Job Description – Planned Giving Officer

Job title: Planned Giving Officer

Reporting to: Director of Communications

Salary: £25,000-£30,000

Based: Home & Mobile 2/3 days per week with remaining time at the office in Portsmouth

Period:  Initially 12 months with opportunity to extend

Hours: 35 hours per week, occasional evening and weekend duties

NO AGENCIES PLEASE

Purpose

To play a key role in the development and implementation of the Diocesan fundraising and income generation activities in order to secure funding for parishes, programme work and project work (and organisational core costs). With an emphasis on preparing good quality funding applications whilst also expanding other fundraising channels.  

Specific Tasks

General Fundraising / Income Generation

• Support the Chief Operating officer and senior team to deliver diocesan fundraising priorities seeking opportunities to generate income for the Diocese.
• To work with external fundraising partners as required on major development programmes.
• To assist the development in capacity and skills of the parishes to enable them to complete applications for funding, by providing training and resources.
• To support the development of new income initiatives including contactless giving, planned giving and legacies as well as other opportunities through well researched and planned projects
• Objectively review the success and achievements against agreed targets, identifying strengths, weaknesses and areas for development.
• Participate in the day to day work of the organisation – such as reporting, attending meetings as required, and taking a flexible approach to general administrative and support tasks as required.
• Participate in external networking and training as agreed with line manager and develop a collaborative approach with other Dioceses across England.
• Participate in staff appraisals and appropriate training for the role.
• Manage the workload of volunteers, trainees and those on placement, ensuring induction is undertaken and that they are able to contribute effectively.
• Work with a variety of partners to deliver workshops and training / development opportunities across the country.
• Plan and develop events in support of fundraising activity
• Develop well produced material to support planned giving working closely with the communications team.

Trusts and Grant-Making Bodies

• Work closely with the principal postholder for trusts and grants to develop strong applications supporting the work of the diocese
• Build on relationships with existing funders, preparing and submitting applications for funding.
• Manage and lead the identification of, and approaches to, trusts and foundations that have not previously supported the work the diocese
• To work with individual parishes to identify funding requirements and to support the same through application processes.
• Write tailored applications, addressing grant-making priorities and requirements as specified by individual trusts, foundations or grant making bodies, whilst maintaining success rate.
• Research and identify potential trusts using our database, internet, printed and online resources.

Communications

• To manage the Social Media profile of the Department,
• To work with the Communications team to produce articles, publications and support materials for use by the diocese, including writing copy, liaising with suppliers and distribution to parishes.
• Ensure the website fundraising communications information is up to date.
• Collate case studies, photographs and information celebrating achievements and ensure they are publicised

Person Specification and Required Experience

E – Essential

D – Desirable

• Experience in Trusts, Grants or Corporate fundraising. E
• Line management experience / supervision of staff D
• Proven record of successful applications for funding from Trusts and / or other Grant-making bodies D
• Demonstrable ability to develop relationships with partners, Trusts and other Grant-making bodies E
• Experience of researching Trust and Grant funding opportunities / experience of working with grant making bodies. D
• A demonstrable ability to manage complex projects E
• An understanding of the charitable trust sector regionally and nationally, with a detailed understanding of the wider funding environment and changing trends in the voluntary sector. D

Skills and Competencies

• Excellent written skills with the ability to produce concise and creative bids. E
• High standard of computer literacy (Excel, Word, Power Point and Outlook and the Internet). E
• Demonstrable ability to plan and prioritise a complex and diverse workload with minimum supervision. E
• Excellent communication and presentation skills required to support parishes and build relationships with potential funders. E
• Proven ability to undertake research. E 
• Ability to demonstrate initiative and work well under pressure. E
• Ability to plan ahead and work within agreed timeframes E
• Ability and willingness to travel for work E
• Ability to understand and generate budgets. D
• Meticulous attention to detail. D
• Ability to design & deliver training programmes D
• Prince2 or similar project management qualification D
• Willingness to work occasional evenings and weekends as required D

If you would like a confidential discussion about the role please contact:

Chris Smith

Please apply by sending the following:

Covering letter:  Please tell us how your motivation, values, skills, experience and personal qualities demonstrate your suitability for the role (around 500 words). Please make it clear why you are excited about this role, and why you specifically want to work for the Diocese of Portsmouth.

Current CV and the details of two referees: This should include full education and employment history (including dates, with no gaps left unexplained). Please include your current or most recent employer as one of your referees.

Closing date for applications:  Wednesday 25th March (13:00pm)

Interviews: TBC

Notes to candidates

1. Interviews: all shortlisted candidates will be invited to attend a face-to-face interview.

2. Unsuccessful applications: if you have not been contacted within 3 weeks of your application, we regret that you will not have been offered an interview on this occasion.

3. General: this post will be subject to review under the relevant Diocesan Terms and Conditions of Service.

4. New employees to the Diocese will be subject to a probationary period of six months.

Terms of Employment

Information Management

• To accurately update and input data to relevant data systems.
• Ensuring all urgent and/or confidential communications are received and distributed from/to relevant parties in a timely manner and in accordance with Information Governance requirements.
• Inputting, monitoring and checking data, required for finite and ongoing projects within the teams.
• Working with all team members in the collection of information for reporting on relevant projects and cases.
• Running and collating reports including which may include statistical and performance management reports to senior management as required.
• Developing and maintaining effective electronic and paper filing systems, to ensure that information is kept securely and is accessible to other members of the team and in accordance with Information Governance requirements.

Complaints

• Ensure that any concerns or complaints about the team are recorded, and where immediate resolution is not possible are passed to the relevant party to respond/manage.

Audit and review

• To participate in regular reviews as required.

Staff Management

• To adhere to all staff management policies applicable to the Diocese of Portsmouth.
• To provide a supportive environment for staff with appropriate levels of performance management in order to ensure objectives are achieved.
• Provide support and mentoring to members of the team encouraging continuous improvement.
• To be responsible for receiving annual appraisal and providing an annual appraisal for staff you directly manage.

Organisational Vision, Mission, Aims, Culture and Behaviours

• You will be expected to contribute to the development of the culture of the Diocesan team. You will also be required to understand the organisation’s mission, aims and objectives and demonstrate the organisation’s values and behaviours throughout your work.

Engagement with staff

• The Diocese of Portsmouth is committed to ensuring relevant and appropriate engagement with you to make sure the Diocese of Portsmouth develops in partnership with staff. Opportunities will be provided to hear your views and it is expected that you will engage with this process to make sure that there is active engagement with all our staff.

Engagement with the public

• The Diocese of Portsmouth wants to make sure it listens to and acts on the view of its local communities and parishes. Where appropriate, you will be expected to follow the principles laid out by the organisation to ensure effective engagement with stakeholders at an early stage in any development project.

Equality & diversity

• You have a personal responsibility for your own behaviour and for ensuring that you comply with the Equality Act 2010 by eliminating discrimination, advancing equality of opportunity and fostering good relations. This means you must help promote an inclusive environment by treating everyone with dignity and respect; by respecting and responding to the diverse needs of staff, service users and others and; appropriately challenging and/or reporting behaviour that may be considered to be offensive when directed against yourself or others.

Improving working lives

• The Diocese of Portsmouth is currently working to develop an appropriate health and wellbeing programme. You are expected to participate and support this and other well-being initiatives designed to improve the overall working lives of staff.

No smoking policy

• You and your visitors are not permitted to smoke on Diocese of Portsmouth premises. You should only smoke during recognised breaks throughout the day, and not at the front of the building. The Diocese of Portsmouth does not allow the smoking of electronic cigarettes in the offices. People will be supported to give up smoking if required.

Alcohol and substance misuse policy

• Diocese of Portsmouth expects all its employees to conduct themselves in a way that ensures that standards of service, image and the reputation of the Diocese are maintained. If you are under the influence of alcohol or drugs/other substances and are unfit to work you may be subject to disciplinary action in accordance with the Diocese of Portsmouth’s Disciplinary Policy. The Diocese of Portsmouth will assist and support you and your manger if you have an alcohol, drug or substance related problem.

Health, safety & security

• You have a responsibility to follow the Diocese of Portsmouth’s health and safety policy and arrangements which ensure, as far as is reasonably practicable, the health, safety and welfare of staff. This applies to those members of staff that are directly employed by the Diocese of Portsmouth and for whom the Diocese of Portsmouth has legal responsibility.

Safeguarding children and vulnerable adults

• You have a responsibility to safeguard vulnerable adults and children and must be aware of, and comply with, the Diocese of Portsmouth policies for safeguarding adults and children. You should familiarise yourself with these policies and ensure that you access appropriate safeguarding training commensurate to your role.

Rehabilitation of Offenders Act 1974

• This post is subject to an exception order under the provisions of the Rehabilitation of Offenders Act 1974.  This stipulates that all previous convictions, including those that are ‘spent’ must be declared.  Previous convictions will not necessarily preclude an individual from employment within the Diocese of Portsmouth but you must declare this in writing at the appropriate stage during the recruitment process.

Confidentiality

• The Diocese of Portsmouth requires that you maintain an appropriate standard of confidentiality in the course of your duties. Any disclosures of confidential information (including personal information kept on computer or other media) made unlawfully outside the proper course of duty may be treated as a serious disciplinary offence.
• Additionally, the Diocese of Portsmouth recognises that confidentiality is an obligation not just for all staff but also for third party contractors supplying services to the Diocese of Portsmouth.

Data Protection Act 1998

• Under the provision of the Data Protection Act, the Diocese of Portsmouth determines that it is your responsibility to ensure that all data, whether computerised or manual, is kept secure at all times.  This includes data relating to clergy, specific casework and colleagues.  Data must not be disclosed to any unauthorised person and must be regarded as strictly confidential at all times

Information Security

Whether you are permanent, temporary or contracted you are responsible for ensuring that you are aware of the legal and policy requirements of the Diocese of Portsmouth and for ensuring that you comply with these on a day to day basis.  You must abide by the information security policy and associated policies and procedures.

You should report any suspected breaches of this policy to your line manager.

Sustainability

• The Diocese of Portsmouth is working towards reducing its impact on its environment. You will be expected to support this commitment, make your own contribution to sustainability and ensure that any processes or policies developed to support this approach are delivered.

Mandatory training

• You are required to complete all training specified by the Diocese of Portsmouth. Some of this mandatory training is a legal requirement for the Diocese of Portsmouth, and some is considered essential for the employees. All new staff need to complete their mandatory training in first six months, during their probationary period. Thereafter required training needs to be completed within the first three months of each financial year.

Review of role

• This job description may change and develop over time, to reflect changing requirements of the Diocese of Portsmouth you will need a high degree of flexibility and resilience. You will have the opportunity to review your job description at your annual appraisal meeting, which aims to reflect on your performance and development over the previous year.
• You will agree, with your line manager, your personal development plan for the year in order to further develop your skills and knowledge required to carry out the responsibilities associated with this role.

GDPR

• Under the terms of the General Data Protection Regulation (GDPR), the information you provide us with will be held in confidence and used for the purpose of Diocesan recruitment and no other purpose.