National Occupational Standards for Fundraising - Skills - Third Sector

SFT F12Develop and implement a plan for corporate fundraising activityOverviewThis standard is about raising funds and other resources from corporatesupporters and partners. This support may include monetary donations, gifts inkind, pro bono donations of staff time or staff secondments, access to staff forfundraising activities, partnerships, payroll giving, sponsorship or access tostaff and customers for fundraising purposes.The fundraising cycle has four key phases – research, plan, implement andreview – all of these must be considered as you develop a clear and achievableplan to secure corporate support, involving other colleagues or stakeholderswhere possible in the planning process. It will identify how you are going tosecure funds and other resources from corporate supporters, the methods youwill use, resource requirements and what your corporate supporters expect toachieve as a result. It is likely that your plan will form part of your organisation’soverall fundraising strategy.This standard has two elements1 Develop a plan for corporate fundraising activity2 Implement a plan for corporate fundraising activityThis standard is appropriate for people responsible for developing anddelivering operational plans to support the implementation of yourorganisation’s overall fundraising strategy.PerformancecriteriaDevelop a plan for corporate fundraising activityYou must be able to:32 | P a g eP1P2P3P4P5clarify the scope of your responsibilities and what is expected of you interms of fundraising targetsreview the corporate environment to identify and create relevantcorporate fundraising opportunities, includingP2.1 relevant trendsP2.2 critical issuesP2.3 competitor activityP2.4 giving patternsreview the performance of past corporate fundraising to improve futurepracticeestablish a timescale and objectives for the corporate fundraising planin line with organisational requirementsconduct prospect research and prioritise potential supporters andpartners in line with the aims of your organisation and corporatefundraising pan