Assessment Template For Fundraisers

Organize activities to raise funds or otherwise solicit and gather monetary donations or other gifts for an organization. May design and produce promotional materials. May also raise awareness of the organization's work, goals, and financial needs.
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Contract Grant WriterDevelopment AssociateDevelopment OfficerDirect Response ConsultantFundraising ConsultantGrant CoordinatorPhilanthropy OfficerPrincipal Gifts Officer

Occupation-Specific

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit20 min

Tasks

  • Identify and build relationships with potential donors.
  • Secure commitments of participation or donation from individuals or corporate donors.
  • Write and send letters of thanks to donors.
  • Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
  • Create or update donor databases.

Technology Skills

Customer relationship management CRM software

Blackbaud eTapestry, Blackbaud The Raiser's Edge, Microsoft Dynamics, SofterWare DonorPerfect

Presentation software

Microsoft PowerPoint

Data base user interface and query software

Database software, FileMaker Pro, Structured query language SQL, WealthEngine Findwealth

Electronic mail software

Email software, Microsoft Outlook

Desktop publishing software

Adobe Systems Adobe PageMaker, Microsoft Publisher

Worker Requirements

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit20 min
Skills
Speaking
Questions20
Time Limit15 min
Knowledge
Customer and Personal Service
Questions30
Time Limit25 min

Skills

Speaking

Talking to others to convey information effectively.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Persuasion

Persuading others to change their minds or behavior.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Sales and Marketing

Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Administration and Management

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Communications and Media

Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Worker Characteristics

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit20 min
Skills
Speaking
Questions20
Time Limit15 min
Knowledge
Customer and Personal Service
Questions30
Time Limit25 min
Abilities
Oral Expression
Questions30
Time Limit20 min
Interests
Enterprising
Questions25
Time Limit15 min
Work Values
Achievement
Questions30
Time Limit15 min
Work Styles
Integrity
Questions25
Time Limit15 min

Abilities

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Clarity

The ability to speak clearly so others can understand you.

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Speech Recognition

The ability to identify and understand the speech of another person.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Interests

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Artistic

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Work Values

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Integrity

Job requires being honest and ethical.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Persistence

Job requires persistence in the face of obstacles.

Initiative

Job requires a willingness to take on responsibilities and challenges.

Achievement/Effort

Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

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