The secret to opening donors up to the potential for bequest giving converge on two key factors:

  • The Conversation
  • Conversation Specialists   

The Conversation  

Clear scripted messaging is absolutely key to enable the best possible customer interaction and prospect conversion. 

Generating a strong cohort of active bequest leads is likely with high value donors who have already donated to your charity, and so they need to be treated a little differently. It starts with thank you, and then it needs a sure touch and empathy – these are not easy conversations to have, so the message needs to be clear and demonstrate understanding, and show concrete examples of the difference bequests can make to a charity. 


Conversation Specialists – Unity4’s Fundraisers

Our work from home agents are inherenty happier and often more qualified than agents in other call centres. They work on their own terms, and to their own schedule, and this means that they become fiercely loyal to brands that they work on, providing a welcome stability to our team. Our current 600 Australian and New Zealand agents have a remarkable average tenure of 3 years and a recent survey showed a net promoter score, as in, would they recommend working at Unity4 to a friend, at over 90%. 

From a Bequest calling perspective, this means that we have the right teams to make these highly-sensitve calls – we create a relationship and a longer, more meaningful conversation with potential donors.  


As fundraisers, we have all heard the horror stories of large potential donors receiving a call from an overly-aggressive agent, and then simply taking their large bequest elsewhere. At Unity4 we mitigate that risk by getting the right callers delivering the right message.  


Calibration and Optimisation  

Regular calibration and optimisation between our Client Service Managers, Sales Coaching and Data Specialists ensure that we give you every chance of success 

Facts at a Glance

Unity4 was established in 2000 and is privately held by the original shareholders

Over 1100 agents operating in the comfort of their own home across the 6 territories

Unity4 operates in Australia, New Zealand, the UK, Canada, the USA, and has just opened up in Fiji!

The group has a Compound Annual Growth rate of 44.28 percent

Start a Conversation

We believe in the power of conversations to do good for people and business.We’re using technology to create more options for how to connect the right people, the right way at the right time.

Contact Us

If you are interested in employment, please go to the “Join Our Team” section of this site to apply.


PO Box 825
Surry Hills NSW 2010

P 1300 886 489
F +61 2 9475 0813


New Zealand

PO Box 106494
Auckland City
Auckland 1143

P 0800 003 039
F +64 9 353 1563



SE211 e-Innovation Centre
University of Wolverhampton

P 0800 011 9610
M 07950 905 291



C/O Cleveland Doan LLP
1321 Johnston Road
White Rock BC V4B 3Z3

P 1844 422 8409



P Click to receive a call