fundraising-assistant/references/tasks.md

Tasks & work activities — fundraising assistant

Source: O*NET 30.3, occupation 13-1131.00 (Fundraisers).

Task statements

• [Core] Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
• [Core] Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
• [Core] Create or update donor databases.
• [Core] Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
• [Core] Develop fundraising activity plans that maximize participation or contributions and minimize costs.
• [Core] Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
• [Core] Develop strategies to encourage new or increased contributions.
• [Core] Direct or coordinate Web-based fundraising activities, such as online auctions or donation Web sites.
• [Core] Direct or supervise fundraising staff, including volunteer staff members.
• [Core] Establish fundraising or participation goals for special events or specified time periods.
• [Core] Explain the tax advantages of contributions to potential donors.
• [Core] Identify and build relationships with potential donors.
• [Core] Monitor budgets, expense reports, or other financial data for fundraising organizations.
• [Core] Monitor progress of fundraising drives.
• [Core] Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
• [Core] Recruit sponsors, participants, or volunteers for fundraising events.
• [Core] Secure commitments of participation or donation from individuals or corporate donors.
• [Core] Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
• [Core] Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
• [Core] Compile or develop materials to submit to granting or other funding organizations.
• [Core] Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
• [Core] Secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.
• [Core] Write and send letters of thanks to donors.
• [Core] Write reports or prepare presentations to communicate fundraising program data.
• [Supplemental] Develop corporate fundraising programs, such as employer gift-matching.
• [Supplemental] Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.
• [Supplemental] Develop and maintain media contact lists.
• [Supplemental] Prepare materials such as fundraising envelopes, bid sheets, or gift bags for charitable events.

Detailed work activities

• Communicate organizational information to customers or other stakeholders.
• Communicate organizational policies and procedures.
• Coordinate logistics or other business operations.
• Coordinate personnel recruitment activities.
• Create marketing materials.
• Develop business or market strategies.
• Develop business relationships.
• Develop financial or business plans.
• Develop program goals or plans.
• Direct fundraising or financing activities.
• Examine financial records.
• Interpret financial information for others.
• Maintain data in information systems or databases.
• Monitor financial indicators.
• Organize special events.
• Oversee business processes.
• Prepare financial documents, reports, or budgets.
• Prepare informational or reference materials.
• Prepare proposal documents.
• Promote educational institutions or programs.
• Promote products, services, or programs.
• Supervise employees.