National Occupational Standards for Fundraising - Skills - Third Sector

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SFT F9Develop and implement a plan for community fundraisingOverviewThis standard is about raising funds from communities, using a range ofappropriate fundraising products. It is likely to involve working withvolunteers or community groups who support your cause. Their involvementwill need to be managed by you or someone else in the organisation whounderstands the community fundraising activity you are organising.The fundraising cycle has four key phases – research, plan, implement andreview – all of these must be considered as you develop a clear and achievableplan for generating community support for your cause. Your plan will identifyhow you are going to secure funds and resources, the methods you will use,your resource requirements and what you expect to achieve as a result. It islikely that your plan will form part of your organisation’s overall fundraisingstrategy.There are two elements1 Plan community fundraising activity2 Implement community fundraising activityThis standard is appropriate for people responsible for developing anddelivering operational plans to support the implementation of yourorganisation’s overall fundraising strategy.PerformancecriteriaPlan community fundraising activityYou must be able to:22 | P a g eP1P2P3P4P5P6P7clarify the scope of your responsibilities and what is expected of you interms of fundraising targetsreview the community fundraising environment, identify appropriatefundraising opportunities to help meet your organisation’s fundraisingobjectivesreview the performance of past community fundraising activity toinform decision-makingprovide details in your community fundraising plan of what you aim toachieve, how, by whom and by whendevelop appropriate case for support that meet the needs of the targetaudiencediscuss your fundraising plan with your line manager and other relevantcolleagues and stakeholders and seek authorisation for its go ahead asnecessaryassist with the completion of an appropriate risk assessment process inline with organisational requirements
P8P9P10P11P12check the integrity and security of any proposed donation collectionprocesses in line with organisational requirementscheck that any relevant legal and ethical requirements have been metcheck that your plan takes account of your organisation's policies andpractices regarding the management of volunteersco-ordinate with other areas of fundraising to prevent duplication ofeffort in approaching a particular organisation or individualmaintain records of potential sources of community support for currentand future purposes in line with organisational requirementsYou must be able to:Knowledge andunderstandingImplement a plan for community fundraising activityP13P14P15P16P17P18carry out the community fundraising activities in line with the agreedplanmonitor the implementation of your plan in line with organisationalrequirementsadapt the planned activity in cases where new information or otherinternal or external factors make this necessary, in line withorganisational proceduresevaluate the success of your community fundraising activity againstagreed objectivesmaintain and update database records in line with organisationalrequirementskeep a record of community outreach activity, connections, andrelationships for current and future purposes in line with organisationalrequirementsContext specificYou need to know andunderstand:K1K2K3K4K5K6K7K8the aims, ethics, culture, past history and mission of your organisationthe deadlines and scope of your workthe resources at your disposal including staff, volunteers, time, moneyand specialist advicethe details that you need to include within your plan, includingK4.1 the objectives you are planning to meetK4.2 the approaches you have selectedK4.3 a schedule of key activitiesK4.4 the timescaleswho needs to approve and authorise your plan and the processeswithin the organisation for consultation and approvalthe importance of consulting with colleagues and other stakeholdersduring the development of the plan, and how to do this effectivelyhow to monitor the implementation of your plan and evaluate itssuccesshow to maintain records of your work23 | 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 and 20: Additional InformationExternal Link
Page 21: Knowledge andunderstandingContext s
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
Page 71 and 72: 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
Page 79 and 80:
BehavioursWhen performing tothis st
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You must be able to:Report to trust
Page 83 and 84:
External LinksThe Institute of Fund
Page 85 and 86:
P10 make sure your behaviour does n
Page 87 and 88:
2 the potential severity of that ha
Page 89 and 90:
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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