Volunteer Resources & Tools

Kirsten Hertz & Joan WoottonOctober 15, 2011

Why do we have events? “It’s all about the relationship.” Connect the donor/prospect to

the University (and its mission) other CA members the staff

Cultivation - Solicitation - Stewardship

2

Event Toolkit Volunteer business cards Phone lists with relevant donor data Script for phone conversations (also online)* Bio info on speaker and topic background information (also online)* Forms to track contact (also online)* Postcards for pre-event contact follow-up “Thank you” notes Language for prospect and donor follow-up “thank you” notes (also

online)* CA materials and remittance form with return envelopes * At UCLA Volunteer site

3

4

Get Involved

5

Get Involved

6

What’s New on our Website? YOUR IMPACT

Bruin Stories Why I Give Gifts at Work

7

Bruin Stories

8

Why I Give

9

Gifts at Work

10

Upcoming Changes Leadership Section UCLA Starts with U

Section Scrolling Honor Roll Submit Your Story

11

Regional Committee Newsletter Quarterly newsletter dedicated to all

regional volunteers Communication updates Regional committee updates Event updates

12

Any Questions?

13

Appendix

14

Event Participation Responsibilities

Regional Committee Connects with attendees they’ve

called and engages them with other attendees and staff

Gets attendee’s business card and gives them their volunteer business card

Talks to prospects about CA program

Facilitates conversation among attendees

Keeps notes about conversations Thanks donors and discusses

what CA program means to UCLA

Regional Director/Staff Provides talking points for event

conversations Assists in connecting committee

members with attendees Connects with identified key

donors and prospects

15

Event Follow-up Responsibilities

Regional Committee Sends “thank you” notes to

donors for attending and giving to UCLA (includes a CA update)

Sends “thank you” notes to prospects for attending (includes CA information and a remittance form)

Makes follow-up calls to anyone contacted by phone who didn’t attend

Adds those attendees spoken with to each volunteer's personal prospect list as applicable

Provides written reports on contacts and suggested next steps to regional Chair and Director

Regional Director/Staff Creates “thank you” email from

Chair to attendees and sends final version

Provides language for follow-up thank you notes and phone calls

Provides CA materials Coordinates follow-up activity

with Chair and Vice Chairs Records information in contact

reports from volunteers in UCLA Fund database

Tracks gifts received and reports to committee

16