The foundation of an effective and efficient calling program is the system you're using to connect with donors. And it's not all about the latest software. Learn about some creative options, from off-the-shelf systems and custom designed Web-based software to professionally managed programs, explore what will allow you to connect more often for more gifts. Presenters: Mark Miles, Seattle Pacific University Jennifer Dean, RuffaloCody

1. Grounded:
Is Your Calling Program
Holding You Down?
Mark Miles, Seattle Pacific University
Director of Annual Giving and Advancement Services
Jennifer Dean, RuffaloCODY
Vice President and Senior Consultant

2. Evaluating the Need For Change
Are you reaching the majority of your phonable
alumni, parents and friends?
Are you seeing increases in donors and/or
dollars on an annual basis?
Is your segmentation strategic and well
integrated into the rest of your annual giving
efforts?
Do your reporting mechanisms provide the
information you need for short and long term
strategic analysis and planning?

3. What changes will most likely help
overcome your challenges?
Internal changes – i.e. staffing,
management practices, etc.
Automation – home grown product
Automation – off the shelf product
Outsourcing – calls made from remote
location
Outsourcing – program professionally
managed on your campus

4. Implementing Changes
Developing a timeline
Getting your team on-board
Developing objectives for implemented
changes
Roll-out

5. Evaluating Changes
Were the objectives reached?
How can changes be fine tuned?
If objectives weren’t reached, evaluating
why not.

6. Long Term Progress
Ongoing evaluation of changes
Updating/improving changes as
necessary

7. Questions