An Executive's Guide to Fundraising Operations: Principles, by Christopher M. Cannon

By Christopher M. Cannon

An easy consultant to the foundations of potent fundraising operations

An govt advisor to Fundraising Operations presents fundraisers with easy-to-understand methods to guage and deal with fundraising operations wishes and possibilities. This consultant simplifies and specializes in the research of difficulties and wishes, permitting a short go back to fundraising.

  • Provides the fundamental framework to enhance and innovate improvement operations
  • Includes dozens of useful instruments, together with pattern guidelines for info, database, reporting, and enterprise processes
  • Offers pattern workflow illustrations for reward processing and acknowledgment, document specification, and different processes
  • Features pattern studies for crusade administration, functionality administration, and exception management
  • Delivers potent calculators for operational ideas of thumb

No subject what the dept is termed, so much fundraisers fight with comparing operational matters. This consultant leads you thru ideas of potent fundraising operations, simplifies complex subject matters, and gives strategies to a few of the main vexing operations dilemmas

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Additional resources for An Executive's Guide to Fundraising Operations: Principles, Tools & Trends

Sample text

Many fundraising executives have left just this sort of message. Many operations professionals have fielded this sort of question. From the requestor’s vantage point, the question may seem clear, to the point, and actionable. But think about the additional questions this may raise from Ed:  Does ‘‘gifts’’ include or exclude pledges? In-kind? Matching?  Does ‘‘$500’’ mean one-time? Cumulative? Matched? Soft-credited?  Does ‘‘last year’’ mean last fiscal year? The past 12 months?  How will this be used?

The fundraising executive’s job is to help the team prioritize, and then minimize any issues that arise. 2 Imbalanced Accuracy, Speed, and Volume Accuracy This should be the hallmark of any operations team. Donorcentered organizations should feel compelled to deliver high-quality materials and information to their constituents. Receipts, acknowledgments, and reports should be carefully prepared to ensure accuracy. Database maintenance and other key operations roles should provide a consistent result for all internal and external clients.

For example, earlier in 2010, I had a discussion with a healthcare organization’s information technology (IT) team about a new business process. The conversation was going well. It was making sense to everyone, and we were moving our agenda forward. But we realized that the data we wanted were formatted in all uppercase letters, as in ‘‘MR. CHRISTOPHER M. ’’ For the IT professionals, these were accurate data. For the fundraising professionals in the room, we needed to adjust the data file from all caps to mixed case.

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