Managing Annual Fund Volunteers

Last updated May 29, 2015

Course Length

1h 31m

Last Updated

May 29, 2015

Managing Annual Fund Volunteers

Last updated May 29, 2015

Table of Contents


This online training will show you a model for better recruiting, training, and managing your peer-to-peer or class agent fundraising volunteers. We will highlight Colby College’s annual fund volunteer program that successfully built relationships with donors as well as strengthened the volunteer’s relationship with the institution. You will learn:

  • Tactics in recruitment and onboarding
  • How to create a volunteer tracking database
  • Appropriate metrics to evaluate your program
  • How to keep volunteers engaged and feeling valued

Who should attend?

Development professionals looking to begin or improve a class agent or peer-to-peer annual fund volunteer program will learn how to identify, recruit, train, and track volunteers and their efforts. They will also learn how to translate this into increased giving for your institution.


  • Institutional Context, Program Overview, and History
  • Recruiting and Training Volunteers
    • Identification
    • Training webinar series
  • Volunteer Portal
    • Tracking efforts
    • Accountability
  • Metrics
    • Ranking system
    • When to release
  • Continuing Volunteer Engagement
    • Appreciation events
    • Stewarding
    • Soliciting