Volunteer Resources & Tools Kirsten Hertz & Joan Wootton October 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

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Get Involved 5

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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” 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