PILOT PROGRAM

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Compass Funding (a Liberty Promotional Services, PLLC (Pilot Program) is a funding portal for candidates, incumbents, and non-for-profit organizations. This pilot program is designed to change how such individuals and organizations obtain the capital needed to be elected or to serve their community and nation.

· Our company has ownership of a “qualified contributor” database and dedicated calling team that presents the person or organization to the contributor.

NOTE: If the Client has their own database, we certify that such database information will be segmented from the internal database. If there are overlaps of same data, we will identify that that contributor/donor already exists in our database and is not subject to exclusion from other Compass Funding efforts and clients.

· We process the contribution at a cost of 20% of the gross donation. 

Exception: For agreed upon special projects or events there may be an additional cost applied but shall not exceed 4.99% above the base 20%.

· Distribution of funds are done on a set schedule:

             Monday (5pm Pacific Standard Time)

             Thursday (5pm Pacific Standard Time)

· We create custom phone scripts for your designated callers and regularly review performance.

· Coordinate training sessions on a bi-weekly basis (every other week) with the person or designated representative of the non-for-profit organization. This is done so that the callers have the most up-to-date information. This process allows the callers to be excited about whatever effort we are raising money for.

· Evolving Contributor Data File – As the pilot program advances, we will be creating a custom client database (CRM). This database will track and manage who makes calls and the type of contributions a specific donor is likely to make. Once a contribution is given, the caller is the owner of that account and will be the only person contacting that donor. This allows for a relationship between the caller and the donor to be fostered and closing ratios and amounts to increase.