Samford University Phonathon

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Samford UniversityPhonathon

• Caller Training 101

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Congratulations!

• Welcome to the Samford Phonathon
• Our Purpose
• The purpose of the Samford University Phonathon
  is to create or enhance a positive relationship
  with each alumnus, parent and friend of the
  University. We will ethically solicit private
  gifts for the University to be used generally or
  specifically, as the donor designates. We will
  inform each constituent of current events on
  campus and answer or direct any questions,
  comments or concerns presented. In addition, we
  will update obtainable personal information for
  each constituent.

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Caller Goals

• Create or maintain a positive relationship with
  each constituent.
• Raise unrestricted and restricted funds for
  Samford.

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Making the Call

• Create a positive mental attitude
• Smile and use good posture
• Review the constituent information
• Use proper titles
• Attempt pronunciation of names
• Monitor your rate of speech
• Use the script as a guide
• Be courteous and respectful

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DialVision
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Making the Call Continued

• Never interrupt
• Never make up answers
• Never agree with a negative comment
• Never apologize for the ask
• Never make assumptions
• Never use slang
• Never eat or drink while talking
• Never make prank calls/messages

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Frequently Asked Questions

• Why should I give to Samford?
• Alumna or Alumnus
• Value in their diploma
• Discounted rate of tuition
• Participation Higher ranking More corporate
• Enhance educational/learning programs
• Parent
• Belief in the mission of Samford University
• Discounted rate of tuition

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Frequently Asked Questions

• Can I designate my gift to a specific fund or
  area?
• Absolutely. Where would you like this gift
  directed?
• Please note the specific fund or area on your
  check to ensure it is applied correctly.

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Dealing with Objections

• I already gave.
• Great! Thank you so much for your support.
  Occasionally our fundraising efforts overlap, but
  we certainly appreciate your generosity.
• I gave to the improvement campaign.
• Thank you for supporting our efforts focusing on
  specific needs. The Samford Fund is separate and
  sustains the Universitys operating education
  programs at their most basic level.

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Dealing with Objections

• I am currently unemployed.
• I understand your situation. Are you aware that
  Samford provides career services to its alumni?
  You should contact our Career Development Center.
• Im still paying off my student loans.
• Education is still very expensive and this is an
  opportunity to assist a deserving student with
  the cost of tuition.

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Prayer Ministry Team

• Prayer requests are taken by callers.
• The Chair of the Prayer Ministry Team mails an
  acknowledgement letter to the alumni or parent.
• Requests are divided among the members of the
  Prayer Ministry Team.
• The Prayer Ministry Team receives requests by
  E-mail and is responsible for praying for that
  request.
• All confidentiality rules apply.

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Prizes and Incentives

• Prizes will be distributed randomly throughout
  the night and awarded for various reasons.
• Incentives are as follows
• 10.00 for recruitment of a new caller. The new
  caller must work at least 2 weeks before
  compensation is received.
• If new caller quits or is terminated at the end
  of 2 weeks, compensation is revoked.
• 1.00 for each Future Donor pledge.
• 2.50 for each group of 5 credit card gifts.
• 2.50 for each group of 10 LYBUNT/SYBUNT gifts.
• 0.50 for each increased gift.
• For every 1K pledged, the call shift ends 5 min.
  early.
• If a previous nights total is surpassed, you
  leave 5 min. early.
• TOP Caller Weekly productivity to determine lead
  caller.

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The Rules of the Game

• Attendance
• Schedules
• Pre-schedule
• Weekly distribution thru E-mail
• T.O.P. (Time Off Program)
• 3 absences each semester
• Unused absences will be added to your last
  paycheck
• Example 2 unused TOPs _at_ 6.00 each 12.00
  bonus
• Unexcused Absences
• 1 unexcused absence 1 hours wages deducted from
  paycheck
• 2 unexcused absences termination
• Tardy policy
• 1st 2nd unexcused tardy call during break
• 3rd unexcused tardy call during break and loss
  of one TOP absence
• 4th unexcused tardy termination

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The Rules of the GameContinued

• Dress Code
• Comfort is important.
• One rule Your attire MUST NOT distract another
  caller from productivity.
• Personal Hygiene
• Ethics Confidentiality
• Professionalism
• Breaks
• Internet usage
• Consequence follows Tardy policy.
• Expectations
• Evaluation

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Office of Annual GivingFY05 Goals

• Goals
• Increase alumni participation to 20(4000)
• Retain 60 of current donors(1075)
• Acquire 20 of new donors(1890)
• Reactivate 20 of SYBUNTS(1056)
• Upgrade 10 of donors(179)
• Raise 125,000 for The General Scholarship Fund
• Raise 375,000 for The Samford Fund
• Phonathon Goal 150,000
• Based on a constituent pool of 20,000