Domain 4: Volunteer Involvement (8%)

Question 1

Reasons to include volunteers

Answer 1

• Staff can’t do it all
• Peer-to-peer cultivation & solicitation is more effective
• Volunteers often have knowledge & connection staff does not
• Volunteers working with an organization show there is support for organization’s mission boosting credibility

Question 2

Why people volunteer

Answer 2

• Employer encouragement
• to develop skills or expertise
• To build personal relationships
• For status
• To make a difference
• Simply because they are asked

Question 3

What makes a great volunteer

Answer 3

• Leadership skills potential
• Visibility among stakeholders
• Dedication to the cause
• Time to invest in the organizaton
• Knowledge of stakeholders and prospects

Question 4

Principles of Adult Learning

Answer 4

• Adults have a readiness to learn based on their circumstances
• Adults need to know the relevancy of learning to the work
• Adults bring their life experiences to the learning opportunity
• Adults need to be actively engaged in the learning process

Question 5

Guiding principles for recognition

Answer 5

• regular small recognition is better than waiting a long time for big recognition
• proportional to amount & level of service given
• appropriate to the person
• meaningful to the person

Question 6

Staff responsabilities

Answer 6

• Implement policy set by board
• Manage daily operations

Question 7

Volunteer responsabilties

Answer 7

• Ensure organization stays financially sound
• Set policies and ensure they’re carried out
• Represent organization’s stakeholders
• Aid and support fundraising

Question 8

Responsibilities of CEO

Answer 8

• Provide leadership and unity among staff & volunteers
• Provide appropriate recognition to volunteers
• Facilitate/mediate difficulties between volunteers
• Convey the mission and vision of the org enthusiastically & consistently

Question 9

The Boards First role in fundraising

Answer 9

• Determine, authorize and oversee the need for funds
• Determine the purpose for and justification of funds to be raised
• Determine investment strategies and fund managers
• Approve fund allocations based on staff recommendations

Question 10

Boards role in Establishing Investment Policies

Answer 10

• Setting parameters for rate of return
• Deciding who makes investment decisions
• Deciding where and how funds are to be invested
• Deciding how gifts of stock are handed
• Deciding what types of gifts and gift restrictions will be accepted or not

Question 11

Boards role in setting managment polcies

Answer 11

• Giving instruments
• Gift negotiation
• Conflict of interest
• Hierarchy of interests
• Use of legal counsel
• Use of other external consultants/experts
• Avoiding pressure tactics
• Establishing safeguards
• Establishing the timing of payments
• Final disposition of testamentary gifts
• meeting tax authority requirements

Question 12

Key elements for orienting volunteers

Answer 12

• Overview of Philanthropy
• overview of org’s history
• Mission, vision & purpose of org
• Financials & finance issues
• obligations & expectations
• Opportunities for involvement
• How volunteer assignments are made
• Additional training that may be required