Individual Giving Manager

Reporting to: Head of Communications & Individual Giving
Location: Hybrid, minimum 40% in office in Welwyn Garden City

Principal responsibilities and duties

Budget Management

• With the Head of Comms & Individual Giving, set annual budgets and programmes of activity, actively monitoring performance against these and adapting approach as necessary
• Plan, monitor and control expenditure as appropriate and manage income against set budget, KPIs; providing regular revised projections and narrative for the Senior Leadership Team and trustees as required
• Analyse individual giving performance, reporting as required and using the results to improve practice, including evaluation of cost effectiveness and sustainability

Communicating and building relationships

• Cultivate and steward meaningful relationships with individual donors to maintain their engagement and support and ensure a stable and growing donor base
• Create compelling fundraising materials and appeals targeted at individual donors
• Provide excellent donor stewardship through timely acknowledgement of gifts, personalised communication and recognition efforts.
• Develop and deliver a plan of regular communications for recurring givers and high-value donors
• Represent the charity at Willow or third-party events, to promote fundraising products and talk to potential supporters about ways they can get involved
• Manage relationships with suppliers, agencies and partners

Programme Development

• Conduct regular reviews of income streams and put recommendations into action
• Work with other members of the fundraising team to develop a successful stewardship programme across all supporter types
• Develop and execute strategies to solicit and secure donations from individual donors across various online and offline channels
• Promote and manage our in-memory products, enabling donors to remember their loved ones whilst supporting Willow
• Develop a regular giving programme, executing strategies to acquire, retain, and upgrade individual donors
• Grow our legacy programme and increase the number of people leaving a gift to Willow
• Develop our digital fundraising programme, bringing more supporters online

Data management

• Utilise the charity database (RE NXT) to track donor interactions, manage gift processing and generate reports for analysis and decision making
• Work with the Finance Team, Data & Insight Officer and Supporter Care Officer to ensure accurate data recording
• Use data to identify areas of prospective growth and build plans to deliver these
• Adopt a data-led fundraising approach, segmenting data and using supporter journeys to maintain engagement and speak to people about the right products for them
• Monitor donor attrition and implement measures to mitigate disengagement

Additional

• Build excellent working relationships with colleagues across the organisation, creating processes that support efficiencies and collaborative working
• Work with office volunteers to ensure administrative or support tasks are completed in a timely manner
• Keep up to date on developments and trends in fundraising and the charitable sector, and apply these learnings to improve our offering
• Keep up to date and comply with fundraising, GDPR and other relevant legislation,codes of practice and good standards
• Willingness to work flexibly with occasional work outside of core hours
• Undertake any other tasks as required in the interest of the charity

Person Specification

Experience

• Experience working in individual giving fundraising with an excellent working knowledge of donor recruitment, retention and development
• Experience of designing supporter journeys that engage, retain, and inspire donors
• Experience of preparing and managing annual plans and budgets
• Proven project management experience, including design, print and mailing processes
• Experience of working with a CRM system (we use RE NXT) and digital fundraising tools
• Experienced in using data and insight to inform decisions and optimise activity

Knowledge

• Knowledge of fundraising laws and regulations in relation to data protection and compliance
• Knowledge of the Fundraising Regulator and Institute of Fundraising Code of Practice

Skills

• Proven ability to write engaging copy and compelling fundraising asks for different audiences across varied communication channels
• Effective organisational skills and ability to manage time and prioritise work
• Ability to work quickly and accurately under pressure
• Analytical and able to adopt a data-led fundraising approach
• Excellent IT skills including use of a CRM database for both maintenance and interrogation purposes, including data segmentation and reporting

Personal qualities

• A pro-active, self-starter who is comfortable working alone but can also be a team player
• Motivated and target driven
• Personable with excellent ability to engage with supporters and stakeholders with diplomacy, discretion, tact and persuasiveness
• Ability to have a hands-on approach, adapting as necessary to carry out tasks

General

• Hybrid working, with a minimum of two days per week in the office in Welwyn Garden City
• 25 days annual leave, increasing with service, plus bank holidays and discretionary Christmas leave
• Holiday purchase scheme
• Stakeholder pension with matching contributions up to 5%
• Occupational sick pay
• Life Assurance cover of 3 x salary
• Flexible working patterns where appropriate for the role
• Employee Assistance Programme
• Access to financial advice and employee discounts