Making a Successful Annual Fund Call
Before the Call:
Make your own Annual Fund commitment first. It adds to your credibility and persuasiveness.
Review your contact form online at www.hamilton.edu/afvolunteer. The Office of Annual Giving can also provide a printed form (866-729-0315).
Do your “homework” before contacting your assignments. Look at a yearbook and the online Alumni Directory. Access other resources (classmates and friends, the Web or directory assistance at 1-area code-555-1212) to find current phone numbers and e-mail addresses where Hamilton’s records are outdated.
Help to ensure success by sending an e-mail/letter to introduce your call and schedule a time to talk and catch up.
Keep current on campus activities and get updates on the latest Hamilton student and faculty achievements by visiting the Hamilton Web site or calling your class manager.
During the Call:
Verify contact and demographic information found on the contact form (printed or Web). This is a great ice-breaker used by students and volunteers alike and helps Hamilton to keep its directory updated.
Thank them for their past support, making note and celebrating items like significant increases and/or an impressive number of consecutive years giving.
Do not simply ask for a gift; ask for a specific amount. If one is not provided on the contact form, you can devise one by reviewing your assignment’s giving history and suggesting an appropriate increase. You might say:
“I see that last year you generously gave $___. Thank you! Tonight I’d like to ask you to consider
[doubling] [increasing] your gift to $___.”
“I see that last year you generously gave $____, which put you in the ___ Club. Thank you! Tonight
I’d like you to consider becoming a member of the 1812 Leadership Circle with a gift of $___.”
Encourage credit card payment (Visa, MasterCard or American Express). It saves on costs that would otherwise be incurred through additional solicitations and pledge reminders.
Finally, ask alumni if they have news to share for the Hamilton Alumni Review class notes and include that information on the paper contact form or the online open textbox.