Product Overview

Class Agent is a complete solution for volunteer fundraising, including tools for management, reporting, and peer-to-peer fundraising. Our customers range from top national liberal arts colleges to prep schools, with programs varying in size from dozens of volunteers to thousands. Some customers already subscribe to the Reeher Platform, our company’s flagship product for higher ed advancement, but Class Agent fundraising can be used on its own as well. Please download our Class Agent Fundraising Fact Sheet for more product information.

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To learn more about each of the components, click on the sections below.

The Management Dashboard

Volunteer managers have a concise summary of volunteer activity easily accessible to them. This screen also lets managers create assignments and send welcome emails to their new volunteers.

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Predictive Scores and Affinities

Class Agent makes it easy to create assignments based on the likelihood that a target constituent might donate. You can assign volunteers to prospects based on affinities (for example, alumni who had the same major) as well as factors like previous donations.

prioritized list of prospects

Communicating With Volunteers

It’s easy to communicate with volunteers – no more mass emails. Managers can send direct messages to volunteers within the app, so the volunteers will see the communication next time they log in. Managers can also use the system for sharing useful files, for example, email templates or call scripts.

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Contacts and Solicitations

All of your volunteers will have a prioritized list of prospects (see the section above on “Predictive Scores and Affinities”).

a volunteers list of prospects

 

 

When your volunteers are ready to make contact, they can open an individual record and see their prospect’s details. Contact is even easier since your volunteers can make calls or send emails to their prospects without ever leaving the application. And the same functionality is available on our mobile application – your volunteers won’t even need to be sitting at a computer to get their solicitations done.

 

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The same view makes it easy for volunteers to log contacts, including pledged amounts or refusals.

 

 

The Mobile Application

Class Agent’s Mobile app for volunteers provides convenient access to all of their assignments and allows them to complete all of their tasks right from their iPhone or Android smartphone.

 

 

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Reporting on Success

Both managers and volunteers can track their success, individually or as a team. Below you’ll see progress towards goals for an individual alumni class.

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Volunteers can also motivate themselves by comparing their performance to other groups’

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