Fundraiser Level 3

Working in fundraising allows you to directly contribute to the success of impactful causes by securing the necessary funding to support vital programs and services, making a tangible difference in people’s lives while developing valuable skills like communication, relationship building, and strategic planning, all within a dynamic and rewarding career path.

 

Course Materials: Fundraiser Level 3 Overview

Duration: 13-16 monthsCourse Fee Information
Fundraiser-Level-3

Overview

The ideal candidate plays a key role in driving fundraising efforts by engaging with supporters and helping to secure vital income for impactful projects. This dynamic role involves conducting research to uncover new opportunities and analysing data to craft compelling proposals, all in alignment with the fundraising strategy. 

The Fundraiser qualification is suitable for those in junior fundraising positions within charitable or not-for-profit organisations looking to progress their career in fundraising. Fundraising comprises a broad range of roles, including philanthropy and major gifts, corporate partnerships, direct marketing, individual giving, fundraising events, community fundraising and legacies. 

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Duration:13-16 months
Standard and Level:Fundraiser Level 3 Standard
Entry requirements:

Candidates should already be working within a Fundraiser role with direct opportunity to develop and apply pitch and presentation skills within their job role. Employers may also provide additional entry criteria.

Learners aged 18 who do not have exemptions will still be required to achieve Level 2 Functional Skills.

Learners over 19 will have the option to either opt in or out of Functional Skills training and examinations. For those who choose to opt out, Fareport remains committed to supporting all learners in developing their literacy and numeracy skills by embedding these essential topics within the curriculum and assessments of the apprenticeship.

To be eligible for an Apprenticeship you (or the apprentice) must:

  • Be living and working in England
  • Be 16 years old or above
  • Have the legal right to work in the UK
  • Have maintained UK residency for the last 3 years
  • Be employed in a real job; they may be an existing employee or a new hire
  • Work towards achieving an approved apprenticeship standard or framework
  • Work at least 30 hours a week
  • Be able to commit to the apprenticeship and its requirements
  • Not hold a prior qualification at the same or higher level in the same subject area
  • Not undertake or benefit from DfE funding during their apprenticeship programme, including Student Loans.
  • Have apprenticeship training and employment that lasts at least 12 months.
Cost:Fully funded through the Apprenticeship Levy or 95% government-funded for eligible employers, with minimal contribution required.

Knowledge


Knowledge (K) – The theoretical understanding an apprentice needs to perform their role effectively. This includes industry-specific principles, regulations, and best practices.

  • 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

More information on the Standard is available here.

Skills


Skills (S) – The practical abilities developed through training and hands-on experience. These are the technical and transferable skills required for the job.

  • 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


Behaviours (B) – The professional attitudes and values expected in the workplace. These include teamwork, adaptability, problem-solving, and ethical responsibility.

  • 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
Once an apprentice has completed their apprenticeship, they will be ‘signed off’ by their employer/ provider as ready for end-point assessment of their knowledge and practical capabilities. In most cases, the assessment will be graded and must show the apprentice is fully competent and productive in the occupation.
End Point Assessment consists of:
  • Portfolio of evidence
  • Case for support pitch presentation with questions and answers
  • Professional discussion

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Why choose to learn with Fareport Training?

Fareport Training was established in 1981 in order to offer young people a route into work through work based training. In 2014 the business was purchased with support from entrepreneur Theo Paphitis by Natalie Cahill and Marinos Paphitis. Since then we have been building on Fareport’s excellent reputation for high quality training and delivering training and apprenticeships across England. We are proud to offer:

  • Expert-Led Instruction: Gain insights from industry leaders and seasoned professionals.
  • Cutting-Edge Curriculum: Stay ahead with the latest trends, tools, and techniques.
  • Flexible Learning Options: Balance your education with your professional and personal life.

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