National Occupational Standards for Fundraising - Skills - Third Sector

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Additional InformationGlossaryProfiling, segmentation, testing and targeting: Fundraisers seek to definea donor’s ‘profile’ to ensure that the donor is marketed to in a means which isrelevant to them. The fundraiser may ‘test the behaviour or responses of thissegment, by, for example, testing whether sending appeals by email is moreeffective than direct mail. Building a ‘profile’ of a donor or donor group,enables the non-profit to target the group in a way that they will respond tobest – this can save the non-profit significant sums in sending unwanted orirrelevant appeals. Analysing the response rates including the averagedonation or the frequency of giving enables the fundraiser to maximise returnon investment.External LinksThe Institute of Fundraising’s Code of Fundraising Practice and theInternational Statement of Ethical Principles in Fundraising should be readalongside this NOS.52 | P a g e
SFT F17Conduct a fundraising auditOverviewThis standard is about conducting an audit of the environment in which yourorganisation is operating and fundraising. This may be undertaken in isolation,but is likely that it will form the first step of the fundraising planning process.The fundraising audit should comprise a thorough strategic appraisal of theinternal and external environment in which the organisation is operating. Theaudit ought to use appropriate tools to analyse and present the findings.Audit findings should be used to inform future fundraising planning or strategydevelopment.This standard is appropriate for people in leadership positions responsible forthe development and overview of your organisation’s overall fundraisingstrategy.PerformancecriteriaYou must be able to: P1 define the scope of the audit in line with organisational requirementsP2 gather and record relevant information for the audit in line withorganisational requirementsP3 identify and evaluate relevant external trends from the widerenvironment to inform the audit process, including the review ofP3.1 fundraising activity of competitor organisationsP3.2 potential to collaborate with other organisations for thepurposes of fundraisingP4 conduct a market analysis of the critical issues, trends and givingpatterns of the income streams covered in the scope of the auditP5 conduct an internal fundraising audit, including the review ofP5.1 the case for support, identifying any alternative ways to presentthe organisation to prospective and existing donorsP5.2 your organisation’s past fundraising performance to assess itsstrengths and weaknesses, including information obtained viasupporter feedbackP5.3 your organisation’s fundraising structure, systems, processesand procedures and its ability to fulfil fundraising objectivesP5.4 your organisation’s financial, human and technologicalresources that support the fundraising functionP6 present a summary and prioritisation of the internal and external auditfindings, using an appropriate tool, to inform decision-makingP7 interpret, present and communicate audit findings to the stakeholders53 | 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 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: Knowledge andunderstandingContext s
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

National Occupational Standards for Fundraising - Skills - Third Sector

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