During your programme

These web pages aim to provide a handy access point for information that you will need during your apprenticeship programme.

On this page:

View Learner Handbook

Your tutors & coaches

Joel Voysey MCIOF(Cert)

Joel Voysey
Tutor

Email
Harpreet Kondel

Harpreet Kondel
Tutor

Email
Hannah Kowzun

Hannah Kowszun
Coach

Email

Explaining the roles

There are three key roles in the team which will support your apprenticeship. Some members of staff cover more than one of these.

Your tutor will lead you through your workshops or seminars and deliver a large proportion of the knowledge elements of your apprenticeship with you.

Your coach will meet with you each month to help develop and evidence your skills and behaviours within the workplace. Your line manager will attend part of this session. They will help you gather evidence to demonstrate your overall competency.

Your learner progress adviser will help provide additional support where needed and monitor your progress. You will meet with them, and your line manager, every three months.

Your e-portfolio: OneFile

We use OneFile as our e-portfolio system. This is where your assignments will be set, you will submit your work and you will log your off-the-job training.

Your regular reviews will be stored on here as will some resources for your course. You will complete a learning journal, be able to monitor your progress towards your Knowledge, Skills and Behaviours and refer to your workplace development plan.

Our training video covers all the key features of OneFile you need to know. Visit the Support and FAQs page if you have questions or issues.

Knowledge, Skills and Behaviours

During your Fundraiser apprenticeship you will learn to demonstrate the following knowledge, skills and behaviours.

  • 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.

  • 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.

  • Resilient and maintains a positive attitude.
  • Acts to put the organisation’s cause, and the needs of stakeholders at the centre of their fundraising activity.
  • Sources effective solutions, and seeks to continuously improve and develop.
  • Reliable and acts with integrity, empathy, honesty and trustworthiness.
  • Works collaboratively to deliver fundraising activities.

Finding your next job in fundraising

Interested in a career in fundraising? JGA Skills Coach, Hannah Kowszun has made a step-by-step guide to finding a fundraising job using CharityJob

Off-the-job training

You will need to dedicate around 20% of your working hours to your learning and development, which equates to around one day a week.

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How can I evidence my learning?

Your coach and tutor will work with you to best gather evidence of your training. This can take various forms.

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Functional skills

Apprentices aged 16-18 at the start of the apprenticeship need a level 2 qualifications in both English and maths to complete the course. If you can provide evidence of GCSEs at A*-C or 4-9 (or equivalent eligible qualifications) you will be exempt. Otherwise, you will need to complete a functional skills qualification. Apprentices aged 19 and over without level 2 English and/or maths can choose to study functional skills level 2.

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Helpful tips, tricks & techniques

We’ve compiled resources to supercharge your apprenticeship journey. Delve into our “Helpful Tips, Tricks & Techniques” guide, covering everything from polished business documents to expert minute-taking. Level up your skills for ensure your success.

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Completing your apprenticeship

At the end of your programme, you will complete an apprenticeship assessment. This is when you demonstrate to a third party assessor that you have acquired the knowledge, skills and behaviours set out in the apprenticeship standard. This will only happen once yourself, your line manager and Skills Coach have agreed that you are ready.

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Safeguarding, Prevent, welfare and british values

Paula Wakelin
Paula WakelinSafeguarding & Prevent Officer

There is nothing more important than keeping you safe. If you feel you need to raise a concern about any Safeguarding matter, contact your organisation’s Safeguarding Team, or the JGA Safeguarding team at safeguarding@jga-group.co.uk.

We are committed to working together to create a fantastic learning and work experience and to ensure the highest levels of safety and wellbeing. Expand the toggles to learn more about key support topics.

We are strongly committed to practices that protect you from the risk of abuse, neglect or significant harm. Our staff recognise and accept their responsibility to develop an awareness of the risks and issues involved in safeguarding. All staff and learners should have zero tolerance for abuse, bullying, neglect and violence.

Prevent is about safeguarding people and communities from the threat of terrorism. At the heart of Prevent is safeguarding children and adults and providing early intervention to protect and divert people away from being drawn into terrorist activity.

We provide expert support to help you on your apprenticeship journey. This includes mental health and neurodiversity, careers guidance and academic and financial challenges.

We want to help you achieve your full potential. We offer careers consultancy to ensure you have impartial and constructive information and guidance to help you decide and then to action your career decisions.

We aim to create an equal, diverse, inclusive and respectful culture. All of us contribute towards this culture through our actions and words. JGA aims to address any barriers to equality in our systems, policies and decision making as well as in our behaviour and ways of working.

The Fundamental British Values underpin what it is to be a citizen in a modern and diverse United Kingdom, valuing our community and celebrating diversity.