the Visit-A volunteer tip sheet
with the end in mind
for volunteer solicitors
- Take a moment to review your prospect's information, ask for
more from your organzation if you need more information about
giving history, relationship with the organization, etc.
with your staff or volunteer partner about where you want to
take this prospect and what the best route is to get him/her
of a "hook" or a sales motivation that might be of
interest to the prospect, such as the fact that his grandson
learned to swim at the school's pool, or that she grew up going
to YMCA summer camp, or was served at the hospital's emergency
and unyielding resolve: when you secure the visit, you are 85%
- Remember what you are calling for: you are giving your potential
investor the opportunity to save lives and change lives. What
could be more rewarding and ennobling than that? You might want
to review your personal list of your organization's Unique Selling
Points before you launch into this step.
your telephone calls have not been fruitful, then send a letter
of introduction. If you don't have any, we have samples of these.
Sending the letter, for many people, can be the most effective
way to secure a visit. Plus, it saves five or ten minutes of
phone conversation trying to explain why you want to see the
your decision about which stationery to use
your own personal stationery, or your business letterhead.
in the letter that your main purpose of the visit is to share
something personally exciting, special, and potentially very
powerfully impactful on our community.
it clear in your letter that your intent is NOT to ask for a
gift. This visit is for introductions only. You might suggest
a comfortable, neutral location where you can always conveniently
stop by the organization's office for a tour afterward. Breakfast,
coffee, lunch, cocktails, or dinner settings are social options.
the follow-up telephone call and secure the time, date, and
location. When this is set, follow up once more with a short
note confirming your appointment, and maybe some preliminary
information about the project.
i tools Home
Annual and Capital Campaigns Together
Annual Giving: Challenges and Opportunities
Board Handbook Outline - A Key Resource!
Chasing Away Those Mid - Campaign Blues
Early Cultivated Resources
Finding and Managing Natural Partners
Getting the Visit - A volunteer tip sheet
i team Irreducibles
Overcoming Your Fear of Asking
Securing the Visit
Solicitation Resources; You Are Not Alone
The Last Investor
The Rule of 3s
Voice of the Stakeholder
thinker, and consultant Mario Capozzoli writes for a living. Over
the years, his words have been "columnized" in op-ed
pieces, ranging from his alma mater's student newspaper to the
Glendale News Press, a 102 year old southern California daily
with a readership of 72,000. Sister paper to the Burbank Leader
and the Huntington Beach Independent, Mario's weekly column ran
in the News Press for two years.
recently, Mario's writings have revolved around professional monographs,
knowledge management perspectives, and leadership pieces focusing
on the not-for-profit world. His specialty is writing succinct,
one-page documents that illustrate techniques, practices, and
a personal level, his narratives have been published in local
and statewide journals. Mario's love of poetry shows his softer
side of the written word.
will find Mario in the middle of grammar, syntax, and word use
arguments and debates. He prefers the Chicago Manual of Style
as a usage guide! His mentor is Barbara Wallraff, of the Atlantic