Candidate Information Pack Senior University Philanthropy Manager (Trusts) University College London
Introduction
UCL is one of the world’s most powerful, influential and impactful universities. The quality of its teaching, the impact of its research, and its engaged, responsive, and international outlook mean it is consistently ranked among the world’s very best higher education institutions. Whether you know it or not, UCL research will have improved your life, the lives of people you know, and the lives of people they know, in London, the UK and around the world. UCL is driven to solve some of the world’s biggest challenges and transform the lives of citizens across the globe. Its excellence extends to all academic disciplines and UCL’s former academics and graduates include 29 Nobel Prize winners, with world-changing breakthroughs in every decade of the last century. These include the discovery or development of new chemical elements, DNA, organ transplants, wireless communications, and much more. In 2014, its reputation for remarkable research was recognised when UCL was rated the UK’s top university for research strength. In 1826, UCL’s founders redefined the very idea of a university. It opened up education in England for the first time to students of any race, gender or religion and was the first to make higher education affordable for all. Today, it is London’s Global University that is home to more than 36,000 students studying more than 200 undergraduate or 400 postgraduate degrees.
UCL’s founding principles of innovation, accessibility and relevance to wider society inform its ethos today and are embedded in its new 20 year strategy, UCL2034. It is proud to be recognised for its radical and critical thinking and its outstanding ability to integrate education, research, innovation and enterprise for the benefit of all. UCL is a diverse community with more than 50 academic departments, from astronomy to zoology. Both of these departments, and many more inbetween, were established at UCL by philanthropic donations. For nearly two centuries, philanthropy has enabled UCL’s journey from a radical, struggling newcomer on the fringes of London to one of the world’s most respected institutions. This philanthropy has always been a partnership. People give to UCL because they recognise its capacity to be a positive agent for social, cultural, medical, material, intellectual and policy change. It is thanks to the vision and generosity of our philanthropic partners that UCL has such an enviable history, such a strong present, and such a promising future.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Introduction
What does the future hold for UCL? In 2014, UCL’s new President and Provost, Professor Michael Arthur, introduced a 20 year strategy for UCL, UCL2034. Its vision for the next 20 years is that its distinctive approach to research, education and innovation will further inspire its community of staff, students and partners to transform how the world is understood, how knowledge is created and shared and the way that global problems are solved.
Its bold and ambitious strategy is centred on six Principal Themes, each with an implementation plan: •
Academic leadership grounded in intellectual excellence.
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A global leader in the integration of research and education, underpinning an inspirational student experience.
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Addressing global challenges through its disciplinary excellence and distinctive crossdisciplinary approach.
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An accessible, publicly-engaged organisation that fosters a lifelong community.
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London’s Global University: in London, of London and for London.
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Delivering global impact through a network of innovative international activities, collaborations and partnerships.
More information on UCL2034 can be found at: www.ucl.ac.uk/ucl-2034
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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The Development and Alumni Relations Office
“Building relationships to make remarkable things happen at UCL” There has never been a more exciting time to join UCL’s Development and Alumni Relations Office (DARO). It is currently in the momentum-building phase for a major new fundraising and supporter engagement campaign, expected to launch publicly in 2016. This will be a new type of campaign; it will be more international in its outlook and will extend UCL’s reach beyond the traditional pool of alumni as prospective donors. It will have a strong partnership element with other institutions and with partner hospital charities, and will change the way the University identifies and engages with all of its supporters. This Campaign will have a transformative effect on the whole of UCL. By the time it concludes, UCL will be raising more money than ever before in support of its most significant priorities, providing the platform to take the University to its 200th anniversary in 2026.
The Campaign will span the breadth of UCL’s areas of strength and expertise, with an increased focus on fundraising to support the student experience and health and medical research. It will positively impact on its estate, research, staff, students, and the local, national, and international community. Today, the team comprises more than 60 members of staff working across Alumni Relations, Supporter Communications, Regular Giving, Fundraising and Insight. In order to deliver a campaign of this scale, the team is expanding and building a multi-talented group of individuals who have the potential to deliver new and innovative approaches and the ambition to push the boundaries of what is possible.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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The DARO Working Environment
DARO’s success is driven not only by having a shared clarity of purpose but also by a strong sense of who we are and how we want to work together. All our activities are underpinned by six core values which help us make the right decisions and do the right things. They are: •
Collaboration - using the power of working together
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Excellent Service – putting the customer at the heart of everything we do
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Empowered – making things happen
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Innovation – thinking differently
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Mutual Respect - being a generous colleague
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Business-Minded - knowing what’s important
These values are woven into the fabric of DARO life and are vital to our continued success. We are committed to developing the skills and potential of all our people. You will have the best start with our ‘Destination DARO’ orientation programme and continue to develop through our comprehensive programme of training and development opportunities. The Development and Alumni Relations team is located in modern, welcoming, open- plan office space within easy reach of Euston, King’s Cross, St Pancras, as well as numerous tube lines. We know that people are most productive when they have achieved a work-life balance that enables them to meet their responsibilities outside work. We therefore support flexibility of working arrangements wherever this is possible.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Job Description Job Title
The Team
Senior University Philanthropy Manager (Trusts)
UCL’s University Fundraising team is responsible for building relationships with trusts, foundations, individuals and businesses which lead to philanthropic income generation to support the Campaign University priorities, eg UCL East, student support, and the Student Centre.
Reports to Head of University Fundraising
Role Purpose To raise philanthropic income at the six figure level from Trust and Foundation funders to support the University priority projects within the Campaign.
Key duties and responsibilities: Fundraising (80%) •
Manage a portfolio of Trust and Foundation prospects, in the UK and abroad, capable of making six figure gifts to UCL.
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Ensure full and timely records of all activity are kept on the database in adherence to set policies and procedures.
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Raise in year income in line with agreed personal and team fundraising targets.
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Promote best practice in fundraising across the UCL community.
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Contribute to the implementation and coordination of the University team’s overall strategy and targets for maximising philanthropic giving to university priority projects within the campaign.
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Travel within London, the UK and overseas, as well as attend events and meetings outside of normal working hours as required.
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Work independently to plan and implement creative strategies to increase philanthropic gifts at the six figure level by creating bespoke cultivation and solicitation plans that utilise academic and senior UCL staff effectively.
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Actively solicit gifts personally, as well as plan solicitations for senior staff as appropriate.
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Create prospecting opportunities through various business development techniques within the UCL network and your own donor pool in order to generate new leads at the six figure level.
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Prepare written briefings for senior management and faculty visits with donors and prospective donors as well as follow up documentation and correspondence.
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Work alongside the Supporter Engagement team in the preparation of written donor proposals, donor stewardship and the planning and execution of events related to the cultivation, solicitation and stewardship of donors.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Job Description
Key duties and responsibilities (cont.) Project Management (20%) •
Support the implementation of the University Fundraising strategy in partnership with the senior university fundraising team and the team head.
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Serve as project manager for one or more key components of the University Fundraising strategy.
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Communicate with all members of the Strategic Philanthropy Team and the wider DARO office to ensure staff are fully informed of the developments and needs of the area(s) you are project managing.
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Assist Supporter Engagement colleagues in developing donor engagement, cultivation and stewardship opportunities related to the area(s) you are project managing.
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Carry out quarterly reviews of the area(s) you are project managing to track progress and income, drive activity and manage risk.
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Work across the University team to inspire and drive fundraising activity for the university priority projects and the area(s) you are project managing.
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Build strong relationships with academics and key staff across UCL and our partners in line with our university priority projects.
Note: This job description reflects the present requirements of the post. As duties and responsibilities change and develop the job description will be reviewed and be subject to amendment in consultation with the postholder.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Organisational Chart
Executive Director
Director of Development
Executive Head of Strategic Philanthropy Strategic Philanthropy Assistant Philanthropy Officer CASE Intern
Principal Gift Fundraising
Health Fundraising
University Fundraising
Strategic Philanthropy Manager x2
Head of Health Fundraising
Head of University Fundraising
Senior Philanthropy Manager x4
Senior Philanthropy Manager x4
Senior Philanthropy Manager (Trusts)
Senior Philanthropy Manager (Trusts)
Philanthropy Manager
Philanthropy Manager
Philanthropy Officer
Philanthropy Officer
Strategic Philanthropy Manager (Trusts) Corporate Partnerships Manager Philanthropy Manager
A full organisational chart is available on request
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Person Specification Essential Criteria Experience and knowledge
Skills and abilities
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Highly motivated and independent
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Ability to innovate; be opportunistic and responsive
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Outstanding communication skills, both written and verbal, with a track record of communicating complex information to a variety of audiences
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A proven track record of influencing and negotiating
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Ability to think strategically to devise relevant and creative engagement, cultivation and solicitation opportunities in the short, medium and long term and resolve complex problems
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Demonstrated ability to manage multiple and cross-interdisciplinary projects, and maintain a high degree of professionalism and confidentiality
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Ability to work calmly under pressure and to prioritise with excellent organisational and timemanagement skills
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Establish, maintain and expand positive relationships with a wide range of individuals at a senior level and within a team
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Excellent interpersonal skills: diplomacy, discretion, tact and persuasiveness
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Proficient with MS Office.
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Significant fundraising or income generating experience and a proven track record of securing income at the five and six figure level from Trusts and Foundations. Demonstrated success in managing a high value and diverse portfolio of donors/clients that include complex relationships (e.g. interests and relationships across a large organisation, larger capacity to give, multiple stakeholders etc.)
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Experience of working within a results-orientated environment, with a record of achieving personal KPIs and targets.
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Experience of communicating complex information to a lay audience and influencing multiple parties through written and verbal proposals, reports and presentations.
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An understanding of, and commitment to, the case for support for universities in the UK.
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Educated to degree level or having equivalent experience.
Attributes •
Believes in universities as worthwhile philanthropic causes.
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Works collaboratively; builds and maintains productive relationships with others.
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Strives for excellence and seeks to exceed the expectations of supporters and customers.
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Takes responsibility and encourages others to do the same.
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Creative and looks for new and different ways to deliver results.
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Is a supportive and generous colleague.
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Remains focussed on results and impact.
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A commitment to demonstrate DARO’s core values.
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Ability to work outside normal working hours on occasion.
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Person Specification
Desirable Criteria
Key criteria for success
Experience and knowledge
After twelve months in the role the successful candidate will be expected to have:
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Direct fundraising experience, ideally in a university, hospital or charity setting, with Trusts, Corporates or Individuals
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Experience working with high net worth individuals or high value organisations
Met with and/or qualified 70% of prospect pool and built strong and meaningful relationships with donors and prospects.
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Experience of working with donors and clients internationally
Solicited a minimum of 25% of prospect pool with planned solicitations for an additional 50% of pool
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Raised a minimum of £100,000.
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Developed creative, engaging and impactful cultivation and solicitation plans for all prospects within pool.
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Act as project manager for a key component of our university fundraising strategy.
Demonstrated ability to establish credibility and confidence with donors and prospective donors
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London
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Terms & Conditions Salary
Length of appointment
The post is Grade 8, the salary for which ranges from £41,844 - £49,362 (including London Allowance of £2,948). Progression through the salary scale is incremental. Cost of living pay awards are negotiated nationally and are normally effective from 1 August each year.
Permanent
Probation period 9 months
Annual leave
DARO, 2nd Floor, Central House, Upper Woburn Place, WC1H
Holiday entitlement will be 27 working days plus an additional 6 ‘closure days’ during Christmas and Easter. With bank holidays this means a total of 41 days holiday each year.
Hours of Work
Pension
36.5 hours per week excluding lunch hours. However, part-time and flexible working will also be considered.
Eligible to join the Universities Superannuation Scheme (USS)
Location
For further detail on UCL Terms and Conditions, please visit: http://www.ucl.ac.uk/hr/salary_scales/Support_Research_tcs.php
Application Process Please apply by submitting a copy of your Curriculum Vitae (CV) and a covering letter highlighting your suitability for the position by email to: claire.reynolds@execucare.com For an informal conversation prior to applying to this role, please call either Joanna Logan on 020-3589 0467 or Nicola Reames on 020-3621 1540.
Execucare UK 71-75 Shelton Street London WC2H 9JQ United Kingdom (44) 20 7470 8865
Candidate Information Pack Senior University Philanthropy Manager (Trusts), University College London