{"id":10308,"date":"2019-07-05T00:00:00","date_gmt":"2019-07-05T00:00:00","guid":{"rendered":"https:\/\/www.causevox.com\/?p=10308"},"modified":"2024-05-08T21:34:42","modified_gmt":"2024-05-08T21:34:42","slug":"promoting-efficiency-delegation-fundraising-management","status":"publish","type":"post","link":"https:\/\/www.causevox.com\/blog\/promoting-efficiency-delegation-fundraising-management\/","title":{"rendered":"Promoting Efficiency Through Delegation and Fundraising Management"},"content":{"rendered":"<p>Employing a <a href=\"https:\/\/www.causevox.com\/blog\/can-learn-crowdfunding-large-nonprofits\/\" target=\"_blank\" rel=\"noopener\">medium-to-large nonprofit<\/a> staff is a good indication your organization is making waves of positive change in your community, and you have the funds to support a growing, robust group of change-advocates. Good for you!<\/p>\n<p>But with all these people working toward the same goal, confusion can arise, especially when it\u2019s time to run a fundraising campaign.<\/p>\n<p>The question remains: Are you managing your fundraising campaign with proper delegation?<\/p>\n<p>Truth be told, effectively delegating a fundraising campaign when you have a medium-to-large nonprofit (operating budget of $5 million or more) is vital to the success of your campaign.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-16545\" src=\"https:\/\/causevox.com\/wp-content\/uploads\/2024\/05\/screen-shot-2019-07-01-at-10-40-53-am.png\" alt=\"delegate-fundraising-management\" width=\"600\" height=\"450\" \/><\/p>\n<p>Plus, smart delegation ensures a healthy work environment\u2014which is something we all could use more of!<\/p>\n<p>Let\u2019s dive into a complete illustration of \u201cwho does what\u201d best practices for a nonprofit fundraising campaign.<\/p>\n<h2>Organization and Delegation Matter<\/h2>\n<p>Why delegate?<\/p>\n<p>Nonprofit leaders delegate because it ensures everyone\u2019s doing their own job and completing everything that needs to get done.<\/p>\n<p><strong>As a Manager:<\/strong> Delegation itself is hard to do, especially if you\u2019ve risen to the top at your nonprofit organization and have accomplished the jobs of those working for you. But an effective leader is also an effective delegator.<\/p>\n<p>When the CEO or fundraising director provides clear, actionable to-dos to staff and<a href=\"https:\/\/www.causevox.com\/blog\/new-guide-finding-nonprofit-volunteers-support-mission\/\"> volunteers,<\/a> what they\u2019re doing is freeing up their own time to do what they can only do, such as looking at each campaign from a \u201cbig picture\u201d perspective.<\/p>\n<p><strong>As a Staff Member: <\/strong>Managing from the top-down is good for the entire organization because it allows nonprofit staff and volunteers to add their own perspective to the job. As a nonprofit professional, delegation means freedom to perform your job without overarching oversight.<\/p>\n<p>When each person does what he or she is supposed to do in a fundraising campaign, from managing the entire operation to writing out \u201cThank You\u201d notes, you\u2019re ensuring a streamlined, efficient work environment.<\/p>\n<p>But that\u2019s not all. Smart delegation is also helpful for employee retention in our industry, which sees <a href=\"https:\/\/pledgingforchange.com\/articles\/successful-delegation-prevents-turnover-at-non-profits.php\" target=\"_blank\" rel=\"noopener\">high rates of turnover <\/a>across the board.<\/p>\n<h2>What\u2019s There To Do?<\/h2>\n<p>\u201cWho does what?\u201d in a fundraising campaign depends entirely on what needs to be done.<\/p>\n<p>During the<a href=\"https:\/\/www.causevox.com\/blog\/online-fundraising-ideas-nonprofits-charities\/\" target=\"_blank\" rel=\"noopener\"> average online fundraiser<\/a>, you\u2019ll need staff to <a href=\"https:\/\/www.causevox.com\/fundraising-plan-calendar\/\" target=\"_blank\" rel=\"noopener\">create a thorough fundraising plan<\/a>, handle the technical components, market, implement the fundraiser, and then close the campaign.<\/p>\n<p>Here are some of the common tasks for staff during the typical online fundraising campaign:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.causevox.com\/blog\/smart-fundraising-goal-setting-plan-succeed\/\" target=\"_blank\" rel=\"noopener\">Goal setting<\/a><\/li>\n<li>Creating a strategy for success<\/li>\n<li>Weighing budget, fundraising expenses, and expected income<\/li>\n<li>Delegating tasks to staff and volunteers<\/li>\n<li>Create the fundraising website<\/li>\n<li>Post nonprofit stories, images and\/or video to the site<\/li>\n<li>Maintain the blog feature<\/li>\n<li>Monitor campaign, particularly income<\/li>\n<li>Adjust campaign marketing efforts as necessary<\/li>\n<li>Promote the campaign on social media<\/li>\n<li>Promote the campaign on email<\/li>\n<li>Manage volunteers (if applicable)<\/li>\n<li>Close campaign<\/li>\n<li>Report results<\/li>\n<li>Input donor data<\/li>\n<\/ul>\n<p>For <a href=\"https:\/\/www.causevox.com\/peer-to-peer-fundraising-software\/\">peer-to-peer fundraising campaigns<\/a>, add these extra tasks:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.causevox.com\/blog\/recruit-peer-peer-fundraisers\/\" target=\"_blank\" rel=\"noopener\">Recruit personal fundraisers <\/a>(if applicable)<\/li>\n<li>Create a fundraising toolkit<\/li>\n<li>Train and mentor fundraisers<\/li>\n<\/ul>\n<p>And, as you know, these few tasks are just the tip of the iceberg. Fundraising campaigns are complex, and the amount of work that goes into each campaign is significant, to say the least.<\/p>\n<h2>Who Does What?<\/h2>\n<p>You know what you need to do; now it\u2019s time to consider who will do the delegating.<\/p>\n<p>Most often, this is a person or persons from your leadership team.<\/p>\n<p>At my previous employer, our CEO\/President and the Director of Resource Development usually delegated fundraiser-specific tasks to our team. However, this person\/persons vary depending on the makeup of your organization.<\/p>\n<p>Major campaign tasks, such as structuring the campaign, firming up the timeline, etc. are generally performed by the director.<\/p>\n<p>On the other hand, managers and other professional-level staff are often provided with specific campaign-specific directives, such as creating the online fundraising website and recruiting personal fundraisers.<\/p>\n<p>Remember, there\u2019s no one \u201cright\u201d way to divide responsibilities.<\/p>\n<p>You may decide it\u2019s by job title, or by character strength, or however you see fit. Regardless of how you delegate, it\u2019s important to communicate your strategy accordingly.<\/p>\n<p>These are some common fundraising campaign-specific tasks for each level and employee job position. Again, keep in mind that an employee\u2019s disposition is just as important as his\/her title.<\/p>\n<ul>\n<li><strong><strong>Board\/Executives\/Leaders: <\/strong>Provide big-picture ideas, an annual goal, a campaign-specific goal, offer a budget for fundraising. These leaders delegate to directors and team leaders. They\u2019re the supreme decision makers responsible for downstream delegation. <\/strong><\/li>\n<\/ul>\n<ul>\n<li><strong>Directors and Team Leaders<\/strong>: Provide campaign structure, fundraising staff delegation, oversight. They\u2019re directly accountable for the campaign\u2019s success and should be available for consult should a problem arise.<\/li>\n<\/ul>\n<ul>\n<li><strong>Fundraising Staff: <\/strong>Manage day-to-day campaign-specific tasks such as creating and maintaining fundraising website, encouraging personal fundraisers, and inputting any relevant donor data. They\u2019re in the trenches, making friends, raising money, and supporting the entire campaign operation.<\/li>\n<\/ul>\n<ul>\n<li><strong>Marketing and Communications Staff: <\/strong>Create campaign materials, update social media accounts, promote the campaign via emails.<\/li>\n<\/ul>\n<ul>\n<li><strong>Program-Focused Staff: <\/strong>Provide data on impact, offer success story candidates, provide a \u201cbehind the scenes\u201d insight.<\/li>\n<\/ul>\n<ul>\n<li><strong>Volunteers:<\/strong> Assist with time-consuming tasks such as writing \u201cThank You\u201d notes, work as personal fundraisers, etc.<\/li>\n<\/ul>\n<p>Keep in mind, there\u2019s no one way to delegate. All that matters is that you do it to ensure a successful fundraising campaign.<\/p>\n<h2>Promoting Efficiency Via Fundraising Management: It\u2019s Vital<\/h2>\n<p>Taking a good look at how you\u2019re delegating is the first step in refining your fundraising strategy. To perform a delegation audit, take a look at who is handling each task.<\/p>\n<p>Ask yourself these questions:<\/p>\n<ul>\n<li>Are directives coming from the top?<\/li>\n<li>Are employees given the freedom to try new techniques?<\/li>\n<li>Is each employee given a reasonable amount of tasks?<\/li>\n<\/ul>\n<p>From there, adjust your \u201cwho does what\u201d strategy, by following these tips:<\/p>\n<ul>\n<li>Create an accessible spreadsheet for each fundraising campaign that details the \u201cto do\u201d and the person responsible.<\/li>\n<li>Maintain a hierarchy so that each person knows who to report to at any given time<\/li>\n<li>Ensure every task has a purpose. If you find that a specific job doesn\u2019t help improve your relationships and boost your fundraising efforts, consider removing it from the list.<\/li>\n<li>Provide an equal amount of responsibilities for each team member, keeping in mind that some tasks (such as volunteer management) require more time and expertise.<\/li>\n<li>Keep your lists fluid. As you delegate each fundraising campaign, you\u2019ll quickly learn which staff members excel at certain jobs, and you can fine-tune your process. When it comes to character and job titles, both should be considered when delegating.<\/li>\n<\/ul>\n<p>When managing any fundraising campaign, the key to success and efficiency is delegation.<\/p>\n<p>By following a proper fundraising management strategy that involves task-specific delegation, your medium-to-large nonprofit can survive even the most complicated of fundraising campaigns.<\/p>\n<p><strong>At <a href=\"https:\/\/www.causevox.com\/\" target=\"_blank\" rel=\"noopener\">CauseVox<\/a>, we help you do more with less. Unlike other software that is clunky, complex, and expensive, CauseVox helps you tidy up your fundraising.<\/strong><\/p>\n<p><strong>When you use CauseVox, you get less frustration, less wasted effort on administration, and less complexity in your fundraising.<\/strong><\/p>\n<p><strong>Grow your fundraising with less effort. <a href=\"https:\/\/www.causevox.com\/schedule-a-demo\/\" target=\"_blank\" rel=\"noopener\">See how CauseVox can work for you.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employing a medium-to-large nonprofit staff is a good indication your organization is making waves of positive change in your community, and you have the funds to support a growing, robust group of change-advocates. Good for you! But with all these people working toward the same goal, confusion can arise, especially when it\u2019s time to run [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":51187,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-10308","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article"],"acf":[],"featured_image_src":"https:\/\/www.causevox.com\/wp-content\/uploads\/2024\/05\/brooke-lark-194253-1-600x400.jpg","featured_image_src_square":"https:\/\/www.causevox.com\/wp-content\/uploads\/2024\/05\/brooke-lark-194253-1-600x600.jpg","author_info":{"display_name":"Candace Cody","author_link":"https:\/\/www.causevox.com\/author\/candace\/"},"_links":{"self":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts\/10308","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/comments?post=10308"}],"version-history":[{"count":0,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts\/10308\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/media\/51187"}],"wp:attachment":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/media?parent=10308"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/categories?post=10308"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/tags?post=10308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}