Strengthening Your Planned Giving Program Through Volunteer Leadership

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Strengthening YourPlanned Giving Program Through
Volunteer Leadership
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Agenda

• Program needs objectives
• Selection criteria for volunteers
• Motivation of volunteers
• Staff/Volunteer Partnership
• Our Perspectives
• Q A / Share Best Practices

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Needs Objectives

• Establishing a Foundation
• Establishing a Gift Planning Program
• Identifying Staff/Volunteer roles

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Volunteer Roles

• Selection
• Recruitment
• Orientation
• Ambassador

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Valuing Volunteers

• Ongoing Focus Group
• Community Connect
• Special Expertise
• The Ask

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Supporting Volunteers

• Clear objectives
• Orientation training
• Background research
• Further education

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Why DO People Volunteer?

• Make a difference
• Community profile
• Commitment passion
• Personal development

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Wrap up

• Challenges
• Opportunities
• Should we or shouldnt we?

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Contact Us

• Dr. W. John A. Bulman, CM
• Chair, Gift Planning Committee
• Sue Kennedy
• Gift Planning Officer
• at
• The University of Winnipeg Foundation
• 705-491 Portage Avenue
• Winnipeg, MB R3B 2E4
• 204-786-9123
• s.kennedy_at_uwinnipeg.ca