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Phonathon Training Fall 2014 “How wonderful that no one need wait a single moment to improve the world.” -Anne Frank

Phone-a-thon Training FY15 Edit

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Page 1: Phone-a-thon Training FY15 Edit

Phonathon Training Fall 2014

“How wonderful that no one need wait a single moment to improve the world.”

-Anne Frank

Page 2: Phone-a-thon Training FY15 Edit

Meet the Team!Rebecca

RothSenior Director

of Development

Trevor Lane

LC Fund Gift Officer

Welcome!!! :-)

Laura Faulkner

Development Assistant

Page 3: Phone-a-thon Training FY15 Edit

LaGrange College FundGeneral fund for LaGrange College.

Supports annual department budgets.Supports scholarshipsAllows for a discounted price for LaGrange

College Students.$7, 801!

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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.

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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.

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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.

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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.

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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.

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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.

Page 10: Phone-a-thon Training FY15 Edit

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

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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.

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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?

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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

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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

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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:

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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

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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.

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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?”

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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?”

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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:

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“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.

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Helpful Contact InfoCareer Center: (706) 880-8177 or

[email protected] Office: (706) 880-8244.LaGrange College Information Desk: (706)

880-8000.www.LaGrange.edu

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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

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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

Page 25: Phone-a-thon Training FY15 Edit

Role PlayingTo help with training, pair up.Everyone pull a scenario from “The Cup of

Wonder!”.“Call” each other using what you learned.Critique.