National Occupational Standards for Fundraising - Skills - Third Sector

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