National Occupational Standards for Fundraising - Skills - Third Sector

More documents

Recommendations

Info

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
You must be able to:Report to trustees on fundraising performanceP7P8P9P10provide reports on the performance of the organisation's fundraisingfunction to help trustees review on-going performance, includingP7.1 the key drivers of fundraising performance in your organisationP7.2 summary statistics, including relevant metricsP7.3 an explanation of the pattern of performance achieved,highlighting strengths and weaknesses in performancesupport trustees in using the information provided to take action toimprove performance, in line with your role and responsibilitiesrespond appropriately to requests from trustees for additionalinformation or clarification, reducing any misconceptions ormisunderstandings about the operation of the fundraising functiondemonstrate how your fundraising strategy and activity help to developand maintain positive relationships with supporters, and providebenefits to your organisationKnowledge andunderstandingContext specificYou need to know andunderstand:K1K2K3K4K5K6K7the aims, ethics, culture, past history and mission of your organisationthe scope of your role, responsibilities and limits of your authoritythe current level of knowledge and understanding among trusteesabout the process of fundraising, typical returns from fundraising andfundraising reportingthe identified information needs of trustees and other stakeholdersthe organisation's planning and decision making processesthe role trustees might play in assisting with or facilitating fundraisingactivitiespower, influence, politics and management culture within theorganisationYou need to know andunderstand:Sector specificK8K9K10K11K12K13K14why accountability and transparency are importantfundraising legislation, regulation, ethics and codes of fundraisingpracticehow to calculate and explain the costs of fundraising incurred by yourorganisationthe difference between restricted and unrestricted funds and thefundraising/legal implications of soliciting themthe importance of donor retention and loyaltycurrent trends in public perceptions of non-profit organisations andcurrent fundraising practicecurrent trends in media perceptions of non-profit organisations andcurrent fundraising practice81 | 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 27 and 28:
Knowledge andunderstandingContext s
Page 29 and 30: SFT F11Develop 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 39 and 40: SFT F14Develop and implement a plan
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 and 74: Additional InformationGlossaryStake
Page 75 and 76: Knowledge andunderstandingContext s
Page 77 and 78: SFTF 24Provide leadership in your a
Page 79: BehavioursWhen performing tothis st
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
show all

National Occupational Standards for Fundraising - Skills - Third Sector

Create successful ePaper yourself

Delete template?

Save as template?