Education & Non-Profit
Mission-driven organizations — your angle is protecting their budget, not pitching a rate.
Core Mindset
They care about:
"We'll save you money fast" / "We'll beat your current rate"
"We help ensure more of your money stays in your organization—not in processing fees."
- → Private schools
- → Daycares
- → Training centres
- → Tutoring centres
- → Smaller / private colleges
- → Continuing education programs
- → Student services offices
- → Charities
- → Foundations
- → Religious organizations
- → Community groups
- → Associations
- → Fundraising organizations
- → Event-based non-profits
- → Director of Finance
- → Business Manager
- → Administrator
- → School Principal (smaller orgs)
- → Operations Manager
👉 Smaller orgs = faster decisions
- → Executive Director
- → Finance Manager
- → Treasurer
- → Operations Manager
- → Development / Fundraising Director
👉 Larger orgs = more process, bigger opportunity
"Hi—I'm trying to find who oversees payment processing or donation systems for your organization. Would that be finance or operations?"
Never lead with 'sales'
"I'll keep this quick—we help schools and non-profits review their payment processing to make sure fees are transparent and not taking away from your budget."
"In a lot of cases, it's not the rate—it's how fees are structured that ends up taking more than expected from payments or donations."
This is what separates you from a generic sales pitch
"If we reviewed a recent statement and told you whether everything looks fair—or if anything's costing more than it should—would that be useful?"
"Hi [Name], I'll keep this brief. We work with schools and non-profits to review payment processing fees—especially where donations, tuition, or program payments are involved. Often the issue isn't the rate itself, but how fees are structured underneath. We review one statement and provide a simple breakdown—either confirming everything looks good or identifying areas to improve. Would that be useful for your organization?"
Text / Follow-Up
"Hi [Name], it's [Agent]—we help schools and non-profits review their payment processing to ensure fees are transparent and not taking away from budgets or donations. If you'd like, you can send a statement and I'll provide a quick breakdown—no obligation."
Email Template
Subject:
Quick question about your payment processing
Hi [Name], I work with schools and non-profit organizations to review payment processing fees—particularly where tuition, program payments, or donations are involved. In many cases, the challenge is not the visible rate, but how fees are structured through blended pricing or hidden markups, which can reduce the net amount received. In other cases, the pricing is already strong, and we confirm that. We offer a simple statement review and provide a short summary of whether the current setup appears fair and transparent. If that would be helpful, I'd be happy to take a look. Best, [Name]
"That's often true—and we'll confirm that if it's the case. We just make sure everything underneath is structured properly."
"That's exactly where we usually see hidden costs—platform fees combined with processing can add up more than expected."
"Totally fine—this isn't about changing anything right now. It's just understanding what you're currently paying."
"Even at lower volume, small differences in structure can still impact what you net—especially on donations."
"Understood—this takes less than 2 minutes on your end. Just send the statement and I'll summarize it."
- → Tuition payments
- → Recurring billing
- → Online portals
- → Large transactions
- → Parent payments (credit-heavy)
- → Donation platforms (Stripe, etc.)
- → Online giving
- → Recurring donations
- → Event payments
- → High % of rewards cards
👉 Translation: They are often paying more than they think.
Power Lines
USE CAREFULLYNon-Profit
"Every dollar lost to fees is a dollar that doesn't go toward your mission."
Education
"Most schools aren't overpaying on rate—they're losing money in how payments are structured."
Training Warning
In this sector, trust is everything. Your agents must:
- ✓ Be respectful and patient
- ✓ Avoid aggressive sales language
- ✓ Understand mission sensitivity
- ✓ Not imply wrongdoing
- ✓ Not pressure for decisions
The Simple Frame
REMEMBER THIS1
Disarm
"not switching you"
2
Align
"protecting your budget/mission"
3
Educate
"structure matters more than rate"
4
Close
"send one statement"
You're not selling lower rates or better terminals. You're selling:
"Ensuring more money stays with your organization instead of being lost to fees."