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Using the Phone to

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Using the Phone to

  1. 1. Using the Phone to Raise Funds <ul><li>Linda Lysakowski, ACFRE </li></ul><ul><li>Capital Venture </li></ul>
  2. 2. Phonathon/Direct Mail <ul><li>Balance Sheet: </li></ul><ul><li>Phonathon Direct Mail </li></ul><ul><li>6-8% response 2% response </li></ul><ul><li>Personal Impersonal </li></ul><ul><li>Bonding with donors Less control </li></ul>
  3. 3. How many people get out of the bathtub to answer a letter?
  4. 4. Ways to Use Telemarketing <ul><li>Thank Your Donors </li></ul><ul><li>Research Your Case </li></ul><ul><li>Recruit Volunteers </li></ul><ul><li>Update Your Files </li></ul><ul><li>Build Confidence in Volunteers & Staff </li></ul>
  5. 5. Using the Phone to Increase $$$ <ul><li>Annual Giving </li></ul><ul><ul><li>Acquire new members or donors </li></ul></ul><ul><ul><li>Upgrade donors </li></ul></ul><ul><ul><li>Increase participation </li></ul></ul><ul><ul><li>Renew members </li></ul></ul>
  6. 6. Using the Phone to Increase $$$ <ul><li>Capital Campaigns </li></ul><ul><ul><li>Clean-up Phase </li></ul></ul><ul><li>Major Donors </li></ul><ul><ul><li>When personal visits are not possible </li></ul></ul><ul><li>Planned Giving </li></ul><ul><ul><li>Prospecting </li></ul></ul>
  7. 7. Using the Phone to Increase $$$ <ul><li>Special Events </li></ul><ul><ul><li>Invitation reminders </li></ul></ul><ul><ul><li>RSVPs </li></ul></ul><ul><li>Volunteer Recruitment </li></ul><ul><ul><li>Phonathon stand alone or as part of annual appeal </li></ul></ul>
  8. 8. Using the Phone to Increase $$$ <ul><li>Information Gathering </li></ul><ul><ul><li>Marketing—surveying customer needs </li></ul></ul><ul><ul><li>Prospect/donor research </li></ul></ul><ul><ul><li>Matching gift employer information </li></ul></ul><ul><ul><li>Update mailing information </li></ul></ul>
  9. 9. Satisfaction with Telemarketing

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