Job Description. JOB TITLE: Individual Giving Fundraiser. REPORTS TO: Fundraising Manager JOB SUMMARY

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1 Job Description JOB TITLE: Individual Giving Fundraiser REPORTS TO: Fundraising Manager JOB SUMMAR The post-holder will be responsible for developing and increasing income from new and existing donors through regular giving, individual donations, campaigns, appeals, direct marketing initiatives and legacies. The role will encompass donor development, supporter acquisition and retention, through research and relationship building, combining a target driven approach with a caring and empathetic manner. OPERATIONAL RESPONSIBILITIES To work with the Fundraising Manager to achieve the following; Donations and Regular Giving Development Develop and run a programme of regular giving for the hospice. Devise, implement and manage initiatives such as direct mail and marketing to attract new donors to the hospice. Devise initiatives to encourage donors to both give more regularly and at a higher level. Continue to keep up to date with legislation, custom and practice with regard to gift aid and other tax effective methods of giving. Promote and develop celebration giving such as from weddings, birthdays and anniversaries. To monitor, analyse and segment the fundraising database for fundraising / mailing purposes. To research, gathering intelligence from other hospice and charity source to inform the individual giving programme at St Rocco s. To develop and deliver a programme of exceptional donor care to engage and retain supporters. Legacies and In Memoriam Giving To develop a St Rocco s Hospice legacy marketing plan with the marketing and communications officer which demonstrates and measures activity to achieve required income targets. To develop relationships with key supporters to nurture legacy pledges. To keep accurate records of pledges and outstanding legacies including follow-up with solicitors. Ensure all legacies are efficiently administered and money received promptly. To develop strong links with local solicitors to both promote the hospice as a beneficiary and to help with initiatives such as Will Week. To keep abreast of relevant legislation relating to legacies. Be responsible for devising and implementing ongoing initiatives which continue to maximise legacy income to the hospice. To ensure appropriate legacy information is accessible for all patients, staff, volunteers and visitors. Ensure all legacy fundraising is done sensitively and appropriately. Devise and implement strategies which increase in memoriam giving to the hospice including building lasting relationships with families and other parties. 1of5

2 Manage and develop any specific appeals such as Light up a Life, Tribute Funds, Forget me not or other in memory campaigns, to maximise income streams. To organise legacy events to encourage new and existing supporters to leave a gift in their will. To use database and other research tools to identify prospective legacy donors. Promotional activity To work with the Marketing and Communications Officer and Fundraising Manager to promote individual. giving and legacy campaigns, including the production of promotional material to raise awareness. To work with the Marketing and Communications Officer and Fundraising Manager to develop press. releases, social media activity and website posts to promote individual giving and legacies and to generate funds. GENERAL RESPONSIBILITIES To work at all times in a way that reflects the values of the Hospice. To keep abreast of best practice in fundraising and of key developments in charity income streams. To keep up to date with best practise and legislation in relation to direct marketing including use of mail, and telephone. To work within the guidelines and codes of practice of the Fundraising Regulator and the Institute of Fundraising. To work within the framework of local and national legislation on donation and legacy fundraising. To work with the Fundraising Manager to ensure the costs effectiveness of all methods of fundraising. To undertake administrative duties associated with the role as required. To build effective links with the external and internal stakeholders. To take a collaborative approach in working across all areas of fundraising and the wider organisation. To provide the Fundraising Manager with regular updates and written progress reports. COMMUNICATION AND WORKING RELATIONSHIPS To work closely with all departments in the Hospice and its volunteers in order to understand service delivery and funding needs. To work alongside and support the rest of the Fundraising team and liaise closely with the Marketing and Communications Officer, Senior Management team, Trustees and local solicitors with regards to legacies. To build working relationships with a variety of internal and external stakeholders, including community and corporate supporters, solicitors, trustees, voluntary groups, individual donors, patients and families in order to achieve financial targets. To work closely with the Fundraising Manager to develop and grow individual giving and in memorial giving. 2of5

3 RESPONSIBILIT FOR PATIENT/CLIENT CARE To ensure all patients and families involved in fundraising activities are treated with sensitivity and confidentiality at all times. ASSURANCE STATEMENT The purpose of this job description is to outline levels of responsibility and accountability of this post, to ensure that all work undertaken by our staff is identified and lines of accountability are clear. EQUAL OPPORTUNITIES STATEMENT The hospice operates an Equal Opportunities Policy and expects staff to have a commitment to equal opportunity policies in relation to employment and service delivery. Unless the nature of the work demands it, applicants will not be required to disclose convictions which are spent under the Rehabilitation of Offenders Act Having an unspent conviction will not necessarily bar an applicant from employment or becoming a volunteer. This will depend on the background and circumstances to the conviction. However, for Hospice based or patient facing roles, criminal records will be checked and taken into account for recruitment purposes when the conviction is relevant. NO SMOKING POLIC The Hospice is committed to a policy which discourages smoking and prohibits smoking on Hospice property and business outside it. INFECTION CONTROL The post holder is accountable and responsible for the prevention of healthcare associated infections by complying with all Infection Prevention & Control policies and procedures in line with legislation (Health Act 2006; Code of Practice for the Prevention and Control of Healthcare Associated Infections.) DATA PROTECTION ACT 1998 To ensure compliance with all Hospice policies, and those procedures relevant to the area of work. At all times maintain high levels of confidentiality and information security, complying with the relevant legislation such as the Data Protection Act and the Computer Misuse Act. Where any processing of information takes place (paper records or electronically) ensure that the data is of good quality, accurate and relevant for purpose. All employees must adhere to the Policy on Information Governance which provides guidance on the use and disclosure of information. The Hospice also has a range of policies for the use of computer equipment and computer generated information. These policies detail the employee s legal obligations and include references to current legislation. CONFIDENTIALIT our attention is drawn to the confidential nature of information collected and used throughout the Hospice. The unauthorised use of disclosure of patient, staff or other personal information is a dismissible offence. The unauthorised disclosure of information could also result in a prosecution for an offence, or action for civil damages, under the Data Protection Act. ou are required to observe the strictest confidence regarding any Confidential Information relating to work of the Hospice, its patients/clients and its employees. Confidential Information includes but is not limited to information relating to the Hospice received by you in the course of your employment with the Hospice, information relating to patients, personnel information, budgeting and financial information and information in respect of which the Hospice owes a duty of confidentiality to a third party. 3of5

4 ou are required not to disclose any Confidential Information either during or after your employment, unless expressly authorised to do so by the Hospice or required in the proper performance of your duties or as required by law. This obligation will cease only when such information comes into the public domain other than through unauthorised disclosure by you. Failure to comply with these requirements could result in action being taken under the Hospice s Disciplinary Policy and Procedure. This obligation is without prejudice to the law concerning protected disclosures in the Public Interest Disclosure Act 1998 (the so-called Whistleblowers Act ). HEALTH AND SAFET All employees must be aware of the responsibilities placed upon them under the Health and Safety at Work Act (1974) to ensure that the agreed safety procedures are carried out to provide a safe environment for employees and visitors. SAFEGUARDING DUT It is the responsibility of the post holder to be aware of and follow the legislation and guidance regarding Safeguarding Children and Adults as stated in the Safeguarding Policy. This applies to all staff. Notes: ou will be required to assess all risks to your systems, processes and environment and contribute towards the clinical and corporate governance agenda as appropriate. ou will be expected to produce work to a high standard and to promote quality at all times. ou will be expected to keep yourself updated on all matters relating to Hospice policy. ou must familiarise yourself with matters relating to Health and Safety management as they affect you personally and / or the Hospice. The above Job Description does not purport to be an exhaustive list of duties and responsibilities. The post holder will be expected to undertake additional duties as the requirements of the post change CHANGES TO THIS JOB DESCRIPTION Post holders have a responsibility to discuss any significant job changes with their line manager at the time the change occurs and agree any permanent substantial change. Date post holder in receipt of job description Signature of post holder Signature of line manager. Review Date 4of5

5 Person Specification Post: Individual Giving Fundraiser Responsible to: Fundraising Manager Criteria for selection Education/Qualifications Educated to degree level or equivalent Recognised Fundraising qualification Member of the Institute of Fundraising Knowledge Knowledge of the Institute of Fundraising codes of best practice Knowledge of the legal requirements relating to legacies and general fundraising Knowledge of fundraising databases Knowledge of regional/ national fundraising environment and trends Knowledge of legacy giving and donor journey relationships Essential Desirable Experience Minimum of two years fundraising experience Experience of working on individual giving campaigns and related fundraising Experience of supporter development and relationship management Experience of income and expenditure budget management Experience of meeting financial targets Experience of the Hospice movement Direct experience of individual giving and/ or in memorial fundraising Experience of research and analysis Experience of working with volunteers Skills Excellent verbal and written communication and listening skills. Excellent influencing and relationship building skills Ability to monitor, analyse and segment data and contacts for fundraising purposes Ability to make decisions, as part of managing a complex and varied workload Ability to work well with colleagues to secure their understanding of your objectives Good computer and IT skills such as MS Office and CRM Excellent presentation skills to effectively deliver presentations to a wide and varied audience Personal Qualities Mature and confident attitude Ability to empathise and be sensitive in difficult circumstances Excellent planning and organisational skills Willingness to learn and use initiative People oriented and a team player Able to work under pressure and to targets Enthusiastic, positive attitude Ability to communicate with and motivate a wide range of people Creative, flexible character and a generator of ideas Passionate about the work of the Hospice Sense of Humour Attention to detail Additional requirements Full driving license and access to a vehicle with business insurance required Ability and willingness to travel as required to fulfill the role Reliable and prepared to work outside normal working hours as required 5of5