Case Study: URJ Eisner and Crane Lake Alumni Telethons

Process A.Set expectation – send save the date notice B.Engage support -- all past givers to be a part of the calling; ask for annual gift C.Build teams – recruit captain who is then in charge of recruiting a team; train captains to train their teams D.Create the right environment -- make the event fun; most people will find it easier to call people they know or can relate too E. Leverage social media

Keys To Success 1.People 2.Data 3.Credit Cards 4.Follow up

Day Of Scripts Donor Sheets Supplies Live updates –Internal: motivates callers/competition –External: website, facebook, twitter – generates additional excitement

Social Media Before – generate a build up; send teasers; use for recruiting During – streaming (think Jerry Lewis telethon); identify people to call; get donors to update their status After – thank, thank, and thank again

Follow Up A.Thank you letters to all volunteers B.Thank you letters to each donor (credit card) C.Thank you letter and pledge card to each prospect D.Update database with notes and corrected info E.Track pledge payments F.Group notice with results people want to know how much they helped raise