Major Gifts Account Manager Candidate Information Pack
Employment Information Salary :
circa ÂŁ34,000
Location :
Berkhamsted
Hours :
Options for 4 or 5 days a week with flexible working
Reports to :
Trusts & Major Gifts Manager
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Introduction The Hospice of St Francis was established in 1979 and cares for more than 1,000 people with serious or terminal illness in Hertfordshire and Buckinghamshire each year. We also support the friends and loved ones of those we care for. The Hospice of St Francis is a registered charity receiving around 20% of its funding from the NHS. We rely on the generosity of our local community to fund the remaining 80% of our costs. This comes from many individuals, local businesses, trusts, schools, community groups, our shops, our lottery and Gifts in Wills. With the opening of our new health and wellbeing service, The Spring Centre, in 2013 we aim to double the number of people we care for by 2015/16. We aim to particularly support people who have been recently diagnosed with a life-limiting illness - people who might not traditionally consider accessing hospice services. This role is an integral part of our income growth strategy and presents some excellent opportunities to develop major gift fundraising for the Hospice.
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Job Description Overall Job Purpose: To increase hospice income from individual Major Donors in order to support the hospice service development. Key Responsibilities: Financial •
To deliver circa £350,000 of major gift income target
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To develop the prospect pool to support on-going growth of 25% year on year
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To support the Trusts & Major Gifts Manager in budget planning and forecasting major gift income
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To manage individual supporter giving aspirations and expectations in line with hospice strategy
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To support the Trusts & Major Gifts Manager in the delivery of circa 4 key major donor events each year
Planning, Research and Organisation •
To manage and develop a portfolio of existing and potential donors, manage end to end solicitation process from research to full engagement - resulting in gifts of >£5k
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Working with Donor Development Manager and Trusts & Major Gifts Manager to commission and/or undertake regular donor profiling & research activity on database to identify supporters/prospects and ensure appropriate communications programme
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To develop compelling cases for support and funding opportunities to present to high net worth individuals
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To prepare monthly financial and status reports for the Trusts & Major Gifts Manager and other Senior Management Team when necessary
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People Management •
To support the Senior Management Team and the Board in the INDIRECT delivery of a tailored relationship management plan for key individual supporters where appropriate, tracking progress, maintaining records and proactively supporting the relationship holder
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To proactively solicit and build DIRECT relationships with donors/ prospects where appropriate
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To identify and mange effectively all inter hospice /supporter relationships
Communication •
To create and deliver Major Donor events, materials, campaigns and acknowledgement tools to support the communication strategy, cultivate support and drive income
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To develop and drive individually tailored engagement plans for identified high value individuals and liaise with the appropriate staff or Board members to develop approaches OR make direct approaches where appropriate
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To ensure colleagues across all teams have top line view of our key supporters/prospects to help guarantee “exceptional supporter experience” at all touch points
Other •
To support general fundraising activities at events as needed
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To support the Trusts & Major Gifts Manager in the strategic development of the Major Gift strategy
Relationships: • Cross-functional through all clinical and non-clinical teams • High net worth individuals • SMT and Board of Trustees
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Person Specification Essential: Qualifications: Good level of general education Experience:
Experience of working for or with a charity in a paid or voluntary capacity Experience of successful major gift fundraising
Track record of successfully securing high value gifts Able to show proven track record in fundraising Understanding of donor motivations Experience of relationship management People management
Knowledge and Skills: Excellent written skills Excellent presentation and oral communication skills Good negotiation skills Ability to write compelling cases for support Understanding of Donor Care principles and track record of delivering exceptional experience Excellent attention to detail Good computer skills including knowledge of fundraising databases Ability to communicate with a wide range of people Accuracy in numeracy and writing Personal Qualities: Organised Confident Persuasive Articulate, presentable & polite Highly motivated, enthusiastic & energetic
Team player Enquiring mind – interested in research Creative & innovative 6
Motivation and Expectations: Motivated to identify and pursue funding opportunities Motivated to provide an excellent donor experience
Motivated to achieve targets
Desirable: Qualifications: Educated to degree level Fundraising qualification Knowledge and Skills: Experience of Donorflex or similar fundraising database package Experience of DM techniques Experience of event planning & implementation
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How to Apply
The recruitment process is being managed by Stephen Perret from Execucare, all enquiries should be directed to stephen.perrett@execucare.com. To make a formal application, you need to email a copy of your CV along with a short Covering Letter. Your Covering Letter should be no more than one side of A4 and should be addressed to : Stephen Perrett Director Execucare 71-75 Shelton Street London WC2H 9JQ
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