What the agent handles
- Answers donation and receipt questions
- Takes volunteer sign-ups
- Explains programs and eligibility
- Shares fundraising event details
- Refers callers to community resources
Answers donor, volunteer and program calls, explains how to give or get help, and routes people in need to the right program staff.
CallerI didn't get a tax receipt for my donation last year.
CallerI'd like to volunteer on weekends. Where do I sign up?
CallerMy rent's due and I'm short. Is there anything you can do to help?
Warm transfer: When a caller in real hardship needs help today, the agent warm-transfers to program staff instead of just taking a message.