University of California, Berkeley – Phonathon Leadership Qualification Email

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TitlePhonathon Leadership Qualification Email
InstitutionUniversity of California, Berkeley
Submitted ByMary Stivender
Associate Director, Direct Marketing
CategoryEmail Appeals
Institution TypeCollege / University
What fiscal year did this effort occur?2018

This is a sample email from our student call center-run annual fund qualification program.

What makes this unique

We are using our call center for warm lead generation, with alums who self-selected "yes" to the call. Emails ask $1K+ donor alums if they'd schedule a call appointment with a student. Student callers build rapport, ask discovery questions, write detailed notes to qualify/disqualify people for Unit AGO's portfolios. Some gifts are given on the phone too.

Primary Goal

To increase leadership giving.


10% response rate so far. We're still finetuning, but hope to roll out to all of our colleges, one cohort at a time.