Team Solicitation Fund Raising with “Fun”. Phillip Brooks, Kathy Brookshire, Rickey Creel, Diane Delk & Pam Harrison Meridian Community College. Agenda. History of Team Solicitation Our Process Oracle Reports. It Began With Tuition Guarantee.
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Phillip Brooks, Kathy Brookshire,
Rickey Creel, Diane Delk & Pam Harrison
Meridian Community College
Foundation board members are divided into two teams.
Each team has a team captain who names their team & encourages the team
They compete for the most dollars raised.
Various methods of fund raising, including:
Creation of President’s Roundtable
President Roundtable members solicited private companies for membership.
Additional giving categories were createdHow?
Note: We keep the team code the same, but change the team name & captain info each year.
Enter the Constituent ID for each solicitor, type of solicitor, max. contacts & date.
Use the down key and add more team members.
We also add a Solicitor named “Unassigned Contact.”
Goals must be entered in order to add contacts to the solicitor.
In the following year, you will roll this data and not enter the goals on each solicitor.
Use options, Contacts.
Enter the Organization ID for a business or the Constituent ID for an individual.
We do not use the other fields on the form.
Contacts are added to a solicitor named “Unassigned Contact” for those we wish to prepare packets – yet have not been assigned & are available for solicitors to pick up on “Kick-off Day.”