National Occupational Standards for Fundraising - Skills - Third Sector

SFT F25Work with trustees to enhance fundraising successOverviewThis standard is about involving trustees in your organisation’s fundraisingactivity in ways that are appropriate to their role and the size or structure ofyour organisation.It is about ensuring that these individuals understand the role that they mightplay in enhancing the performance of the fundraising function. This is likely torelate to their strategic responsibilities as trustees, including developing ethicalpolicies or managing reputational risks which could arise from poor fundraisingpractice. It may also involve trustees in advising on and assisting withappropriate forms of fundraising, such as events, major gift or capital appeals,amongst others.There are three elements1. Support trustees in providing strategic direction for fundraising activity2. Involve trustees in fundraising activity3. Report to trustees on fundraising performanceThis standard is appropriate for people in leadership positions responsible forthe development and overview of your organisation’s overall fundraisingstrategy.PerformancecriteriaSupport trustees in providing strategic direction for fundraising activityYou must be able to:P1P2P3P4involve trustees in the development of your organisation’s fundraisingstrategy in line with the wider organisational strategic plansupport trustees in developing key policies important to maintaininghigh standards of fundraising practice in line with legislation, regulationand code of practicecheck that trustees understand the importance of transparency andaccountability in the public reporting of fundraising results in line withlegislation, regulation and code of practiceinvolve trustees in updating your organisation’s fundraising strategyusing results from your evaluation of fundraising performanceInvolve trustees in fundraising activityYou must be able to:80 | P a g eP5P6identify ways in which trustees can contribute to fundraising activityusing their skills and contactsseek agreement from trustees about any roles they will take in carryingout fundraising activities in line with their legal, ethical andorganisational responsibilities