phone-a-thon training fy15 edit
TRANSCRIPT
Phonathon Training Fall 2014
“How wonderful that no one need wait a single moment to improve the world.”
-Anne Frank
Meet the Team!Rebecca
RothSenior Director
of Development
Trevor Lane
LC Fund Gift Officer
Welcome!!! :-)
Laura Faulkner
Development Assistant
LaGrange College FundGeneral fund for LaGrange College.
Supports annual department budgets.Supports scholarshipsAllows for a discounted price for LaGrange
College Students.$7, 801!
LC Fund ContinuedNumber 1 priority are the scholarships.
Gateway Scholarship $6,000 per year.
Hilltop Scholarship $8,500 per year
Tower Scholarship $11,000 per year
The Founders Scholarship $12,000 per year.
The Fellows Scholarship $14,000 per year
The Presidential Scholarship Full tuition, fees, room and board.
General Phonathon InformationWho are we calling?
Alumni! This group makes contact with the largest number of alumni! Alumni from 1984 and older and classes in reunion
years.Characteristics
Have not given yet this year. May have given in the past. May be hard of hearing, elderly, grumpy. May be going through a hard time. May or may not have a close relationship to the
college. May or may not be excited to talk to you.
The CallGeneral info
If no one answers after 8 rings, hang up and move on.
Should last 5-10 minuets.Rapport Oriented; make a connection.Calling for two reasons
Update their contact information. Ask for gifts to help current students of LC financially.
Make the ask. For “Givers” the ask is 150%, 125%, and 100% of last gift. For “Non-Givers” the ask is $25, $10, and $5.
Set up gift/pledge fulfillment. Take down credit card information, complete pledge
information.
Intro/First AskIntroduction:
•Ask for [Salutation]
•Identify yourself
•Ask #1: “I am calling for this year’s Fall Panther Connect. We are trying to get 1,200 alumni to make a gift this year. Would you consider making a gift of $25 to help fund academic scholarships?” Once they have confirmed the gift or said “no” to the first ask.
Verify Information (Email/Phone Number(s)/Address):
•Confirm the information we have on file.
•Update the information if it is incorrect.
•If we do not have any information on file, ask if they would be willing to give us their information.
Ask #2Ask #2:
•Every dollar makes a difference•Acknowledge objection.•Mention a reason to give (Counter objection)•Ask if they would be willing to give $10
Ask #3:
•Tell them their participation makes a difference and no matter what the size of the gift, it does have an impact
•Use Reason #4 (Charitable foundations…)
•Ask if they would be able to give $5 or another amount that is comfortable for them.
Once they confirm a gift or say “no” to the second ask.
Create Rapport:•Ask questions, get to know these people.
Reasons to GiveReasons to Give:
1. About 1/3 of our students are among the first generation in their families to attend college.
2. 98% of our students receive some sort of financial aid.
3. Giving helps continue the development of new academic programs, such as the Servant Scholars Program, new majors like Exercise Science, new programs in Computational Mathematics and Entrepreneurship, and Masters in Philanthropy & Development.
4. Charitable foundations use alumni giving as a factor when deciding whether to give large donations to the College.
Upcoming EventsHomecoming: October 17-19, 2014
Tom Duckett Golf Scramble Friday afternoon, 1:00pm at Highland Country Club
Alumni Registration/Tailgate Saturday morning 9:00am until end of football game
LaGrange Panthers vs. Methodist Saturday afternoon, 1:00pmTo register for events, go to www.lagrange.edu
“A Chorus Line” October 16-25 (In recently renovated Price Theater!) In 1975 it won 9 Tony Awards and the Pulitzer prize. It ran for more than 6,000
performances and became the longest running show in Broadway history. A Chorus Line began as a workshop in which choreographer Michael Bennett recorded 22 Broadway dancers talking about their lives. "Step, kick, kick, leap, kick, touch…again!,' Gosh, I hope I get it," and "One, singular sensation" will come to life on the Price Theater stage Homecoming weekend!For tickets, call (706) 880-8080
College Updates• Number of freshman this year: 240
• Price Theater was completely renovated summer 2013 (mention an opportunity to support).
• A Our first class of Servant Scholars graduated in May, and our third set of 12 Juniors have been named Servant Scholars and are now living in the recently renovated Broad Street Apartments.
Upcoming Events Not on ScriptYou can have a seat named in your honor in
the recently renovated Price Theater by making a gift of $500.
Please “Like” us, LaGrange College Alumni, on Facebook.
Our Gift Officers love to come out and meet with our alumni, would you be interested in a visit?
The FinishConfirm Gift/Pledge.Be appreciative, GRATITUDE IS WORTH
EVERY PENNY! Complete paper work.Don’t continue calling until you fill out the call
sheet.Turn call sheets into Trevor
Refused/Hang up/Already gave.No correct numbers.Gift/Pledge
Thank You Note
LaGrange College continues to be a wonderful place to continue my education and I know that it is because of alumni like you. Without your generous support and loyalty, my home on the Hill would not be the same. Thank you for all you have done and continue to do to make LaGrange a truly special place!
Thank you!
Trevor Lane
‘13
Dissecting the Call Sheet- RightAlumni Information:
Alumni Information:
Name: Mrs. Laura Faulkner
Class Year/Spouse Class Year: 01/
Address: 601 Broad Street LaGrange, GA 30240
Email: [email protected]
Last Gift Amount and Date: $25 12/1/2008
Phone Information:
Phone #1: 706-880-8039
Phone #2: 706-302-3909
Phone #3:
Phone #4:
Phone #5:
Phone #6:
Phone #7:
Call Log
CALL LOG
Date Time Caller Wrong #/Disconnected Call Back No Answer
1
2
3
4
5
□ DO NOT CALL or solicit by phone (OK to send publications)
□ DO NOT SOLICIT by phone or mail (OK to send publications)
□ DO NOT CONTACT, no solicitations by phone or mail and no publications
□ Refused/Already Given □ Left Message
New InformationName: The Great and Awesome Trevor Lane
Class Year/Spouse Class Year: ‘13/
Address: 1235 Super Cool Lane, LaGrange, GA, 30240
Preferred Email: [email protected]•1st. Confirm the above information.
•2nd. If a field is blank, ask what their preferred information is.
•3rd. If above information is no longer accurate, ask for updated information and put new information in space provided directly underneath each piece.
Deceased Alumnus:
Notes
Alumni Deceased Date:_________________________
Contact Person: _______________________________
Relationship to Deceased:_______________________
Notes:
An example of what you should say:
“Each year the President invites families to the Alumni Memorial Service at Homecoming. May I share your address for this special event?”
Gift/ Pledge Amount
GIFT/PLEDGE AMOUNT
Credit Card Pledge (Email)
$____________________ Pledge (Mail)
For pledges: Make a push to send info via e-mail!!
Alumni: “I will give $10 dollars.”You: “Wonderful! Which credit card would you like to put this on?”
Credit Card Information
Credit Card Information: Type of Card: VISA MasterCard American Express DISCOVER
Card Number: _________________________ CVS#:______
Expiration Date:_______/________
Name that appears on the card:
“Thank You” CallsFor the first 20 minuets on Wednesdays, we
will be calling alumni that are consistent givers to say “thank you!”
Various ages and amounts.You will just have their name and phone
number. Call all the numbers and if there is no
answer, leave a message on each number.
Helpful Contact InfoCareer Center: (706) 880-8177 or
[email protected] Office: (706) 880-8244.LaGrange College Information Desk: (706)
880-8000.www.LaGrange.edu
What to expect… Arrive at Candler Cottage with enough time to prep, review, and have the
phone in hand for the 1st call at 6pm (no later than 5:45).
Sign-in
Call, call some more (bring in the beef, dough, greenbacks!)
Break (around 7:30 – 5 minutes)
Call a little more (don’t forget to track your progress!)
Average call volume per night is 80 calls.
Turn in sheets to Trevor
Sign-out at 9
Chance$ for More Cow Language…(Moo-la)Group Goals:
If the group as a whole reaches 300 donors each caller will receive a $50 bonus.
Week 1-56 ($10 per caller)Week 2-112 ($10 per caller)Week 3-168 ($10 per caller)Week 4-224 ($10 per caller)Week 5-280 ($10 per caller)
Individual Goals:For every 25 donors he/she will receive $50For every $2,000 he/she will receive $50For every 15 credit cards gifts the caller will
receive $25
Role PlayingTo help with training, pair up.Everyone pull a scenario from “The Cup of
Wonder!”.“Call” each other using what you learned.Critique.