Part 1: JOB PROFILE

DEPARTMENT:FUNDRAISING & COMMUNICATIONS DEPARTMENT

JOB TITLE:Head of Philanthropy

LAST UPDATED: June2014

  1. MAIN PURPOSE OF JOB
  • To lead the development and implementation of Samaritans major donor fundraising programme, including a high level appeal, in order to raise significant levels of income to support Samaritans vision that fewer people die by suicide.
  • To ensure that the potential of all high value supporters is maximised towards Samaritans vision
  • To ensure all Major Donors are supported and managed effectively and appropriately at all levels of the organisation.
  1. POSITION IN ORGANISATION
  • Reports to Head of High Value Fundraising (with a close working relationship with the Directorof Fundraising and Chief Executive)
  • Works closely with the Board of Trustees and other senior stakeholders of the charity
  • Works closely with members of Samaritans senior leadership team
  • Works closely with all the Fundraising Managers
  • Manages all Major Donorfundraising ‘products’ – currently a major appeal and a giving club, but with scope for developing further products as the programme develops.
  • Liaises with other teams within Samaritans as required
  • Recruitment and line management of major donor fundraising staff as the programme develops (this post will immediately recruit a Senior Philanthropy Officer/Philanthropy Manager to report into them once in post).
  1. SCOPE OF JOB
  • Ownership of the Major Donor strategy and it’s successful implementation, leading on the development of the Major Donor income stream at Samaritans to achieve ambitious but realistic growth targets
  • Manage the portfolio of donors, personally soliciting 5 figure gifts and above
  • Direct senior leadership of the charity as an appropriate part of the cultivation, stewardship and ask process, providing clear brief and direction leading to significant gifts
  • Ownership of all processes around cultivation, stewardship and recognition to ensure we maximise our donors potential
  • Design and manage an effective and appropriate cultivation event calendar
  • Monitor and facilitate moves management for the portfolio across the seven stages of major donor fundraising
  • Use effective research, data screening, network mapping and events to cultivate new and existing donors, ensuring the ongoing strength of the major donor pipeline
  • Identify and manage risks to the Major Donor programme
  • Ensure effective data management and that all record keeping for the major donor programme is updated on the ThankQ database
  1. DIMENSIONS AND LIMITS OF AUTHORITY
  • Sets, manages, forecasts and reports on budget for Major Donor programme
  • Lead staff member for major donor fundraising
  • Income target agreed with Head of High Value Fundraising annually
  1. QUALIFICATIONS & SKILLS
  • Degree Level or Equivalent
  • Significant experience of running a Major Gift or appeals programme
  • Sound knowledge and experience of fundraising databases.
  • Membership of Institute of Fundraising
  • Ability to successfully manage a range a stakeholders at all levels of seniority, both internally and externally
  • Highly sophisticated communications skills, verbal and written, able to engage donors with our case for support, build rapport easily, read subtlety and nuance
  • Excellent planning and organisational skills, able to design and execute strategies to maximise the potential of our donors
  • Ability and resilience to work independently and with the drive and determination to grow this income stream for Samaritans
  • Strong commitment to personal development, ambitious for themselves and for Samaritans
  1. EXPERIENCE
  • Substantial experience of fundraising with a strong track record inmajor gift fundraising
  • Experience of personally soliciting gifts of 5 figures and upwards from major donors, using a range of techniques
  • Experience of successfully managing the major donor process end to end leading to gifts of 6 figures and upwards
  • Experience of running successful fundraising events and campaigns
  • Proven track record and experience of building, developing and managing key relationships at the highest level
  • Experience of analysing and reporting on fundraising performance
  • Ability to present a fundraising case for support to various audiences, face to face and in writing
  • Experience of strategic planning, budgetary control, and working to financial targets.
  • Understanding of charity legislation as it applies to fundraising, particularly tax efficient giving
  • Understanding of voluntary sector organisations, including working with Trustees and volunteers.

Part 2: DUTIES & KEY RESPONSIBILITIES

Team Operational and Strategic Management
  • Management of Samaritans Major Donor programme, producing strategy, development plans and reports
  • Develops yearly operational plans needed to achieve annual income targets
  • Management of the resources needed to realize our ambitions for Major Donor fundraising
  • Responsible for setting annual income and expenditure targets
  • Leads on all Major Donor acquisition and cultivation programmes, working where required directly with Director and CEO
  • Proactively identifies and manages risk to the success of the Major Donor programme
  • Leads on and maintains effective relationship management of key donors
  • Works closely with other Fundraising and Communicationmanagers and fundraisers to ensure an integrated approach.
  • Ensures target income is reached.
  • Works with colleagues in other departments to produce targeted proposals.
  • Produce all necessary materials to support major donor fundraising, within budget and to brand guidelines

Event Management

  • Ensures the successful end to end execution of a small number of events for cultivation and fundraising purposes.
  • Manages other projects and partnerships as required.

Research and record keeping

  • Ensures that full biographical details are maintained on key contacts and prospects.
  • Ensure ongoing research is resourced in the most cost effective way for the programme
  • Ensures that the ThankQdatabase is utilised fully to support planning for the major donor fundraising function

Administration

  • Produce regular reports of progress against targets, and forecasts of income pledged
  • Supports the management and development of Samaritans’ overall work by working in liaison with other teams and volunteers.
  • Carries out any duties that may be reasonably required by the Head of High Value Fundraising.
  • Deputises for the Head of High Value Fundraising when required
  • Works within and adheres to Samaritans’ diversity and equal opportunities policy

General Duties of a Samaritans’ Staff Member

  • Contribute to the effective and efficient running of the General Office as appropriate.
  • Participate, as appropriate, in Staff forums and Meetings.
  • Adhere to Samaritans’ Polices and Procedures that are in effect from time to time.
  • Represent the General Office appropriately across the movement and Samaritans to the wider community as appropriate.
  • Treat all colleagues, volunteers and members of the public with dignity and work within and adhere to Samaritans’ equal opportunities statement and polices.
  • This Job Description is a statement of requirements at the time of writing and is not contractual. It should not be seen as precluding future changes after appointment to this role.

Signed by employee:______Date: ______