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Payroll Giving Upgrades. Natalie Bailey Client Services Director. Agenda. Getting the data ready Who calls? Designing the campaign The upgrade call Outcomes Data flow Results Any Questions. Filter & Cleanse Data. Data. Select who calls. Design Call Methodology. Call Supporters.

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payroll giving upgrades

Payroll Giving Upgrades

Natalie Bailey

Client Services Director

agenda
Agenda
  • Getting the data ready
  • Who calls?
  • Designing the campaign
  • The upgrade call
  • Outcomes
  • Data flow
  • Results
  • Any Questions
design call methodology
Design Call Methodology

Call Supporters

Ask for Increased Gift

If No,

Add value

If Yes,

Agree new amount

Alternative Method

Traditional Method

if yes traditional method
If “Yes”: Traditional Method

Agree Amount,

Finish Call

Data is sent to charity

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

if yes alternative method
If “Yes”: Alternative Method

Agree Amount,

Finish Call

Data is sent to charity

Data is sent to Payroll Giving Agency

Send Supporter letters

(charity or tel. agency)

Send Employer letter and instructions

Letter 1 – to supporter, confirming new amount

Letter 2 – to employer, confirming new amount

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

30% agree

By 50%

in summary
In Summary

Remember the person and not the giving method

contact details
Contact details
  • Natalie Bailey
  • Client Services Director
  • nbailey@nttfundraising.co.uk
  • Kate Gardner
  • Business Development Manager
  • kgardner@nttfundraising.co.uk