JOB DESCRIPTON. Key Relationships Executive (Y&O)

Transcription

1 JOB DESCRIPTON Jb Title: Reprts t: Respnsible fr: Key Relatinships Executive (Y&O) Fundraising Manager Interns wh may be recruited frm time t time t undertake specific Prjects Department: Engagement Lcatin: Oxfam New Zealand Auckland ffice Hurs: (as agreed between Manager & candidate) Cntract Type: Permanent Internal Jb Grade: 16 Shaping a strnger Oxfam fr peple living in pverty ABOUT OXFAM At Oxfam, we re ending the injustice f pverty. Fr everyne. Fr gd. We wrk alngside thse impacted by disasters, and help them rebuild afterwards. We cnfrnt the causes that keep peple pr, like extreme inequality, discriminatin against wmen, climate change, and the evictin f peple frm their land. We wrk alngside peple living in less wealthy cuntries t build better lives fr themselves. Fr Oxfam staff this wrk gets us ut f bed with the certainty that ur wrk day is making a difference. OUR VALUES In all ur wrk, we lead by example in demnstrating the same values that we wish t see in the peple we wrk with and thse we aim t influence: Curage / kaha We chse curage ver cmfrt. We shw up and step int the arena where many turn away. We challenge urselves and thers. We ask brave questins and we make brave decisins. We are willing t fail in rder t grw, t lead, t respectfully cnfrnt issues. We chse what is right, ver what is fun r lks gd, ver what is fast r easy. We ask fr help. We innvate, and we learn frm ur mistakes. We d what needs t be dne, where it needs t be dne. Justice / tika We recgnise everyne s equal value and fight fr their rights, and we prmte what is fair and right. We challenge thse in pwer alngside thse wh feel they are pwerless. We dig deep t find the rt cause f injustices and lk fr structural changes that give lng-term imprvements. Cnnectedness / manaakitanga We reach ut sincerely and authentically. We engage. We care. We use knwledge drawn frm diverse thinking. We bring peple and ideas tgether, and we think f big picture systems. We wrk within cmplexity and cnnectins. We link up, between, acrss and, mst imprtantly, with. Oxfam New Zealand (ONZ) aims t achieve a wrking envirnment that puts these values at the centre f all that it des and which respects and gives emplyees the pprtunity t cntribute. All emplyees have a rle t play in develping and maintaining this envirnment. Last Reviewed: January 2019 Key Relatinships Executive - Jb Descriptin Page 1 f 5

2 JOB PURPOSE Be respnsible fr raising funds fr Oxfam s prgramming and advcacy wrk by achieving agreed incme targets frm Oxfam s current and new supprters thrugh majr gifts, key supprters, bequests and trusts and fundatins. PRIMARY RESPONSIBILITIES Majr Dnr strategy and executin Tgether with the ther Key Relatinship Executive be respnsible fr planning and executing the majr dnr strategy fr existing and new supprters wh generally have the capacity t give ver $5,000 annually, by way f meeting agreed majr gift campaign gals and incme targets. Develp individual majr dnr gals based n the dnr's histry f giving and the rganisatin's knwledge f that dnr's ptential. Develp and implement annual individual majr dnr plans t retain and upgrade supprt including majr dnr prducts and materials. Wrk with Partnerships and the Cmmunicatins department t secure apprpriate prject infrmatin, including budgets, t create ffers, prpsals and asks. Manage the majr dnr incme and expenditure budget and prvide mnthly re-frecasts. Wrk with the Senir Leadership Team and the Bard t meet with dnrs and slicit gifts. Engage with key supprters, influencing their decisins t jin regular r pledge giving prgrammes and negtiate their level f cmmitment. This includes: Apprpriately packaging prgramme funding needs in a meaningful way t interest them; Making utbund calls t prspective key supprters t request permissin t send prduct prpsals, and encuraging them t cmmit t a regular r pledge-giving prgramme r make ne-ff gifts; Meeting with and negtiating a level f nging financial supprt; Sending regular and engaging persnalised cmmunicatins by mail, and phne; Cmpleting fllw up cmmunicatins fr due and missed dnatins and supplying prgress reprts in a timely manner. Supprt and input int the develpment f strategies t engage with current key supprters which maintain, extend and/r increase their level f financial supprt. Prspect, engage and slicit supprt frm ptential high net wrth individuals. This includes: Fllwing up leads fr existing supprters frm ther netwrks/cntacts, Crss-marketing t ther Oxfam prducts (e.g. relevant Oxfam Trailwalker event participants), Using publicly available infrmatin t build prspect understanding, Liaising with the Database Executive abut criteria fr prspect selectin, reviewing and applying these as applicable, Using publicly available infrmatin t build prspect understanding. Liaise regularly with the Partnerships team and develp suitable prpsals and reprts fr majr dnr stewardship. Last Reviewed: January 2019 Key Relatinships Executive - Jb Descriptin Page 2 f 5

3 Develp and deliver supprter events fr majr givers (and bequestrs) with supprt frm the Fundraising Manager and the ther Key Relatinships Executive. Bequests and Estate management Supprt the Fundraising Manager in develping and executing the Bequest Strategy. This includes meeting agreed bequest gals and incme targets. Prmte bequest giving t supprters thrugh a range f cmmunicatin channels, including public presentatins. Develp and maintain nging cmmunicatins with bequest enquirers and cnfirmed bequestrs, with the aim f retaining and deepening their cmmitment t Oxfam. Manage Executr and slicitr relatinships f ntified bequests including estate paperwrk. Prspect, engage and slicit bequest supprt frm supprters wh are mst likely t have an interest in bequest giving. This includes: Fllwing up leads generated by ther teams; Champining the inclusin f bequest messaging in Oxfam cmmunicatins; Liaising with the CRM Operatins Executive abut criteria fr prspect selectin, reviewing and applying these as applicable; Actively seeking pprtunities t speak abut Oxfam bequest giving t grups. Trusts and Fundatins In the absence f the ther Key Relatinship Executive, manage relatinships with Trusts and Fundatins excluding Event team held relatinships. General Pass crprate partnerships leads t the Business Relatinships Executive fr further develpment. Be respnsive t questins and requests frm supprters and update supprter recrds as necessary. Keep abreast f develpments and infrmed f Oxfam s prgramming wrk. This includes: Practively and regularly engaging with relevant members f the Partnerships and Advcacy & Campaigns teams; Reading relevant dcuments, reprts and ther prgramme updates; Attending meetings and ther frums where Oxfam prgramming wrk r pririties are discussed. Undertake any ther duties that may be delegated by the Fundraising Manager that are in keeping with the scpe f the rle. Engage in Oxfam affiliate learnings by way f majr dnr and bequest wrking grups and apply insights t ONZ activities. Last Reviewed: January 2019 Key Relatinships Executive - Jb Descriptin Page 3 f 5

4 Cmmitment t Oxfam s Principles and Values Adherence t Oxfam s principles and values including the prmtin f gender justice and wmen's rights. Understanding f and cmmitment t adhere t equity, diversity, gender, child safety and staff health & wellbeing principles. Be cmmitted t preventing any type f unwanted behaviur at wrk including sexual harassment, explitatin and abuse, lack f integrity and financial miscnduct; and prmting the welfare f children, yung peple and adults. Oxfam expects all staff and vlunteers t share this cmmitment thrugh ur cde f cnduct. We place a high pririty n ensuring that nly thse wh share and demnstrate ur values are recruited t wrk fr us. COMPETENCIES Experience, knwledge and qualificatins Knwledge f and a keen interest in Oxfam s internatinal develpment and humanitarian wrk Experience in fundraising and/r accunt management Gd experience f and demnstrated success in relatinship fundraising including gd knwledge f majr dnr and bequest giving Demnstrated knwledge f fundraising principles Relevant tertiary qualificatin r equivalent cmmensurate wrk experience Prfessinal skills Excellent telephne and written cmmunicatin skills Demnstrated ability t meet targets and perate effectively in a target driven envirnment Gd general cmputer skills including intermediate level Micrsft Excel and wrking knwledge f CRM systems r custmer databases Accurate data entry skills Persnal attributes Excellent interpersnal and relatinship management skills Cnfidence and maturity Prfessinal manner High level f attentin t detail Strng rganisatinal skills Ability t wrking independently as well as part f a team Results riented Sensitivity in dealing with individual needs Reliable and trustwrthy Ability t wrk under pressure and effectively manage stress in self and thers A cmmitment t Oxfam s missin and values Ability t demnstrate sensitivity t cultural differences and gender issues, as well as the cmmitment t equal pprtunities. Ability t demnstrate an penness and willingness t learn abut the applicatin f gender/gender mainstreaming, wmen s rights, and diversity fr all aspects f develpment wrk. Cmmitment t Oxfam s safeguarding plicies t ensure all peple wh cme int cntact with Oxfam are as safe as pssible. Last Reviewed: January 2019 Key Relatinships Executive - Jb Descriptin Page 4 f 5

5 TIME OFF IN LIEU (TOIL) The rle may require sme evening and weekend wrk fr which nrmal ffice start and end times will be adjusted accrdingly, r apprpriate time ff in lieu will be awarded in accrdance with the rganisatin s Time ff in Lieu plicy. TRAVEL Yu may be required t travel frm time t time within New Zealand and verseas t fulfil the requirements f the rle. Sme areas where Oxfam New Zealand wrks are subject t civil cnflict, natural disasters and/r scial unrest. All ONZ staff are required t heed the advice f lcal staff and lcal authrities in relatin t security issues, and fllw security guidelines as applicable. Staff must be prepared t use their judgement t avid undue risks t themselves and t make assessments f ptential hazards r danger during field visits, in the knwledge that ONZ will always respect and supprt a decisin t cntinue r withdraw frm any part f a field visit fr reasns related t persnal security. Last Reviewed: January 2019 Key Relatinships Executive - Jb Descriptin Page 5 f 5