Do you have limited resources for your planned giving program? Students are a low-cost and effective option for reaching out and connecting with your most loyal donors.
Join us online as our expert instructor introduces a student calling program that consistently uncovers current leadership giving members and exceptional prospects. Along with gaining a thorough understanding of how to begin such an initiative at your institution, you will learn tactics for:
Selecting, motivating, training, and retaining the right student callers
Communicating your effort internally and externally
Managing handoffs between student callers and professional staff
Getting started in a variety of shop settings
Who should attend?
Planned gift professionals will learn how to increase their prospect pool with an innovative use of student callers. Annual giving and phonathon managers will gain a better understanding of how to adapt this model to their shop.
Agenda
Program evolution
The model
Rationale and mission
Objectives and goals
Awareness
Identification
Student roles and responsibilities
Achievements
Selecting, training, and retaining the right students
