National Occupational Standards for Fundraising - Skills - Third Sector

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Fundraising objectives refer to what your organisation is trying to achievethrough its fundraising activities. These objectives should be consistent withthe mission and business plan of the organisation and informed by thefundraising audit findingsAppropriate tools you are likely to use in a fundraising audit include:1 STEEPLE analysis (Social/demographic, Technological, EconomicEnvironmental (natural), Political, Legal and Ethical factors)2 competitor analysis3 collaborator analysis4 market analysis5 internal analysis6 SWOT analysis (strengths, weaknesses, opportunities, threats)Segmentation refers to ways of segmenting the donor market to ensure thateach group, or segment, can be marketed in a way that will maximise theirsupport. Breaking the donor base down into specific segments increases thelikelihood of success.Fundraising measures refers to measures such as return on investment,response rates, attrition rates and donor lifetime value.External LinksThe Institute of Fundraising’s Code of Fundraising Practice and theInternational Statement of Ethical Principles in Fundraising should be readalongside this NOS.60 | P a g e
SFT F19Manage supporter retentionOverviewThis standard is about managing supporter retention, which is a key strategicfundraising issue. You will need to use supporter segmentation and profilingeffectively and monitor and evaluate the quality of service provided to differentsegments of supporters. You should evaluate appropriate opportunities forsupporter recognition or the provision of added value and ensure that these arean integral part of the overall fundraising strategy. You will recognise theimportance of existing supporters and their potential for income generation aswell as their key role in providing feedback to help inform future fundraisingactivity.It may also be appropriate to plan activities specifically designed to achievegreater loyalty, such as regular giving schemes, or offering a wider variety ofways in which supporters can engage with the organisation. All initiatives mustbe guided by a firm understanding of supporter behaviour and motivation andhow their relationship with your organisation may change over time. It isimportant to consider this in the context of your organisational objectives andthe importance of income generation. You must also ensure that appropriatesystems exist to help you measure the development and retention ofsupporters. As such you will need to ensure that these systems monitor thelevels of support and identify results, trends and changes in supporternumbers, types and values.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 interpret supporter giving trends and behaviour to plan furtherfundraising activities using results based evidence, including supporterfeedbackP2 review and appraise the organisation's communication strategy toensure this continues to meet the needs of supportersP3 check appropriate systems are in place to provide data on thedevelopment and retention of supporters in line with organisationalrequirementsP4 calculate and interpret key loyalty metrics to inform decision-makingP5 segment the existing supporter base in line with your organisation’sfundraising strategy61 | P a g e
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SFT F1Assist with planning fundrais
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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 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: K19K20K21K22how to monitor fundrais
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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