Team Solicitation
Fund Raising with “Fun”
Phillip Brooks, Kathy Brookshire,
Rickey Creel, Diane Delk & Pam Harrison
Meridian Community College
Agenda
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History of Team Solicitation
Our Process
Oracle Reports
It Began With Tuition Guarantee
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1996 was the first year the
MCC Foundation offered
the Tuition Guarantee
Program.
This program offered a
guarantee to students who
graduated from a high
school within Lauderdale
County that their cost of
tuition would be covered
either by financial aid or
by funds provided by the
MCC Foundation.
TG Requirements
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Students are required to:
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File for federal aid, FASFA and MTAG,
Take the ACT,
Apply for institutional and foundation
scholarships, and
Complete a “Tuition Guarantee” Contract that
authorizes the college to provide grade
information to the student’s parents.
To remain eligible, the student must maintain a
“C” average.
Tuition Guarantee Program
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Program was/is to be funded
by contributions from local
businesses.
They have two important
incentives:
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A better pool of candidates for
future job openings &
As a tool for economic
development – this would serve
as an indication of the local
support for education in selling
Meridian and Lauderdale
County to prospective
businesses.
How?
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Various methods of
fund raising,
including:
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Creation of
President’s
Roundtable
President Roundtable
members solicited
private companies for
membership.
Additional giving
categories were
created
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Currently:
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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.
Prior to use of Banner
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A Microsoft Access database
was used to track the
donors, the amount given
each year, the solicitor,
prospective donors, and any
comments made by the
solicitor.
Limitations of this system:
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Allowed only one user,
Didn’t track the payment of
pledges received,
Didn’t tally the team results,
and
Was only secured on one
PC.
Banner Solution!
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Create Teams
Add Solicitors
Add Contacts to
Solicitors
Record solicitor info
through normal gifts &
pledges
Create Oracle reports
for Kick-off meeting,
monitoring
assignments,
Solicitation Packets &
Result reports
Solicitor Organization Menu
Solicitor Organization Header
(ASASORG)
Enter the Team Code,
We use:
AFR
TEAM1 &
TEAM2
Next Block, enter name of
Team, etc and the team
captain info.
Note: We keep the team code
the same, but change the
team name & captain info
each year.
Under Options – Add
Solicitors:
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.”
For each Solicitor, go to
Options – Solicitor Annual
Goals.
Goals must be entered in
order to add contacts to the
solicitor.
Goals for each year is
necessary to enter the
contacts in the initial year.
In the following year, you will
roll this data and not enter the
goals on each solicitor.
After entering the goals,
Use options, Contacts.
The year appears,
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.”
Reports for Monitoring
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An Alphabetical report of contacts
for that Campaign Year.
A list of contacts by Solicitor
A Contact sheet provided to the
solicitor for past information (not
to be given to the contact.) This
sheet provides the name, address,
phone number, giving history and
other comments for the solicitor.
Summary of Fund Raising
Solicitor Org. Rollup Report
(ASPSOLA)
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This is both a report
and a process.
It will copy the solicitors
and goals for a solicitor
organization (team)
from one year to the
next and the contacts
that are assigned to
each solicitor.
It can be run in report
mode (report only) or
update mode (updates
and prints a report.)
One Current Problem
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After using the roll-up process,
we have been unable to delete
a contact from a solicitor.
The contact may be added to
another solicitor, however, not
removed form the current one.
This is a defect that is
supposed to be corrected in
7.0 Banner upgrade.