Phonathon Jeopardy 2013!

CampusCall

100

Where can you find information regarding important phone numbers, gift societies and college stats in CampusCall?

What is Quick Facts

200

If someone pledges with you one the phone what would the outcome be selected as?

What is Specified Pledge.

300

A prospect says they work for a matching gift company. They pledge $100. What do you do on the CampusCall screen?

1. Select: Specified Pledge 2. Enter the pledge amount $100.00 3. Go to the bottom Right hand corner to the matching gift section. Hit Search and search the prospects company to check the ratio they will match. (Ex: 1:1) 4. Input this ratio into the pledge screen. 5. Check the top of the screen. It should say: Pledge: $100.00 Match: $100.00 Total: $200.00

400

Explain the steps for inputting a Recurring Gift into the CampusCall screen & Acceptiva. Go through the entire process from entering the pledge to the thank you notes. Hint: (Somewhere around 15 steps).

1. Click: Specified Pledge 2. Enter total dollar amount for the YEAR. 3. Select # of Payments: Monthly 4. Check the monthly gifts & the total amount and make sure it matches the numbers on your Ask Matrix. 5. Select Process Credit 6. Launch Custom 7. Re-enter the MONTLY gift. (You must change this because it is prefilled with Total gift which is incorrect. 8. Check information 9. Enter Credit Card. 10. Make sure it is ALL correct. 11. Process Credit Card. Wait till it says the Transaction is complete. 12. X out of the page 13. Input SUCESS in Credit Card box with the type of credit card. 14. Continue with an e-mail. 15. Don't write a handwritten note.

500

In the giving history section on your CampusCall screen what does it mean when it says: $100.00 STUDRET $150.00 FY13

The prospect has given $50.00 to the Saint Rose Fund for Fiscal Year 2013 and has also given $100 to the Student Retention Fund for Fiscal Year 2013. Their total giving for Fiscal Year 2013 is $150.00.

Objections

100

Prospect says: "Tuition is so high, how much more money can you possibly need?"

“Actually, tuition never covers the entire cost of an education at Saint Rose, or any graduate school. Many people don’t realize that individuals have always given Saint Rose financial support to help with the cost of delivering the Saint Rose experience.”

200

Prospect says: "I already gave this year."

“Wonderful. Sometimes our solicitation efforts overlap or cross in the mail. I apologize for contacting you again. Thank you for your support.” -OR- “We’re in a new fiscal year now (began July 1, 2013) and would like to encourage your renewed participation in this year’s campaign. If you pledge a gift of, say $___ now, your pledge payment is not due until June 30, 2014.”

300

Prospect says: "Just send me a form. I’ll send you something in the mail."

“That’s terrific. I really appreciate your interest. Could you give me some idea of what you might be considering as a gift? Your support is important, and we would really like to count it in tonight’s totals. Can I put you down for a minimum amount of $____ and when you receive the pledge card, you are more than welcome to increase that amount!"

400

Prospect says: "I want to think it over."

“I can understand how you might need some more time to consider that gift. We have so many alumni to contact; this may be the only opportunity that I will have to speak with you about helping us out with a pledge this year. Perhaps I can count on you for a gift of $_____ tonight, and when you receive a pledge card you are always more than welcome to increase that amount."

500

Prospect says: "I don’t want to commit to anything over the phone."

“I understand, and we would love to have someone come visit you in person, but with the thousands of Saint Rose alumni and friends, we’ve found that the telephone is a good way to stay in contact. The response so far from your fellow alumni (friends) has been great. We’d like you to join in the momentum. Would you consider a pledge of $_____?”

The Ask

100

What are the three general asks in the script?

Recurring Gift, Increase one time Gift, Match last years gift.

200

What class years do we ask the recurring gift option?

Classes 1970-2013

300

If the prospect does not give a recurring gift what is the next ask?

We ask them to increase on their last gift to the Saint Rose Fund!

400

What is the purpose of a Recurring Gift?

To get the Prospect to give a dollar amount CONTINUOUSLY with no endind date. We will call them in a year to ask and increase and to update any Credit Card information!

500

What is the Recurring Gift ask as written in the Script for a previous donor and explain how the recurring gift works as written in the script.

I would like to personally thank you for your active and vital support of our students. Will you help the College sustain its growth and development by supporting the Saint Rose Fund for students with a gift of $______/month? Each month your debit/credit card will be charged and you will receive an e-mail receipt of your transaction. We accept Visa, MasterCard and Discover, which would you like to use tonight?

Stats & Facts

100

What is Phonathon's goal for Fiscal Year 2014

$140,000

200

Explain Fiscal Year 2014 as you would to a Prospect on the phone.

Right now we are in Fiscal Year 2014. It runs from July 1, 2013 to June 30, 2014. This means that any gift you pledge right now would not be due back until June 30, 2014, but feel free to send it back at your earliest convenience. The sooner you send in your gift the sooner it can be used to benefit students here at Saint Rose.

300

Gifts to the Saint Rose Fund assist in what main ways?

• Provide Financial Aid, Awards, and Student Scholarships • Computer Equipment and New Technology • Improved Student Activities and Organizations • Provide for a Safe, Secure and Attractive Campus • Update library holdings

400

What is the difference between Restricted Giving and Unrestriced Giving.

Unrestricted: Gifts can be used for a wide variety of purposes targeted at what the College needs most right now. Restricted: Gifts go to a specific spending area (scholarships, athletics, specific departments, etc.).

500

How many buildings did we build, acquire or renovate over the past 15 years and how many Dual Degree Programs do we now offer?

29 new buildings were built, acquired or renovated. 15 Dual Degree Programs.

Phonathon Policies

100

Cell phones are allowed only during _______. During calling the only place they should be is...? If not you are in violation of the _______________.

Break. In your cubbies. Confidentiality & Technology Agreement.

200

What time must you be in the Calling Room?

At 5:50 P.M.

300

TimeSheets must be submitted to Cristina when in order to get paid?

Every other Thursday at 12 A.M.

400

What is the Attendance Policy?

If you are going to be absent you must e-mail the [e-mail] account. You have two free absences to start the semester. You will use those first. Once those two are used you must make up the full shift you missed within 2 weeks of the absence.

500

How many Unspecified Pledges are you allowed in a week and why is it limited to this amount?

You are only allowed 2 per week. An unspecified pledge is a maybe and we are not guranteed that money. It is your job to get them to commit to a dollar amount! Unspecified pledges are LOST MONEY!