One on one solicitation can be exceptionally challenging and, when faced with an enormous fundraising goal, it can feel like an un-winnable situation. But it doesn’t have to be this way: let’s set you on the path to becoming a confident, authentic, curious, and refreshed fundraiser who enjoys connecting with donors. Over the past 18 years, Kel Haney’s engaged in 20,000+ conversations with donors and developed a framework for crafting a 5-minute fundraising Ask. In this session, you’ll learn the “4 Tent Poles” to set the groundwork for your Asks (along with some easily- actionable tips) that will shift your solicitation from transactional encounters to relationship-building opportunities. You’ll be able to instantly implement the 5-Minute framework, right-size the amount of time spent on your Asks, and immediately engage in deeper interactions with your donors.

Lead Generation: Success for Small Charities
Speaker: Lauren Buchanan; OneKind
Attendees can expect to gain valuable insights into social media advertising for non-profits through Lauren’s session. She will present a case study of a lead generation campaign with OneKind, showcasing how charities can effectively use social media to expand their donor base and ensure financial sustainability, with limited resources. Her case study will illustrate the synergy between digital and telephone fundraising, creating long-term, dedicated supporters, and offer a roadmap for optimising online fundraising campaigns, maximizing impact and efficiency. Lauren has managed the entire process, from initial concepts to completed conversion calls and created the ongoing supporter journeys. She has overcome the challenges and knows all the details of executing a successful lead generation campaign.

Audioliz : monitore quality automatically and extract any data from your calls with AI
Speaker: David Klajman
If you would like to significantly boost your telephone fundraising efforts, I’ll demonstrate how with AI you can now empower your fundraising agents to become more effective and empathetic communicators. You’ll see how it is now possible to extract automatically pivotal insights, and tailor interactions to resonate deeply with donors, increasing both engagement and donations.

Telephone best practice from the UK, NZ and Australia
Speaker: Daniel Turner, Unity4
What is best practice for telephone fundraising? What can our international perspective teach us about the best way to drive success, compliance. Dan Turner works across major telephone acquisition programs in multiple countries and will provide a perspective on what works and what should be avoided , with a particular focus on best practice for compliance and donor experience.

Boosting F2F donor experience with Telemarketing
Speaker: Ilja De Coster, The DonorVoice
Explore the dynamic synergy between telemarketing (TM) strategies and face-to-face (F2F) donor engagement in this insightful session led by Ilja De Coster. Discover how the integration of telemarketing techniques can elevate the F2F donor experience, ultimately leading to enhanced donor retention rates. Drawing from ongoing experimentation and testing, Ilja will provide compelling examples that illuminate the potential for innovation in donor stewardship.

Room 3: Strategy

Debate ‘Global conversations: lessons from around the world’
Speakers: Daryl Upsall, Filipa Morais, Jamal Monteilh & Juan Edelshein
With a panel of senior experienced F2F leaders from Portugal, Mexico, USA and Spain with collective experience working in fF2F in more than 30 countries worldwide, we will have a lively debate on the key challenges, solutions and opportunities we face today with this channel. We will look at how F2F and telephone fundraising are vitally integrated as well as do some future gazing of what we might expect in the future. Faciltated by Daryl Upsall, recognised as one of the co-founders of F2F in the 1990s. Essential viewing.

How to select an agency that aligns with your values and the best questions to ask
Speaker: Liam McEntegart
This session explores the top 10 questions that Liam would ask a F2F Agency if he was a charity looking to put work out to tender. Drawing on experience from the rigorous B Corp certification Impact assessment, Liam’s experience as a business culture awards judge and the completion of multiple charity tenders he will provide questions that will give your organisation answers about everything from compliance basics to agency organisational culture and more.

Recruiting Values Aligned Fundraisers
Speaker: Tom Ward
The session will be presented by Tom Ward who is the Managing Director of REAL Jobs. Tom will examine why values alignment is so important, especially in fundraiser recruitment. He will also take a closer look at why the link between the fundraising field and the recruitment team is such an important one, and looking at how important it is for department or operational managers to share a true reflection of the operational culture in order for new hires to be values-aligned. In addition to this Tom will talk about some of the processes and methodology REAL Jobs use in values aligned fundraiser recruitment.

You Become What You Measure: Getting Your Ethical Strategy Right
Speaker: Jacob Møllemose, Impact Talks
In this insightful session, we will delve into the intriguing concept of how metrics can shape your fundraising approach and the profound impact this can have on your campaigns. We’ll explore the transformations and shifts that occur when measurements become the driving factor in fundraising. We’ll also venture into the territory of ethics, discussing the crucial role they play in contracts and how the absence of reflection on ethics can lead to unforeseen challenges. Furthermore, this session will highlight how responsibilities can shift when your approach becomes Key Performance Indicator (KPI) driven. Through this engaging and thought-provoking discussion, attendees will gain a better understanding of the intricate interplay between metrics, ethics, and strategy in the world of fundraising.

The Art of Personalized Matching: Transforming Donor Engagement
Speaker: Kiki Koutmeridou, DonorVoice
Ever wonder why some donors seem to click with your mission right away, while others don’t? The key might lie in Personalized Matching—our way of saying goodbye to the one-size-fits-all approach and hello to meaningful connections. This isn’t just theoretical; it’s backed by in-market testing. Through real-world case studies, attendees will see the tangible benefits of implementing Personalized Matching in their donor engagement efforts. Personalized Matching creates a more meaningful and impactful donor experience. With it, you’re not just reaching out – you’re connecting in a way that’s meaningful and leaves a lasting impact.



Speakers are added to our events as we receive their details and are updated continuously. These events achieve the goals set out in our EDI commitment.

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