National Occupational Standards for Fundraising - Skills - Third Sector

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Knowledge andunderstandingYou need to know andunderstand:K1K2K3K4K5K6K7K8K9K10K11K12K13K14K15K16why effective team work is important and how you can contribute toyour team's effectivenessthe people who make up your team and how they contribute to theorganisation's workthe responsibilities of your team and why they are important to theorganisation as a wholethe aims and objectives of your organisationwhy it is important to communicate clearly and effectively withmembers of your team and how to do so via techniques such asK5.1 e-mailK5.2 face-to-faceK5.3 telephoneK5.4 writing short progress reports and notesthe limits of your job role and what you can and cannot do whenhelping members of your teamwhat you should do if helping a member of your team makes you fallbehind with your own workthe types of essential information that need to be passed ontomembers of your team and why you need to pass it on as soon aspossiblethe types of working relationships that help the team to work well andthe types of relationships that do nothow to deal with difficult working relationshipsthe procedures in your organisation to deal with conflictwhy it is important for teams and organisations to continue to improvethe way they workhow to look for and identify possible improvements at work and inworking relationshipshow to make suggestions in a constructive way that do not sound toocriticalthe appropriate time and place to make suggestions for improvementsin the way the team workswhy you should deal positively with team members' ideas about yoursuggestionsAdditional InformationExternal LinksThe Institute of Fundraising’s Code of Fundraising Practice and the InternationalStatement of Ethical Principles in Fundraising should be read alongside this NOS.14 | P a g e
SFT F6Receive and process donationsOverviewThis standard is about receiving and processing donations. Fast and accurateprocessing of donations received is a key element of supporter care, and thecreation and maintenance of accurate financial records is an essentialadministrative function in fundraising.You will need to understand and be able to use the systems and processesyour organisation has in place. Since much of the information will be sensitivein nature you will need to be accurate and maintain confidentiality.This standard is appropriate for people new to fundraising and those supportingfundraising activities in your organisation.PerformancecriteriaYou must be able to: P1 check and process incoming donations in line with organisationalrequirementsP2 record data protection preferences in line with organisational and legalrequirementsP3 issue an appropriate acknowledgement/thank you in line withorganisational requirementsP4 maintain security and confidentiality at all times in line withorganisational requirementsP5 notify the relevant person if you encounter any difficulties ordiscrepancies, in line with organisational requirementsP6 comply with legal requirements and codes of practiceP7 seek feedback on your performance to help identify ways you canimprove your practice15 | P a g e
Page 3: SFT F1Assist with planning fundrais
Page 7 and 8: SFT F3Contribute to the development
Page 9 and 10: Additional InformationExternal Link
Page 11 and 12: P11P12discuss and resolve any misun
Page 13: SFT F5Support the work of your fund
Page 17 and 18: SFT F7Manage data to support fundra
Page 19 and 20: Additional InformationExternal Link
Page 21 and 22: Knowledge andunderstandingContext s
Page 23 and 24: P8P9P10P11P12check the integrity an
Page 25 and 26: SFT F10Develop and implement a plan
Page 31 and 32: You need to know andunderstand:You
Page 33 and 34: P6P7P8P9develop the case for suppor
Page 35 and 36: Additional InformationGlossaryEthic
Page 37 and 38: P9seek authorisation for its submis
Page 41 and 42: Implement your plan for major gift
Page 43 and 44: Additional InformationGlossaryDonor
Page 45 and 46: P5P6P7P8P9P10define the target segm
Page 47 and 48: K20K21K22K23K24both cold and recipr
Page 49 and 50: SFT F16Monitor, enhance and sustain
Page 53 and 54: SFT F17Conduct a fundraising auditO
Page 55 and 56: Additional InformationGlossaryAppro
Page 57 and 58: P4P5P6P7P8P9P3.1 consistent with or
Page 59 and 60: K19K20K21K22how to monitor fundrais
Page 61 and 62: SFT F19Manage supporter retentionOv
Page 63 and 64: K13K14K15K16the importance of raisi
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P7agreedensure that the delivery of
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External LinksThe Institute of Fund
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P6P7P5.4 your budgetP5.5 acceptable
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SFT F22Plan and co-ordinate joint w
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Additional InformationGlossaryStake
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Knowledge andunderstandingContext s
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SFTF 24Provide leadership in your a
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BehavioursWhen performing tothis st
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You must be able to:Report to trust
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External LinksThe Institute of Fund
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P10 make sure your behaviour does n
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2 the potential severity of that ha
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Use supporter and contacts database
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Skills-Third Sector is an independe
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