5 Steps to A Successful Fundraiser

Tim Ahern | February 27, 2019

So you’ve decided to start a fundraiser, this is great news! Fundraisers are a wonderful way to raise money for a nonprofit or a cause that needs support.  A fundraiser, however, cannot be thrown together with the expectation of success.

Organizing a successful fundraiser takes a bit of planning.  For that reason, we’ve put together 5 sure-fire ways to make your fundraiser a success!

  1. Organize a Team

The very first step in organizing a successful fundraiser is to determine who will be involved.  This includes leadership roles and volunteers. If the fundraiser you are organizing is part of an already established organization like Boy Scouts, set up a meeting with the organization’s leaders to determine each person’s involvement.  

By having a clear team for your fundraiser, your volunteers and participants will have an idea of who to go for their specific needs.  For leadership roles, you will likely need people will differing skills like financial organization, or marketing, so keep your needs in mind when building your team. Remember that your volunteers are also an integral part of your team, so seek out those who will be committed and excited about the fundraiser.  

  1. Delegate Responsibilities

Delegate roles and responsibilities among your leadership team based on the skills and interest of your team members.  A successful fundraiser will be organized, well-managed, financially sound, and marketed well. Determine who is best for roles like a volunteer coordinator, treasurer, marketer, and owner.  Each role will be personally responsible for different aspects of the fundraiser. Below are some examples of what responsibilities each role could contain, of course, these will vary by the fundraiser goals and objectives.

Fundraiser Roles

  • Owner: Oversees all aspects of the fundraiser including the leadership team
  • Volunteer Coordinator: The go-to person for volunteers, explains the process of the fundraiser and is the liaison between the leadership team and volunteers.
  • Treasurer: Keeps track of all transactions and finances, ensures that customer orders are correct and handles all matters of finances.
  • Marketer: Promotes the fundraiser and generates interest and awareness to ensure fundraiser success.
  1. Set Goals

Without a clear set of goals or objectives, you are essentially running your fundraiser blind. You should certainly determine a monetary goal for your fundraiser. But also think about goals around volunteer number, timeline, promotional materials, and costs.  Your first goal should be around how much money you want to have raised at the end of your fundraiser. By making other goals that aren’t directly related to monetary value, you will ultimately be setting yourself up to meet that financial goal. All of your other goals should tie into the number you initially determine will mean the success of your fundraiser.

  1. Communicate Efficiently

Communication is truly key to any organization, but especially to the success of a fundraiser. Communicate all goals, objectives, and roles clearly from the very onset of your fundraiser and you’ll be set up for success.  At every step of your fundraiser, be sure to communicate with both your leadership team and your volunteers so that nothing slips through the cracks.

When it comes time to sell and distribute, be clear with your customers about cost, and when they can expect their products.  If you’re planning an event, first determine who will be involved. Then create an open line of communication with everyone who will be involved internally and externally as attendees.  

  1. Follow Through

Regardless of if you’re running a product fundraiser or an event, the follow through may be the most important aspect determining the success of your fundraiser.  The volunteers and those who donated or purchased your fundraising products will have some level of expectation on post-fundraiser outcomes. Be sure to provide an opportunity for them to give feedback on their experience with the fundraiser itself or the products you distributed.  If you provided your customers with shipping dates or other deadlines, be sure to follow through on those promises to increase the probability that they’ll purchase again.

We hope you have a very successful fundraiser! If you’re looking for fundraising products come holiday season, see what we have to offer!