National Occupational Standards for Fundraising - Skills - Third Sector

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SFT F8Assist with fundraising reportingOverviewThis standard is about assisting other fundraisers in measuring and reportingon the results of fundraising activity. This could concern a specific fundraisingproject or cover fundraising activities more generally. It might also includeproviding feedback to external funders.You will need to research and collate financial and other data, and calculatesimple ratios with the aid of spreadsheet or database packages. You may alsoneed to include supporter feedback, details about the nature of enquiries andother non-financial information necessary to inform future fundraising practice.You will need to present the resulting information in the format agreed with therelevant person.You will need to clarify your own tasks and identify the deadlines that you willneed to work to with the relevant person.This standard is appropriate for people new to fundraising and those supportingfundraising activities in your organisation.PerformancecriteriaYou must be able to: P1 clarify your tasks and responsibilities with the person you aresupporting and the time available for you to complete your tasksP2 plan and prioritise your workload in consultation with relevant personsP3 understand the aim of the reporting process and how your tasks fit intothe process as a wholeP4 use the procedures and tools provided to facilitate fundraising reportingin your organisationP5 enter fundraising data from source documents in line withorganisational requirementsP6 maintain security and confidentiality in line with organisationalrequirementsP7 provide reports of your progress at the times agreed and in the formatrequired by the relevant personP8 notify the relevant person if you encounter any difficulties ordiscrepancies in line with organisational requirementsP9 agree any variations to your tasks with the relevant personP10 comply with legal requirements and codes of practice in line withorganisational requirements20 | P a g e
Knowledge andunderstandingContext specificYou need to know andunderstand:K1K2K3K4K5K6K7the detail of your tasks within the fundraising reporting processthe timescale within which your tasks must be completedyour organisation's procedures for fundraising reporting and how to usethe relevant database or spreadsheet toolssources of information and relevant people in the organisation you canask for advicethe importance of security and confidentiality of information and how tomaintain theseyour organisation's procedures for quality control and how to complywith thesewhy it is important to seek feedback from supporters to inform futurefundraising activityYou need to know andunderstand:Sector specificK8K9the metrics and calculations that are used in measuring and reportingthe results of fundraising activitythe impact of legislation, regulation and codes of practice onfundraising reporting and where to seek information regarding theseissuesGeneralYou need to know andunderstand:K10K11how to use spreadsheet and database reporting toolshow to present reports in a clear and concise mannerAdditional InformationExternal LinksThe Institute of Fundraising’s Code of Fundraising Practice and theInternational Statement of Ethical Principles in Fundraising should be readalongside this NOS.21 | 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 and 14: SFT F5Support the work of your fund
Page 15 and 16: SFT F6Receive and process donations
Page 17 and 18: SFT F7Manage data to support fundra
Page 19: Additional InformationExternal Link
Page 23 and 24: P8P9P10P11P12check the integrity an
Page 25 and 26: SFT F10Develop and implement a plan
Page 27 and 28: Knowledge andunderstandingContext s
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 51 and 52: Knowledge andunderstandingContext s
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
Page 65 and 66: P7agreedensure that the delivery of
Page 67 and 68: External LinksThe Institute of Fund
Page 69 and 70: 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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National Occupational Standards for Fundraising - Skills - Third Sector

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