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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 Back to Duty

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 Back to Duty

K3: Regulation, legislation and codes of practice relating to the fundraising environment, such as fundraising regulations, data protection compliance and ethical codes of practice, Back to Duty

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 Back to Duty

K5: The elementary Financial principles, such as income streams, cash flow, taxation, budgeting, forecasting, cost control and applying best procurement practice Back to Duty

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 Back to Duty

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 Back to Duty

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 Back to Duty

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 Back to Duty

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 Back to Duty

K11: Importance of accurately recording supporter information on a supporter relationship management system, to help inform fundraising activities and ensure data is compliant Back to Duty

K12: The internal and external dependencies that influence the success of fundraising, such as legal, health & safety, finance, operations, volunteers and suppliers Back to Duty

K13: How to approach and engage new and existing supporters to ask for both financial and non-financial support Back to Duty

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 Back to Duty

K15: How to approach, analyse and address problems Back to Duty

K16: Regulation, legislation, codes of practice and policies relating to inclusion, safeguarding and whistle-blowing Back to Duty


S1: Uses the most appropriate communication method for the message through the use of good questions and listening techniques Back to Duty

S2: Identify and apply pragmatic solutions using a range of methods to maximise value to the organisation Back to Duty

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 Back to Duty

S4: Evaluate and make unsupervised decisions quickly based on the current situation or environment Back to Duty

S5: Control, monitor and analyse expenditure and/or financial fundraising transactions to maximise spend on the organisation’s charitable cause, including Gift Aid Back to Duty

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 Back to Duty

S7: Plan and prioritise time to ensure fundraising activities are managed well and fundraising potential is maximised Back to Duty

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 Back to Duty

S9: Identify and apply appropriate technological solutions to improve the effectiveness of processes, procedures and development of fundraising activity Back to Duty

S10: Demonstrates self-awareness and recognises their own emotions and their impact on self and others. Back to Duty

S11: Adapt and tailor presentation style and technique to meet the needs of the audience Back to Duty

S12: Build a diverse network both internally and externally Back to Duty

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 Back to Duty

S14: Adapt working style depending on the situation or needs of the other person Back to Duty

S15: Identify, evaluate and apply solutions to problems as they arise Back to Duty


B1: Resilient and maintains a positive attitude Back to Duty

B2: Acts to put the organisation’s cause, and the needs of stakeholders at the centre of their fundraising activity Back to Duty

B3: Sources effective solutions, and seeks to continuously improve and develop Back to Duty

B4: Reliable and acts with integrity, empathy, honesty and trustworthiness Back to Duty

B5: Works collaboratively to deliver fundraising activities Back to Duty

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