Job Title: Individual Giving Fundraiser (Maternity cover, 9-12 months)
Hours: Full Time (40 hours including breaks)
Responsible to: Head of Fundraising & Communications
Purpose of Job:
To play a lead role in implementing the Fundraising & Communications Team operational plan and strategy with a particular focus on building strong relationships through high quality communications with individuals
The post-holder is responsible for managing the full lifecycle of Individual Giving from recruiting, retaining and cultivating relationships with individual donors including cash and regular gifts and legacy giving through marketing, and managing ad-hoc gifts. Marketing activity is developed through a range of channels including direct mail, face to face and on-line and the post holder will develop and oversee a planned communications schedule including quarterly appeals, public campaigns as well as tailored one-to-one correspondence.
The post holder will also support the Head of Fundraising & Communications with the wider Individual Giving programme, which includes a portfolio of mid-level and major donors, taking on bids and proposal writing as and when appropriate. Income raised through this role will predominantly contribute towards unrestricted income but will also help raise project income where appropriate.
1. Individual Giving/Direct Marketing Campaigns
1.1. Manage Motivation’s annual Appeal strategy and Individual Giving appeals (including BBC Radio 4 appeal in 2017 and UK Aid Match appeal), taking responsibility for drafting content, liaising with external designers and printers and ensuring that the mailings are fulfilled to an agreed schedule.
1.2 Develop the Regular Giving strategy to grow committed giving from individuals, which feeds into the Team’s overall strategy to grow multi-year funding and new legacies.
1.3 Manage the Fundraising team’s ‘Advantage Fundraiser’ database segmenting data, and running mailings in order to manage the donor lifecycle as well as setting up campaigns and selecting data for direct marketing campaigns and analysis.
1.4 Work with internal teams to research content needed for marketing materials and develop case studies; liaising with internal stakeholders to get sign-off on copy and creative, ensuring that materials adhere to brand, data protection and gift aid requirements.
1.5 Develop supporter journey communications including newsletters and emails, and to manage the fulfilment of these, including set up of template thank you letters.
1.6 Oversee the processing of Individual Giving income (by post, telephone and online) and resulting Gift Aid and acknowledge donations within the timeframes set out in the Fundraising team’s donor care strategy
1.7 Provide regular reporting and campaign analysis to the Head of Fundraising & Communications and carry out ad hoc analysis of data as required.
1.8 Explore how we can develop relationships with payroll giving agencies to maximise and develop income from this area of giving.
2. Legacies & In Memorial Gifts
2.1 Work closely with the Head of Fundraising & Communications to deliver a three year strategic plan that will help to increase the number and value of legacies left to the charity.
2.2 Build strong relationships with professional contacts to enhance the charity’s reputation and encourage future legacies, providing information and answering queries from supporters, solicitors and executors in connection with potential bequests.
2.3 Oversee administration of legacy gifts, liaising with solicitors and executors of donor estates as required, creating case files for all new notifications received.
2.4 Ensure that Gifts in Wills are acknowledged and the relevant parties are thanked.
2.5 Raise Awareness of legacy giving whilst contributing to relevant marketing activity and stewardship programmes and offering supporters the best experience; as well as prepare new Legacy promotion materials for the new financial year so that we can continue to raise awareness of this form of giving with existing donors.
2.6 Liaise with executors of legacies left to Motivation to ensure payment and receipt of relevant paperwork eg a copy of the Will, Schedule of Assets and Liabilities, Estate Accounts.
3. Mid-Level & Major Donors
3.1. Assist the Head of Fundraising & Communications in the development of other individual giving activity, including donor care of existing mid-level and major donors and the creation of a pipeline of prospects for further cultivation.
3.2. Where appropriate help provide high quality stewardship of individual donors (<£5,000) to ensure retention levels to an acceptable standard as well as adding value to these relationships and motivating donors to continue and scale up their support.
3.3 Harness the story of, and work alongside, the Motivation’s Founder Director when appropriate to solicit support from existing donors and to deliver appropriate levels of stewardship.
3.4 Work closely with both the Programme and Social Enterprise teams to ensure that knowledge of organisational activities is up to date and can be cascaded to donors and prospects appropriately.
3.5 Keep abreast of the wider international development and disability agenda to inform communications with donors and targeted stakeholders.
4.1 Ensure that the website is kept up to date with relevant and complimentary case studies and information that align with current fundraising campaigns and Individual Giving activity.
4.2 Generate fundraising appeals on the Donate pages of the website so that Individual donors are motivated and can easily give via this online platform.
4.3 Run regular reports to ensure online giving is monitored and processed, and provide analysis for future planning.
4.4 Prepare and fulfil quarterly E-news, as well as identify opportunities to increase dialogue through digital communications with existing and new donors.
5. General Administration and Other
5.1 Keep abreast of all changes in Data Protection and Gift Aid legislation, maintaining online and paper files and managing donor data in compliance with data protection laws and the Fundraising Regulator and at all times act in accordance with these regulations.
5.2 Field enquiries and requests for information by the general public in relation to fundraising and from the media where appropriate.
5.3 Manage volunteers when appropriate in accordance with Motivation’s volunteer policies.
5.4 Contribute to development and implementation of Fundraising Team’s three year strategy, annual operational plan and budget, attending quarterly away days.
5.5 Work within agreed income and expenditure budgets, being accountable for all spending within agreed areas of operation.
5.6 Adhere to Motivation’s Brand Guidelines, ensuring that all communications developed internally and externally follow best practice.
5.7 Carry out other duties within the scope, spirit and purpose of the post as requested by the Head of Fundraising and Communications
The ideal candidate will have a proven track record in a similar role where they are able to demonstrate an ability to fundraise to achieve agreed targets. The candidate will have excellent communication skills, both verbally and in writing so that they are able to engage with, motivate and influence a wide range of donors. The candidate will be expected to work within a small team, but equally should be able to work independently taking ownership for and managing agreed areas of the Fundraising Team’s operational plan. The candidate will also need to show a creative approach, demonstrating how they would develop and apply innovative solutions to support fundraising success.Experience
At least two years working in a similar role within a registered charity generating income from individuals through appeals and regular giving / Essential
Confident using a CRM database to manage and analyse donor data and run reports / Essential
First class written communication skills with the ability to summarise and present complex information to a wide range of diverse audiences and evidence of copy writing for charity appeals / Essential
Experienced in Legacy fundraising methods and administration / Essential
Copy writing for websites / Desirable
Competent using Microsoft Office, including Word, Excel, Publisher and Powerpoint to a proficient level / Essential
Strong understanding of latest trends in fundraising, and up to speed with fundraising regulations, best practice and HMRC Gift Aid regulations / Essential
Excellent organisational skills, and able to prioritise work effectively within a very busy team / Essential
Major donor fundraising, including prospecting and stewardship / Desirable
Excellent attention to detail and high level of numeracy skills / Essential
Flexible team player, operating within a small and proactive team as well as able to operate under own initiative and unsupervised / Essential
Understanding of international development and sensitive to the aims and approach of Motivation / Desirable
Working with people with disabilities and an understanding of the challenges facing disabled people / Desirable
Motivation will be relocating to Bedminster in August 2017. Our new address will be Unit 2, Sheene Road, Bedminster, Bristol BS3 4EG. The post holder may be required to work from home or from other locations from time to time as well as attend meetings in the UK. Some overseas travel may be required.
The post is entitled to 20 days per year, plus eight statutory bank holidays and the Christmas Break (when the office closes). A ‘birthday day’ can also be taken, which must be on the day of your birthday or the nearest working day before or after. Holiday entitlement rises according to length of service.
This post is full time - 36 working hours per week. The office’s normal working hours are Monday to Thursday 8.30 to 17.30 or 9.00 to 18.00 and Friday 8.30 to 12.30 or 9.00 to 13.00.