Level 3 Fundraiser

Level 3 Fundraiser

The broad purpose of the occupation is to raise funds for charitable causes. Funds are raised from a range of sources including but not limited to trusts and foundations, digital media, major donors, corporate partners, raffles and lotteries, payroll giving, events, community engagement, individual giving, gift aid and legacies. A fundraiser will typically work within or have a focus on one or more of these areas. In addition, a fundraiser is also responsible for raising awareness and non-financial support for their charitable cause. As part of a fundraising team a fundraiser will contribute to the implementation and execution of the fundraising strategy. projects and plans. They will be responsible for delivering day-to-day fundraising activities that provide the essential income and engagement with supporters for the delivery of the charitable purpose of the organisation. They will also carry out research for opportunities and analyse and provide data to support any proposals for developing fundraising activities. The role is a common entry point for many looking for a career within fundraising and, potential progression into more senior fundraising roles. The EPA is the culmination of the Apprentice’s training programme and provides them the opportunity to demonstrate the full range of knowledge, skills and behaviours in the published standard. You can find the Institute for Apprenticeships & Technical Education assessment plan here.

End Point Assessment


Having completed a minimum of 12 months on programme training and completed the required amount of off-the-job hours specified by the apprenticeship funding rules, the apprentice will undertake a Case for support pitch, presentation with questions and answers and a Professional discussion underpinned by a portfolio of evidence.

  • 01. Application

    Once the Employer has decided to use the Academy4PM for the EPA of their learner, the Employer will be required to complete and submit the Academy4PM EPA Application Form which activates the EPA process and initiates EPA for the Apprentice.

  • 02. Submission

    At Gateway, this EPA requires a subject, title and scope of the case for support, that requires sign-off by the EPAO and a Portfolio of Evidence to be submitted by the Apprentice in electronic form.

  • 03. Review

    The assessor panel, once selected and any identified conflicts of interest have been resolved, will review the submitted documentation in preparation for the case for support pitch, presentation with questions and answers and a Professional discussion underpinned by a portfolio of evidence.

  • 04. Panel

    The assessment will be led by an Academy4PM assessor who will act as independent assessor, and may include representatives from the employer or learning provider free of any direct conflict of interest. The assessor panel will contain members who have:

    • Excellent knowledge and understanding of the apprenticeship standard
    • Have at least 2 years’ experience of being a Fundraiser gained within the last 5 years or significant experience in the sector.

    The Academy4PM assessor will have the final decision on grading.

  • 05. Assessment

    The EPA will assess the full range of knowledge, skills and behaviours listed in the published Standard utilising the following:

    • Case for support pitch, presentation with questions and answers. Delivery The case for support presentation will last for 45 minutes. The presentation will typically last for 15 minutes followed by 30 minutes for questions and answers.
    • Professional discussion underpinned by portfolio of evidence lasting 75 minutes

    The above is an opportunity for the apprentice to demonstrate the skills, knowledge and behaviours required in their day-to-day work.

Academy4PM End Point Assessment Process

Final Outcome

Once the lead Assessor has concluded the Apprentices professional discussion and Case for support pitch, presentation with questions and answers, the Assessor panel will review and finalise their marks and provide the Academy4PM with an overall grading recommendation. Both assessment methods are weighted equally in their contribution to final EPA grade.

All EPA methods must be passed for the EPA to be passed overall. Apprentices must gain a pass in both methods to gain a pass overall. Apprentices must gain a distinction in both assessment methods to gain a distinction overall.


If the Apprentice does not achieve initial EPA, detailed feedback on Learning Areas for improvement will be provided to the Apprentice (via the Employer) with the end result. Apprentices should have a supportive action plan to prepare for the re-sit or a re-take. An apprentice who fails an assessment method, and therefore the EPA in the first instance, will be required to re-sit or re-take any failed assessment methods only.

An apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.

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