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Involving Volunteers in Your
Fundraising
Linda Lysakowski, LLC
November 13, 2013
Twitter Hashtag - #4Glearn
Part
Of:

Sponsored by:
INTEGRATED PLANNING
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development

Part
Of:

www.synthesispartnership.com
(617) 969-1881
info@synthesispartnership.com

Sponsored by:
Coming Soon
Part
Of:

Sponsored by:
Today’s Speaker

Linda Lysakowski
President
Linda Lysakowski, LLC

Jamie Maloney
Community Developer, 4Good
Part
Of:

Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership

Sponsored by:
Using Volunteers to Improve
Your Fundraising
Nonprofit Webinars
November 13, 2013

Linda Lysakowski, ACFRE

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Whose Responsibility is
Fundraising?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
The Development Team

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Is this your reaction to
volunteer recruitment?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Why and How to Involve
Volunteers in Fundraising

Linda 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
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
 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
 QR Codes

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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

10
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
 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
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
The Ultimate Volunteers
 Your Board of Directors

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Helping the
Board/Volunteers
Understand Fundraising

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
Fundraising 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
Fundraising 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
Development
Staff

Events

Planned Giving

Annual Giving

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
Keeping Board and
Volunteers Energized

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Final Assignment
 What steps do we need to get our

board more involved in fundraising?
 How do we plan to involve volunteers
in our fundraising?
 What one thing will we do tomorrow
to get started?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Special Offer
 10% Discount on Linda’s books
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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Involving Volunteers in Your Fundraising

  • 1. Involving Volunteers in Your Fundraising Linda Lysakowski, LLC November 13, 2013 Twitter Hashtag - #4Glearn Part Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: • Strategy • Planning • Organizational Development Part Of: www.synthesispartnership.com (617) 969-1881 info@synthesispartnership.com Sponsored by:
  • 4. Today’s Speaker Linda Lysakowski President Linda Lysakowski, LLC Jamie Maloney Community Developer, 4Good Part Of: Founding Director of Nonprofit Webinars and Host: Sam Frank, Synthesis Partnership Sponsored by:
  • 5. Using Volunteers to Improve Your Fundraising Nonprofit Webinars November 13, 2013 Linda Lysakowski, ACFRE Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 6. Whose Responsibility is Fundraising? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 7. The Development Team Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 8. Is this your reaction to volunteer recruitment? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 9. Why and How to Involve Volunteers in Fundraising Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 4
  • 10. Why Volunteers?  More hands to help  More networks to tap  More credibility Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 11. 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
  • 12. Involving Volunteers in Planning  Research  The Development Plan  The Case for Support Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 13. Research  Foundations  Corporations  Individuals Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 14. The Development Plan  Board  Development Committee  Donors  Program Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 15. Case for Support  One-on-one input  The focus group Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 16. Annual Fund Volunteers  Events:  Event committees  Staff/volunteer roles Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 17. Annual Fund Volunteers  Mail Appeal  Traditional volunteer roles  Some other ideas Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 18. Annual Fund Volunteers  Telephone Appeal  The phonathon  The thank-a-thon  Other ideas Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 19. Annual Fund Volunteers  Social Media/Internet  Website  Twitter, Facebook, LinkedIn  Texting  QR Codes Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 20. Annual Fund Volunteers  The Corporate Appeal Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 21. Major Gifts  Identification  Cultivation  Solicitation Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 22. Capital Campaign Volunteers  The Campaign Cabinet  Campaign Committees Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 10
  • 23. Planned Gifts  Allied Professionals  Writing  Seminars  Making Connections Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 24. Recruiting and Training Fundraising Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 25. Finding Volunteer Fundraisers  The Board  Staff  The Development Committee  Networking Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 26. The Recruitment Process  Determining Needs  Planning  Annual Fund  Capital Campaign  Major and Planned Giving Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 27. Homework: How Do We Want to Involve Volunteers?  Review your development plan goals  List ways you could involve volunteers in implementing these goals  Develop a list of volunteers to fill these various roles Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 28. The Recruitment Process  Developing the Position Descriptions Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 29. Asking Volunteers  Have a Plan  The Right Person to Ask  The Volunteer Recruitment Packet Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 30. Volunteer Orientation  Make it Convenient  Make it Compelling  Make it Fun Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 31. Ongoing Education for Staff, Board and Volunteers  New Programs  New Projects  New Techniques Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 32. “Training” Volunteers in Fundraising  Staff  Other Volunteers  Outside Facilitators Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 33. 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
  • 34. The Ultimate Volunteers  Your Board of Directors Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 35. Helping the Board/Volunteers Understand Fundraising Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 36. 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
  • 37. What Does the Fundraising 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
  • 38. Forming the Fundraising Committee  Recruiting Committee Members  Staffing the Committee  Finding Volunteers  Keeping Volunteers Involved Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 39. A Typical Committee Development Committee Chair Development Staff Events Planned Giving Annual Giving Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 40. 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
  • 41. 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
  • 42. Keeping Board and Volunteers Energized Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 43. Final Assignment  What steps do we need to get our board more involved in fundraising?  How do we plan to involve volunteers in our fundraising?  What one thing will we do tomorrow to get started? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 44. Special Offer  10% Discount on Linda’s books
  • 45. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 46. Thank You Linda Lysakowski, LLC  702-892-0955  Linda@LindaLysakowski.com  www.LindaLysakowski.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity