Sales, marketing and procurement

Fundraiser

Raise funds for charitable causes.

Summary

This occupation is found in the third sector in charities and not-for-profit organisations of all sizes. The role is usually based within a fundraising team internal to a charitable or not-for-profit organisation but on occasions can be with a specific agency that provides fundraising consultation and services.

The broad purpose of the occupation is to raise funds for charitable causes. Funds are raised from a range of sources including but not limited to trusts and foundations, digital media, major donors, corporate partners, raffles and lotteries, payroll giving, events, community engagement, individual giving, gift aid and legacies. A fundraiser will typically work within or have a focus on one or more of these areas. In addition, a fundraiser is also responsible for raising awareness and non-financial support for their charitable cause. As part of a fundraising team a fundraiser will contribute to the implementation and execution of the fundraising strategy. projects and plans. They will be responsible for delivering day-to-day fundraising activities that provide the essential income and engagement with supporters for the delivery of the charitable purpose of the organisation. They will also carry out research for opportunities and analyse and provide data to support any proposals for developing fundraising activities. The role is a common entry point for many looking for a career within fundraising and, potential progression into more senior fundraising roles.

In their daily work, an employee in this occupation interacts with a range of internal teams such as (but are not limited to) marketing, media, finance, service delivery, volunteering, advocacy, I.T and procurement. Externally, a fundraiser would interact, either autonomously or as part of a team, with clients, donors, supporters and prospective supporters of their charitable cause (e.g. corporate partners, high net worth individuals and the general public), as well as other stakeholders including suppliers, other charities, the media and professional bodies. The role is likely to be home or office-based, although they may spend time away from their base attending and supporting events, meetings with internal or external stakeholders, carrying out specific fundraising activities or carrying out research.

An employee in this occupation will be responsible for reporting to a fundraising manager they will undertake the required tasks for the fundraiser. These tasks may require planning and prioritising personal and team activities to meet organisation needs. Due to the nature and level of responsibility it is not anticipated that the role would have any budgetary responsibilities.

They will be responsible for:

  • Building and maintaining relationships to acquire new supporters and retain existing ones
  • Securing funds and raising awareness of their charitable cause in line with agreed targets and KPIs
  • Managing a portfolio of external stakeholders including supporters, volunteers, corporate partners and eventers
  • Contributing towards the management of suppliers
  • Maintaining a database of supporters
  • Conducting research in order to gain valuable insight
  • Developing and delivering fundraising plans as directed
  • Putting together creative content to build a case for support
  • Contributing towards the development of fundraising plans and evaluating their effectiveness
  • Promoting fundraising propositions and using innovation to develop new ones
  • Compliance with Fundraising and Data Protection regulations
  • Addressing and solving problems within their role
  • Sales activities identified in fundraising plans

Typical job titles include

Knowledge, skills and behaviours (KSBs)

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

Technical Educational Products

ST0887
ST0887: Fundraiser (Level 3) Approved for delivery
Reference:
OCC0887
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£31,041 per year
SOC 2020 code:
3554 Advertising and marketing associate professionals
  • SOC 2020 sub unit groups:
    • 3554/02 Fundraisers
    • 3554/99 Advertising and marketing associate professionals n.e.c.
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

Technical Educational Products

ST0887 image
ST0887: Fundraiser (Level 3) Approved for delivery
Reference:
OCC0887
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£31,041 per year
SOC 2020 code:
3554 Advertising and marketing associate professionals
  • SOC 2020 sub unit groups:
    • 3554/02 Fundraisers
    • 3554/99 Advertising and marketing associate professionals n.e.c.
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

Technical Educational Products

ST0887 image
ST0887: Fundraiser (Level 3) Approved for delivery
Reference:
OCC0887
Status:
Approved occupation imageApproved occupation
Average (median) salary:
£31,041 per year
SOC 2020 code:
3554 Advertising and marketing associate professionals
  • SOC 2020 sub unit groups:
    • 3554/02 Fundraisers
    • 3554/99 Advertising and marketing associate professionals n.e.c.