1. Fundraising Role and responsibilities - c) Responsibilities

This section aims to clarify the roles and responsibilities of individuals and departments in managing individual revenue opportunities at Tides Canada, including donations and fee for service contracts. This document aims to:

  • define the specific fundraising roles that exist for each opportunity and how these should be assigned;
  • define the specific responsibilities and accountabilities of each role with respect to the full range of activities involved in managing revenue opportunities.

c) Responsibilities

The Opportunity Lead, Program Lead, and Development Lead each are assigned particular roles in relation to the specific fundraising duties. These are captured in the RACI (Responsible, Accountable, Consulted, Informed) matrices below.

These assignments vary based on whether the Opportunity Lead is the VP/CEO or not, as executives may require a greater level of support for their fundraising.

i.  if the Opportunity  Lead is a Director, Manager, Program Lead, Officer, or Specialist :

Duty Responsibilities Accountable / Approval Consulted Informed
Prospect strategy

Opportunity  Lead

Opportunity Lead

Program Lead;
Development Lead;
Finance Lead


Moves
Management
Opportunity Lead Opportunity lead
Program Lead;
Development Lead
Proposals Opportunity Lead Opportunity lead Program Lead ;
Development Lead 
Finance Lead
Reporting Opportunity Lead
Opportunity lead
Program Lead
Development Lead
Program Content Program Lead Program  lead
Opportunity Lead
Pipeline Management Opportunity Lead Opportunity Lead
Development Lead;
Program Lead;
Finance Lead
Financial Reporting/Budgets Finance lead Finance Lead Program Lead;
Opportunity Lead;
Development Lead

Stewardship Development Lead Opportunity Lead

Grant agreement Development Lead Opportunity Lead Program Lead;
Finance lead

ii.  if the Opportunity  Lead is a Director, Manager, Program Lead, Officer, or Specialist :

Duty Responsible Accountable / Approval Consulted Informed
Prospect strategy
Opportunity Lead
Opportunity Lead
Program Lead;
Development Lead;
Finance Lead

Move management Development Lead Opportunity Lead
Program Lead
Proposals Development Lead Opportunity Lead
Program Lead Finance lead
Reporting Development Lead
Opportunity Lead
Program Lead

Program content Program Lead Program Lead Development Lead
Pipeline management Development Lead Opportunity Lead
Program lead;
Finance Lead
Financial reporting/budget Finance Lead Finance Lead Program Lead;
Development Lead

Stewardship Development Lead Opportunity Lead

Grant agreement Development Lead Opportunity Lead Program Lead; Finance Lead