How do we hand a fundraiser over to new volunteers?
Reviewed . Read as Markdown
Give the incoming organiser authorised account access and a short run sheet covering deadlines, supplier commitments, unpaid orders and collection arrangements. Keep passwords private and review old access when responsibilities change. After the campaign, record actual sales, expenses and net proceeds for the next committee.
What should the run sheet contain?
Include the campaign link, purpose, key dates and the person responsible for each remaining task. Record confirmed supplier terms and where the final order or invoice can be found.
Highlight outstanding issues, such as an unpaid order, a delivery change or a refund request. A clean-looking total can hide unresolved work.
How should access change?
Use the account's team-member controls to give the right person access instead of sharing a login. Check which permissions the new organiser needs and who should remain as a backup.
Handle exported order reports and member files according to the school or club's policy. A new volunteer should receive only the supporter information needed to finish the job.
What should be saved for next time?
Keep the campaign dates, communication schedule, supplier feedback and a reconciled financial summary. Explain whether a figure represents order value or retained proceeds so next year's budget starts from the right number.
- Review upcoming deadlines together.
- Grant and verify authorised access.
- Hand over supplier and collection commitments.
- Reconcile payments and outstanding queries.
- Record lessons and remove access no longer required.