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 QUALIFICATION THAT HAS PASSED THE END DATE:

Further Education and Training Certificate: Fundraising

SAQA QUAL ID	QUALIFICATION TITLE
48854	Further Education and Training Certificate: Fundraising
ORIGINATOR
SGB Marketing
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY			NQF SUB-FRAMEWORK
SERVICES - Services Sector Education and Training Authority			OQSF - Occupational Qualifications Sub-framework
QUALIFICATION TYPE	FIELD		SUBFIELD
Further Ed and Training Cert	Field 03 - Business, Commerce and Management Studies		Marketing
ABET BAND	MINIMUM CREDITS	PRE-2009 NQF LEVEL	NQF LEVEL	QUAL CLASS
Undefined	141	Level 4	NQF Level 04	Regular-Unit Stds Based
REGISTRATION STATUS		SAQA DECISION NUMBER	REGISTRATION START DATE	REGISTRATION END DATE
Passed the End Date - Status was "Reregistered"		SAQA 9999/99	2018-07-01	2023-06-30
LAST DATE FOR ENROLMENT		LAST DATE FOR ACHIEVEMENT
2026-06-30		2029-06-30

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 qualification does not replace any other qualification and is not replaced by any other qualification.

PURPOSE AND RATIONALE OF THE QUALIFICATION

This qualification is designed to enable people to embark on a career in fundraising. It enables the learner to come to terms with:

The basic principles and approaches to fundraising

The planning required for effective fundraising

The approach adopted by experienced, successful fundraisers

The supporting knowledge required for effective fundraising

The qualification provides a mixture of theory and practice. It requires learners to understand the elements required for effective fundraising while at the same time giving them an opportunity to learn within an active, successful fundraising environment.

Prospective participants in the qualification will include:

Persons involved with non-profit organisations

Persons seeking a career in fundraising

Fundraisers in smaller NGOs

Fundraisers for newly established non-profit organisations

Persons doing fundraising for Section 21 organisations and schools

Given the fact that our democracy requires an active, vibrant civil society, successful fundraisers will always be in demand. The purpose of this qualification, the first step on a career path much in demand, is to provide the initial introduction to the field both experientially and theoretically.

The FETC in Fundraising: Level 4 supports the objectives of the NQF in that it gives the learner access to a Qualification registered on the National Qualifications Framework. It will ensure that the quality of education and training is enhanced and of a world-class standard.

It will provide the broad knowledge; skills and values needed in the Fundraising sector and will facilitate access to, and mobility and progression within, education and training and aid progress along a learning path for learners who:

Were previously disadvantaged or who were unable to complete their schooling and were therefore denied access to Further Education and Training.

Have worked in the Fundraising Sector for many years, but have no formal Qualification in this area.

Wish to extend their range of skills and knowledge of the industry so that they can become competent workers in the fundraising Sector.

The Qualification has building blocks that can be developed further and will lead to a more defined learning path in Fundraising at more complex NQF levels. The intention is:

To promote the development of knowledge, skills and values that are required in the Fundraising sector.

To release the potential of people, in order for them to grow and develop.

To provide opportunities for people to move up career paths by being more valuable to their organisation, the economy and themselves.

Rationale for the qualification:

South Africa with its well-developed non-governmental sector has always had a demand for effective fundraisers, to raise the money required by organisations to keep operating and to provide a high quality service to their target markets. In recent times this need has grown because of the expanded range and reach of non-profit organisations in addressing the full spectrum of social and developmental issues in our society. Additionally, the move to create a greater degree of financial autonomy within the schooling sector at the level of the individual school has also increased the number of fundraising organisations considerably. It is estimated that there are well over 100 000 organisations of various kinds who fall into the category of "fundraisers". Since 1994 various bi-lateral governmental organisations and international foundations have also established a presence in South Africa. Appropriate training for effective approaches to these and to South African government organs has become increasingly important.

This Qualification has been developed to meet the needs of a large number of organisations and individuals for a learning pathway that adequately prepares persons working in a wide variety of organisations, particularly in the non-profit sector, to engage in fundraising or to be supported in their fundraising activities.

The Further Education and Training Certificate in Fundraising: Level 4 is the first Qualification in a learning pathway that will end with a Certificate and Diploma at NQF Level 5, that provides both a learning and career path for persons involved and interested in fundraising.

The Certificate in Fundraising: Level 4 is intended to introduce learners to the field of fundraising, but it will be very effective for persons who have worked in the fundraising sector for some time. The emphasis in the qualification is on an appropriate mix of theory and practical hands-on learning.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Learners wishing to follow this Qualification should be competent in:

Communication in a first South African language at NQF level 3

Communication in a second South African language at NQF Level 2

Mathematical Literacy at NQF Level 3.

Recognition of Prior Learning:

The structure of this Unit Standard based Qualification makes the Recognition of Prior Learning possible. Learner and Assessor will jointly decide on methods to determine prior learning and competence in the knowledge, skills, values and attitudes implicit in the Qualification and the associated Unit Standards. Recognition of Prior Learning will be done by means of an Integrated Assessment.

This Recognition of Prior Learning may allow for:

Accelerated access to further learning at this or higher levels on the NQF

Gaining of credits towards a Unit Standard in this Qualification

Obtaining this Qualification in whole or in part.

All recognition of Prior Learning is subject to quality assurance by the relevant ETQA or an ETQA that has a Memorandum of Understanding with the relevant ETQA.

RECOGNISE PREVIOUS LEARNING?

QUALIFICATION RULES

The Qualification consists of a Fundamental, a Core and an Elective Component.

To be awarded the Qualification, learners are required to obtain a minimum of 141 credits as detailed below.

Fundamental Component:

The Fundamental Component consists of Unit Standards in:

Mathematical Literacy at Level 4 to the value of 16 credits.

Communication at Level 4 in a First South African Language to the value of 20 credits.

Communication in a Second South African Language at Level 3 to the value of 20 credits.

It is compulsory therefore for learners to do Communication in two different South African languages, one at Level 4 and the other at Level 3.

All Unit Standards in the Fundamental Component are compulsory.

Core component:

The Core Component consists of Unit Standards to the value of 75 credits all of which are compulsory.

Elective Component:

The Elective Component consists of Unit Standards to the value of 26 credits. Learners are to choose Unit Standards to the minimum of 10 credits.

EXIT LEVEL OUTCOMES

Qualifying learners will be able to:

1. Demonstrate a clear understanding of fundraising.
2. Develop the characteristics of an able fundraiser.
3. Analyse successful fundraising strategies and determine whether an organisation is ready for fundraising.
4. Apply effective fundraising strategies in an organisation.
5. Participate in actual fundraising events and activities.
6. Demonstrate effective verbal and written communication and presentation skills.
7. Perform mathematical computations correctly.
8. Make use of computer hardware and software for fundraising.

The following Critical Cross-Field Outcomes are addressed by the Unit Standards in the qualification to varying degrees:

1. Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made.
2. Work effectively with others as a member of a team, group organization and community.
3. Organise and manage oneself and one's activities responsibly and effectively.
4. Collect, analyse, organize and critically evaluate information.
5. Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation.
6. Use science and technology effectively and critically, showing responsibility towards the environment and the health of others.
7. Demonstrate an understanding of the world as a set of related systems by recognizing that problem-solving contexts do not exist in isolation.
8. Contribute to the full personal development of the learner.

ASSOCIATED ASSESSMENT CRITERIA

An understanding of the basic principles of fundraising is demonstrated through listing and explaining each of them while relating them to an appropriate context.

The principles of legislation governing non-profit organisations can be clearly articulated with reference to the appropriate legislation and the demonstration of how compliance should be achieved.

The various elements comprising the fundraising system are outlined and related to fundraising activities.

2.

The characteristics of a successful fundraiser are researched and a profile compiled through reading of references and articles, through internet searches and through interviews with experienced fundraisers.

A programme to develop the characteristics of a successful fundraiser is outlined for the learner in a particular fundraising context.

Specific elements of the profile are used to improve competence in the context in which the learner finds him/herself, or plans to be in.

3.

The fundraising strategies of significant, successful, non-profit organisations are analysed and related to the context in which the learner is operating.

The way in which organisational readiness for fundraising is established, are outlined through discussing the characteristics and measurement relating to organisational readiness for fundraising.

4.

A strategic plan for fundraising is developed for particular fundraising activities.

Research into the nature of donor funding in South Africa is conducted and conclusions drawn as to which are most appropriate for a particular fundraising venture or organisation.

Effective follow-up strategies are devised for particular fundraising activities.

5.

Letters of appeal are designed and sent to potential donors for fundraising purposes.

A special event is arranged by assisting in the planning, preparation, execution, and follow-up of an event.

Appropriate sponsorships for an organisation are actively sought and acquired by participating in sponsorship raising activities.

Detailed documentation of all activities is compiled for the purposes of record-keeping in the context of fundraising for an organisation.

6.

The learner is able to express him/herself clearly and correctly in the style appropriate to situations a fundraiser would find him/herself.

Verbal and written communication skills can be utilised in a first and a second language, making correct use of tone, style, register and vocabulary appropriate to the fundraising arena.

Grammatically correct, persuasive written documents are produced that can be used for fundraising.

Clear, motivating presentations are compiled and used together with appropriate audio-visual aids.

7.

Mathematical calculations relating to the learner's work are performed correctly and in the appropriate time.

Mathematical calculations relating to the learner's personal life work are performed correctly and in the appropriate time.

8.

Correct, accurate, well-formatted documents are produced which are relevant and useful for the purposes of fundraising or related activities.

Spreadsheets are used appropriately for keeping track of income and expenditure relating to fundraising.

Documents are stored and retrieved in an organisation's system.

Integrated Assessment:

Because assessment practices must be open, transparent, fair, valid, and reliable and ensure that no learner is disadvantaged in any way whatsoever, an integrated assessment approach is incorporated into the Qualification.

Learning, teaching and assessment are inextricably lined. Whenever possible, the assessment of knowledge, skills, attitudes and values shown in the unit standards should be integrated.

Assessment of the communication, language, literacy and numeracy should be conducted in conjunction with other aspects and should use authentic Fundraising contexts wherever possible.

A variety of methods must be used in assessment and tools and activities must be appropriate to the context in which the learner is working. Where it is not possible to assess the learner in the workplace or on-the-job, simulations, case studies, role-plays and other similar techniques should be used to provide a context appropriate to the assessment.

The term 'Integrated Assessment' implies that theoretical and practical components should be assessed together. During integrated assessments the assessor should make use of formative and summative assessment methods and assess combinations of practical, applied, foundational and reflective competencies.

Assessors and moderators should make use of a range of formative and summative assessment methods. Assessors should assess and give credit for the evidence of learning that has already been acquired through formal, informal and non-formal learning and work experience.

Assessment should ensure that all specific outcomes, embedded knowledge and critical cross-field outcomes are evaluated. The assessment of the critical cross-field outcomes should be integrated with the assessment of specific outcomes and embedded knowledge.

INTERNATIONAL COMPARABILITY

There are few if any qualifications on an NQF-type structure that were available to the working group. Extensive consultation was made of the literature available internationally and the elements included in the Qualification incorporate what is seen to be international best practice.

Foreign qualifications with which this qualification compares positively, include:

The Diploma in Fundraising at www.fia.org.au

A Certificate in Fundraising management at www.institute-of-fundraising.org.uk

Various fundraising qualifications at www-icdl.open.ac.uk

ARTICULATION OPTIONS

This qualification will articulate horizontally with the following qualifications:

National Certificate in Business Administration Services: Level 4

National Certificate in Project Management: Level 4

National Certificate in Management: Level 4

National Certificate in Marketing Communications: Level 4

National Certificate in Customer Management: Level 4

The Qualification will articulate vertically with the following:

National Certificate in Fundraising: Level 5

National Diploma in Fundraising: Level 5

National Certificate in Management: Level 5

National Certificate in Marketing Communications: Level 5

National Certificate in Customer Management: Level 5.

Successful mastery of the Fundamental Component of this Qualification will enable the learner to access Qualifications at NQF Level 5 for which matriculation exemption is required, subject to the individual entry requirements of the organisations offering the learning programme.

MODERATION OPTIONS

Anyone assessing a learner or moderating the assessment of a learner against this Qualification 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 the achievement of this Qualification must be accredited as a provider with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.

Assessment and moderation of assessment will be overseen by the relevant ETQA, or by an ETQA that has a Memorandum of Understanding with the relevant ETQA, according to the ETQA's policies and guidelines for assessment and moderation.

Moderation must include both internal and external moderation of assessments at exit points of the Qualification, unless ETQA policies specify otherwise. Moderation should also encompass achievement of the competence described both in individual Unit Standards as well as the integrated competence described in the Qualification.

Anyone wishing to be assessed against this Qualification may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA.

CRITERIA FOR THE REGISTRATION OF ASSESSORS

Assessors for this Qualification should:

Be in possession of a qualification in fundraising at NQF level 5 or above or have a minimum of three years practical and relevant occupational experience in fundraising

Be declared competent in all the outcomes of the National Assessor Unit Standards registered on the NQF

Be registered with the relevant ETQA as an assessor.

REREGISTRATION HISTORY

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

NOTES

N/A

UNIT STANDARDS:

	ID	UNIT STANDARD TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Core	115215	Analyse the fundraising strategies of a successful non-profit organisation	Level 4	NQF Level 04	7
Core	115214	Arrange a special event	Level 4	NQF Level 04	5
Core	115210	Conduct research into the nature of donor funding in South Africa	Level 4	NQF Level 04	10
Core	13940	Demonstrate knowledge and application of ethical conduct in a business environment	Level 4	NQF Level 04	4
Core	115211	Design and send letters of appeal	Level 4	NQF Level 04	4
Core	115205	Determine organisational readiness for fundraising	Level 4	NQF Level 04	4
Core	115206	Determine the basic principles of legislation governing non-profit organisations	Level 4	NQF Level 04	5
Core	115213	Devise effective follow-up strategies for fundraising	Level 4	NQF Level 04	5
Core	115208	Establish the basic principles of fundraising	Level 4	NQF Level 04	5
Core	115209	Participate in the development of a strategic plan for fundraising	Level 4	NQF Level 04	12
Core	115212	Profile a successful fundraiser	Level 4	NQF Level 04	6
Core	115207	Seek appropriate sponsorships for an organisation	Level 4	NQF Level 04	8
Fundamental	9302	Access information in order to respond to client enquiries in a financial services environment	Level 3	NQF Level 03	2
Fundamental	8968	Accommodate audience and context needs in oral communication	Level 3	NQF Level 03	5
Fundamental	9303	Communicate verbally with clients in a financial environment	Level 3	NQF Level 03	3
Fundamental	8969	Interpret and use information from texts	Level 3	NQF Level 03	5
Fundamental	8970	Write texts for a range of communicative contexts	Level 3	NQF Level 03	5
Fundamental	9015	Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems	Level 4	NQF Level 04	6
Fundamental	8974	Engage in sustained oral communication and evaluate spoken texts	Level 4	NQF Level 04	5
Fundamental	8977	Evaluate literary texts	Level 4	NQF Level 04	5
Fundamental	8975	Read analyse and respond to a variety of texts	Level 4	NQF Level 04	5
Fundamental	9016	Represent analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts	Level 4	NQF Level 04	4
Fundamental	7468	Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues	Level 4	NQF Level 04	6
Fundamental	8976	Write for a wide range of contexts	Level 4	NQF Level 04	5
Elective	7567	Produce and use spreadsheets for business	Level 3	NQF Level 03	5
Elective	7570	Produce word processing documents for business	Level 3	NQF Level 03	5
Elective	10013	Identify and utilise marketing resources to meet objectives	Level 4	NQF Level 04	4
Elective	10023	Identify internal and external stakeholders	Level 4	NQF Level 04	4
Elective	10024	Liaise with a range of customers of a business	Level 4	NQF Level 04	4
Elective	10027	Monitor marketing information flow and collect process marketing data	Level 4	NQF Level 04	4

LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION:

NONE

PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION:

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.

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