Individual Giving Manager

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Description and Person Specification Individual Giving Manager Home-based with occasional national travel

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Job Title:

Individual Giving Manager

Location:

Remote with occasional travel in England (office-based or hybrid option available if based near our Botton Village community in the North Yorks Moors)

Salary:

£31,000- £37,000 per year

Hours:

Full time, 37.5 hours per week (part-time hours also considered)

Reports to:

Head of Fundraising

Do you enjoy bringing people closer to the causes they care about? Background Donations from individuals and gifts in Wills provide the majority of the Trust’s voluntary income – around £2.5m a year – which help us to provide a ‘life of opportunity’ to people with learning and other disabilities. We are fortunate to have a highly-committed and generous base of individual donors, many of whom have been supporting the Trust for years. Their regular gifts and donations to our four direct mail appeals per year, account for over 70% of fundraising income (excluding legacies). However, we do not have a regular flow of new individual donors coming to the charity to secure this income stream for the future. We are looking for someone to join us who has the passion and skill to take individual giving to the next level, with ideas for supporter acquisition, development, and more sophisticated journeys. We are a small but dedicated team, so you will be able to think strategically and test theories, whilst also getting hands-on with delivery.

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About us Camphill Village Trust is an award-winning national charity supporting people with learning and other disabilities. We aim to empower people with learning disabilities and other support needs to lead more connected, fulfilled lives with meaning and purpose. With the right support, we believe it is possible for everyone to live a ‘life of opportunity’. Each of our 9 communities across England offer a mix of housing, support, and day opportunities which are centred around the people we support. Each community is different, but they all offer a range of creative, nature-based, and skills focussed opportunities. For example, people can learn new skills such serving customers in our busy cafes; enjoy the satisfaction of growing fresh vegetables in our gardens; or use creative expression to help manage their emotions in our craft studios. We support everyone to find the life that is right for them.

Key responsibilities As Individual Giving Lead, you will support the delivery of the Trust’s fundraising and marketing strategy.

Management responsibility •

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Lead the development and implementation of an individual giving strategy including new supporter acquisition, supporter journeys and supporter development. Manage annual income and expenditure budgets including budget setting, reforecasts and reporting significant variations to the Head of Fundraising in a timely manner. Track the progress and performance of individual giving, monitoring KPIs, analysing trends and making recommendations based on insight.

Supporter acquisition •

Lead the development of donor acquisition products and campaigns. Working closely with other members of the Fundraising and Marketing Team, test and develop a range of products and tactics to attract (and retain) new donors, such as mailings, press inserts, raffles/lotteries, subscriptions, and digital marketing. Efficiently and effectively project manage individual giving campaigns to time, income and expenditure budgets. This includes producing project plans and schedules, briefing colleagues and external partners, and coordinating the delivery of activities to deadline; as well as post-campaign analysis and reporting.

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Manage relationships with key suppliers and agencies, including producing clear project briefs; working collaborative to share ideas, information and feedback; overseeing agency contracts and deadlines; and negotiating costs. Develop and coordinate best-practice welcome journeys for all new supporters (inc. cash donors, regular donors, shop customers) to increase engagement, retention and maximise lifetime value. Work with colleagues in other departments, such as the Coproduction Team and managers in our communities, to identify suitable projects and activities for fundraising campaigns or products. Source case studies and quotes from people we support, colleagues, family members and supporters as required. Work collaboratively with colleagues across the organisation to identify projects, activities and stories that can be developed into fundraising messages and strong cases for support.

Supporter retention and development •

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Work with other Fundraising and Marketing Team members to deliver four supporter mailings a year. Work closely with the Copywriter to develop appeal messages and creative that engage supporters and grow loyalty. With support from the Database Manager, make recommendations on how mailings and communications to existing and previous supporters should be segmented, analysed and reported on. Develop new individual giving initiatives and stewardship mechanisms, encouraging existing supporters to increase their loyalty to the Trust, give again or increase their level of support. Design, implement and monitor the performance of donor journeys for all donor/supporter types. Identifying procedures, communications and products that can maximise retention, cross-selling and donor development. Integrate legacy giving messages into the individual giving programme and provide support for legacy marketing and stewardship activities as required. Work with the Marketing Team to develop supporter engagement and conversion on social media and email.

General and other duties • • • •

Accurately update and record supporter details on the database. Ensure that all communications meet brand and tone guidelines, and visual identity is maintained. Ensure all Individual Giving fundraising activity is compliant with relevant legislation and codes including the Fundraising Code of Conduct and the UK GDPR. Comply with the Trust’s governance policies and procedures, including keeping vulnerable adults safe by adhering to the Trust’s safeguarding policy.

This role description is an outline of the key duties and responsibilities of the role and is not intended as an exhaustive list. 4


Person specification Professional knowledge and experience Essential • At least 2 years experience in a similar or related role. • Sound knowledge of marketing/fundraising principles and practices of donor or customer acquisition and retention. • Experience of developing strategies or initiatives that generate income. • Experience of working with agencies and other external suppliers (data houses, advertising or creative). • Experience of delivering successful donor or customer acquisition activities. • Excellent IT skills including Microsoft Excel, Outlook, Word, Teams and CRM databases. Desirable • Experience of developing an Individual Giving fundraising strategy. • Experience of leading donor acquisition or other direct marketing campaigns. • Experience of managing relationships with agencies and external suppliers. • Knowledge of fundraising regulations and data protection regulations. • Professional training or qualification such as Chartered Institute of Fundraising or Chartered Institute of Marketing qualification. • Knowledge of the learning disabilities sector.

Personal aptitude and competencies Essential • Excellent verbal and written communication skills with good attention to detail. • Strong interpersonal skills. Ability to empathise and communicate well with different types of people. • Excellent organisational and workload management skills. • Demonstrable commitment to working collaboratively with colleagues. • Able to work proactively on own initiative, identifying problems and solutions, suggesting change and improvements. Desirable • Confident working with numbers (income and expenditure monitoring and forecasting) and analysing data.

Other Essential • Supportive of Camphill Village Trust values. • Able and willing to travel and stay away overnight, on occasions. • Satisfactory standard DBS.

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Aside from the salary, we also offer •

33 days holiday (including bank holidays) raising to 35 days at two years’ service (pro rata)

Employee assistance scheme that is also available to your immediate family

Pension Scheme: we contribute to a pension scheme along with your personal contributions

Sick pay after qualifying period of service

Death in Service benefits: payments made to your beneficiaries should the unthinkable happen

Camphill Village Trust is committed to safeguarding and promoting the welfare of all adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant pre-employment checks including a basic DBS. We are an equal opportunities employer.

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