Job description. Regional Legacy Fundraising Officer. Legacy and In Memory Marketing Manager

Transcription

1 Job description Job title Department Responsible to Responsible for Salary Hours Based at Length of contract Regional Legacy Fundraising Officer Fundraising Department Legacy and In Memory Marketing Manager No direct reports Grade D of Mind s salary scales 35 hours per week Stratford, East London or as a Home Working role ( 1380pa home working allowance (available pro rata on split site working) Permanent Purpose of job The Regional Legacy Fundraising Officer is responsible for the development, implementation, day to day management, evaluation, and delivery of a programme that facilitates legacy fundraising for local Mind services. With our network of local Minds you will consult, develop, plan and deliver legacy fundraising strategies and techniques which local Mind services will implement, with your support. You will be responsible for achieving agreed targets on recruitment, and retention of local Minds within the legacy fundraising support programme. In addition to delivering the legacy support program, you ll support any local Mind seeking to develop its legacy fundraising. Though not responsible for the outcomes of this fundraising, there is a strong focus on facilitation of local Minds to achieve targets on testing, and rolling out activity to their own audiences. You will take a consultative approach to help local Minds deliver effective legacy fundraising that is realistic to their resource level, and meets supporter, and stakeholder needs. To achieve your targets you will research local Mind s needs, and identify gaps between their current programme, and align activities to match a strategy for their own fundraising which might for example include events, mailings, and will making promotions. The potential for income raised from this role is great, and the post holder will be making a significant impact on the voluntary income gained by local Minds therefore building the sustainability of a service that collectively supports around 400,000 people each year. You will also be expected to monitor, evaluate and report on all facilitated work, and programme delivery by each local Mind engaged in this programme. As part of your reporting you will collate key legacy data on our entire network of local Minds.

2 The role is based in the legacy team, within direct marketing at (national) Mind. Each local Mind is an independent, though affiliated charity to Mind, and raises funds and provide local mental health services independently. Scope of the job You will report to the Legacy and In Memory Marketing Manager, and will work closely with other staff in the Direct Marketing and wider Public Fundraising team, Network Relations department and across the organisation as required. You will be expected to contribute to the overall success of the Fundraising Department through effective database development, brand awareness and sharing of resources. The job will require some contact with external agencies and suppliers, and the general public. You will be required to lead on any agency training, monitoring agency activity and managing any agency and supplier contracts. The job will require frequent travel, and anticipated occasional overnight stays. You will be required to work effectively on your own for long periods. A significant part of the role will be communication effectively with local Mind staff members, both face to face, by telephone and digitally. Mind aims to ensure that the needs and interests of mental health service users, women, Black and Minority Ethnic communities, disabled people, lesbians, gay men, bisexuals, transgender and people of all ages are reflected in all its activities. You will be expected to contribute to this aim. Key responsibilities Project Management 1. To develop an offer to Local Minds to enable the Local Minds to develop and operate their own legacy fundraising 2. To be an advisor and facilitator to the participating Local Minds signed in to the programme 3. To recruit and retain Local Minds in the collaborative programme 4. To conduct market research, and gather feedback and evaluation of the delivery of the programme to ensure Mind s offer to Local Minds is relevant, and meets their needs. 5. To ensure where possible, marketing materials produced by Local Minds are in line with agreed messaging as required by Mind 6. To assist in creation of a case for support for each local Mind signed in to the programme, and create a range of legacy fundraising guide materials for all Local Minds 7. To be proactive, in developing the programme

3 Planning and evaluation 1. To produce evaluation reports after all activities, analyse results to draw on key findings (financial & non-financial) and emerging trends to inform development of the programme. Reporting will be on both local Minds in the programme, and also local Minds outside of the programme. 2. To highlight any significant trend, limitation or risk which may directly impact on the programme. 3. To use the database to best advantage to plan and evaluate activities Budget and finance management 1. As directed by the Legacy and In Memory Marketing Manager, to recommend and manage annual budgets relating to the programme of support. 2. To manage and deliver agreed programme targets and ensure regular monitoring and managing of KPIs and expenditure. To proactively alert the Legacy and In Memory manager if KPIs and expenditure are not going to be met. 3. To provide regular updates and reports on KPIs and expenditure. 4. To request purchase orders, and facilitate invoices for processing within the post holder s responsibility and to deal with and resolve queries relating to invoices and payments. Working with other teams in Fundraising 1. To work with the Communications team to ensure adherence to brand guidelines. 2. To work with other teams within Fundraising to proactively maximise the potential of other income streams e.g. Partnerships, Training. 3. Working with the CRM database, to agree on cross-audience communication strategies and ensure correct data is provided, information captured, evaluated and analysis fed back to the Legacy and In Memory Manager. Working with suppliers 1. To research, appoint, manage and monitor the work of external agencies using service level agreements (SLAs), including any agencies, fulfillment houses and data bureaus. To review service level agreements to ensure efficient and effective services are provided to Mind at all times, and if required make suggestions for improvement. 2. To work closely with agencies/suppliers to design and develop direct marketing campaigns, including creative development, media and data selection, print and digital advertising as well as other communication materials as required. 3. To ensure that all materials produced are within Mind s brand guidelines and take account of other fundraising activities within Mind as required.

4 4. To ensure that prices/quotes for direct marketing activities are competitive and cost effective for Mind. Stakeholder care 1. To provide a high level of customer care when communicating with key stakeholders as necessary. This may be by telephone, in writing and in person e.g. at fundraising events. 2. To develop, implement, manage and evaluate the local Mind legacy fundraising support programme. 3. To maximise any opportunity that arises where a member of the public is seeking to gift to Mind in their will. 4. To maintain, develop and improve supporter care processes and procedures as necessary and ensure these changes are implemented effectively. Liaise with the Fundraising Operations team and other staff as required regarding any changes to processes and procedures. Expectations 1. Attend and contribute to appropriate internal meetings, training, supervision and the appraisal process. 2. Ensure compliance with relevant legislation (e.g. Charities Act, Data protection). 3. Keep up to date with developments within the charity/not for profit sector and the direct/database marketing industry. 4. Work flexible hours including evenings and weekends when required. 5. Undertake any other duties as may be required by the Head of Public Fundraising. 6. Undertake other duties that may from time to time be necessary that are compatible with the nature and grade of this post. 7. Ensure that all responsibilities and activities discharged within this post are consistent with the terms and spirit of Mind s Equal Opportunities policy.

5 Mind (National Association for Mental Health) Person specification: Regional Legacy Fundraising Officer Experience Essential criteria 1. Extensive and demonstrable direct or relationship marketing experience, especially in fundraising or business development including planning, implementing and evaluating activities. Ideally (but not mandatory) from experience of working in the legacy area of fundraising. 2. Strong, demonstrable project management experience including devising and managing marketing strategies. 3. Proven track record of managing budgets and meeting targets, including forecasting, monitoring and regular reporting against budgets/targets. 4. Experience of writing reports and evaluations on activities and summarising and analysing to make recommendations. 5. Proven experience of managing and working with third-party suppliers (e.g. agencies, printers, mailing houses). 6. Ability to work independently and productively with large amounts of autonomy. Desirable criteria Skills 7. Excellent communication skills (both written and spoken English). This includes the ability to write clear, concise copy for marketing materials. 8. Excellent interpersonal skills including the ability to deal with people at all levels within Mind and in all walks of life externally, whether face to face, on the telephone or by letter/ . 9. Ability to prioritise a varied workload with experience of handling multiple priorities, excellent time management skills, accuracy and keen attention to detail, including proofreading. 10. Ability to empathise with supporters. 11. Experience of planning, implementing and evaluating digital media campaigns. Knowledge 1. Good knowledge of the charity sector, ideally (but not mandatory) from experience of working in the legacy area of fundraising.

6 2. Up to date knowledge of fundraising approaches and techniques. 3. Proven computer skills, particularly Microsoft Office 365, databases (experience of CARE is desirable) and spreadsheets. 4. Up to date and thorough knowledge of the principles and practices of Direct Marketing. Desirable criteria 1. Direct or indirect experience of mental health problems. 2. Acceptance of the need to travel to meetings throughout the UK, which may result in overnight stays. 3. Institute of Fundraising (IOF) membership. 4. Experience, or knowledge of legacy fundraising.