RECRUITMENT PACK INDIVIDUAL GIVING OFFICER - LEGACY AND ENGAGEMENT (MATERNITY COVER) 1
INTRODUCTION FROM THE DIRECTOR OF COMMUNICATIONS & FUNDRAISING Hi, Do you have fire in your belly and water in your heart? If and only if the answer is yes, then I urge you to read on. There are 844 million reasons I need the very best change agents to drive WaterAid forward. Perhaps somebody like you. Because that daunting figure is the number of men, women and children who have yet to see, taste and enjoy the arrival of clean water. It s not an easy challenge. In fact, challenges don t come bigger than this. We have a huge number of people to reach. We must stop a killer that steals more lives than malaria and AIDS combined. Oh yes, and we want to finish the job by 2030. It s a massive ask. Which is why we need people who won t settle for second best, people who can push us even further, people who won t stop until the fight is won. WaterAid has been shaking up the industry for 30 years. If you can bring your talent to this role, you ll help to close our offices in 15 years and proudly state that we were the people who helped bring clean water to the world. And changed it forever. I truly hope you are up to the challenge of a lifetime. Marcus Missen Director of Communications & Fundraising 4
ROLE DETAILS PLACE OF WORK SALARY CONTRACT TYPE REPORTS TO MANAGES TRAVEL 47-49 Durham Street, London SE11 5JD 27,000-28,500 per annum, depending on skills and experience Full Time, Fixed term - 12 months maternity cover Legacy and In Memory Manager Volunteers as appropriate Within UK for supporter events TEAM DESCRIPTION The Individual Giving and Engagement (IG&E) Team sits within the Mass Engagement department. Its remit is engagement and fundraising from individuals, which involves a large range of activity, both acquiring new supporters and developing existing ones. The Supporter Engagement Team sits within the Individual Giving and Engagement Team in the Mass Engagement Department. The team is responsible for increasing the engagement of 600,000+ individual supporters through an audience led communication programme of diverse channels and products, including; raffle, regular giving, legacy, in memory, upgrade and cash appeals, stewardship, non-financial engagement, and campaigning. The Individual Giving Officer Legacy and Engagement will work closely with the Legacy and In Memory Manager and Supporter Engagement Manager to deliver a range of legacy and in memory fundraising activities, as well as helping to deliver outstanding stewardship and campaigning materials which help deepen supporter experience. JOB PURPOSE The primary purpose of this role is to deliver key elements of the supporter engagement programme, including legacy, in memory, campaigning and stewardship activity. The post holder will contribute to and ensure the IG&E Team meets agreed objectives, income targets and other key performance indicators as agreed with the Director of Communications & Fundraising, within agreed timeframes and budgets. 3
ACCOUNTABILITIES 1. Play a key role in the day-to-day development and delivery of a number of activities central to the IG&E programme, including stewardship and supporter events and using mail, online, telemarketing, SMS, mobile and email campaigns to generate legacy conversations; in memory gifts and campaigning actions. 2. Prepare and agree campaign strategies to meet specific objectives within the Supporter Engagement annual plan, taking project management responsibility for specified campaigns as directed by the Managers for both Legacies and In Memory and Engagement. 3. Prepare and agree all briefs and supporting documentation required for specified campaigns, taking responsibility for liaising with all internal and external stakeholders to support this and ensuring these stakeholders are provided with all required information for the successful delivery of the campaign. 4. Manage relationships with external agencies and suppliers, from account handlers to directors to ensure the effective and timely delivery of campaigns, where appropriate supporting on the selection of agency / supplier through a pitch or tender process and ensuring purchase orders are raised, quotes obtained and suppliers briefed according to procurement procedures. 5. Take an active role in the preparation of annual plans and budgets, utilising experience and past results to inform recommendations and the preparation and creation of budgets and detailed activity plans. 6. Manage specific elements of an expenditure budget of over 1.7m and income budget in excess of 38m. Help monitor monthly management accounts and key performance indicators and to undertake reforecast as required. 7. Regularly monitor, evaluate and analyse campaigns, providing regular results and recommendations for strategy development based on data-driven insight. 8. Oversee the delivery of any campaigns from initial brief through to post campaign analysis, including acting as first point of contact for external partners, taking responsibility for resolving queries, trafficking all stages of the project and escalation of potential problems outside of decision making authority. 9. Work closely with the wider Individual Giving and Engagement Team and the Performance and Insight Team to set up campaigns correctly, with specific regard to coding and fulfilment so that results reporting can be conducted effectively and accurately. 10. Set up effective results monitoring and evaluation reporting for project managed campaigns, to ensure campaign effectiveness can be analysed and reported on, utilising this data to make recommendations to maximise income and engagement. 11. Liaise with team leaders and project managers in other departments to identify and implement new cross-working opportunities utilising specialist knowledge and experience in direct marketing. 4
ACCOUNTABILITIES 12. Remain up-to-date about developments in the external market-place and assess the suitability of new, innovative approaches for IG&E to remain competitive. 13. Take responsibility for ensuring that all supporter communications are consistent with the WaterAid brand, working closely with the international, policy and campaigns, and communications departments to develop coordinated and effective messages about WaterAid s work. 14. Take responsibility that all supporter communications are compliant with the Fundraising Regulations and other data guidelines such as the GDPR. 15. Manage volunteers as appropriate. 16. Deputise as appropriate for the Legacy and In Memory Manager and Supporter Engagement Manager. 17. Contribute to WaterAid s organisational strategy to influence governments and policy makers, through the project management of integrated campaigns and communications using direct marketing expertise. 18. Ensure reasonable care is taken of self and others in the workplace according to health and safety policy and principles. 5
THIS IS WHAT HAPPENS WHEN YOU HIT YOUR TARGETS 6
PERSON SPECIFICATION Essential Previous hands-on experience in fundraising and/or customer direct marketing role. Successful track record of working in a direct marketing role/team, including experience of planning and executing supporter development campaigns. Proven experience of digital and print direct marketing. Project management experience including identifying opportunities and managing all aspects of campaign development. Ability to work flexibly and independently, to manage varying competing priorities and meet strict deadlines with often changing priorities. Excellent written and numeracy skills with attention to detail and the ability to use spread sheets to formulate and analyse complex and substantial budgets/data and make informed decisions. Good copy writing skills and the ability to think creatively. Degree level or equivalent vocational qualification, or equivalent work experience. Strong interpersonal skills and demonstrable experience of sourcing, managing, negotiating and liaising with suppliers. A good understanding of legislation related to direct marketing/data protection. Commitment to WaterAid s values (Accountability, Collaboration, Courage, Innovation, Integrity and Respect) and a working style that reflects these. Desirable Experience of legacy or in memory fundraising. Experience of campaigning. Experience of telemarketing and call handling. Experience of event co-ordination. Experience of presenting to internal and external stakeholders. Experience of managing volunteers. A recognised Direct Marketing qualification. An empathy with overseas development issues. Hands-on experience of using a fundraising or similar database. 7
WATERAID BENEFITS AN OVERVIEW Annual Leave 28 days plus public holidays; 30 days after 3 years service; 31 after 5 years service Additional leave purchase (up to 5 days) Pension Employee contributions at 3%, 4% or 5% are double-matched by WaterAid at 6%, 8% or 10%, respectively. Contributions can be made via salary sacrifice Individual pensions advice on commencement of employment, and at annual review meetings Season ticket loan After completion of probation Employee assistance 24/7 free helpline; includes access to confidential counselling and lifestyle advice Salary sacrifice schemes Bike scheme with savings of over 30% Childcare voucher scheme - savings of up to 1,000 per year Medical Cashplan insurance Life insurance cover Four times annual salary Other Flexible/agile working Family friendly policies Suite of in-house training and e-learning programmes Travel health advice, wellbeing and a 24hr emergency line Free eye test (up to 25) and paid prescriptions (up to 70) Give as you earn scheme 50% off food in 7000 restaurants nationwide (when you buy a Tastecard) (If London based) Lunchtime fitness programmes in the local park; discounted indoor climbing, and seasonal, mixed gender sports teams. Discounted onsite massages. 8
DIRECTORATE STRUCTURE Director of Communications & Fundraising PA to the Director of Communications & Fundraising Communications & Fundraising Coordinator Mass Engagement Director Strategic Partnerships Director Head of Brand and Creative Head of Performance & Insight Head of Media Relations Community, Events & Education Corporate Partnerships Brand and & Editorial Business Insight News Digital Engagement Philanthropy & Trusts Projects and Partnerships Head of Performance Systems & Insight PR Business Process Management Innovation & Strategic Engagement Films Individual Giving & Engagement Water Industry Partnerships Photography International Communication 9
FIND OUT MORE /wateraid /wateraiduk /wateraid /company/wateraid See our ambitious new global strategy wateraid.org/uk/who-we-are/our-strategy Hear from our employees youtube.com/watch?v=nxxvyq3kx-i Watch Grace s Story youtube.com/watch?v=wf_hlgnwewu View our Annual Report wateraid.org/uk/who-we-are/annual-reports WaterAid transforms lives by improving access to clean water, decent toilets and good hygiene in the world s poorest communities. WaterAid 47-49 Durham Street, London, SE11 5JD T: 020 7793 4500 F: 020 7793 4545 E: wateraid@wateraid.org Charity numbers 288701 (England and Wales) and SC039479 (Scotland) 10