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1 integral resources, inc.

2 Who We Are Integral Resources, Inc. is a full-service fundraising agency that designs and manages cost-effective, professional, telephone-based campaigns. Unlike many companies in our field, IRI does not conduct commercial telemarketing. We are strictly dedicated to providing high-quality residential telephone fundraising programs for non-profit organizations and progressive political candidates and causes.

3 Services With a wide range of professional services, we can manage every stage of your campaign. We have expertise in all key program types. *Building and cultivating your donor base with donor acquisitions. *Donor renewal and reinstatement. *Appeals, grassroots lobbying, surveys, and get out the vote. Best of all, our fundraising programs feature upfront pricing and guaranteed monthly payments. When you work with IRI, you always know how much revenue will come in from your telefundraising program, so that you can budget with confidence. TELEMARKETING Donor renewal and reinstatement Creation of new donors Surveys Appeals Get Out the Vote Grassroots lobbying IT & DATABASE MANAGEMENT Approriate market testing Database creation and maintenance Comprehensive reporting Major gifts prospecting FINANCE State-of-the-art fulfillment services Caging and cashiering CLIENT SERVICES Account management Consulting Creative development

4 What We Stand For OUR MISSION Integral Resources, Inc. was founded in 1990 to provide quality, professional telephone fundraising programs for non-profits and progressive political organizations. We work with organizations whose programs help the disadvantaged and promote a more equitable and caring society. The missions and work of our clients reflect the values and principles of IRI's dedicated employees. OUR PHILOSOPHY Our growth and prosperity depends on the success of our clients programs. We seek to create relationships with our clients based on quality of performance and service, and to preserve a foundation of trust and integrity at every level of our organization from our fundraisers to our executives. To main the highest level of quality, calling is monitored by Telemarketing Supervisors and by Client Services to insure that all appeals for our clients are accurate, well- presented, and adhere to the precise guidelines of the Complete Call- our operating standard to increase gifts, fulfillment, and efficiency, while protecting the clients s valuable reputation. Simply put, we believe that doing well for our client is how we do well as a business. OUR RESPONSIBILITIES IRI maintains the highest ethical and business standardsin all aspects of our organization. IRI is fully licensed and registered in all states where we conduct business. We remain aware of the latest developments in state and federal legislation that affect our clients and their fundraising programs, and we seek to conduct business in compliance with all laws, including new rulings by the Federal Communications Commission and the Federal Trade Commission.

5 Telemarketing Through our three fully owned and operated call centers, our dedicated professional fundraisers solicit pledges and credit card gifts for your organization. They are equipped with state-of-the-art technology to maximize contacts without sacrificing quality or results. And of course they are always well trained and well informed, so that they do more than raise money- they represent you with integrity. Donor Renewal and Reinstatement Your organization thrives on the support of loyal and generous donors. That s why we work hard to enhance your donor base. On a regular basis, we reach out to your faithful supporters with new, compelling reasons to renew their support. We also reinstate your past supporters by contacting donors who haven t given in 3 or more years. Many of these lapsed donors still appreciate the work you do, and are happy to give again. Creation of New Donors We re always happy to work with your existing donor base, but we also know that there are more people out there who would love to support your organization. Drawing from acquired lists and our proprietary database of phone- responsive individuals, our database team identifies the highest quality leads who are most likely to respond to your message. And our professional fundraisers make the most of their effort to convert leads into donors -- these calls typically pair volunteer recruitment or education with the donation request, so that your organization may gain support in other ways. Other Types of Calling Imagine all of the other things that your volunteers could be doing on Election Day if you had a professional team of Get Out the Vote callers. With state-of-the-art technology, our staff far exceeds the contact rate and efficiency of manual dialing and volunteers. If you have a survey or poll question, we can tagret specific regions and demographics. We have the database to track responses, and the software to report the results to you. Our professional fundraising representatives are also prepared to do appeals and grassroots lobbying. If you oursource Get Out the Vote, surveys, appeals, or grassroots lobbying to IRI, you get professional callers who achieve more contacts in less time, for whatever type of calling you need. And, all services are offered at a great rate. Frequent training for our representatives means fresh, up-to-date, and compelling messaged for your campaign.

6 The Complete Call The Complete Calls sets the bar high for new donors, and looks to increase gifts from existing supporters. When a prospect is hesitant to give, we re always prepared with additional compelling reasons to support your organization. And once a donor agrees to a pledge, we take steps to insure increased fulfillment and more efficient, costeffective donations. We are 100% committed to this operating standard, and use it to provide quality service with every contact we make, because every pledge begins with a Complete Call.

7 IT and Database Management Information Technology We are always thinking about new ways to enhance our technology. We work tirelessly to develop new software and maintain the highest level of productivity in the software and equipment that our professional fundraisers depend on. Our IT department also produces all of your fulfillment pieces to merge seamlessly with the database, so that the letters your donors receive can be more personal and 100% in compliance with state laws. Database Management Our expert Information Technology team will build and maintain your donor database. We edit information, track giving history, and pull out all the important data that you need to know about your donor base. Whether for events, newsletters, or special thanks to generous donors, we can deliver donor lists and data in a format of your choice, giving you more time to concentrate on your message, rather than mining huge donor files or sifting through endless spreadsheets. Appropriate Market Testing If you ve never tried telefunding, or if you re looking to expand into a new market, we ll proceed carefully. During market testing, we monitor performance and call-center feedback closely. Until we know that the script works and the leads are responsive, we will limit the amount of calling and bring the results to you when the test is completed. We only launch full-scale into a new campaign when we are confident that it will be a success. Reporting On a weekly basis, we provide our clients with program performance reports. With numbers drawn directly from the database, you can watch the progress of your fundraising program from week to week. Whenever your accountant or board has questions about the telefunding, you ll have an easy reference with figures for calling, costs, pledges, fulfillment, new donors, and program net. Major Gifts Prospecting Nobody appreciated the value of generous and loyal donors more than we do. In this very special group of supporters, there are some individuals who have the ability to give more. We can identify these supporters, and provide you with names of potential major donors who may be cultivated with more personal attention from your

8 Finance Fulfillment Services Because a pledge isn t a donation until it comes through the door, we act quickly to fulfill pledges to your organization. Within one business day, we send out a personalized, compelling letter, urgings donors to remit their pledge. We will attempt to acquire pledges up to three times. Reminder and Thank You letters are automcatically generated, so that no matter how donors choose to give, they all receive a friendly mail piece with more information about your organization. Caging and Cashiering Our finance department is fully capable of processing gifts made by credit card, check, and online banking. This allows us to track giving, send out reminders, and handle matters, while sparing you the hassle of dealing with all that paper. You regularly receive invoices, statements, and reports, and we will work closely with your accounting staff and auditor to ensure complete accuracy. Our fundraising programs feature up-front pricing and guaranteed monthly payments. When you work with Integral Resources, you always know how much revenue will come in from your program, so that you can budget with confidence.

9 Client Services ACCOUNT MANAGEMENT If you join forces with Integral Resources, you ll have an assigned Account Representative to assist you whenever you have questions, requests, or other issues about your fundraising program. When individual issues arise with your donors, your Account Representative takes care of it. Your contact in Client Services also insures that your scripts and fulfillment pieces are current and compelling, assists in maintaining your database, and works with every department at IRI to ensure that all of your needs are being met. From tracking your program s results to training fundraisers on important developments, client services looks out for you and keeps communication open between your organization and the many hard-working individuals who make your program a success. CONSULTING We understand that you face unique opportunities and challenges in fundraising. With years of non-profit and fundraising experience, our management team is ready to work with you and develop a plan that s right for your organization. Our experts can manage all aspects of your residential telefundraising program, including creative developement of scripts and fulfillment pieces.

10 Our Clients At Integral Resources, we serve a wide range of local and national non-profit and political clients. All of our non-profit clients provide invaluable programs, services, and resources to their communities. Our political clients fight for civil rights, affordable healthcare, a cleaner environment, and many more important progressive causes. We re proud of the work that we do, but more than that, we re proud of the work that our clients do.

11 Contact Us like us facebook.com/integralresources Contact if you have any questions or concerns. You can also visit our website at: Integral Resources, Inc. Corportate Office 1972 Massachusetts Avenue Cambridge, Ma t: follow us Want to find out if Integral Resources, Inc. s residential telefunding can work for you organization? Check us out!

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