Unit of competency Outline

Date retreived
22/07/2026 2:39 PM AWST

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Manage fundraising and sponsorship activities

Manage fundraising and sponsorship activities

Unit of competency
National Code
BSBPUB503A
State Code
D0955
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/03/2009
View on TGA
State Implementation and Classification
Approved Date
30/09/2014
Field of Education
080509 - Public Relations
Original Release Date
30/09/2014
Nominal Hours
50
Description
This unit describes the performance outcomes, skills and knowledge required to conduct and manage fundraising and sponsorship activities for a not-for-profit organisation, and to align fundraising and sponsorship activities with organisational requirements.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Identify factors influencing fundraising or sponsorship
  • 1.1. Identify relevant environmental issues in relation to fundraising and sponsorship
  • 1.2. Identify available sources of funding or sponsorship including criteria for, and any conditions or constraints on, funding
  • 1.3. Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisational profile and requirements
  • 1.4. Identify and consider legal and ethical requirements in relation to fundraising or sponsorship
  • 1.5. Make recommendations for fundraising or sponsorship campaigns or activities based on research findings
2. Prepare a funding submission
  • 2.1. Evaluate organisation's current operations and readiness to apply for funding
  • 2.2. Develop a funding submission which meets the funding source's guidelines and criteria
  • 2.3. Ensure the submission complies with all legal and ethical requirements
  • 2.4. Write the submission to meet the needs of the grantor and submitting organisation
3. Develop a fundraising or sponsorship campaign
  • 3.1. Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management
  • 3.2. Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered
  • 3.3. Examine and agree upon budgets with senior management
  • 3.4. Prepare, and have agreed, a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements
4. Implement a fundraising or sponsorship campaign
  • 4.1. Conduct a fundraising or sponsorship campaign in accordance with plan
  • 4.2. Monitor progress of campaign and make necessary alterations as required
  • 4.3. Ensure any changes are agreed upon by relevant stakeholders
  • 4.4. Ensure changes meet legal and ethical requirements
5. Evaluate campaign
  • 5.1. Evaluate campaign outcomes against outcomes documented in campaign plan
  • 5.2. Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders
  • 5.3. Develop mechanisms to incorporate feedback into any future fundraising campaigns
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Funding or sponsorship may include:
corporate sponsorships and partnerships
government grants
non-government grants
private trust and foundations
Legal and ethical requirements may include:
community standards
cultural expectations and influences
ethical principles
industry codes of conduct
legislation
regulations
society's expectations
Fundraising or sponsorship campaign may include:
alumni
annual campaigns
bequests
capital campaigns
cause related marketing
direct mail campaigns
doorknocks
gaming
major gift giving
memberships
merchandising and income earned ventures
planned giving
special events
street appeals
Relevant stakeholders may include:
community groups
contractors
general public
government departments
industry associations
investors
management
media
organisations
politicians
public service
staff
sponsorship organisation representatives
unions
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
developing and successful executing and evaluating a fundraising or sponsorship campaign.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated work environment
access to office equipment and resources
access to examples of public relations documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
assessment of written reports on campaign activities
examples of promotional or media activities undertaken as part of fundraising or sponsorship campaigns
direct questioning with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of presentations
oral or written questioning
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBPUB501AManage the public relations publication process
BSBPUB502ADevelop and manage complex public relations campaigns.
Replaced By
State Code National Code Title Type
AUI76 BSBPUB503 Manage fundraising and sponsorship activities Unit of competency