We’ve made it easy for you to build your Fundraiser SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.
Need help setting up your Fundraiser SOPs library? Speak to our team about our SOP starter templates that are tailored to your specific industry.
Creating Standard Operating Procedures for your Fundraiser work can be difficult and take time. That’s why we’ve created these example Fundraiser SOPs so you can jumpstart your SOP creation process. We want to help you set up your Nonprofit systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Nonprofit procedures in one place, your team will have the information they need at all times. Let’s look at some Fundraiser SOP examples.
1. Donor Identification and Research SOP: The purpose of this SOP is to identify potential donors and conduct thorough research to gather information about their interests, giving history, and capacity to donate. The scope of this SOP includes using various resources such as databases, online platforms, and networking to identify potential donors. The fundraiser is responsible for implementing this SOP, and it is closely linked to the Donor Cultivation and Stewardship SOP.
2. Donor Cultivation and Stewardship SOP: This SOP aims to build and maintain strong relationships with donors to ensure their continued support. It includes strategies for personalized communication, regular updates on the organization’s activities, and recognition of donors’ contributions. The scope of this SOP covers all stages of the donor relationship, from initial contact to ongoing stewardship. The fundraiser is responsible for implementing this SOP, and it is closely linked to the Donor Identification and Research SOP.
3. Grant Proposal Development SOP: The purpose of this SOP is to guide the process of developing grant proposals to secure funding from foundations, corporations, and government agencies. It includes steps such as conducting needs assessments, aligning project goals with funder priorities, and writing compelling proposals. The scope of this SOP covers the entire grant proposal development process. The fundraiser, in collaboration with program staff, is responsible for implementing this SOP. It may reference the Grant Reporting and Compliance SOP.
4. Grant Reporting and Compliance SOP: This SOP ensures that all grant-funded projects are properly monitored, evaluated, and reported to funders in compliance with their requirements. It includes procedures for tracking project progress, collecting data, and preparing accurate and timely reports. The scope of this SOP covers the entire grant reporting and compliance process. The fundraiser, in collaboration with program staff, is responsible for implementing this SOP. It may reference the Grant Proposal Development SOP.
5. Event Planning and Execution SOP: This SOP outlines the process for planning and executing fundraising events, such as galas, auctions, and charity walks. It includes steps such as setting event goals, budgeting, securing venues and vendors, marketing, and coordinating logistics. The scope of this SOP covers all aspects of event planning and execution. The fundraiser, in collaboration with event planning staff and volunteers, is responsible for implementing this SOP. It may reference the Donor Cultivation and Stewardship SOP for post-event follow-up.
6. Major Gifts Solicitation SOP: The purpose of this SOP is to guide the process of soliciting major gifts from high-net-worth individuals or organizations. It includes strategies for identifying potential major donors, developing personalized cultivation plans, and making effective solicitations. The scope of this SOP covers the entire major gifts solicitation process. The fundraiser, in collaboration with senior leadership and board members, is responsible for implementing this SOP. It may reference the Donor Identification and Research SOP and the Donor Cultivation and Stewardship SOP.
7. Volunteer Management SOP: This SOP provides guidelines for recruiting, training, and managing volunteers who support fundraising efforts. It includes procedures for volunteer screening, orientation, assigning tasks, and recognizing their contributions. The scope of this SOP covers all aspects of volunteer management. The fundraiser, in collaboration with volunteer coordinators, is responsible for implementing this SOP. It may reference the Donor Cultivation and Stewardship SOP for engaging volunteers in stewardship activities.
8. Data Management and CRM SOP: This SOP outlines procedures for effectively managing donor and fundraising data using a Customer Relationship Management (CRM) system. It includes steps for data entry, segmentation, analysis, and reporting. The scope of this SOP covers the entire data management process. The fundraiser, in collaboration with the organization’s IT department, is responsible for implementing this SOP. It may reference the Donor Identification and Research SOP and the Donor Cultivation and Stewardship SOP for utilizing donor data effectively.
9. Board Engagement and Fundraising SOP: This SOP aims to engage board members in fundraising activities and maximize their contributions to the organization’s fundraising efforts. It includes strategies for board recruitment, orientation, and ongoing engagement in donor cultivation and solicitation. The scope of this SOP covers all aspects of board engagement in fundraising. The fundraiser, in collaboration with the executive director and board development committee, is responsible for implementing this SOP. It may reference the Donor Cultivation and Stewardship SOP and the Major Gifts Solicitation SOP.
10. Ethical Fundraising Practices SOP: This SOP ensures that all fundraising activities adhere to ethical standards and comply with relevant laws and regulations. It includes guidelines for transparency, donor privacy, gift acceptance policies, and conflict of interest management. The scope of this SOP covers all fundraising activities within the organization. The fundraiser, in collaboration with the organization’s leadership and legal team, is responsible for implementing this SOP. It may reference other SOPs, such as the Donor Cultivation and Stewardship SOP and the Grant Reporting and Compliance SOP, to ensure ethical practices are followed throughout the fundraising process
Looking for SOP templates for your Fundraiser work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Fundraiser work. Get in touch if you’ve got questions about the quickest way to build out your Nonprofit SOPs library.
