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Involving Volunteers In Your Development Program

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 29, 2021 | 09:00 AM EDT Register


  • How do you spend your day at work as a fundraiser?
    3 mins
  • Let's Create a Plan: The 5 Steps to Success
    14 mins
  • They can help with high level donors/funders
    26 mins
  • Subcommittees
    40 mins
  • Who Recruits Volunteers?
    58 mins

Course Description

Volunteers make a difference in a whole range of settings and organisations from small volunteer led community groups, larger national and international charities and the NHS and other public sector organisations. Involving volunteers can add great value to what your organisation does and support you to achieve your mission and strategic objectives.

Are you effectively using volunteers in all aspects of your development program? Learn the various roles volunteers can play that will increase the results of your fundraising efforts.  We will discuss the role of staff, board, and volunteers in the development program, where to find good board members and volunteers, how to recruit them, and how to keep them involved and energized by offering them orientation, support, education, and recognition. 

Key topics:

  • Volunteer Roles:
  • Involving volunteers in the annual fund
  • The role of volunteers in capital campaigns
  • Volunteer roles in planned giving
  • Recruiting Fundraising Volunteers
  • Defining roles and developing position descriptions for volunteers
  • Where to find volunteers
  • Making the “Ask”
  • Board, staff, or volunteers? 
  • Building the effective team
  • Keeping Board and Fundraising Volunteers Involved & Energized
  • Board and volunteer orientation
  • Board and volunteer education
  • Board and volunteer recognition

Learning Objectives

  • To list ways to effectively use the board and fundraising volunteers in all aspects of fundraising
  • To develop a recruitment plan for fundraising board members and fundraising volunteers
  • To list the staff support necessary for fundraising volunteers

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA