Natalie Bailey Client Services Director Payroll Giving Upgrades

Agenda Getting the data ready Who calls? Designing the campaign The upgrade call Outcomes Data flow Results Any Questions

Filter & Cleanse Data

Data Active Donors Names & Address Accurate Giving History Accurate Employment Details NI Number / staff number Telephone Number Contactable

Select who calls Internal Supporter Care Marketing team Outsourced Commercial Agency Charity Specialist Agency

Design Call Methodology Call Supporters Ask for Increased Gift If No, Add value If Yes, Agree new amount Traditional Method Alternative Method

Before you start.....

Start calling

Big Thanks!

Case for Support

The Ask

If “NO”: Cross-Sell

If “No”: Admin

If “Yes”: Traditional Method Agree Amount, Finish Call Send Supporter letters (charity or tel. agency) Letter 1 – to supporter, confirming new amount Letter 2 (optional) – a form for supporter to complete & give to their employer Data is sent to charity

If “Yes”: Alternative Method Agree Amount, Finish Call Send Supporter letters (charity or tel. agency) Letter 1 – to supporter, confirming new amount Data is sent to charity Send Employer letter and instructions Letter 2 – to employer, confirming new amount Data is sent to Payroll Giving Agency

Results – driven by; CONNECTION TO THE CHARITY / CAUSE Length of support Value Other actions Case for upgrading Method Fulfilment

Typical results: 30% agree By 50%

In Summary Remember the person and not the giving method

Any Questions?

Contact details Natalie Bailey Client Services Director Kate Gardner Business Development Manager