Who Should Set Fundraising Targets?

May 1, 2013      Admin

Faithful Agitator reader Reinier Spruit at Greenpeace International and 101fundraising blog has shared the results of his interesting survey on setting fundraising targets … We are going down … We have no target!

His survey of 103 fundraisers reported that:

  • 29% set their own targets;
  • 53% proposed a target to their manager, who made the final decision;
  • 14% receive a target from “their boss”; and,
  • 4% work without a target (as Reinier says: “Ouch!”).

Reinier prefers to have the boss set the targets, because he thinks that way goals will “normally” be set higher and presumably challenge the fundraisers more. And: “…because you would expect your boss to know why more income is needed.”

Sorry Reinier, I disagree.

My view is that there are two parties to the discussion of fundraising goals — the captain of the starship and the chief engineer in the engine room.

The job of Captain Kirk (‘The Boss’) is to ensure that a vision and set of programmatic goals are articulated that are worthy and inspiring of energetic, imaginative fundraising. And sure, be demanding of best effort in that process. It’s the job of Scotty (‘The Chief Engineer’) to have a realistic understanding of just how strongly the ship can respond, including adding a dash of ingenuity and pressing the limits.

But it’s a negotiation that respects the perspectives of both parties, isn’t it? Yes, The Boss ends the discussion with a decision, but hopefully without launching his or her crew into deep space without life support! And, by the way, the job of The Boss is also to make sure the rest of the crew delivers on the promise the fundraising team is selling.

The entire team needs to be exhilarated by the challenge … and a wee bit frightened. Then they’ve probably set the right mark.

On point is The Agitator’s survey earlier this year on how well The Boss ‘gets’ fundraising, see here — Fundraisers Rate Their CEOs!

Tom

P.S. Yesterday Roger urged US east coast readers of The Agitator to join him at Fundraising Success’ upcoming Engage Conference. in Philadelphia on May 9th. He also mentioned a special discount of $75 for Agitator readers. Here’s the correct Discount Code to use: Agitator75 (use no space). Register here.

3 responses to “Who Should Set Fundraising Targets?”

  1. Hi there Agitator peeps. I agree with you, Tom… Key people in the starship must be involved in setting the goal…Jim and Scotty. Check out my NPQ web column, Setting Realistic Charitable Contributions Goals, posted July 28, 2011. And I start out by making the point that “how much money you want” is not the key driver!
    My point is that there are multiple criteria that affect setting your charitable contributions goal – internal and external factors. Things like the effectiveness of your relationship-building program and your solicitation strategies; the economy, etc. etc.
    And the worst approach is someone up on high who gives you the goal!

  2. Duncan says:

    Couldn’t agree more, Tom. I’ve worked for Charities that adopted both approaches and the worst of them allowed senior management to dictate targets – which usually were as unimaginative as ‘last year plus x%’ on the basis that growth was forever possible, usually without increasing resources.

    The organisation then organised it’s operations around an income that fundraisers knew was never achievable, and then had the pain of having to make redundancies when it wasn’t achieved.

    Targets for income and expenditure should be developed together, based on an ambitious, but realistic view as to what is possible – so the organisation doesn’t overcommit it’s spending programmes. Fundraisers are in the best position to contribute to this.

    I’m also slightly concerned about the implication that fundraisers, without being told to by management, won’t challenge themselves. Maybe it’s true in some cases, but I know that I, and the teams I work in, constantly challenge ourselves to do more and achieve more on behalf of our beneficiaries – I don’t need an imposed target to do that!

  3. First of all, thanks for mentioning my post Tom.

    I think what you describe would indeed be the ideal scenario.

    In a nutshell that’s even what I tried to refer to:
    “By having a healthy discussion and challenge some of the conclusions of previous plans, targets can easily increase.”

    I think these scenarios depend very much on the people that are involved. In some cases you are able to have those ‘negotiations’, but in lots of cases these negotiations simply don’t take place, for whatever reason.

    On a positive note, more and more fundraisers (on all levels) are working with clear targets and are therefore reaching better results.

    Thanks again!