Phonathon Handbook - National Service Resource Center

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Need more good reasons to have a phonathon? Copy and distribute the “25 Benefits: Phonathons Raise Funds and More” fact sheet to your board members, staff, volunteer leadership and stakeholders. They’ll soon agree that a volunteer-led fundraising phonathon is worth the time and effort. Tools: Use the following Tools to help you achieve your Successful Volunteer-led Phonathon: 25 Benefits: Phonathons Raise Funds and More
1 25 Benefits: Phonathons Raise Funds and More(p.1) Expect positive results—you’ll likely get even more than you anticipate! Fundraising. Your initiative... 1) ... enjoys the short-term benefits of a fully integrated Annual Campaign. 2) ... makes the best possible use of your direct mail campaign investment. 3) ... puts to use one of the best tools for upgrading your current donors. 4) ... puts to use one of the best tools for reinstating recently-lapsed donors. 5) ... enjoys the long-term benefits of strengthened relationships between your staff and volunteers. 6) ... enjoys the long-term benefits of strengthened relationships among your volunteers. 7) ... provides your donors with a more personal asking approach that can significantly boost response to your mail campaign. 8) ... creates opportunities to appeal for activism or other kinds of support. 9) ... gathers and updates donor information. Volunteer Development. Your volunteers... 10) ... become engaged with your organization in a new and interesting way. 11) ... learn more about your program’s history and mission, and become comfortable telling your organization’s story. COPY ME SuCCESSFul VOluNTEER-lED PhONAThONS © 2005 TOOlS
Page 2 and 3: © 2005 Campaign Consultation, Inc.
Page 4 and 5: Integrate with your current annual
Page 8: TOOlS SuCCESSFul VOluNTEER-lED PhON
Page 11 and 12: 1 STEP STEP oNE
Page 13 and 14: Who is most likely to give us gifts
Page 16 and 17: Review the Step Ready for the Next
Page 18 and 19: 3 SET GOALS STEP THREE How much do
Page 20 and 21: SuccESS STrATEGy: In-house testing
Page 22: TOOLS SuccESSfuL VOLunTEEr-LED PhOn
Page 25 and 26: 3 STEP STEP THREE
Page 27 and 28: Who will make the calls? Who will h
Page 29 and 30: SUCCESS STRATEgy: Calling Teams Con
Page 32 and 33: Review the Step Ready for the Next
Page 34 and 35: STEP FIVE SECURE “HARDWARE” Who
Page 36 and 37: Motivate—and appreciate—your vo
Page 38 and 39: TOOLS SUCCESSfUL VOLUnTEER-LED PHOn
Page 40 and 41: Review the Step Ready for the next
Page 42 and 43: STEP SIX MakE Calling Cards and plE
Page 44 and 45: segmenting your calling cards You
Page 46 and 47: TOOls suCCEssful VOlunTEEr-lEd pHOn
Page 48 and 49: eview the step ready for the next s
Page 50 and 51: Write a “dialogue” rather than
Page 52 and 53: SUccESS STRATEGy: Revise the dialog
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7 STEP STEP SEVEN
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Calling-Day Materials You only need
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SuCCeSS STrATegY: Let your prospect
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8 Calling Tips(p.1) how to act (and
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eview the Step ready for the next S
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Hold your final phonathon committee
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Prepare “fun,” motivational pri
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9 STEP STEP NINE
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How can we best train, inspire and
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10 Thank you for participating! Ple
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eview the Step ready for the Next S
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STEP ELEVEN FOLLOW-UP and THANK We
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Evaluate what went right and what w
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TOOLS SUccESSFUL VOLUNTEEr-LEd PHON
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11 STEP ELEVEN
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Phonathon Handbook - National Service Resource Center

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