National Occupational Standards for Fundraising - Skills - Third Sector

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K8K9K10K11K12K13K7.2 the approaches you have selectedK7.3 a schedule of key activitiesK7.4 the timescalewho needs to approve and authorise your plan and the processeswithin your 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 provide corporate supporters with meaningful information for theimplementation of the plan in order toK11.1 sustain their trustK11.2 obtain feedbackK11.3 monitor the ongoing relationship with themhow to draft partnership agreements or memoranda of understanding,or, as appropriate, who to approach to have these drawn uphow to maintain records of your workSector specificYou need to know andunderstand:K14K15K16K17K18K19K20corporate giving behaviour, specifically the motives for businesssupport of nonprofits, how decisions about support are taken and howthe success of such relationships is typically evaluatedthe tax benefits that apply to various forms of corporate giving andwhere to seek information regarding thesethe risks and benefits of entering into partnerships with corporatesupporters and how to monitor and evaluate thesethe impact of legislation, regulation and codes of practice on corporatefundraising and where to seek information regarding these issuesthe forms that corporate support might take and how to administerthese, includingK18.1 cash donationsK18.2 gifts in kindK18.3 gifts of stocks or sharesK18.4 sponsorshipK18.5 payroll givingK18.6 cause related marketinghow to write a clear and comprehensive corporate fundraising planhow to monitor the implementation of your plan and evaluate success34 | P a g e
Additional InformationGlossaryEthical policy refers to a statement which defines the principles on which thecharity bases its involvement with third party organisationsCorporate partnerships refer to a relationship entered into with a corporatebody, usually based on a contract, which delivers benefits to both the charityand the corporate body.External LinksThe Institute of Fundraising’s Code of Fundraising Practice and theInternational Statement of Ethical Principles in Fundraising should be readalongside this NOS35 | 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 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: P6P7P8P9develop the case for suppor
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
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
Page 73 and 74: Additional InformationGlossaryStake
Page 77 and 78: SFTF 24Provide leadership in your a
Page 79 and 80: BehavioursWhen performing tothis st
Page 81 and 82: 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
Page 91:
Skills-Third Sector is an independe
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National Occupational Standards for Fundraising - Skills - Third Sector

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