Field playbook · roles/01d-fundraising-receptions-county.md
Fundraising receptions and county fundraising objectives
Strategic objective: each county should host at least one fundraising event between now and September where feasible — more is welcome when hosts and compliance capacity exist.
This doc covers receptions (venue-based or larger homes), ticketed or minimum-suggested formats, and county tracking before a dedicated fundraising dashboard exists.
County fundraising tracker (copy to your sheet)
| County | Host(s) identified | Date | Venue | Fundraising goal ($) | Guest target | Invites sent | RSVP | Amount raised | Treasurer reconciled | Follow-up complete |
|---|---|---|---|---|---|---|---|---|---|---|
| ☐ | ☐ | ☐ |
Encourage multiple events where hosts and volunteer labor allow — stagger dates so the same circle isn't exhausted.
Roles
- Events — venue, run-of-show, volunteer assignments, RSVP logistics.
- Treasurer / compliance — disclaimers, receipts, FEC or state rules — no improvisation.
- Social — save-the-date, proof-of-event graphics, dignified recap.
- P5 / VR — relational fill for the room; registration table optional at entry.
T-6 weeks — feasibility
- Confirm legal path for the ask (in-kind, ticket, contribution link — per counsel).
- Name honorary host or committee if that unlocks the room.
- Set minimum viable guest count below which you cancel or merge.
T-3 weeks — fill the room
- Host committee each names 10–15 personal invites.
- Brief surrogates on one consistent message; avoid rival “asks.”
- Confirm program length ≤ 45 minutes of formal program; mixing matters.
T-1 week — operations
- Checklist: signage, registration, photographer brief, press only if comms approves.
- Volunteer roles: greeters, name tags, floaters for shy guests.
- Run tech test for microphone and seating sightlines.
Run-of-show (reception example)
- Greeter + name tag table live 30 minutes before “program.”
- 10 minutes — welcome and gratitude to hosts.
- 15 minutes — Kelly or surrogate: values + concrete Arkansas stake (factual).
- 10 minutes — compliant fundraising explanation (treasury-approved).
- Remainder — mixing; surrogates circulate with signup / give options.
What good looks like
- Host prospects move from “maybe” to named dates within two touch cycles.
- RSVP ratio healthy enough to hit minimum; honest cancel if not.
- Follow-up within one week for every pledge or “considering.”
Automation note
When creating the event in Admin → Events, use type FUNDRAISER and set campaignIntent to vos_county_fundraiser so the Action Queue can stack donor outreach tasks on top of generic appearance prep. See events-workflow-intents.ts.
Toolkit link
Volunteer web hub: /volunteer/resources/events-lane → Fundraising Event Toolkit card.