|Click the image to the right to download the complete sample|
|Title||Phonathon Leadership Qualification Email|
|Institution||University of California, Berkeley|
|Submitted By||Mary Stivender|
Associate Director, Direct Marketing
|Institution Type||College / 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.
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.