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Overview:
Fundraising volunteers can be an asset to your institution's development efforts: their own volunteerism and giving can make a compelling case to potential donors to give, or to help identify and cultivate other donors. But volunteers can also be a liability. Improperly trained volunteers can damage relations with donors or other institutional programs, and if you don't create a meaningful experience for your volunteers, you risk losing them and their gifts.
The Using Volunteers in Fundraising on-demand web conference series covers best practices for using volunteers in an institution's fundraising and development efforts. This three-session program walks you through how to choose a fundraising volunteer structure for your institution, how to find and recruit the right people for your volunteer positions, and how to maintain and re-energize your fundraising volunteers.
Target Audience:
Development professionals considering implementing or improving volunteer management for fundraising will learn what type of volunteer structure makes sense for their situation; how to identify, recruit, and train volunteers for that structure; and how to maintain and re-energize their volunteers.
Program Agenda:
| ON-DEMAND Presentation |
| Live Session Took Place On Monday, April 7, 2008 |
Defining the Appropriate Fundraising Volunteer Structure for Your Institution
You will learn about ways to use volunteers in different aspects of fundraising and how different volunteer structures work. Even if you already have a fundraising volunteer structure in place, this session will help you consider if your structure is the most appropriate for your situation.
- Overview of volunteerism
- Does it benefit your institution?
- What will it take to implement a volunteer structure?
- Can you afford to create such a structure?
- Fundraising volunteers - a multi-goal model
- Cultivation of the volunteer
- Fundraising tool/resource
- Feeder for board or advisory council membership leadership
- Other goals
- Understanding the meaningful fundraising volunteer experience
- Aligning with your mission statement
- Understanding volunteer motivations
- Incentives
- Commitment
- Where can you use volunteers?
- Different types of structures (How they work, examples, and dos and don’ts)
- Volunteer programs
- Committees
- National models
- Regional models
- Class-based models
- Partnering with other volunteer-using departments
- Assessing your resources
- Staff time
- Financial resources
- Where should you start?
- Examine your needs
- Examine your resources
- Choose your model
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| ON-DEMAND Presentation |
| Live Session Took Place On Wednesday, April 9, 2008 |
Identification, Recruitment, and Training of Volunteers
You will walk through processes of identifying, recruiting, and training fundraising volunteers so you can bring in the right volunteers and train them to be strong fundraisers while cultivating them as donors.
- Preliminary considerations
- Choosing a committee model that works for you
- Determining goals for committee
- Devising plan for achieving them
- Identification of volunteers
- General break-down of volunteer strengths
- Qualities of an ideal volunteer solicitor
- People to avoid
- Identification of committee members
- Recruitment of volunteers
- What to do before recruitment begins
- Order of recruitment
- Who should recruit?
- Recruitment tips
- Training of volunteers
- What every volunteer solicitor should know
- Providing a variety of training options for volunteers
- Training as more than just teaching a volunteer how to solicit
- Individual committee training v. cross-training with other fundraising committees
- Committee welcome packets
- Initial committee conference call/meeting
- Other training methods
- Dos and don'ts as you get started
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| ON-DEMAND Presentation |
| Live Session Took Place On Monday, April 14, 2008 |
Maintaining and Re-energizing Fundraising Volunteers
You will learn a series of techniques for sustaining your fundraising volunteers. You will also look at the process of retiring volunteers and damage control to sustain the health of your overall volunteer program.
- Maintenance and re-energizing techniques
- Training your staff to work with/support your volunteers
- Continual communication
- Acknowledgment and praise
- Assessment: performance and motivation
- Adjusting volunteer positions
- Retiring volunteers
- Rule of thumb for volunteers
- What's to gain?
- Damage control
- Addressing disgruntled volunteers
- Managing honest and well-timed communication
- Things to remember
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Instructors:
Merritt Crowley, Associate Director, Regional Development, Brown University
Merritt has spent over 15 years in the non-profit fundraising world - 14 in higher education. She has a comprehensive understanding of campaign fundraising, philanthropy, board development, prospect management, and volunteer management as well as over 7 years of staff management experience in comprehensive campaigns ranging from $35 million - $1.4 billion. Until recently, she served as the director of campaign volunteer management and she continues to serve as a consultant to area non-profit organizations and start-ups.
Bruce Keeler, Associate Director, Class Campaigns, Brown University
After starting his fundraising career as a major gifts officer at Case Western Reserve University, Bruce has spent the past six years working in annual giving at his alma mater. He is currently a member of the Brown Annual Fund's senior leadership team with a focus on class-based and reunion giving. In this capacity, he has managed numerous volunteer gift committees in addition to his own solicitation portfolio. Bruce practiced education law for several years prior to entering the world of non-profit fundraising.
Ellen Diamond, Campaign Volunteer Management Officer, Brown University
In her third year at Brown University, Ellen is responsible for the coordination and management of all communication pertaining to Brown University's 223 regional campaign volunteers. In addition Ellen monitors and tracks all data generated through the volunteers, their assignments, and respective activities. Prior to her current position, Ellen worked with the Parents Leadership Program volunteers at Brown.
Ordering Information:
Ordering
Order online using our secure ordering system, or call 720.488.6800. After ordering, you will receive a confirmation of payment or an invoice, depending on method of payment. All audio is streamed on your computer speakers using your computer's sound card. |
Shipping
A CD-ROM version of the archive will be mailed within 3 business days of the time the order is placed. Shipping within the United States and Canada is free of charge. For orders shipped outside the United States and Canada, an additional $35 USD will be charged. |
Refund Policy
Once the order has been processed, no refunds are available at any point, for any reason. |
Order Online:
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