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Payroll Giving Upgrades

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

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  1. Payroll Giving Upgrades Natalie Bailey Client Services Director

  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

  5. Select who calls

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

  15. 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

  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

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