St Anne’s College, Oxford

Regular Giving and Stewardship Officer

Full time, permanent, £33,212pa

The College

St Anne’s is a modern, informal, academically ambitious College and is one of the largest in the University. It is known for its domestic setting and the diversity of its student body. It is an energetic and friendly co-educational community of some 730 students plus tutors and staff.

St Anne’s has a radical tradition. It can trace its origins back to 1879, and the formation of the Association for the Education of Women in Oxford. It became a College in 1952 and first admitted men in 1979. The College has always set its face outwards towards the world, driven by its commitment to making accessible the opportunities of an Oxford education to those of academic potential who otherwise might not encounter them. The College has over 422 undergraduate students and, in recent years, has built up its graduate community to around 308. It has a small endowment, and relies on its successful vacation conference business and upon the generosity of its large and committed alumnae base to secure its financial stability. For further information about the College, please visit

Development at St Anne’s College

The College’s Development Office is responsible for all development activity within St Anne’s College, including fundraising, annual fund and alumnae1 relations with associated support activity such as the maintenance of the development database. It is also responsible for all external and internal communications. Currently the Development Office has seven members of staff (6.5 FTE): the Director of Development; one Senior Development Officer (major gift fundraiser); an Alumnae Relations Officer; Research and Database Officer, a Communications Officer and a Development Assistant, the Regular Giving and Stewardship Officer is a new post following a restructure of the team.

The Regular Giving and Stewardship Officer has a clear role in an enthusiastic evolving team who are mutually supportive. The team is target-led in both income secured and the number of donor visits made on a monthly/annual basis. It is anticipated that the post-holder will be both flexible in approach and willing to embrace change as the College moves its fundraising forward.

Annually, the team raises £2.2 million, the Officer is responsible for the Regular Giving Strategy which brings in around £550k of this via the annual fund. The roleis far reaching and will include telethons, crowdfunding, donor engagement activities, direct mail and stewardship/low-level fundraisingmeetings. The post holder works closely with the Alumnae Relations Officer and the Communications Officer to reach as many alumnae as possible. Given anticipated changes to the regulatoryenvironment in which charities operate, the focus of this role may change and the Officer will need to be be flexible in approach and dynamic thinking.

Overview

Job TitleRegular Giving and Stewardship Officer

LocationOxford

Reports toDirector of Development

Direct reportsnone

Key areas of responsibility

1Regular Giving – one to one meetings and stewardship.

Individual Fundraising

  • Working with the Research and Database Officer and the Senior Development Officer to ensure the maximum number of alumnae and donors are met and stewarded.
  • Ensuring that key agreed regular donors are met and stewarded (these will be regular donors up to £10k) the meeting target will be around ten a month - with the aim of updating alumnae on College, illustrating the value of their gifts, receiving feedback on the College and securing long-term commitment.

Reporting and administration

  • Ensuring donors are appropriately thanked and stewarded and the administrative side is accurate and up-to-date following meetings.
  • Ensure that all aspects of fundraising activityare recorded accurately in the fundraising database (DARS).
  • Whilst this role will be largely self-supporting, during peak times the Development Assistant will provide some support. Likewise this role will assist colleagues with key development and alumnae activities including attending events.

Stewardship

  • Responsible for the Development Office stewardship policy and implementation of this (credits on plaques and in publications, invitations to events and the receipt of publications).
  • Ensure that the policy is up to date and in line with other Colleges’ policies.
  • Working with the Treasury, the Academic Office and donor relationship manager to track, initiate and provide reports to funders supporting specific areas of Development work, for example, endowed posts and bursaries. As appropriate, work with the Communications Officer to produce the final reports.

2Regular Giving Strategy

Overall strategy for regular giving

  • Working with the Director of Development the post holder will be responsible for developing, reviewing and overseeing the regular giving strategy for the College to achieve maximum long-term secured income for the College.
  • Be responsible for the regular giving expenditure budget and alongside the Development Director ensure the agreed income targets are realistic and achievable.
  • Working with College Officers to ensure that the College has developed a strategy and budget to ensure both the fiscal and other key performance indicatorssuch as participation and active alumnae targets are met.
  • Agree with the Director of Development the long-term strategy plus annual focuses such as the ‘lost campaign,’ crowdfunding and ensure that the team implements them.
  • With the Communications Officer raise awareness and understanding of the benefits of an annual fundraising programme (for example implementation of a direct mail campaign) among internal and external constituencies, and in doing so, enhance and improve the overall culture of support and giving to College.
  • Work with the Database and Research Officer and Communications Officer on campaigns to ensure that the data on DARS is accurate and meets the team’s needs.
  • Network with regular giving professionals to ensure that the post holder is up to date on new practices and opportunities.
  • As appropriate work with outside consultants to review the College programme.

Regular Giving Activities

  • Implementation of key activities to secure regular income to the annual fund; this will include commissioning and managing Telethon fundraising.
  • If appropriate work with consultants to develop, organise and conduct telephone appeals, recruiting, developing and maintaining a base of trained and motivated student callers.
  • Lead and manage the College’s Crowdfunding campaigns to secure income to support student and College projects.
  • With the Communications Officer raise awareness and understanding of the benefits of an annual fundraising programme (for example implementation of a direct mail campaign) among internal and external constituencies, and in doing so, enhance and improve the overall culture of support and giving to College.

Person Specification:

Essential/highly desirable

  • Experience and understanding of regular giving including telethons, experience of crowdfunding/social media and direct mail fundraising.
  • Experience in prospect management, prospect tracking and stewardship programmes.
  • Experience of administration.
  • An ability to integrate complex information alongside a keen knowledge of the application of databases to the management of fundraising.
  • Intellectual authority to represent the values and purposes of an institution dedicated to academic excellence and intellectual emancipation.
  • A good general level of education, including an honours degree or equivalent.
  • An interest in and sympathy with the aims of a higher education institute.
  • Flexibility to attend weekend or evening alumnae events in Oxford and elsewhere.
  • Excellent teamwork.

Desirable

  • Experience of fundraising in a higher education environment and a good working knowledge of the issues facing higher education.
  • Experience working in a large complex organisation.
  • Experience of negotiation.

Skills and abilities

  • Excellent organisational and administrative skills, including being able to work effectively on projects to deadlines.
  • An ability to take the initiative and to think on one’s feet.
  • A readiness to spend time in the field with potential donors.
  • A demonstrable ability to ask for individual gifts in an effective manner.
  • Timely and professional identification, cultivation, stewardship and follow up ofprospective and current donors.
  • Excellent written and oral skills.
  • The ability to manage time and coordinate a wide range ofstakeholders effectively.

Approach

  • Confident, calm, determined and diplomatic.
  • Positive, pragmatic outlook.
  • Dedicated, professional commitment.
  • A willingness and ability to work out of regular hours and to undertake some travel.

Terms and Conditions

Appointment: / The appointment will be conditional on confirmation of eligibility to work in the UK. Further information is available at:
Hours of work: / 36.25 hours per week, Monday to Friday. Normally 9.00 am – 5.15 pm. Lunch breaks are unpaid. Overtime is not usually paid but TOIL may be given
Salary: / £33,212pa
Annual Leave: / 35 days per year, this includes 8 public holidays. Some holiday must be taken during winter closure. All other holidays will be agreed with the manager.
Pension: / The College offers membership of the USS Pension Scheme.
Meals: / Free lunch is provided on working days, when the post holder works either side of lunch.
Parking: / You may be eligible to apply for a parking permit for which an annual fee applies.
Other: / Employment is subject the policies and procedures outlined in the Staff Handbook.
St Anne’s College has an ethos of training and developing staff through on-the-job coaching and support and external training.

Application process

Prospective candidates should download and returnan application form by the closing date ofnoon on the Monday 2 Octoberand should include:

  1. A comprehensive curriculum vitae giving details of relevant achievements in recent posts as well as your education and professional qualifications;
  2. A covering letter that summarises your reasons for seeking this post, providing evidence of your ability to match the criteria and competencies outlined in the Person Specification;
  3. A completed application form (please note we will not contact your referees without your express permission).

Applications should be sent to

Selection Process

Short-listing will take place shortly after the closing dateand the successful applicants will then be invited to carry out a short computer based testand attend a structured panel interview. It is intended that interviews will take place on Wednesday 11 October.

The policy and practice of St Anne’s College require that all staff are afforded equal opportunities within employment. Entry into employment with the College and progression within employment will be determined only by personal merit and the application of criteria which are related to the duties of each particular post and the relevant salary structure. In all cases, ability to perform the job will be the primary consideration. Subject to statutory provisions, no applicant or member of staff will be treated less favourably than another because of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation. Applicants are encouraged to complete the equal opportunities monitoring form.

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