Your golf tournament is a key part of your nonprofit’s fundraising strategy. Ensuring your golf fundraiser’s long-term success requires more than just smooth execution on event day. Future-proofing your golf event means setting it up to thrive year after year, even if there are major changes to the planning team. By putting the right systems and processes in place, your nonprofit can protect the tournament’s success for the future while making planning easier for years to come.
Here are six best practices to help your nonprofit future-proof your charity golf tournament so it stays a lucrative fundraising event no matter what changes you face.
1. Use golf event management software
A singular platform is key for ensuring continuity. The beauty of a platform built for golf events is that tournaments can be copied year over year so new event organizers aren’t forced to start from scratch. This helps provide much-needed stability and baseline infrastructure when personnel might be in flux. The right platform should allow multiple users without any extra fees and access to a responsive support team that can walk new users through the software’s back end and provide guidance.
An event management platform built just for golf helps new tournament organizers jump right into planning.
2. document, document, document!
If your lead tournament organizer or key volunteer left tomorrow or had an emergency that took them away from planning, would anyone else know how to run the tournament? Would they know what needs to be done, who to connect with at the golf facility, or what’s been promised to sponsors? Thoroughly documenting your planning process from start to finish, as well as tracking progress during planning, ensures that institutional knowledge isn’t lost when there’s staff turnover or new volunteers come on board.
Start by creating a central event planning document or spreadsheet that outlines the entire process from start to finish, from securing the golf course to sending thank-you notes after the event.
Include key deadlines, contact information for vendors and sponsors, and details about your event management software.
Track progress as tasks are completed, so if a change occurs mid-planning, others will be able to continue the work without interruption.
Make note of what worked well (and what didn’t) to refine and improve your process each year.
Store the documentation in a shared drive so it’s easily accessible by members of your planning team.
A well-documented process reduces the risk of setbacks and gives future organizers a clear roadmap to follow.
free planning template
Keep your golf tournament on task and on target. Download this free timeline and checklist to document tasks and ensure everyone is on the same page.
3. Have Two Points of Contact for Everything
Relying on one person to manage all aspects of your tournament creates a single point of failure. If that person becomes unavailable, it can derail your event. To avoid this, designate at least two people from your planning team to be points of contact for each key element of your fundraiser:
Sponsorships. Ensure both points of contact know the details of each sponsorship package, including the promised benefits, pricing, and availability. It’s a good practice to CC each contact on email communication with sponsors so everyone is in the know.
Event management technology. Both contacts should have logins to your event management platform, been introduced to its support team, and know how to contact support so they can troubleshoot issues or get help quickly.
Golf facility coordination. Ensure that both points of contact have contact information for the head golf pro and/or golf facility sales representative. Both should also have a basic understanding of the course’s layout and logistics.
Budget. A common budget spreadsheet can help you track dollars in and out and see where your tournament stands. Ensure both contacts have access to the spreadsheet and can track income from registrations and payments in the event management platform.
Vendor orders. This can be as simple as CCing each contact on communication with vendors on orders, specs, and deadlines for materials like signage, catering, pin flags, or player gifts.
You might also assign a “chair” for various components, such as a chair of sponsorships, volunteers, promotion, budget, and logistics to better share the load and tournament knowledge. While this redundancy may seem unnecessary, it prevents last-minute scrambles and ensures someone is always able to step in to handle key responsibilities.
Having two points of contact ensures planning can move forward if there are changes in your tournament’s leadership.
4. create a succession plan
Unfortunately, staff and volunteer turnover is inevitable, so a strong succession plan is critical for maintaining event continuity. Here’s how to create one:
Identify key roles and responsibilities for your golf fundraiser, including each “chair.”
Train backup staff or volunteers to handle each role, including how to use your event software and communicate with sponsors and vendors.
Keep a running list of contacts and instructions for tasks like setting up the registration website, managing volunteers, handling sponsor invoicing, and running on-course games and contests.
Hold a post-event debrief with your team and update the plan based on lessons learned.
A clear succession plan ensures that new team members can step in and continue executing a successful event without a steep learning curve.
5. manage sponsorships in your event management platform
Managing sponsorships manually—or across multiple platforms—can lead to missed opportunities and dropped details, particularly if there are any personnel changes. Instead, simplify sponsor management by using an event registration website and your golf event management platform:
Build sponsorship packages in your software’s back end and link all sponsor outreach to the website to ensure a consistent call to action in your communication with prospective sponsors.
List sponsorship packages on the event site so sponsors can browse options and purchase their package without needing to connect with a specific member of your planning team. Sponsors can submit their logo and assets during registration, which should automatically populate the site or mobile app and be available in the software for other branding needs.
Track sponsor commitments, contacts, payments, and benefits in your centralized event management platform. This is particularly useful when copying tournaments in subsequent years.
Keep a record of businesses that have been approached for sponsorships from each year to help inform future outreach and renewal strategies.
Managing your tournament’s sponsorships with a centralized system helps you better deliver on sponsor agreements, provide valuable exposure, and make it easier to manage renewals.
Sponsors get broad visibility on a tournament’s registration website.
6. connect with the head pro at the host golf facility
The golf facility wants your tournament to be a success—it reflects positively on the facility! To help ensure success, establish a good working relationship with golf facility staff, especially the head pro. This facilitates smooth communication, handling of logistics, and golfer experience. A key part of future-proofing your golf fundraiser is the relationship with the golf facility. If there are changes, golf and sales staff can often help new personnel fill in the gaps.
Schedule a meeting with the head pro early in the planning process to discuss course regulations, tournament schedules, food and beverage offerings, contract terms, and any potential challenges.
Confirm how contests, like closest to the pin, hole-in-one, and longest drive will be set up and handled.
Keep the head pro updated on registration numbers and any changes to the schedule. It’s a good idea to share access to your golf event management software so they can check participation and teams in real time.
On event day, your two points of contact should check in with the head pro to handle any last-minute adjustments.
Leveraging the expertise of the host golf facility’s head pro will help your tournament run smoothly and that golfers have a positive experience—no matter who’s in charge.
set your event up for long-term success with golfstatus
Future-proofing your golf fundraiser isn’t just about protecting your current event—it’s about setting up a framework for long-term success. By documenting your process, building redundancy into key roles, creating a succession plan, streamlining sponsor management, and maintaining a strong relationship with the host course, you’ll create a more resilient event that raises more money year after year.
Start with an event management tool that’s built for golf events and fundraisers—GolfStatus. Manage registrations, sponsorships, and schedules right in the platform, and use the free event website to market your event. Plus, you’ll get access to exclusive sponsorships, add-ons, and Fundraising Specialists to help you raise additional funds for your cause—at no upfront cost. Book a quick 15 or 30-minute meeting with the GolfStatus team to learn more.