National Occupational Standards for Fundraising - Skills - Third Sector

P7P8with your line manager and other colleagues in line with organisationalrequirementsidentify opportunities for legacy promotion and integration of the legacyfundraising message throughout the organisation, and involvecolleagues in line with organisational proceduresplan how to provide recognition for legacy donors and pledgers in linewith organisational requirementsImplement legacy fundraising activityYou must be able to:P9P10P11P12P13P14P15provide details in your plan on what you aim to achieve, how, by whomand by whenbrief, liaise with and manage third party suppliers and other partners inline with organisational requirementsdiscuss your fundraising plan with your line manager and other relevantcolleagues and stakeholders and seek authorisation for its go ahead inline with organisational requirementsimplement the fundraising plan according to its steps and schedulemaintain and update database records in line with organisationalrequirementsmonitor the implementation of your plan in line with organisationalrequirementsevaluate the success of your plan against agreed objectivesKnowledge andunderstandingContext specificYou need to know andunderstand:30 | P a g eK1K2K3K4K5K6K7K8K9the 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 timescalesthe support that will be offered by senior colleagues within yourorganisation, including trustees or board members, senior managersand service delivery specialistswho 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 itssuccessthe ways in which projected demographic change will impact on legacyfundraising in future