How to Balance Staff Ratios to Increase Fundraising Efficiency

In an increasingly competitive job market, nonprofits must recruit and retain the best talent. These are important considerations, especially around fundraising roles in organisations that rely heavily on philanthropic revenue. Insights from CCS’s extensive experience with major higher education institutions confirm the following: 
 

1. Maximised talent leads to thriving development teams and greater fundraising results. 

2. Misappropriation of time and resources impacts productivity, funds raised, and job satisfaction. 

3. Staff turnover is costly. 

How can you mitigate some of the risks leading to turnover in your development office? Create a positive, inspiring work environment by amplifying your team’s skills. Ensure that all staff can professionally thrive by optimising their work. 

How are Your Frontline Fundraisers Spending Their Time? 

Utilising data gathered from over 70 annual higher education partners, CCS has found a ratio of 1:3 – 1:5 frontline fundraisers to support staff is optimal. In this model, “support staff” includes far more than administrative team members. Consider any member of your team who provides resources for your frontline fundraisers part of this definition of “support staff.”  

A ratio below 1:3 may indicate your fundraisers are not dedicating enough time to active donor engagement as they are forced to balance administrative tasks. This results in an under-optimised fundraising team, fewer funds raised, and increased burnout. Your fundraisers do not have the opportunity to do what they do best; deepen donor relationships and inspire new prospects. For experiences fundraisers this can be a frustrating position to be in and can lead to high staff turnover.

A ratio above 1:5 may indicate an environment where “back of house” team members dominate, creating a high volume of red tape and potentially inefficient systems and processes. This results in an under-optimised fundraising team that is unable to focus on relationship building through strategic cultivation and solicitation leading to transformational gifts.  

If your frontline fundraisers conduct any of the following indirect fundraising tasks, read on! 

• Event planning and/or management 
• Proposal writing and gift agreement administration 
• Programme support 
• Prospect research 

• Administrative responsibilities (e.g., data entry) 

the case for retention

Last year, CCS supported over 70 colleges and universities and worked with a total of 700 organisations located in over 350 cities across 18 countries. We frequently encounter frontline fundraisers with inordinate responsibilities that keep them from direct fundraising, which we define as cultivating, soliciting, and expertly stewarding prospective supporters and donors. 

Though it might seem reasonable for fundraisers to wear multiple hats, this approach may cause frustration and increase turnover. Fundraisers need time to build relationships and time spent elsewhere can be costly especially when a majority of philanthropic giving is driven by individuals. Individual philanthropy thrives on personal connections to your organisation’s mission, and the time required to build those relationships is critical to fundraising success.  

Retaining your fundraisers has a huge financial impact. It takes multiple years for a fundraising professional to meet their peak potential. In fact, the Chronicle of Philanthropy found that it took, on average, four years for major-gift fundraisers to “mature into their roles.” After four years, frontline fundraisers dramatically increased the average money they raised.  

 

how to optimise Your Team 

1. Evaluate and Redistribute Responsibilities

Begin by defining who you consider a frontline fundraiser and who you consider support, noting that support does not always equate to strictly administrative responsibilities. The simplest approach is to consider support staff as any role that does not hold direct fundraising responsibilities. Some roles may be split (e.g., roles that include managerial, administrative or other responsibilities), and for those roles you can divide their time across both categories (.25, .5, .75 etc.). 

Here are some examples of how this might be approached: 

Sample Role	Frontline	Support
Director of Development	.5	.5
Manager of Individual Giving	1
Major Gift Officer	1
Manager of Institutional Giving/Corporate Relations	1
Planned Giving Officer	1
Communications Coordinator		1
Research Analyst		1
Database Manager		1
Development Associate/Assistant		1
Special Events Manager		1
Alumni Relations Staff		1
Advancement Communications Staff		1

If the fundraising to support ratio falls short of our recommended 1:3 – 1:5 ratio, you should determine where you can delegate more of your fundraisers’ indirect work to support staff. 

2. Consider Hiring Support Staff

Next time a vacancy opens up on your team, or you have an opportunity to add headcount, pause to reflect on this ratio and how your staff are currently spending their time. Consider asking your staff to spend two weeks tracking their time. This exercise will provide data for an informed assessment to support potential changes in the way you delegate and/or how you reallocate tasks.  

To maximise your team’s efficiency with limited resources, CCS often encourages our clients to consider adding these support staff positions before adding costly frontline fundraisers:

Please note that one role may cover more than one of the responsibilities listed below.

Areas of Support	Impact
Proposal or Grant Writing	Frontline staff can advise on content but are not tasked with the considerable time necessary to produce stellar proposals.
Stewardship Report Writing	Frontline staff can focus on amplifying the stewardship process (e.g., arrange to hand-deliver a report) if not tasked with writing the content.
Event Coordination	Frontline staff can focus on inviting prospects and engaging attendees during and after the event, ensuring positive experiences, and deepening relationships.
Data Entry	This reduces desk time and ensures both efficacy and continuity of information included in the CRM.
Data Analysis	Harnessing your data to make informed decisions (e.g., portfolio analysis) can improve fundraising performance.
Prospect Research	Frontline staff can focus instead on research insights, connecting their donors to demonstrated areas of interest.
Board Management	Boards are frequently the biggest drivers of fundraising activity and expert management is key. Dedicated staff ensures that your Board is leveraged to their fullest extent and ensures a seamless donor experience.
Volunteer Management	Connecting donors to meaningful volunteer opportunities (such as Advisory Boards, Alumni Councils, Admissions, Career Development, etc.) frequently results in greater philanthropic investments. Frontline staff should connect the dots, while others should manage logistics such as volunteer assignments, training, and data collection.

Where your team spends its time is where your organisation spends its money. Investing in the right kind and amount of support for your frontline fundraisers will reduce turnover, increase funds raised, and can make all the difference.