Natalie BaileyClient Services DirectorPayroll Giving
UpgradesAgendaGetting the data readyWho calls?Designing the
campaignThe upgrade callOutcomesData flowResultsAny Questions
Filter & Cleanse Data
DataSelect who calls5Design Call MethodologyCall SupportersAsk
for Increased GiftIf No, Add valueIf Yes, Agree new
amountTraditional MethodAlternative MethodBefore you start.....
Training, data testing, 7Start calling
Big Thanks!
Case for Support
The Ask
If NO: Cross-Sell
If No: Admin
If Yes: Traditional MethodAgree Amount, Finish CallSend
Supporter letters (charity or tel. agency)Letter 1 to supporter,
confirming new amountLetter 2 (optional) a form for supporter to
complete & give to their employerData is sent to charityIf Yes:
Alternative MethodAgree Amount, Finish CallSend Supporter letters
(charity or tel. agency)Letter 1 to supporter, confirming new
amountData is sent to charitySend Employer letter and instructions
Letter 2 to employer, confirming new amountData is sent to Payroll
Giving AgencyResults driven by;CONNECTION TO THE CHARITY /
CAUSE
Length of supportValueOther actionsCase for upgradingMethod
Fulfilment
Typical results:30% agreeBy 50%
In Summary
Remember the person and not the giving methodAny Questions?
