Fundraiser Apprenticeship Standard

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Knowledge

K1: Commercial understanding of the third sector and fundraising environment, such as external and market factors that impact fundraising performance and the role of competitors and collaborators
K2: The different types of fundraising methods and how they are used, such as Community, Events, Philanthropy, Major Gifts, Individual Giving, Legacy, Monthly Giving, Foundations, Corporate Fundraising, Gift Aid
K3: Regulation, legislation and codes of practice relating to the fundraising environment, such as fundraising regulations, data protection compliance and ethical codes of practice,
K4: Methodologies to undertake internal and external analysis and evaluation of fundraising products and services, such as cost benefit analysis, statistical evaluation, principles of surveys, stakeholder analysis, STEEPLE, SWOT and ERIC frameworks
K5: The elementary Financial principles, such as income streams, cash flow, taxation, budgeting, forecasting, cost control and applying best procurement practice
K6: : The key components of a 'Case for Support', such as organisational aims, creative content to showcase the cause to supporters, impact of the work of the organisation, strategic aims, stakeholders and how these meet the needs of a supporter
K7: The key components of a supporter journey, such as reward and recognition, maximising supporter commitment, appropriate communication, understanding donor motivation and tailoring supporter journey accordingly
K8: The key components of a Fundraising Plan, such as recording fundraising activities over a period of time, including campaign dates, area marketing and acquisition strategies, impact analysis, evaluation and budgeting
K9: Organisational understanding, such as purpose, mission statement, organisational strategy, values, company policies, brand guidelines, volunteering policies, complaints policy, health & safety policy, cash handling, lone working policy
K10: Different methods of communication to internal and external stakeholders, such as verbal, non-verbal, building rapport, designing fundraising and marketing materials, digital, mailings and newsletters
K11: Importance of accurately recording supporter information on a supporter relationship management system, to help inform fundraising activities and ensure data is compliant
K12: The internal and external dependencies that influence the success of fundraising, such as legal, health & safety, finance, operations, volunteers and suppliers
K13: How to approach and engage new and existing supporters to ask for both financial and non-financial support
K14: The different forms of donor motivation and how they influence the method of fundraising employed, the impact that has on the donor and their continued engagement with the cause
K15: How to approach, analyse and address problems
K16: Regulation, legislation, codes of practice and policies relating to inclusion, safeguarding and whistle-blowing

Skills

S1: Uses the most appropriate communication method for the message through the use of good questions and listening techniques
S2: Identify and apply pragmatic solutions using a range of methods to maximise value to the organisation
S3: Use data management (compliant with data protection regulation) and analysis to produce and present evidence to support, validate and/or review fundraising activity to different stakeholders, such as analysing the effectiveness of a fundraising event
S4: Evaluate and make unsupervised decisions quickly based on the current situation or environment
S5: Control, monitor and analyse expenditure and/or financial fundraising transactions to maximise spend on the organisation's charitable cause, including Gift Aid
S6: Use a variety of information sources (compliant with data protection regulation) to identify individuals, groups or organisations who can potentially provide effective support for the organisation
S7: Plan and prioritise time to ensure fundraising activities are managed well and fundraising potential is maximised
S8: Build relationships and identify, engage, sustain and satisfy the on-going needs of supporters and stakeholders by building rapport and trust, and resolve conflicts constructively
S9: Identify and apply appropriate technological solutions to improve the effectiveness of processes, procedures and development of fundraising activity
S10: Demonstrates self-awareness and recognises their own emotions and their impact on self and others.
S11: Adapt and tailor presentation style and technique to meet the needs of the audience
S12: Build a diverse network both internally and externally
S13: Articulate and communicate the mission, goals and activities of your organisation to influence others to engage with your cause, applying appropriate fundraising techniques such as networking, handling objections, negotiating and making an ask
S14: Adapt working style depending on the situation or needs of the other person
S15: Identify, evaluate and apply solutions to problems as they arise

Behaviours

B1: Resilient and maintains a positive attitude
B2: Acts to put the organisation’s cause, and the needs of stakeholders at the centre of their fundraising activity
B3: Sources effective solutions, and seeks to continuously improve and develop
B4: Reliable and acts with integrity, empathy, honesty and trustworthiness
B5: Works collaboratively to deliver fundraising activities

Duty 1

DUTY: Identify, build and maintain relationships to raise financial (such as funds) and non-financial support (such as raising awareness) of the charitable cause

Duty 2

DUTY: Develop proposals and recommendations for inclusion in the development and execution of fundraising plans, such as plans to identify and acquire new supporters or plans to maintain and develop a portfolio of existing supporters

Duty 3

DUTY: Recommend and autonomously carry out fundraising activities to achieve financial and non-financial targets and KPIs whilst keeping within agreed expenditure budgets where applicable

Duty 4

DUTY: Undertake external market research and analysis of fundraising activity to continuously improve performance and support innovation across the team, making recommendations where necessary

Duty 5

DUTY: Use a variety of different mediums to create material for an effective 'Case for Support' to acquire new supporters and/or retain existing ones

Duty 6

DUTY: Monitor, evaluate and report on fundraising activities using a range of metrics to identify and make recommendations for areas of development and opportunity

Duty 7

DUTY: Support the ongoing care and stewardship of supporters through recommending and implementing activities and initiatives that meet both the needs of the supporter and the organisation

Duty 8

DUTY: Produce high quality written and verbal communication material to engage internal and external stakeholders to maximise any opportunities, situations and issues that will impact on the charitable work, such as (but not limited to) approaches to and from prospective donors and partners, applications for funding from trusts or statutory bodies, planning for fundraising events and the development of fundraising campaigns

Duty 9

DUTY: Undertake, both autonomously and with others, data analysis and research of existing and prospective supporters in order to understand behaviour and motivation, to enable them to appropriately support the charitable aims of the organisation

Duty 10

DUTY: Carry out the accurate update and maintenance of IT and records systems to ensure data is compliant and appropriately used to inform fundraising activities

Duty 11

DUTY: Provide a high quality first point of contact with donors to identify and address complaints or problems and seek early resolution or escalation where required

Fundraiser

Interested in a simple Skills Scan and Learning Progress Tracker tool for the Fundraiser standard?

Knowledge

Skills

Behaviours

Duty 1

Duty 2

Duty 3

Duty 4

Duty 5

Duty 6

Duty 7

Duty 8

Duty 9

Duty 10

Duty 11

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Interested in a simple Skills Scan and Learning Progress Tracker tool for the Fundraiser standard?