LIFE 2009
Home-Based with occasional travel to Head Office (Leamington Spa)
Full-time
Job Description Title: Individual Giving Manager Accountable to: Head of Fundraising Location: Home-Based with occasional travel to Head Office (Leamington Spa) Contract Type: Permanent Working Hours: Full Time - 35 hours per week Benefits: 25 days holiday plus bank holidays (pro rata), Pension Scheme, Flexible working arrangements, Birthday leave after 2 years’ service, Paid mileage for travel to locations other than base location. Main purposes of the job: Reporting to the Head of Fundraising, the postholder will work closely with colleagues across the Income Generation and Marketing teams to; create, test, monitor and evaluate appeals and campaigns, lead on Legacy (and in-memoriam) giving, lottery and raffle and other income streams associated with individual giving. The postholder will be working to and reporting on ambitious income and expenditure targets and ensuring that supporters have a positive experience of the charity. The postholder will work in close partnership with a Donor Administration Manager to deliver on a positive donor/supporter experience with the aim of retention of current supporters for the long-term as well as acquisition of new donors, maximising the potential of all of our supporters. It forms a central part of the overall fundraising strategy, with the ultimate aim of growing our individual giving income to increase the impact of the charity and benefit those needing support in pregnancy, pregnancy loss or in the early years of having a baby. Key achievement areas: The purpose of the role is to drive and deliver our ambitious fundraising strategy in order to support the work of Life. The Individual Giving Manager is responsible for shaping and delivering the end-to-end experience of existing supporters as well as attaining new supporters. • Design, develop and implement a cohesive supporter journey strategy focussed on supporter needs and continuous re-engagement; • Champion best practice and stewardship with individual supporters; • Grow one-off donations and regular gifts and maximise the acquisition of new supporters through direct mail and digital marketing; • Co-ordinate all communications and messaging targeted at existing supporters; • Measure performance against campaigns and appeals; • Lead on marketing and communications around Legacy giving and Legacy and In- Memoriam supporter journeys; • Lead on other forms of individual giving income streams such as the lottery or raffles, horizon scanning for new opportunities; • Ensure that CRM data is used and maintained effectively across the charity; • Support the team in updating GDPR policies and procedures regularly reviewed and ensuring these are adhered to across the organisation; • Support data benchmarking, prospect research and audits as required; • As part of a new organisation-wide approach, identify and embrace new digital opportunities, trends and technologies in relation to supporter experience and direct marketing. Individual giving, core fundraising activity • Plan, organise and deliver a broad range of ongoing and specific fundraising campaigns and activities; • Regularly review campaign deliverables to ensure targets are on track or adjustments are put in place to mitigate any shortfalls etc.; • Regularly report back to the Head of Fundraising on plans and activities; • Lead and manage the Supporter Journeys mapping and implementation programme across a range of channels and products; • Identify and develop key audience segments, in conjunction with the marketing team; • Proactively keep up-to-date with new trends, technologies and opportunities in relation to supporter experience and direct marketing; • Develop peer networks across the sector; • Take responsibility for budget management and financial approvals; • As part of ongoing annual operational planning, monitor income and expenditure and draw up relevant budgets. Research & Service Development • • Identify individual giving trends and use this knowledge to continually develop new products for the charity; In line with GDPR and complying with all legislation and the Code of Fundraising Practice: ensure fundraising and campaigns are insight-led and focused on long-term growth; • Oversee the compliance of third party agencies to ensure activity is carried out in line • with the values of Life, the Fundraising Code of Practice and the law; Input fully into the wider fundraising strategy by working closely with fellow colleagues, managers and the team as a whole. Information Management • Ensure data and information systems are up-to-date and provide an accurate picture of supporter segmentation, communications, preferences, permissions, requests, gifts and pledges; • Create regular and detailed reports to monitor individual giving performance against campaigns and targets; • Support the maintenance of the database to ensure records are updated, procured and implemented. Personal responsibilities: • The post holder must assume responsibility for their own professional and personal development (supported by Life where appropriate) to ensure their continuing competence to deliver Life’s requirements. • A key component of development is being fully aware of regulatory and legal requirements impacting on operational services and ensuring that all staff within those services are aware of and deliver their individual responsibilities Safeguarding Children & Adults at Risk of Harm: • Safeguarding is everyone’s responsibility, and all employees are required to act in such a way that at all times safeguards the health and wellbeing of children and adults at harm of risk. • Familiarisation with, and adherence to, the appropriate organisational Safeguarding policies and any associated guidance is an essential requirement of all employees as is participation in related mandatory/statutory training. • All employees must ensure that they understand and act in accordance with this clause. If you do not understand exactly how this clause relates to you personally, then you must seek clarification from your immediate line manager as a matter of urgency. • Equally, all managers have a responsibility to ensure that their team members understand their individual responsibilities with regards to Safeguarding Children and Adults at Harm of Risk. Corporate behaviours: All staff are expected to: • Work towards the charity’s aims and objectives, and uphold it’s vision and mission • Operate in line with our core workplace values which are: - Humanity – All people are special and equal - Solidarity – We’re with you and for you - Community – We’re better together - Charity – Doing good for one another - Common Good – Building a better world • Demonstrate respect for others and value diversity • Act responsibly regarding the health and safety of themselves and others • Focus on the client and customer, both internally and externally, at all times • Make an active contribution to develop the service • Learn from, and share experience and knowledge • Keep others informed of issues of importance and relevance • Consciously review mistakes and successes to improve performance • Act as an ambassador for the charity and always maintain professional standards • Use discretion and sensitivity and be aware of issues requiring total customer confidentiality • Demonstrate a flexible approach to their work • Abide by and take responsibility for the obtaining, storage, processing and sharing of any personal data within the meaning of the General Data Protection Regulations 2018 and as defined in the relevant Life policies for all aspects of service delivery and working practice, paying particular attention to the protection of personal information in any form and by whatever means it is accessed by you. In addition, all managers and supervisors will be expected to: • Value and recognise ideas and the contribution of all team members • Coach individuals to perform to the best of their ability • Delegate work to develop individuals in their roles and realise their potential • Provide support, feedback and guidance to all team members and encourage their team to achieve work/personal life balance Charitable Ethic & Fundraising: Life relies on voluntary income to deliver our vital services. As a result, all staff and volunteers are required to have a charitable ethic, ensuring we are careful with our donor’s funds and representing the best value for money in everything we do. This includes being an ambassador for fundraising, retail and marketing when we represent Life in each of our roles; looking for funding opportunities to pass onto the income generation team as well as taking a personal interest in supporting income generation for Life. This job description is not necessarily an exhaustive list of duties but is intended to reflect a range of duties the post holder will perform. The job description will be reviewed regularly and may be changed in consultation with the post holder. Post title: Individual Giving Manager Personal skill characteristics Values & Behaviours Essential (Tick) Desirable (Tick) Ability to demonstrate, understand and apply our workplace values. These are embedded in all roles and employees must evidence their attitudes/behaviours Committed to the vision, mission and values of the charity Leadership Experience in creating and delivering an Individual Giving and Legacy giving strategy Experience in horizon scanning for new products/ideas/developments within individual giving and legacy income streams Willingness to contribute to the development of services. Experience in delivering results Experience / Knowledge / Qualifications Educated to degree level or equivalent and demonstrates relevant professional experience within the charity sector and in particular individual giving. Proven relevant professional fundraising experience with a successful track record Proven experience of working within a charity in a similar rol Extensive experience of designing, delivering and reporting on legacy and in-memoriam fundraising activities. e A thorough understanding of GDPR, ICO and fundraising regulation Proven experience of creating and monitoring budgets Experience of managing a telemarketing campaign and liaising with third party suppliers to execute and report on this Excellent IT skills including Microsoft packages Inspiring team leader with line management experience Communication Strong verbal and written communication skills Communicates effectively and openly at all levels Experience of communicating effectively with a wide range of people to identify their needs, preferences and demands Ability to promote the charity to a wide range of individuals and external contacts Personal Commitment to quality, customer service, best practice and best value in all aspects of the charity’s operation Ability to work with people at all levels Positive outlook and approachable personality Ability to work on own initiative Handles pressure of meeting deadlines and supports others where possible Ability to prioritise workload and plan time Commitment to own personal and professional development Ability to motivate others and work as part of a team Approved By: Approved Date: Internal Use Only Issue No: Review Date: