SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Devise effective follow-up strategies for fundraising 
SAQA US ID UNIT STANDARD TITLE
115213  Devise effective follow-up strategies for fundraising 
ORIGINATOR
SGB Marketing 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Marketing 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is for learners working in the fundraising sector and places emphasis on the importance of detailed follow-up to all contributions received and the need to implement various follow-up strategies

In particular, this Unit Standard will enable the learner to:
  • Draft and write personalised letters of thanks and acknowledgement for all donations received
  • Establish a method of record-keeping of all donations received and responses made
  • Develop a system of periodic contact with all donors throughout the year
  • Find ways of recognising and honouring donors 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners wishing to access this Unit Standard should be competent in Communications at NQF Level 3. 

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Draft and write personalised letters of thanks and acknowledgement for all donations received. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A list of all donors who require letters of thanks is drawn up indicating how much money was donated and when 

    ASSESSMENT CRITERION 2 
    Particular personal matters which have to be included in individual letters of thanks are identified for inclusion in the letter. 

    ASSESSMENT CRITERION 3 
    A draft letter of thanks is drawn up indicating the appreciation for the donation, the use to which the funds will be put, and confirming the benefits for both the donor and the beneficiary. 

    SPECIFIC OUTCOME 2 
    Establish a method of record-keeping of all donations received and responses made. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A method of record-keeping of donations is developed and used for donations received for a particular fundraising event. 

    ASSESSMENT CRITERION 2 
    Copies of all letters of thanks and follow-up letters are filed using the system appropriate to the organisation and the fundraising activities participated in. 

    SPECIFIC OUTCOME 3 
    Develop a system of periodic contact with all donors throughout the year. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A system to send newsletters and/or other relevant material to all donors is developed so as to keep donors and potential donors informed of progress with the project. 

    ASSESSMENT CRITERION 2 
    An update on the specific project of donor support is drawn up and distributed to all on the mailing list. 

    ASSESSMENT CRITERION 3 
    A personal report-back system to each donor is developed and implemented for a specific project. 

    SPECIFIC OUTCOME 4 
    Find ways of recognising and honouring donors. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The different ways in which donors can be honoured are identified and an indication given of which type of fundraising and which type of donor each is most suited to. 

    ASSESSMENT CRITERION 2 
    A plan of action to honour donors is drawn up for the year which includes all forms of tribute. 

    ASSESSMENT CRITERION 3 
    A schedule of functions to honour donors is prepared indicating best time of the year, approximate cost, venue, etc. 

    ASSESSMENT CRITERION 4 
    Letters of honour, citations and medals are designed for use in honouring donors and an indication given of who would be the recipients of each. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Follow-up strategies used in Fundraising
  • Business letter writing skills
  • Record-keeping systems
  • Filing 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Problem identification and solution in creative ways when developing ways to honour donors and planning events 

    UNIT STANDARD CCFO WORKING 
    Team and group work when working with others to honour donors 

    UNIT STANDARD CCFO ORGANISING 
    Organizing and managing self within the context of fundraising development when meeting organizational deadlines 

    UNIT STANDARD CCFO COLLECTING 
    Critically collecting, evaluating and analyzing information when identifying ways of honouring donors and deciding which are best for certain events and donors. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Seeing the world as a system of interrelated subsystems when realizing that unless donors are thanked and honoured for their donations and informed of the importance of the project to which they have contributed, they will stop giving 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48854   Further Education and Training Certificate: Fundraising  Level 4  NQF Level 04  Reregistered  2023-06-30  SERVICES 
    Elective  80946   National Certificate: Community Development  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.