Committees

Find it: Left nav → Committees · Who can use it: Everyone can view; only Org Admins and Development Associates create committees and assign donors. Committee chairs manage their own committee.

What you'll see

The Committees page lists every committee as a card showing its name, its level (Governance-level · reports to Board or Executive-level · reports to CDO), and four quick stats: members, donors, contacts/30d, and thank-you ratio (shown as a ratio like 4:1). Committee members and chairs also see a weekly contact nudge at the top instead of the org rollup. Click any card to open its detail page.

How to create a committee

1. Click New committee in the page header (Org Admins and Development Associates only).
2. Pick one of the eight standard templates: Fundraising & Resource Development, Major Gifts & Planned Giving, Alumni Engagement (these three are Governance-level), plus Donor Stewardship, Outreach, Grant Acquisition & Management, Facilities & Capital Campaign, and Finance & Budget Oversight (Executive-level).
3. The committee is created with its charter (purpose, composition, reporting line, and member min/max) pre-filled from the template — all editable later.

How to work inside a committee

The detail page has five tabs:

• Charter — purpose, composition, and reporting line. Chairs and managers can Edit charter.
• Roster — members and their roles (Chair, Board Liaison, Staff Lead, Member) with compliance checkboxes: Commitment form signed, Confidentiality / NDA acknowledged, Orientation completed.
• Donors — assigned donors. Use Assign donors to add donors and optionally route each to a specific member (or leave with the whole committee).
• Meetings — schedule meetings, add agendas, and record minutes.
• Reports — file monthly rollup reports (period + summary) that surface committee activity.

The volunteer experience

Committee members see only the donors assigned to them. Their view includes a first-contact playbook (send a warm non-ask intro, call within 7 days, log every contact, record what the donor cares about), talking points (lead with gratitude, listen more than you talk), and a weekly contact nudge tracking progress against the 3–5 contacts-per-week target — with a Friday reminder if you're short.

Good to know

• The thank-you ratio (e.g. 4:1) reflects thank-yous per ask; keep it healthy.
• Governance committees report to the Board; Executive committees report to the CDO.
• Members never see an ask on first contact — that's by design, not a bug.