volunteer resources & tools kirsten hertz & joan wootton october 15, 2011
TRANSCRIPT
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
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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
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Upcoming Changes Leadership Section UCLA Starts with U
Section Scrolling Honor Roll Submit Your Story
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Regional Committee Newsletter Quarterly newsletter dedicated to all
regional volunteers Communication updates Regional committee updates Event updates
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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
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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
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