1. Natalie Bailey Client Services Director Payroll Giving Upgrades

2. Agenda Getting the data ready Who calls? Designing the campaign The upgrade call Outcomes Data flow Results Any Questions

3. Filter & Cleanse Data

4. Data Active Donors Names & Address Accurate Giving History Accurate Employment Details NI Number / staff number Telephone Number Contactable

5. Select who calls Internal Supporter Care Marketing team Outsourced Commercial Agency Charity Specialist Agency

6. Design Call Methodology Call Supporters Ask for Increased Gift If No, Add value If Yes, Agree new amount Traditional Method Alternative Method

7. Before you start.....

8. Start calling

9. Big Thanks!

10. Case for Support

11. The Ask

12. If “NO”: Cross-Sell

13. If “No”: Admin

14. If “Yes”: Traditional Method Agree Amount, Finish Call 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 Data is sent to charity

15. If “Yes”: Alternative Method Agree Amount, Finish Call Send Supporter letters (charity or tel. agency) Letter 1 – to supporter, confirming new amount Data is sent to charity Send Employer letter and instructions Letter 2 – to employer, confirming new amount Data is sent to Payroll Giving Agency

16. Results – driven by; CONNECTION TO THE CHARITY / CAUSE Length of support Value Other actions Case for upgrading Method Fulfilment

17. Typical results: 30% agree By 50%

18. In Summary Remember the person and not the giving method

19. Any Questions?

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