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JOB PURPOSE:

This Role Turns Data Into Action for Community Impact

At Tell My Truth and Shame the Devil C.I.C., every donor interaction, contribution, and campaign generates valuable insight. The Data and Donor Relations Officer ensures that donor information is accurate, secure, and effectively used to build strong relationships, improve engagement, and guide fundraising strategy. You will be the guardian of donor data and the connector between insight and action, ensuring that each supporter feels valued and informed while maintaining ethical and safeguarding standards.

This is not a generic admin role. It is strategic, detail-focused and high-impact, central to the C.I.C’s long-term sustainability.

Purpose of the Role

This role exists to:

• Maintain and manage donor databases with accuracy and security
• Track donor engagement, contributions, and interactions
• Analyse donor behaviour and generate insights to inform campaigns and communications
• Support the Fundraising Director and Communication Specialists with data-driven strategies
• Ensure compliance with GDPR, safeguarding, and CIC policies
• Provide reporting on donor activity, trends, and retention strategies

You are the link between data, strategy, and donor trust.

About the role:

To manage, analyse and maintain accurate donor and stakeholder data, ensuring secure, ethical handling while providing insights and recommendations to improve engagement, retention, and overall donor experience. 

Why This Role Matters

Effective donor data management:

• Strengthens relationships and trust with supporters
• Optimises campaign targeting and impact
• Provides insight for strategic decisions and long-term planning

Without this role, donor engagement risks inefficiency, lost contributions, or ethical lapses. With it, the CIC can grow responsibly and sustainably.

Experience Qualification and Requirements

Essential / Highly Valued Experience

• Experience managing donor databases or CRM systems (e.g., CiviCRM, Salesforce, Donorbox).
• Competence in data entry, tracking, and ensuring data accuracy.
• Experience analysing fundraising or donor engagement data.
• Familiarity with Microsoft Excel, Google Sheets, Airtable, or donor management software.
• Knowledge of GDPR, data protection principles, and ethical data handling.
• Experience in non-profit donor relations, fundraising support, or CRM administration.
• Ability to generate clear reports and visualisations for leadership.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with communications, fundraising, and digital teams.
• Ability to identify patterns, trends, and actionable insights from data.
• Problem-solving skills to improve donor systems and processes.

Desirable / Can Be Developed

• Experience supporting segmentation and targeted donor communications.
• Familiarity with donor engagement analytics and reporting dashboards.
• Experience in donor stewardship planning and personalised outreach.
• Understanding of the operational needs of volunteer-led organisations.
• Ability to work with multiple systems and integrate data from different platforms.

Qualifications

• Formal qualifications not required.
• Equivalent professional experience in donor relations, fundraising, or data management is highly valued.

Main Responsibilities/ Key Duties

• Maintain accurate, up-to-date records of all donors, sponsors, and stakeholders across the organisation’s donor management systems or CRM platforms.
• Monitor and track contributions, engagement metrics, and fundraising activities to ensure completeness and accuracy.
• Generate regular reports for leadership, highlighting trends in donor retention, engagement, campaign performance, and income streams.
• Support segmentation and targeting of donors and supporters for personalised outreach and engagement initiatives.
• Collaborate closely with Content and Donor Communication Specialists to personalise messaging based on donor data and behaviour.
• Ensure all personal, financial, and sensitive donor data is handled ethically and securely in line with GDPR, data protection laws, and organisational safeguarding policies
• Analyse donor behaviour, giving patterns, and campaign results to provide actionable recommendations for improving donor experience and engagement.
• Identify opportunities to strengthen relationships with donors and sponsors, including stewardship, recognition, and follow-up communications.
• Maintain and improve data management systems, processes, and documentation to support efficient operations and reporting.
• Liaise with fundraising, membership, and digital teams to ensure consistency and accuracy of donor data across platforms.
• Flag data quality issues or system gaps and recommend solutions to leadership.
• Contribute to planning for scaling donor management systems as the CIC grows.
• Support the development of dashboards, analytics tools, or visualisations to improve understanding and accessibility of donor data.
• Stay up-to-date with best practices in donor management, data protection, and CRM system use within charitable organisations.

What You Gain

• Founding experience in donor relations and data-driven fundraising
• Strategic insight into community-based fundraising and supporter engagement
• Leadership exposure in managing sensitive information and reporting
• Priority consideration for future paid roles
• Direct contribution to C.I.C sustainability and long-term impact

This role builds data stewardship, analytical thinking, and donor engagement skills.

This role is not suitable if you:

• Prefer low-responsibility volunteer work
• Avoid handling sensitive data or detailed reporting
• Are seeking immediate paid employment
• Are uncomfortable applying analysis to strategic decisions

Important to be clear:

• This is a volunteer role during the C.I.C’s build phase
• It carries real responsibility for data integrity and donor relations

Formal qualifications are not required, but desirable.
Essential equivalent experience mandatory.

Next Steps:

Shortlisted applicants will be invited to:

• A values-led conversation
• A practical discussion about event planning, coordination, and execution

If you believe that well-organised, purposeful events can change communities, and that experiences inspire action, this role is for you.

A Final Word
Data is about people, not numbers.

If you know that:

• Trust is built through care and accuracy
• Privacy is a safeguarding issue
• Respect keeps relationships strong

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?

ECU is a small, dynamic non-profit working to transform the economy so that everyone has the freedom and security to live a good life. 

We are now recruiting for ECU’s first Treasurer, who will lead at board level on monitoring ECU’s financial performance and sustainability, ensuring that we have robust financial policies and processes in place, and supporting other board members to fulfil their collective responsibilities around finance. 

This is an exciting time to join ECU. We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue. Our work is challenging, fascinating, and fulfilling – and, with rising levels of inequality, an unfolding climate emergency, overstretched public services and a growing concentration of corporate power, it couldn’t be more important.

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?  ECU is a small, dynamic non-profit working to transform the economy. Join us!

What will you be doing?

In addition to the responsibilities of all board members, the Treasurer will: 

1. Support the Board to review and monitor ECU’s financial performance and sustainability
2. Ensure the Board receives timely, accessible and accurate financial information
3. Support the team to develop and maintain robust and proportionate financial policies, processes and risk management systems

What are we looking for?

• Commitment to ECU’s mission and values
• Commitment to the legal duties and responsibilities
• Financial management experience, policies, risk
• Qualifications
• Able to interpret, interrogate and communicate financial information
• Work as part of a diverse team, and devote the time 

Desirable - treasurer experience

What difference will you make?

We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue.

Before you apply

• Your interest in this role and what you could bring to it
• What would you want to learn and gain?

Interview 25 Feb in London (expenses paid)

Closing Date:

We are reviewing applications on a rolling basis and applications will be reviewed as they are received.

The Role:

We are currently seeking a Finance Trustee to join our Board as Treasurer. It’s a voluntary role that requires a committed individual with financial expertise to take a collaborative approach, supporting our Trustees, our Head of Finance and Governance, and our management team to oversee the financial affairs of our charity and ensure that they are legal, constitutional, and within accepted accounting practice.

Our Organisation:

Greener and Cleaner delivers locally but thinks, and influences, nationally. Our vision is greener, healthier, better connected communities across the UK. We seek to achieve this through normalising 360-degree sustainable living, bringing the community together to make changes that can deliver a big impact. We have a non-judgemental peer-to-peer approach, so that all elements of the community feel empowered to take action in how they live, work, and play and in how they use their voice to push for change.

Treasurer Role:

The primary role is to ensure alongside other Trustees that they accept ultimate responsibility for the affairs of G&C and ensure that it is solvent, well run, and delivering the charitable outcomes for which it has been set up. As well as fulfilling the duties of a Trustee, the Treasurer ensures that effective and appropriate financial measures, controls, and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

• Overseeing the presentation of budgets, internal management accounts, and annual financial statements, as produced by the finance team or others where appropriate, to the Board of Trustees
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place. 
• Liaising with any paid staff about financial matters, as appropriate.
• Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management. 
• Overseeing financial controls and adherence to systems. 
• Drawing any major financial concerns to the attention of the trustee and the management team.
• Ensuring that the charity has appropriate reserves in line with its reserves policy, and monitoring and advising on the financial viability of the charity. 
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.
• Ensuring that the charity has an appropriate investment policy and that investments and assets are maximised.
• Leading on the appointment of and liaison with external auditors. 
• Overseeing the development and implementation of systems for appraising, mitigating, and reporting corporate risk. 
• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies – for example, the Charity Commission and/or the Registrar of Companies.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other Trustees in understanding the charity’s financial position and decision making.
• Contributing to the fundraising strategy of the charity and its ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

The Person We’re Looking For:

• A finance professional with a firm understanding of charity finance and some experience of fundraising and pension schemes.
• Knowledge of charity fundraising, bid writing, and/or other income generation and/or securing funding through creation or leveraging of partnerships and networks (at a national or local level).
• A strategic thinker with an ability to balance risk and opportunity and the skills to analyse proposals and examine their financial consequences.
• Clear communicator with the ability to explain financial information to members of the Board and other stakeholders.
• Willing to play an active role in areas such as forecasting, setting budgets, and liaising with auditors.

In addition, the Treasurer will also have the responsibilities and qualities of all Trustees.

Responsibilities of All Trustees:

• Demonstrating a commitment to G&C’s objectives
• Contributing to setting the strategic goals and monitoring performance by active participation in Board discussions and decision-making
• Actively assisting the charity to build their connections and partnerships for the purposes of most effectively delivering their goals and fundraising
• Ensuring that G&C complies with its governing documents, the law, and all other relevant documentation
• Helping to identify risks and ensuring appropriate controls are in place
• Helping the Board to make sound decisions by making available their own personal knowledge and experience
• Assisting the Chair to appoint and appraise the performance of the Senior Leadership Team members
• Sharing relevant skills and expertise with the Senior Leadership Team members
• Making all reasonable efforts to attend Board meetings, away days, development meetings, publicity events, and other such public functions as requested by the Chair
• Ensuring the charity’s focus on equality, diversity, and inclusion remains at the heart of its strategy and delivery

Trustee Person Specification:

In addition to the Treasurer role specific above, our Trustees will ideally also demonstrate the following:

• A commitment to the objectives and activities of G&C
• A willingness to devote time and effort to G&C beyond attending board meetings
• Have strategic vision, an ability to think creatively, and an appropriate level of financial literacy
• Understanding of and acceptance of the legal duties, responsibilities, and liabilities of their position
• Have good independent judgement
• Be willing to effectively act as part of a team
• Adhere to the Nolan Principles of public office: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership
• A willingness to allow the Employee/s to make reasonable decisions and to act within the limits prescribed by the Board

To Apply:

To see the full job advertisement with details on how to apply, and to learn more about the role and our organisation, please see the attached supporting documents.