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Case Study: URJ Eisner and Crane Lake Alumni Telethons

Case Study: URJ Eisner and Crane Lake Alumni Telethons. Process. Set expectation – send save the date notice Engage support -- email all past givers to be a part of the calling; ask for annual gift

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Case Study: URJ Eisner and Crane Lake Alumni Telethons

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  1. Case Study: URJ Eisner and Crane Lake Alumni Telethons

  2. Process • Set expectation – send save the date notice • Engage support -- email all past givers to be a part of the calling; ask for annual gift • Build teams – recruit captain who is then in charge of recruiting a team; train captains to train their teams • 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

  3. Keys To Success • People • Data • Credit Cards • Follow up

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

  5. 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

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

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