Face-to-Face (F2F) fundraising remains one of the most effective acquisition channels for regular giving but building a sustainable and high-performing F2F program requires more than just recruitment. It demands a culture of success, strong leadership, data-driven decision-making, and a win-win approach for both charities and agencies.

The power of culture 

The most successful F2F programs prioritise the people behind the fundraising. A strong, mission-driven culture that aligns fundraisers with a charity’s vision fosters engagement, retention and better donor outcomes. Agencies that build supportive environments, recognise achievements and provide ongoing learning opportunities see higher fundraiser satisfaction, lower attrition and increased donor commitment.

Data-driven decision making

Recent insights from SG Support in Asia and The Benchmarking Project confirm that F2F campaigns maintain a strong return on investment (ROI) when actively monitored and optimised. While the cost per acquisition (CPA) for F2F donors has risen, strategic retention efforts and data-driven stewardship ensure long-term sustainability.

Key industry benchmarks

The break-even point for a F2F donor has shifted towards 14 months due to rising recruitment costs.

Retention rates improve significantly when donors are acquired at age 40 plus with higher average monthly gifts (an average pledge of $36-$37).

Investing in fundraisers’ professional development and mission alignment directly correlates with improved donor longevity.

Measuring for success

A winning F2F culture is built on measurement and accountability.
Charities and agencies must focus on:

Retention over acquisition — sustainable revenue depends not just on sign-ups but on lifetime donor value.

Quality over quantity — well-trained, well- supported fundraisers achieve stronger donor engagement and conversion.

Real-time analytics — dynamic reporting and CRM tools enable immediate course correction and consistent performance.

Creating a win-win environment

Our ‘Circle of Success’ framework highlights six key pillars:

1. Assumptive Modelling Setting clear KPIs and benchmarking against best practices.

2. Analyse & Measure Leveraging CRM and data insights to refine performance.

3. Educate & Socialise Ensuring leadership, fundraisers and database teams are aligned.

4. Optimise Continuously improving infrastructure, training and processes.

5. Empower Equipping fundraisers with the right tools and incentives to succeed.

6. Acquire & Retain Recruiting the right donors for long-term impact.

Embed these pillars in contracts with clear service-level deliverables. Track and align on these metrics, ensuring accountability and performance continuity despite staff turnover. This is particularly crucial for charities managing multiple agency relationships.

Looking ahead

True partnerships between charities and agencies are essential for F2F success.
A genuine desire to understand each other, collaborate effectively, and align on shared goals is key. When both parties work together with transparency and trust, they not only achieve desired outcomes but also reinforce the integrity of the sector. At The FIN Agency, we believe in ‘Making a Difference Together’ — ensuring that every partnership is driven by purpose, strategy, and a shared commitment to impact.

Having just delivered the ‘Circle of Success’ framework at the F2F Fundraising Congress in Vienna (April 2025), we recognise that the future of F2F relies on collaboration, adaptability and a commitment to excellence. By fostering a culture of success, charities and agencies can continue driving meaningful impact, ensuring F2F fundraising remains a powerful force in philanthropy.

For organisations willing to invest in their people, refine strategies, and embrace innovation, the potential for long-term success is limitless. The true investment in F2F isn’t just in donors — it’s in the fundraisers who make it all possible. 

Michele Wilkinson is CEO of The FIN Agency. Carl Young is founder of Jigsaw Fundraising and former Philanthropy and Fundraising Director at Peter MacCallum Cancer Centre.