Connecticut Water Trails Association

 
 

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Connecticut Water Trails

Basic Concepts

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How To Build A Water Trail

 

Connecticut Water Trails Program

How To Build A Water Trail

Fundraising Tips - Defining The Volunteers' Jobs

 

The first position that needs to be defined in an annual, endowment, capital, or sponsorship and underwriting fund-raising campaign, is that of the chair of the campaign. This person is the linchpin of the campaign. It is the chair who recruits others for leadership positions, sets the tone for the campaign, opens doors to major givers, and, when necessary, cracks the whip. 

 

Campaign Chair Job Description  

The first position that needs to be defined in an annual, endowment, capital, or sponsorship and underwriting fund-raising campaign, is that of the chair of the campaign. This person is the linchpin of the campaign. It is the chair who recruits others for leadership positions, sets the tone for the campaign, opens doors to major givers, and, when necessary, cracks the whip. 

The campaign chair's first major responsibility is to recruit a committee consisting of the chairs of the major divisions of the campaign (individuals, corporations, foundations), other needed leadership, and, if needed, a co- chair. The campaign chair leads the committee in rating and evaluating major prospects already known to the organization; in identifying, rating and evaluating major new prospects; and in setting appointments with major prospects and soliciting their donations. The campaign chair has overall responsibility for executing the campaign plan and functions as the campaign's chief operating officer, running scheduled meetings of the campaign volunteer team and calling additional meetings as needed.  

The campaign chair is the public spokesperson for the campaign, making statements in the media and urging participation on the part of prospective donors. The campaign chair reports to the chair of the board of trustees 

After the campaign chair in the hierarchy of volunteers come the chairs of the campaign divisions. In annual, capital, and endowment campaigns, the effort is usually broken into at least five divisions:

  • Major corporate and business gifts 

  • Smaller corporate and business gifts

  • Foundations

  • Major individual gift

  • Smaller individual gifts

Each of these divisions may be divided further according to your needs. Corporate and individual givers are separated by size of gift, while foundations, because there are usually far fewer of them, are treated as a single group. In dealing with corporations it is important to categorize by size of the desired gift, not by the size of corporation, for it is not necessarily the largest corporation which will make the biggest gifts. 

 

Division Chair Job Description

The division chair's initial major responsibility is to recruit a cadre of persons who will function as solicitation team captains and, if needed, a co-chair. The division chair has management responsibility for all fund-raising efforts within the division. He or she assists the team captains in recruiting solicitors, runs scheduled division meetings, calls additional meetings as needed, assists in contacting and soliciting prospects, and keeps the campaign chair informed of the division's progress. The division chair reports to the campaign chair or co-chair. 

Solicitation team captains are the taskmasters of a fund-raising campaign. They see that the actual work of soliciting prospects gets done in a timely manner. 

 

Solicitation Team Captain Job Description

The solicitation team captain's first major responsibility is to recruit a team of five or six solicitors. The team captain has responsibility for managing the team, seeing that all prospects are contacted and solicited in accordance with the campaign plan and schedule; assisting solicitors in their efforts; and keeping the division chair informed of the the team's progress. The team captain reports to a division chair or co-chair.

Solicitors make the vast majority of requests for contributions. They are the frontline "salespeople" of a fund-raising campaign.

 

Solicitor Job Description 

The solicitor's primary responsibilities are to contact assigned prospects, present the case for support, answer questions, and request a suggested donation. Ideally, a solicitor will be assigned five prospects. The solicitor reports to the team captain and keeps him or her informed of progress.

 

Development Steering Committee

  • http://www.raise-funds.com/exhibits/exhibit18.html

  • http://www.raise-funds.com/exhibits/exhibit18.pdf

 

Duties For Chair Of Major Gifts Campaign

  • http://www.raise-funds.com/exhibits/exhibit19.html

  • http://www.raise-funds.com/exhibits/exhibit19.pdf

 

Duties And Calendar For Chair Of Major Gifts

  • http://www.raise-funds.com/exhibits/exhibit20.html

  • http://www.raise-funds.com/exhibits/exhibit20.pdf

 

 


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