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Working with Fundraising Volunteers
Pamela Clapp Larmee, CFREDental Philanthropy Network
November 6, 2015
Fundraising Cycle
Identification
Cultivation/Engagement
Solicitation
Stewardship
% of Time Spent
Volunteer Roles: Many Hats to Wear
Donor
Ambassador
Detective
Host
Solicitor
Donor
Fundraising volunteers must serve as Donors:Setting an example by making their own gift first.
• Give a gift that is a “personally significant” before becoming involved in fundraising activities.
• Utilize a Volunteer/Board campaign as an effective tool to set expectations and timing.
Ambassador
Fundraising volunteers can serve as Ambassadors: Personally sharing the good news about your program.
• Set a personal goal to talk about your program2-3 times per week: at the office, at social events, or at your child’s sporting event.
• Personalize invitations and thank you/stewardship letters with hand written notes.
• Make thank you calls to donors.
DetectiveFundraising volunteers can serve as Detectives:
Interacting with and assessing prospects.
• Participate in prospect review.• Review donor lists from other organizations in the same sector/space.
• Assess spouse/partner interests.
HostFundraising volunteers can serve as Hosts:Actively engaging others with your program.
• Reinforce invitations issued by others.• Invite personal contacts to organizational events/tours/engagement opportunities.
• Host an event on- or off-site and include personal contacts.
Solicitor
Fundraising volunteers can serve as Solicitors:Inviting prospects to make an investment.
• Reinforce an ask already made.• Speak at an event and make the “pitch”.• Partner with another volunteer or staff member to solicit a gift.
• Engage solicitation conversations with personal contacts.
Volunteer Messages with Impact
Personalize your dental program’s activities:• Authentic
• Demonstrative• Short
• Being a volunteer has given me these compelling insights…
• My volunteer/board service has become more than a nice-to-do because…
• Supporting this dental program is critical because…
The “Back Pocket” Ask
All fundraising volunteers need some comfortable language to use when casual conversations become
unexpected solicitations.
• General information about priorities and events.• Simple, direct, heartfelt language.• An understanding of how a handoff to staff or other volunteer happens.
Final Thoughts for Fundraising Volunteers
Be authentic.Be deliberate.Be enthusiastic.
Thank you.
Pamela Clapp Larmee, CFREPrincipal
Strategic Philanthropy Services4025 N. Woodstock Street
Arlington, VA 22207www.strategicphilanthropyservices.com