National Occupational Standards for Fundraising - Skills - Third Sector

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SFT F23Promote public trust and confidence in fundraisingOverviewThis standard requires you to demonstrate that you take steps to ensure thatyour organisation is accountable and transparent in communicating withsupporters. It requires you to consider broader issues that might impact on thepublic trust, such as your organisation’s ethical policy and the environmentalimpact of your fundraising practice. It also requires you to recommendchanges, as appropriate, to your Trustees.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 check that you and members of your team adhere to the Institute ofFundraising's code of professional conductP2 check that all fundraising activity for which you have responsibilitymeets the requirements of legislation, regulation, code of practice andyour organisation’s ethical policyP3 give donors, beneficiaries and other stakeholders a clearunderstanding of how your non-profit organisation works, its missionand its fundraising, in line with organisational requirementsP4 respect the reasonable requests of donors and other stakeholders forinformation, in line with legal and organisational requirementsP5 check that all members of your team are able to answer commonquestions posed by donors, beneficiaries, the public and the media, inline with organisational requirementsP6 check that all fundraising communications contribute to explaining howthe organisation operates and what it has achieved, in line withorganisational requirementsP7 check that there are systems in place to generate data in respect of thecosts of fundraising, in line with organisational requirementsP8 identify how supporters would like to be communicated with and wherepossible seek to comply with their requests, in line with organisationalrequirementsP9 check that a complaints procedure is in place and that it is clear tosupporters and the public how this may be instigatedP10 check that a procedure is in place to deal with supporter enquiries andconcerns, in line with organisational requirementsP11 check that supporter feedback is encouraged and used to inform futureactivity, in line with organisational requirements74 | P a g e
Knowledge andunderstandingContext specificYou need to know andunderstand:K1K2K3the aims, ethics, culture, past history and mission of your organisationthe scope of your role, responsibilities and limits of your authorityyour organisation’s ethical policy and why it is important to have oneSector specificYou need to know andunderstand:K4K5K6K7K8K9K10why accountability and transparency are importantthe key drivers of trust in an organisationthe reputational risks an organisation faces if it engages in unethical orother forms of poor fundraising practicethe legislation, regulation and codes of practice impacting onfundraising activity and where to seek information regarding theseissues.the requirements of self regulation and work of self regulatory bodieshow to calculate and explain the costs of fundraising incurred by yourorganisationthe difference between restricted and unrestricted funds and thefundraising implications of soliciting themGeneralYou need to know andunderstand:K11K12K13how to establish a complaints handling procedurecurrent trends in respect of public attitudes towards the not for profitsectorhow to collect and make use of a wide range of supporter feedback75 | P a g e
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SFT F1Assist with planning fundrais
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SFT F3Contribute to the development
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Additional InformationExternal Link
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P11P12discuss and resolve any misun
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SFT F5Support the work of your fund
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SFT F6Receive and process donations
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SFT F7Manage data to support fundra
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Additional InformationExternal Link
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Knowledge andunderstandingContext s
Page 23 and 24: P8P9P10P11P12check the integrity an
Page 25 and 26: SFT F10Develop and implement a plan
Page 27 and 28: Knowledge andunderstandingContext s
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 and 52: Knowledge andunderstandingContext s
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: 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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