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Phonathon	
  &	
  
Tele-­‐fundraising	
  
Mee#ng	
  the	
  Challenges	
  
Impact	
  of	
  2013	
  Payroll	
  Tax	
  Increase	
  
One	
  in	
  Five	
  Americans	
  will	
  reduce	
  their	
  charitable	
  
giving	
  by	
  an	
  average	
  of	
  29%	
  
21%	
  Will	
  Not	
  Give	
  to	
  Charity	
  at	
  All	
  
54%	
  Will	
  
ConJnue	
  
to	
  
Donate	
  
at	
  the	
  
Same	
  
Level	
  as	
  
2012	
  
6%	
  Will	
  Increase	
  Giving	
  
2012	
  Economic	
  Survey	
  of	
  Nonprofits	
  
•  GIFTS.	
  On	
  average	
  in	
  2012,	
  giSs	
  from	
  contributors	
  were	
  
smaller	
  
•  DONORS.	
  There	
  were	
  fewer	
  individual	
  donors	
  
•  DEMAND.	
  However,	
  demand	
  for	
  nonprofit	
  services	
  increased.	
  
•  BUDGETS.	
  This	
  resulted	
  in	
  budget	
  cuts,	
  which	
  were	
  typically	
  
dealt	
  with	
  via	
  salary	
  freezes.	
  
How	
  to	
  Overcome	
  
Phonathon	
  &	
  	
  
Tele-­‐fundraising	
  
Challenges?	
  
The	
  right	
  tools	
  can	
  
make	
  all	
  the	
  difference	
  
in	
  campaign	
  execu#on!	
  
Phonathon	
  SoSware	
  Should	
  Be	
  	
  
Donor-­‐Centric	
  
•  It’s	
  all	
  about	
  donor	
  
acquisiJon	
  and	
  donor	
  
renewals	
  
•  It’s	
  also	
  about	
  
improved	
  producJvity	
  
and	
  increased	
  
efficiencies	
  
Ensure	
  your	
  soSware	
  has	
  these	
  Features	
  for	
  
Success	
  .	
  .	
  .	
  .	
  
Progressive	
  Phone	
  Dialing	
  
Progressive	
  phone	
  dialing	
  can	
  increase	
  your	
  
donor	
  contact	
  rates	
  by	
  as	
  much	
  as	
  20	
  to	
  40	
  %	
  
versus	
  manual	
  dialing.	
  	
  
	
  
This	
  acJon	
  alone	
  can	
  give	
  a	
  significant	
  boost	
  but	
  
when	
  combined	
  with	
  next-­‐best	
  donor	
  logic	
  
(determinaJon	
  of	
  the	
  ideal	
  donor	
  to	
  call	
  next),	
  
the	
  results	
  are	
  even	
  be`er.	
  
Next-­‐Best	
  Donor	
  Logic,	
  or	
  “ideal	
  donor,”	
  uJlizes	
  the	
  
insJtuJon’s	
  knowledge	
  and	
  historical	
  donor	
  data,	
  which	
  
is	
  applied	
  to	
  the	
  rouJng	
  order	
  of	
  donor	
  calls	
  to	
  be	
  made.	
  	
  	
  
On-­‐Board	
  Messaging,	
  or	
  
scripJng,	
  means	
  that	
  on	
  
each	
  and	
  every	
  call	
  the	
  
fundraiser	
  is	
  prompted	
  with	
  
a	
  reminder	
  of	
  the	
  goal,	
  the	
  
“ask,”	
  and	
  is	
  prepared	
  with	
  
tools	
  to	
  overcome	
  
objecJons.	
  	
  
Integrated	
  e-­‐mail	
  
ensures	
  that	
  each	
  
and	
  every	
  fundraiser	
  
is	
  uJlizing	
  the	
  same	
  
template,	
  the	
  same	
  
processes	
  and	
  that	
  
each	
  and	
  every	
  
donor	
  
communicaJon	
  is	
  
recorded	
  and	
  
reflected	
  within	
  the	
  
call	
  history.	
  	
  
Performance	
  Dashboard	
  provides	
  managers	
  real-­‐
Jme	
  access	
  into	
  campaign	
  performance	
  and	
  caller	
  
stats.	
  
Unlike	
  a	
  stand-­‐alone	
  recording	
  system,	
  
intelligent	
  call	
  recording	
  marries	
  the	
  
recorded	
  call	
  to	
  the	
  contact	
  record.	
  Great	
  
for	
  training	
  and	
  QA.	
  
These	
  Are	
  Just	
  a	
  Few	
  of	
  the	
  Features	
  that	
  
Can	
  Increase	
  ProducJvity	
  &	
  Results	
  
	
  
Today,	
  all	
  non-­‐profits	
  have	
  the	
  
same	
  access	
  to	
  these	
  amazing	
  
tools	
  through	
  Tele-­‐Fundraising	
  
SoSware,	
  neatly	
  tailored	
  to	
  
their	
  non-­‐profit	
  campaign	
  
needs.	
  	
  Take	
  a	
  look.	
  	
  You	
  will	
  be	
  
surprised	
  how	
  the	
  world	
  has	
  
changed.	
  
	
  
Take	
  a	
  Free	
  Trial	
  of	
  
VanillaSoS	
  Tele-­‐Fundraising	
  
SoSware	
  Today!	
  

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Phonathon & Tele-fundraising Challenges

  • 1. Phonathon  &   Tele-­‐fundraising   Mee#ng  the  Challenges  
  • 2. Impact  of  2013  Payroll  Tax  Increase   One  in  Five  Americans  will  reduce  their  charitable   giving  by  an  average  of  29%  
  • 3. 21%  Will  Not  Give  to  Charity  at  All  
  • 4. 54%  Will   ConJnue   to   Donate   at  the   Same   Level  as   2012  
  • 5. 6%  Will  Increase  Giving  
  • 6. 2012  Economic  Survey  of  Nonprofits   •  GIFTS.  On  average  in  2012,  giSs  from  contributors  were   smaller   •  DONORS.  There  were  fewer  individual  donors   •  DEMAND.  However,  demand  for  nonprofit  services  increased.   •  BUDGETS.  This  resulted  in  budget  cuts,  which  were  typically   dealt  with  via  salary  freezes.  
  • 7. How  to  Overcome   Phonathon  &     Tele-­‐fundraising   Challenges?   The  right  tools  can   make  all  the  difference   in  campaign  execu#on!  
  • 8. Phonathon  SoSware  Should  Be     Donor-­‐Centric   •  It’s  all  about  donor   acquisiJon  and  donor   renewals   •  It’s  also  about   improved  producJvity   and  increased   efficiencies   Ensure  your  soSware  has  these  Features  for   Success  .  .  .  .  
  • 9. Progressive  Phone  Dialing   Progressive  phone  dialing  can  increase  your   donor  contact  rates  by  as  much  as  20  to  40  %   versus  manual  dialing.       This  acJon  alone  can  give  a  significant  boost  but   when  combined  with  next-­‐best  donor  logic   (determinaJon  of  the  ideal  donor  to  call  next),   the  results  are  even  be`er.  
  • 10. Next-­‐Best  Donor  Logic,  or  “ideal  donor,”  uJlizes  the   insJtuJon’s  knowledge  and  historical  donor  data,  which   is  applied  to  the  rouJng  order  of  donor  calls  to  be  made.      
  • 11. On-­‐Board  Messaging,  or   scripJng,  means  that  on   each  and  every  call  the   fundraiser  is  prompted  with   a  reminder  of  the  goal,  the   “ask,”  and  is  prepared  with   tools  to  overcome   objecJons.    
  • 12. Integrated  e-­‐mail   ensures  that  each   and  every  fundraiser   is  uJlizing  the  same   template,  the  same   processes  and  that   each  and  every   donor   communicaJon  is   recorded  and   reflected  within  the   call  history.    
  • 13. Performance  Dashboard  provides  managers  real-­‐ Jme  access  into  campaign  performance  and  caller   stats.  
  • 14. Unlike  a  stand-­‐alone  recording  system,   intelligent  call  recording  marries  the   recorded  call  to  the  contact  record.  Great   for  training  and  QA.  
  • 15. These  Are  Just  a  Few  of  the  Features  that   Can  Increase  ProducJvity  &  Results     Today,  all  non-­‐profits  have  the   same  access  to  these  amazing   tools  through  Tele-­‐Fundraising   SoSware,  neatly  tailored  to   their  non-­‐profit  campaign   needs.    Take  a  look.    You  will  be   surprised  how  the  world  has   changed.     Take  a  Free  Trial  of   VanillaSoS  Tele-­‐Fundraising   SoSware  Today!