Plan and co-ordinate fundraising

This standard covers planning and co-ordinating fundraising in the organisation. You must be able to assess what the fundraising objectives of the organisation are, the methods available, and their suitability. Objectives could be both long- and short-term.

You must also be able to co-ordinate fundraising across the organisation to optimise income. This involves making sure all those involved in the fundraising have the information, resources and support they require. You will need to be able to monitor the fundraising to see if targets will be met and to improve fundraising practices.

This standard is for anyone who has the responsibility for planning and implementing fundraising in their organisation.

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1. clarify the aims of fundraising and produce objectives that are achievable and meet the requirements of the organisation
2. communicate the aims and objectives of the fundraising clearly
3. identify and evaluate potential fundraising methods and activities for their ability to achieve results
4. confirm that potential fundraising methods and activities are in line with the values and policies of the organisation
5. identify possible implications for the organisation that affect different fundraising methods and activities, including relevant legal implications
6. decide on fundraising methods or activities that meet the objectives and the requirements of the organisation
7. plan the actions that the organisation needs to take and the resources required
8. identify whether contributors should be recognised and how this should be done
9. identify any factors affecting the flow of funds and assess the potential impact on the organisation
10. maintain communication with colleagues and other stakeholders
11. co-ordinate the fundraising activities and methods
12. clarify the tasks, responsibilities and timescales with those involved in the fundraising
13. check that those carrying out the fundraising have the resources and support needed
14. provide those involved with suitable opportunities to discuss and explore fundraising and their role in greater depth
15. assist those involved to develop their skills in fundraising and be open to new ideas
16. monitor fundraising activities and methods for effectiveness in meeting targets
17. take action if there are differences between actual and targeted income
18. use lessons from fundraising to improve fundraising practices

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1. the purpose of the organisation and what it is aiming to achieve
2. the values of the organisation and how these may affect the fundraising methods and activities
3. how to set aims and objectives when planning fundraising
4. how and where to access information on fundraising methods and activities
5. the factors that need to be considered when deciding on fundraising methods and activities
6. the relevant legal requirements and codes of practice which affect different fundraising methods and activities
7. the advantages and disadvantages of different fundraising methods and activities
8. the resources required to carry out the fundraising
9. financial planning and the impact of this on resourcing
10. the ways in which contributors could be recognised
11. the importance of involving colleagues and other stakeholders in the fundraising process
12. the importance of fundraising to the success of the organisation
13. how to co-ordinate fundraising activities and methods
14. how to prepare and deliver briefings on fundraising plans and to support those involved in their delivery through development activities including support, advice and training
15. how to manage rejections and learn from the experience
16. how to monitor the income generated and the costs of fundraising against plans
17. the action to take if fundraising is more or less successful than anticipated
18. the options for amending fundraising plans to achieve balanced income streams for an organisation