DEFINITIONS
A prospect that will not be called again during the current campaign.
Complete
When we say lybunts or sybunts what does this mean?
Last year but unfortunately not this year.
Some years but unfortunately not this year.
This is the first thing you ask for when a prospect agrees to a pledge.
Credit Card
The prospect just had a baby
Congratulations! I appreciate that this may not be the best time, however....
What are the weekly shift hours?
M-TH:5:30-9
Sunday:2-5, 6-9
When a prospect gives more than they gave last year.
Upgrade
A person who has never made a gift
Non donor or Future Donor
The specific fund that the alumnus is supporting.
Designation
The prospect is unemployed
I'm sorry to hear that. Direct them to Career Services.
How much notice must I give if I am not attending shift?
This is the alumni, parent or friend we call.
Prospect
Many companies match their employee's charitable gifts. What do we call this?
Matching Gift
The letter a prospect receives in the mail after agreeing to a gift amount.
Pledge Card
The prospect gives to other charities.
I understand you give to XYZ, however giving to the University of Washington is important because...
What happens if you don't come into work and you don't let anyone know?
No call No show
This is a prospect that will be attempted again during the current campaign.
Incomplete
When a person commits to a specified dollar amount
Specified Pledge
This is a prospect who has not pledged a gift in more than 5 years.
Lapsed
The prospect says they need to talk to their spouse.
I completely understand! I can go ahead and schedule a callback for (your next shift) to check in and process the gift.
Daily Double: What are the minimum number of asks you must do in a phone call?
3
Daily Double: This is a prospect that we were able to reach and the call resulted in a specified pledge, unspecified pledge, or no pledge.
Contact
A sub-set of segments
Calling Pools
The group of prospects you will be calling each night.
Segment
“Thanks for your interest! It’s wonderful you are interested in giving. We do require a minimum amount to process gifts. Can I put you down for (next ask amount)?"
CONFIDENCE