The Four Decisions and Your Volunteers

Is any of this familiar to you?

  • Your multi-million dollar Campaign Steering Committee just finished a two-day orientation and kick-off event; 45 key volunteers attended.  What have you planned for each of them next month?
  • Your latest major donor (congratulations) has offered to help identify and cultivate gifts from others.  How can you best manage this generous offer?
  • Your board’s Development Committee meets next week.  What’s your agenda?
  • Your annual gala event will be attended by many of your most promising prospective donors.  How do you plan to engage them individually during that special time?  Afterward?
  • The Reunion Gift Committee of the class planning for its 50th anniversary has set its fundraising goals and you have 18 months to help them succeed.  What do you do first?

The volunteer shouldn’t be required to ask for contributions.  The effective volunteer will be motivated to ask for those things most appropriate to his/her role in developing major donor relationships.  The purpose of this focused workshop is to identify those things and provide that motivation.

Our half day workshop addresses those things any effective volunteer can do, and how you can manage success.  Within the framework of The Four Decisions, there’s a natural role for the volunteer.  We’ll show you how to manage that role.

 Who should attend this workshop?  Every member of the fundraising team:

  • Governing Board and Advisory Council Members
  • Campaign Fundraising Volunteers
  • Select Individual Volunteers & Prior Donors
  • Those Who Lead and Staff Boards & Committees
  • Professional Fundraising Staff

Learn More

 

Dan Shephard held a Gift Planning Workshop with our Board of Trustees.  Dan succinctly gave an informative and inspirational presentation to our Board about how they can think differently about  their philanthropy.  He talked about gift planning in a way that was easily understood by the audience, presented salient examples, and the result has been nothing short of amazing.  Three trustees have approached me regarding an expansion of their donations to Atlanta Ballet including gifts as part of an estate plan and gifts of real estate.  We need to bring Dan back as soon as possible!
Steven Libman, Chief Advancement Officer, Atlanta Ballet

"We were so impressed with Dan’s approach to planning a program to specifically meet our needs. He identified objectives and critical skills that the group needed to learn, and developed a detailed plan to use as a training guide. Best of all was Dan’s ability to make people feel confident that they could effectively engage in donor stewardship and cultivation activities. Thank you!" Barbara Howard, Executive Director/CEO, Redwood, Ft. Mitchell, Kentucky