National Occupational Standards for Fundraising - Skills - Third Sector

K9K10K11K12K8.1 trustees or board membersK8.2 senior managersK8.3 service delivery specialiststhe overlap between major gift fundraising and other fundraisingdisciplines, including:K9.1 corporate, trustsK9.2 individual fundraising such as direct marketing and legaciesK9.3 community fundraisingwho 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 itssuccessSector SpecificYou need to know andunderstand:K13K14K15K16the forms that major donor support might take and how to administerthese including:K13.1 cash donationsK13.2 stock or property donationsK13.3 standing orders or direct debitsthe impact of legislation, regulation and codes of practice on major giftfundraising and where to seek information regarding these issuesthe tax implications of the various forms that major donations mighttake, and who to consult for advice on this issuehow to write a clear and comprehensive major gift fundraising planGeneralYou need to know andunderstand:K17how to maintain records of your work in accordance with dataprotection legislation42 | P a g e