Engaging with volunteers: risk accompanying benefits. October 25, 2017

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1 Engaging with volunteers: risk accompanying benefits October 25, 2017

2 Speakers Jen Hoffman Partner, Northeast Higher Education and Not-For-Profit Practice Edward Miller Partner, Northeast Higher Education and Not-For-Profit Practice Grant Thornton LLP. All rights reserved. 2

3 Learning objectives 1 Discuss and understand the roles and responsibilities of volunteers across not for profits 2 Identify best practices for volunteer engagement 3 Assess the risks, challenges and opportunities that volunteers present to a not for profit Grant Thornton LLP. All rights reserved. 3

4 Agenda 1 Why do we need volunteers? 2 What attracts and motivates volunteers? 3 What about volunteer leaders? 4 Volunteer focus group results (client example) 5 National NFP interviews results (client example) Grant Thornton LLP. All rights reserved. 4

5 Grant Thornton LLP. All rights reserved. 5

6 I began volunteering Grant Thornton LLP. All rights reserved. 6

7 What motivates volunteers to volunteer Grant Thornton LLP. All rights reserved. 7

8 Grant Thornton LLP. All rights reserved. 8

9 Motivating with gamification How gamification can motivate volunteers and keep them engaged Gamification Grant Thornton LLP. All rights reserved. 9

10 Grant Thornton LLP. All rights reserved. 10

11 Grant Thornton LLP. All rights reserved. 11

12 Grant Thornton LLP. All rights reserved. 12

13 I am satisfied as a volunteer or volunteer leader because Grant Thornton LLP. All rights reserved. 13

14 Grant Thornton LLP. All rights reserved. 14

15 Grant Thornton LLP. All rights reserved. 15

16 Grant Thornton LLP. All rights reserved. 16

17 Grant Thornton LLP. All rights reserved. 17

18 Grant Thornton LLP. All rights reserved. 18

19 What drives a volunteer to take on a leadership role? Grant Thornton LLP. All rights reserved. 19

20 Volunteer to leader The time it takes for a volunteer to develop into a leader really depends on the organization and the individual's motivation Grant Thornton LLP. All rights reserved. 20

21 Success factors Grant Thornton LLP. All rights reserved. 21

22 Significant non-profit risk management/liability exposures Grant Thornton LLP. All rights reserved. 22

23 Accounting Recognition of Volunteer Activities Grant Thornton LLP. All rights reserved. 23

24 Corporate social responsibility Growth of CSR Tapping into the changing corporate ethos in order to recruit volunteers o Grant Thornton LLP. All rights reserved. 24

25 AARP volunteer study Grant Thornton LLP. All rights reserved. 25

26 What do volunteers enjoy most about volunteering with AARP? Grant Thornton LLP. All rights reserved. 26

27 Top reasons they stop volunteering Grant Thornton LLP. All rights reserved. 27

28 AARP volunteer engagement Grant Thornton LLP. All rights reserved. 28

29 APPENDIX

30 Interview results One of our clients interviewed 10 nationally recognized organizations (The Salvation Army, Boy Scouts, Feeding America, Girl Scouts, Big Brothers/Sisters, etc.) Seven questions regarding volunteerism in their organization Focus on program scaling and volunteer leaders Grant Thornton LLP. All rights reserved. 30

31 Q1 Essentials of a volunteer driven program? Grant Thornton LLP. All rights reserved. 31

32 Q2 Intentionally scaled programs to other locations? Grant Thornton LLP. All rights reserved. 32

33 Q3 What criteria was used when scaling a program? Grant Thornton LLP. All rights reserved. 33

34 Q4 What is your definition of success? Grant Thornton LLP. All rights reserved. 34

35 Q5 What are the typical challenges encountered when scaling? Grant Thornton LLP. All rights reserved. 35

36 Q6 Why do your volunteers volunteer? Grant Thornton LLP. All rights reserved. 36

37 Q7 Are volunteer leaders motivated differently? Grant Thornton LLP. All rights reserved. 37

38 Acknowledgements Volunteer Engagement Model Detailed Findings, 2014, Kaiser Associates/AARP, Washington, DC Volunteer Perceptions and Experiences A summary report of qualitative research with volunteer leaders and non-leaders, 2016, AARP Research AARP Agl3 Summary Nonprofit Leader Survey Responses, 2016, AARP Research Volunteer Opinion Survey, 2016, AARP Research DJM AgL Cohort, Georgetown University, 2016, AARP Grant Thornton LLP. All rights reserved. 38

39 Speakers Jen Hoffman Partner, Northeast Higher Education and Not-For-Profit Practice Edward Miller Partner, Northeast Higher Education and Not-For-Profit Practice Grant Thornton LLP. All rights reserved. 39

40 Disclaimer This Grant Thornton, LLP presentation is not a comprehensive analysis of the subject matters covered and may include proposed guidance that is subject to change before it is issued in final form. All relevant facts and circumstances, including the pertinent authoritative literature, need to be considered to arrive at conclusions that comply with matters addressed in this presentation. The views and interpretations expressed in the presentation are those of the presenters and the presentation is not intended to provide accounting or other advice or guidance with respect to the matters covered. For additional information on matters covered in this presentation, contact your Grant Thornton, LLP adviser. Grant Thornton LLP. All rights reserved. 40

41 Thank you for attending twitter.com/grantthorntonus linkd.in/grantthorntonus Visit us online. For questions regarding your CPE certificate, contact Grant Thornton LLP. All rights reserved. 41

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