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Case Study: URJ Eisner and Crane Lake Alumni Telethons. Process. Set expectation – send save the date notice Engage support -- email all past givers to be a part of the calling; ask for annual gift - PowerPoint PPT Presentation
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Case Study: URJ Eisner and Crane Lake
Alumni Telethons
ProcessA. Set expectation – send save the date noticeB. Engage support -- email all past givers to be a
part of the calling; ask for annual giftC. Build teams – recruit captain who is then in
charge of recruiting a team; train captains to train their teams
D. Create the right environment -- make the event fun; most people will find it
easier to call people they know or can relate too E. Leverage social media
Keys To Success
1. People2. Data3. Credit Cards4. Follow up
Day Of
• Scripts• Donor Sheets• Supplies• Live updates
– Internal: motivates callers/competition– External: website, facebook, twitter –
generates additional excitement
Social Media
• Before – generate a build up; send teasers; use for recruiting
• During – streaming (think Jerry Lewis telethon); identify people to call; get donors to update their status
• After – thank, thank, and thank again
Follow UpA. Thank you letters to all volunteersB. Thank you letters to each donor (credit
card)C. Thank you letter and pledge card to each
prospectD. Update database with notes and
corrected infoE. Track pledge paymentsF. Group notice with results
• people want to know how much they helped raise