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How to Build the Dream Team
of Fundraising Volunteers
Linda Lysakowski, ACFRE
President, Linda Lysakowski, LLC
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Is this your reaction to
volunteer recruitment?
Why and How to Involve
Volunteers in Fundraising
4Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Why Volunteers?
 More hands to help
 More networks to tap
 More credibility
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
The Role of Volunteers in
Fundraising
 Planning
 The Annual Fund
 Capital Campaigns
 Major and Planned Giving
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Involving Volunteers in
Planning
 Research
 The Development Plan
 The Case for Support
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Research
 Foundations
 Corporations
 Individuals
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
The Development Plan
 Board
 Development Committee
 Donors
 Program Volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Case for Support
 One-on-one input
 The focus group
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 Events:
 Event committees
 Staff/volunteer roles
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 Grants:
 Research
 Writing
 Making contacts
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 Mail Appeal
 Traditional volunteer roles
 Some other ideas
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 Telephone Appeal
 The phonathon
 The thank-a-thon
 Other ideas
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 Social Media/Internet
 Website
 Twitter, Facebook, LinkedIn
 Texting
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Annual Fund Volunteers
 The Corporate Appeal
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Major Gifts
 Identification
 Cultivation
 Solicitation
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Capital Campaign
Volunteers
 The Campaign Cabinet
 Campaign Committees
10Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Planned Gifts
 Allied Professionals
 Writing
 Seminars
 Making Connections
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Recruiting and Training
Fundraising Volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Finding Volunteer Fundraisers
 The Board
 Staff
 The Development Committee
 Networking
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
The Recruitment Process
 Determining Needs
 Planning
 Annual Fund
 Capital Campaign
 Major and Planned Giving
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Homework: How Do We
Want to Involve
Volunteers?
 Review your development plan goals
 List ways you could involve volunteers in
implementing these goals
 Homework: Develop a list of volunteers to fill these
various roles
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
The Recruitment Process
 Developing the Position Descriptions
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Asking Volunteers
 Have a Plan
 The Right Person to Ask
 The Volunteer Recruitment Packet
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Volunteer Orientation
 Make it Convenient
 Make it Compelling
 Make it Fun
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Ongoing Education for
Staff, Board and Volunteers
 New Programs
 New Projects
 New Techniques
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
“Training” Volunteers in
Fundraising
 Staff
 Other Volunteers
 Outside Facilitators
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Helping the Volunteers
Understand Fundraising
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Staff Support
 Provide the Tools
 Provide the Program
 Provide the Organization of the
Development Program
 Provide an Enthusiastic Leader
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Volunteers
as Givers
 But we give our time…..
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Why a Development Committee
 The Development Committee and the Board
 The Fundraising Team
 Cultivation of Prospective Board Members
 Expanding Your Horizons
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
What Does the
Development Committee
Do?
 Helps develop & implement the development plan
 Motivates and leads board in fund raising
 Identifies, cultivates and solicits donors
 Provides specific skills
 Makes connections/contacts
 Assists with public relations efforts
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Forming the
Development Committee
 Recruiting Committee Members
 Staffing the Committee
 Finding Volunteers
 Keeping Volunteers Involved
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
A Typical Committee
Development
Committee
Chair
Events Planned Giving Annual Giving
Development
Staff
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Who Should Serve on the
Committee?
 How Many?
 Board/Non Board Members
 Affluence & Influence
 Special Skills
 Fundraising Professionals
 Passion for the Mission
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Where Can You Find
Committee Members
 Board Members
 Ask the Board
 Ask Staff
 Current Volunteers
 Donors
 Event Attendees
 Networking
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Ways Volunteers can Help
with Fundraising
 Identifying
 Cultivating
 Soliciting
 Stewarding
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Identifying:
Brainstorming
 Using Your Volunteers’ Spheres of Influence
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Cultivating
 Cultivation Events
 Cultivation Activities
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Soliciting: Determining
Who to Involve in the
Visit
 How to we chose the right team?
 How many is too many?
 What is the relationship between each of the team and
the donor?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Stewarding Donors
 Thanking donors
 Acknowledging donors
 Making sure the donors’ money is being used wisely
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Special Offer
 15% discount on Linda’s books.
 Use code: linda2014books at CharityChannel.com,
ForTheGENIUS.com, or LindaLysakowski.com
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Thank You
Linda Lysakowski, LLC
 702-892-0955
 Linda@LindaLysakowski.com
 www.LindaLysakowski.com
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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Fundraising as a Career" What Are You Crazy?

  • 1. How to Build the Dream Team of Fundraising Volunteers Linda Lysakowski, ACFRE President, Linda Lysakowski, LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 2. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity Is this your reaction to volunteer recruitment?
  • 3. Why and How to Involve Volunteers in Fundraising 4Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 4. Why Volunteers?  More hands to help  More networks to tap  More credibility Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 5. The Role of Volunteers in Fundraising  Planning  The Annual Fund  Capital Campaigns  Major and Planned Giving Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 6. Involving Volunteers in Planning  Research  The Development Plan  The Case for Support Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 7. Research  Foundations  Corporations  Individuals Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 8. The Development Plan  Board  Development Committee  Donors  Program Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 9. Case for Support  One-on-one input  The focus group Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 10. Annual Fund Volunteers  Events:  Event committees  Staff/volunteer roles Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 11. Annual Fund Volunteers  Grants:  Research  Writing  Making contacts Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 12. Annual Fund Volunteers  Mail Appeal  Traditional volunteer roles  Some other ideas Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 13. Annual Fund Volunteers  Telephone Appeal  The phonathon  The thank-a-thon  Other ideas Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 14. Annual Fund Volunteers  Social Media/Internet  Website  Twitter, Facebook, LinkedIn  Texting Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 15. Annual Fund Volunteers  The Corporate Appeal Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 16. Major Gifts  Identification  Cultivation  Solicitation Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 17. Capital Campaign Volunteers  The Campaign Cabinet  Campaign Committees 10Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 18. Planned Gifts  Allied Professionals  Writing  Seminars  Making Connections Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 19. Recruiting and Training Fundraising Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 20. Finding Volunteer Fundraisers  The Board  Staff  The Development Committee  Networking Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 21. The Recruitment Process  Determining Needs  Planning  Annual Fund  Capital Campaign  Major and Planned Giving Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 22. Homework: How Do We Want to Involve Volunteers?  Review your development plan goals  List ways you could involve volunteers in implementing these goals  Homework: Develop a list of volunteers to fill these various roles Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 23. The Recruitment Process  Developing the Position Descriptions Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 24. Asking Volunteers  Have a Plan  The Right Person to Ask  The Volunteer Recruitment Packet Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 25. Volunteer Orientation  Make it Convenient  Make it Compelling  Make it Fun Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 26. Ongoing Education for Staff, Board and Volunteers  New Programs  New Projects  New Techniques Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 27. “Training” Volunteers in Fundraising  Staff  Other Volunteers  Outside Facilitators Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 28. Helping the Volunteers Understand Fundraising Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 29. Staff Support  Provide the Tools  Provide the Program  Provide the Organization of the Development Program  Provide an Enthusiastic Leader Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 30. Volunteers as Givers  But we give our time….. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 31. Why a Development Committee  The Development Committee and the Board  The Fundraising Team  Cultivation of Prospective Board Members  Expanding Your Horizons Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 32. What Does the Development Committee Do?  Helps develop & implement the development plan  Motivates and leads board in fund raising  Identifies, cultivates and solicits donors  Provides specific skills  Makes connections/contacts  Assists with public relations efforts Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 33. Forming the Development Committee  Recruiting Committee Members  Staffing the Committee  Finding Volunteers  Keeping Volunteers Involved Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 34. A Typical Committee Development Committee Chair Events Planned Giving Annual Giving Development Staff Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 35. Who Should Serve on the Committee?  How Many?  Board/Non Board Members  Affluence & Influence  Special Skills  Fundraising Professionals  Passion for the Mission Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 36. Where Can You Find Committee Members  Board Members  Ask the Board  Ask Staff  Current Volunteers  Donors  Event Attendees  Networking Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 37. Ways Volunteers can Help with Fundraising  Identifying  Cultivating  Soliciting  Stewarding Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 38. Identifying: Brainstorming  Using Your Volunteers’ Spheres of Influence Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 39. Cultivating  Cultivation Events  Cultivation Activities Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 40. Soliciting: Determining Who to Involve in the Visit  How to we chose the right team?  How many is too many?  What is the relationship between each of the team and the donor? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 41. Stewarding Donors  Thanking donors  Acknowledging donors  Making sure the donors’ money is being used wisely Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 42. Special Offer  15% discount on Linda’s books.  Use code: linda2014books at CharityChannel.com, ForTheGENIUS.com, or LindaLysakowski.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 43. Thank You Linda Lysakowski, LLC  702-892-0955  Linda@LindaLysakowski.com  www.LindaLysakowski.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity