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