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.