1. Samford University Phonathon
Caller Training 101

2. Congratulations! Welcome to the Samford Phonathon Our Purpose:
The purpose of the Samford University Phonathon is to create or enhance a positive relationship with each alumnus, parent and friend of the University. We will ethically solicit private gifts for the University to be used generally or specifically, as the donor designates. We will inform each constituent of current events on campus and answer or direct any questions, comments or concerns presented. In addition, we will update obtainable personal information for each constituent.

3. Caller Goals
Create or maintain a positive relationship with each constituent.
Raise unrestricted and restricted funds for Samford.

4. Making the Call Create a positive mental attitude
Smile and use good posture
Review the constituent information
Use proper titles
Attempt pronunciation of names
Monitor your rate of speech
Use the script as a guide
Be courteous and respectful

5. DialVision

6. Making the Call Continued
Never interrupt
Never make up answers
Never agree with a negative comment
Never apologize for the ask
Never make assumptions
Never use slang
Never eat or drink while talking
Never make prank calls/messages

7. Frequently Asked Questions
Why should I give to Samford?
Alumna or Alumnus:
Value in their diploma
Discounted rate of tuition
Participation= Higher ranking= More corporate $
Enhance educational/learning programs
Parent:
Belief in the mission of Samford University

8. Frequently Asked Questions
Can I designate my gift to a specific fund or area?
Absolutely. Where would you like this gift directed?
Please note the specific fund or area on your check to ensure it is applied correctly.

9. Dealing with Objections
I already gave.
Great! Thank you so much for your support. Occasionally our fundraising efforts overlap, but we certainly appreciate your generosity.
I gave to the improvement campaign.
Thank you for supporting our efforts focusing on specific needs. The Samford Fund is separate and sustains the University’s operating education programs at their most basic level.

10. Dealing with Objections
I am currently unemployed.
I understand your situation. Are you aware that Samford provides career services to its alumni? You should contact our Career Development Center.
I’m still paying off my student loans.
Education is still very expensive and this is an opportunity to assist a deserving student with the cost of tuition.

11. Prayer Ministry Team Prayer requests are taken by callers.
The Chair of the Prayer Ministry Team mails an acknowledgement letter to the alumni or parent.
Requests are divided among the members of the Prayer Ministry Team.
The Prayer Ministry Team receives requests by and is responsible for praying for that request.
All confidentiality rules apply.

12. Prizes and Incentives
Prizes will be distributed randomly throughout the night and awarded for various reasons.
Incentives are as follows:
$10.00 for recruitment of a new caller. The new caller must work at least 2 weeks* before compensation is received.
*If new caller quits or is terminated at the end of 2 weeks, compensation is revoked.
$1.00 for each Future Donor pledge.
$2.50 for each group of 5 credit card gifts.
$2.50 for each group of 10 LYBUNT/SYBUNT gifts.
$0.50 for each increased gift.
For every $1K pledged, the call shift ends 5 min. early.
If a previous night’s total is surpassed, you leave 5 min. early.
TOP Caller: Weekly productivity to determine lead caller.

13. The Rules of the Game Attendance Schedules T.O.P. (Time Off Program)
Pre-schedule
Weekly distribution thru
T.O.P. (Time Off Program)
3 absences each semester
Unused absences will be added to your last paycheck
Example: 2 unused $6.00 each = $12.00 bonus
Unexcused Absences
1 unexcused absence = 1 hours wages deducted from paycheck
2 unexcused absences = termination
Tardy policy
1st & 2nd unexcused tardy = call during break
3rd unexcused tardy = call during break and loss of one TOP absence
4th unexcused tardy = termination

14. The Rules of the Game Continued
Dress Code
Comfort is important.
One rule: Your attire MUST NOT distract another caller from productivity.
Personal Hygiene
Ethics & Confidentiality
Professionalism
Breaks
Internet usage
Consequence follows Tardy policy.
Expectations
Evaluation

15. Office of Annual Giving FY05 Goals
Increase alumni participation to 20%(4000)*
Retain 60% of current donors(1075)*
Acquire 20% of new donors(1890)*
Reactivate 20% of SYBUNTS(1056)*
Upgrade 10% of donors(179)*
Raise $125,000 for The General Scholarship Fund
Raise $375,000 for The Samford Fund
Phonathon Goal: $150,000
*Based on a constituent pool of 20,000