The document provides information and guidelines for volunteers for Sharathon 2014, a fundraising event for KSBJ and NGEN radio stations. Volunteers will answer phones and enter donations into a computer system. The training covers searching for existing donors, processing new gifts, payment options including credit cards and checks, and completing the donation entry process. Volunteers are asked to follow guidelines like keeping their voices down and raising their hand for assistance from supervisors.

1. Welcome to
Sharathon 2014
Volunteer Training

2. Sharathon 2014
“Do Something”
Volunteer Training

3. SHARATHON 2014
“Do Something!”
The Sharathon theme this year is “Do Something,” based on Matthew West’s
inspiring new song which asks, “If not now, then when will we see an end to
all this pain?” His answer? The time is now for all of us to “Do Something” to
bring help and hope to people in need.
That’s why we want our listeners to join us for a three-day celebration of what
God has already done to change lives through KSBJ and NGEN — and what He
wants to do through YOU.

4. SHARATHON 2014
What Is Sharathon?
Sharathon 2014 is a vital time of year for KSBJ and NGEN, when we seek to
raise the funds necessary to keep life-changing music and ministry reaching
into homes and families here in Houston and around the world.
This year we are asking KSBJ listeners like you to step up boldly to help us
reach our goal of $652,500 a month in gifts and pledges. With the help of our
friends and listeners during Sharathon 2014, we’ll be there with the right song
at the right time, bringing God’s message of salvation, grace, and love.

5. Let’s Get Started!

6. VOLUNTEER TRAINING
Let’s Get Started!
This presentation is an overview of procedures and guidelines for Sharathon
2014 Phone Volunteers. KSBJ staff and Training Coordinators will be available
during Sharathon to assist you with questions you may have and will keep you
informed of any changes or additional instructions as needed.
WELCOME TO SHARATHON!

7. SHARATHON GUIDELINES AND PROCEDURES
Sharathon Guidelines and Procedures
• Once you get to your workstations, please place all belongings in the box
under your table. This includes cell phones and cameras.
• No cell phones, pagers, or cameras are to be used in the Phone Zone.
• If you need to take a break, receive or make a personal phone call, please
raise your hand and a Trainer will take your place. DO NOT leave YOUR
workstation unattended.
• If someone calls for prayer, please ask them to call our
prayer line at (281) 446-5725.
• All gifts are entered directly into our computer system.
• Remember to type information very carefully.

8. SHARATHON GUIDELINES AND PROCEDURES
Sharathon Guidelines and Procedures
• Keep your voice down during conversations.
• Please be aware that the DJs in the Phone Zone are broadcasting live on the
air, so do not speak to them unless they speak to you.
• If a minor calls in a gift, please ask to speak to a parent or guardian.
• If a total gift amount is $5,000 or more, raise your hand immediately and
wave the pompom on your table. Please ask the caller to stand by for a Shift
Supervisor to verify their information.
• As you leave the training room, please pay attention to where the exit signs
are located to ensure a safe departure.

9. Phone Zone
Procedures

10. PHONE ZONE PROCEDURES
Phone Zone Procedures
• Phone Zone tables accommodate four volunteers.
• You will wear a headset which attaches to a standard telephone set.
• When you receive a call, lift the handset from its cradle
and rest it on the front of the phone.
• When you complete the call, place the handset back in the cradle.

11. PHONE ZONE PROCEDURES
Logging In: When you get to your workstation, please double click on Internet Explorer.
Logging Off: If you leave your workstation for any reason, close the gift form screen.
You will be taking information and entering it into a computer web form. Sign on to the computer with
your first and last name, a space, and your phone station number located on the front of the phone just
above the keypad. This is the sign-on screen:
Using Your Workstation

12. Getting Started

13. GETTING STARTED
Use this screen to search the donor
database and see if a caller already
has a giving record. You can
search by each search field: Name,
Company, Address, Phone.
NOTE: Do not search by
Company unless this is how
the caller currently gives.
The Search Screen

14. GETTING STARTED
The Search Results screen will
open with the most likely matches
to your search. You can scroll up
or down to view the matches. If
you don’t see the donor’s record,
you can view additional records
by clicking the “Previous” arrow
button in the upper-right corner,
or the “Next” arrow button in the
bottom-right corner of the Search
Results screen.
Note: If you find a likely match,
be sure to verify it with the caller.
Search Results Screen

15. GETTING STARTED
If there is a Blue Dollar Sign, click
to see the caller’s Sharathon 2014
gift info (as shown in the small
window) and advise him or her of
existing gift(s) for this Sharathon.
After finding the correct record,
click the Select Record button
(with stars) to the right of the
correct record. The donor’s
information will insert into the web
form as shown on the next slide.
Search Results Screen

16. GETTING STARTED
The donor’s information will appear as
this screen shot once you have clicked
on “Select Record.”
Name, Address Confirmation Page

17. GETTING STARTED
Date of Birth Information
If the donor’s birth year is 1996 or higher, you will need to get a
parent/guardian to approve the gift. If donor is an adult, we would
like for them to share their date of birth, but it is optional.

18. Processing a Gift

19. PROCESSING A GIFT
Ask what amount the caller would like to give.
Gift Section

20. PROCESSING A GIFT
Upgrades
The caller says they ALREADY have a monthly gift and they want
to increase or upgrade it.
First, you must locate their existing record. It should display as
having an open gift.

21. PROCESSING A GIFT
If the donor wants to designate their gift(s) to a special fund or opportunity, put a
comment in the comment box that designates where the gift should be applied.
Two main reasons to use the comment box:
• If the donor has a name change or a change of address and you are UPDATING
this information in the giving form, please place the original address or name in this box. This
information helps ensure that their gift is matched to the appropriate donor record.
• Should the donor wish to direct their gift to a particular area that has been
mentioned during Sharathon (like – NGEN radio, Mentoring, Technology, etc.) please let us
know by placing a brief statement here.
Designated Gifts

22. PROCESSING A GIFT
Requests to Change or Cancel a Gift
Occasionally a caller will ask to decrease or cancel their gift. If that happens,
simply raise your hand for a Trainer who will get their account details to give to
the Verification Supervisor, who will handle this request.
If a caller wants to change a gift made at an earlier point during Sharathon, it
is important that he or she understands that the original gift has already been
counted in our totals. Please take a moment to explain that this gift change needs
to be for an increased amount only.

23. Payment Section

24. PAYMENT SECTION
We have three pay methods:
• EFT Bank Account Debit
• Credit or Debit Cards
• Check or Money Order
We offer two frequencies for each method:
• Monthly
• All at Once

25. PAYMENT SECTION
EFT Gift Example
• When the EFT monthly choice is made, the donor may choose either the 5th
or
20th
of the month to debit their recurring gift from their bank.
• Their first EFT monthly gift will be debited on the 5th
or 20th
of July.
• NOTE: Monthly gifts by EFT will continue until the donor tells us to stop
• When the EFT All at Once choice is made, their gift will debit on the 5th
of July.

26. PAYMENT SECTION
Banking Information for EFT
After clicking Continue you will receive a screen to input banking or credit/debit card information. The
screenshot below shows how the banking information input screen looks. Be sure to enter the routing
and account information carefully and verify with the donor before leaving the screen. Once you
complete entry of banking information, click Submit to complete the gift.

27. PAYMENT SECTION
Credit/Debit Card Gift Example
• When the Credit or Debit Card monthly choice is made, the donor may choose either the 5th
or
20th
of the month to have their monthly gift charged to their card.
• Their first monthly gift will be charged on the 5th
or 20th
of July.
• NOTE: Monthly gifts by Credit or Debit Card will continue until the donor tells us to stop.
• When the Credit or Debit Card All at Once choice is made, their gift will be charged on the 20th
of June.

28. PAYMENT SECTION
Credit or Debit Card Information
If the donor chooses to give by credit or debit card, you will enter this information in the screen
shown below. Be sure to include the card’s expiration date, and be sure to key the card
information accurately! Read card information back to the donor before leaving this screen.
Once you have finished entering the donor’s credit/debit card information, click Submit to
complete the gift.

29. PAYMENT SECTION
Auto-Renew Cancellation Option
• IMPORTANT: All EFT and Credit or Debit Card monthly gifts
automatically renew from year to year until the donor tells us to stop.
• If the donor chooses not to have their gift continue, please check the box
as shown below.

30. PAYMENT SECTION
Invalid Banking or Credit/Debit Card Information
If after verifying the banking or credit/debit card information, you receive a message
that the data is invalid, please tell the donor the following:
• “I’m sorry, there’s a problem with the processor. We will be sending you a
confirmation of your gift in the mail, along with a return envelope. You can use
these to verify your gift and send in your EFT or credit/debit card information.”
• Then check the box next to “Change the Mode to Cash”
• And hit the Submit button

31. Almost Finished

32. ALMOST FINISHED
PLEASE NOTE
Once you click Submit or Continue, the information cannot be changed.

33. ALMOST FINISHED
Confirmation Page
• This is the confirmation page
you will receive after the gift has
been submitted and processed.
• It lists all the details of the
commitment you set up.
• If you realize there are errors in
the gift information, please raise
your hand so a Shift Supervisor
can obtain the donor’s
information to give to the
Verification Supervisor so
corrections can be made.
• Please do not close this page
until the Shift Supervisor
has had time to gather all the
information.

34. ALMOST FINISHED
Taking the Next Pledge
• At the bottom of the
confirmation page, there are
two buttons: “NEXT PLEDGE,”
and “ANOTHER PLEDGE SAME
PERSON.”
• IF you are moving on to a new
call and a new donor, click
“NEXT PLEDGE” button.
• IF you are taking an
ADDITIONAL pledge from the
SAME donor, click the
“ANOTHER PLEDGE SAME
PERSON” button.

35. Thank You!

36. THANK YOU!
Thank You!
Thank you for your important role in Sharathon 2014! We’re so grateful
that you have taken the time to “Do Something!” in partnership with KSBJ
and NGEN. You are helping us bring God’s love and truth to listeners across
Houston and beyond.