Director of Fundraising Candidate Information Pack in partnership with
Contents Letter from the Chief Executive
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About the Charity
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Fundraising at the retailTRUST
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Staff Diagram
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Job Description
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Person Specification
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Terms and Conditions
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How to apply
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Our mission To support the wellbeing of all involved in retail - be it yesterday, today or tomorrow - including all those supplying and providing support services to the retail industry
Candidate Information Pack Director of Fundraising, retailTRUST
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Letter from the Chief Executive Dear Candidate One might think that a charity which has been around for 184 years does not immediately look like it will present the prospect for an innovative and stimulating career move. Nothing could be further from the truth at retailTRUST. Our industry sector, the biggest in the UK, thrives on innovation, ideas and creativity. It attracts more than its fair share of creative entrepreneurs. Its leaders often start by stacking the shelves and then rise to the corridors of power as Directors. It is the most meritocratic industry. It is a dynamic sector. Retail is the fastest-moving sector and it requires its trade charity to be up to the task of adapting to its rapidly changing needs. We are at the heart of the digitalisation of the lives of consumers and the staff who serve them. There could not be a better time for a truly innovative fundraising leader to join us. We are transforming ourselves to combine the best attributes of a traditional 20th century benevolent charity with the best 21st century social enterprise attributes.
We are a small but dynamic team which has real impact in everything we do. In fundraising, we have a great opportunity to deliver genuine change and impact. This role will be high profile, interacting with the charity’s sponsors and beneficiaries. I look forward to meeting you and sharing our vision for the future. Richard Boland - CEO
Our mantra for management is driven by the four “C� words - Continue, Change, Challenge, Create.
Candidate Information Pack Director of Fundraising, retailTRUST
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About the Charity retailTRUST is the leading UK charity which supports the wellbeing of the 4.5 million people working in retail, plus those retired from the sector and its associated businesses. The United Kingdom has the third largest retail sector in the world, with 1 in 10 of the country’s workforce employed in the sector. Retail workers are more likely to be from a minority ethnic background and are more likely to be minimum or low waged. As the living wage is currently only £7.20 /hour for workers over the age of 25, staff can be left vulnerable when something goes wrong. retailTRUST provides services such as counselling, legal and debt advice, financial support, hardship grants, redundancy programmes , vocational and educational funding, retirement housing and a free helpline to those within the sector who need support and assistance. The charity was founded by artisan retailers in 1832 as the Linen and Woolen Drapers Institute to support their staff. Princess Elizabeth became a Patron in 1948 and Her Majesty The Queen has remained a gracious supporter of the charity and its beneficiaries since her coronation in 1953. The charity’s history and heritage gives it the unique perspective needed to target help and support.
Candidate Information Pack Director of Fundraising, retailTRUST
Today, retailTRUST operates nationally across the UK, with support centres in Derby, Liverpool, Manchester, Glasgow and London. Wellbeing services are delivered through three products; ‘cottageHOMES’, providing quality supported living for those who have retired from retail; ‘retailHUB’, providing advice and support for those currently employed; and ‘retailRIGHT’, which partners with employers and educational institutions to provide vocational development opportunities. The Trust is sponsoring a new initiative, ‘retailCURe’, a credit union for those working in retail to encourage responsible and affordable saving and borrowing . This is a much needed in an industry where over half of all employees earn under £10/hour. Combined with an expansion of the ‘retailRIGHT’ range of services and traineeship and apprenticeship programmes, this will be an exciting new chapter. retailCURE will be a separate legal entity for Regulatory reasons but has been given life by retailTRUST. 4
Fundraising at the retailTRUST Richard Boland joined the retailTRUST as CEO over three years ago with the aim of re-shaping and stimulating the future of a charity which looks after the 4 million workers in the retail sector, including its supply chain and services. Increasingly Digital is an important part of that remit. With his vision for the future of retailTRUST, Richard has revitalised the organisation. The strategic direction for the Trust has not only enthused and reenergised the Trustees and the staff, it has laid the foundations for an exciting case for support for fundraising. Richard understands how important it is for fundraising to be embedded in the heart of the organisation and has therefore ensured that the overall strategy is in place before proceeding with the important appointment of a new Director of Fundraising.
The new Director of Fundraising will build on the success of this vision and will create and implement a five year fundraising plan for the Trust. S/he will work closely with Richard and the Senior Management Team to drive forward a successful fundraising strategy. There has been an exciting step-change in the direction of the retailTRUST, and the new Director of Fundraising will play a vital role in ensuring that the funds are brought in to support the Trust’s projects and services. The retailTRUST looks after those who have given their working lives to the sector, but it is also a forward-looking, dynamic organisation that wants to play a transformative and positive role in shaping the future for those working in retail. This vision is an exciting one for the new Director of Fundraising to build further. 
Candidate Information Pack Director of Fundraising, retailTRUST
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Staff Diagram
Director of Fundraising Chief Executive
Individual Giving Manager
Major Donors Manager
Corporate Relationship Manager
Trusts & Institutions Manager
Researcher / Prospector
Candidate Information Pack Director of Fundraising, retailTRUST
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Job Description Job Title Director of Fundraising Location
Derby, Manchester, or North London
Responsible to
The Chief Executive
Responsible for
Direct reports: Major Donor Manager, Trusts and Foundations Manager, Corporate Relationships Manager, Individual Giving Manager.
Current team size 6, rising to no less than 9 over the next 2 years. To be supported by the creation of a Volunteer fundraising team.
Background retailTRUST is at an exciting stage in its fundraising development and wishes to recruit a Director of Fundraising to lead an ambitious and target driven team to implement the fundraising strategy. The key objective will be the delivery of growth in revenue across all major income streams and to deliver a major capital appeal to its successful conclusion. Job Purpose • To lead the fundraising team to deliver the agreed net fundraising budget each year, spearhead the growth of net income as set out in the fundraising strategy and to ensure this work is undertaken ethically and with integrity.
Key Relationships Internal: With fellow Executive Directors and members of the Senior Management Team across all functions. External: With Trustees, Ambassadors and Executives across the retail sector including organisations within the supply chain and support services delivery, focusing on donors and supporters of all types. Third party suppliers of services and support to the fundraising function.
• To contribute to and support the implementation of retailTRUST’s overall strategy. • To inspire, develop and organically grow the fundraising team and volunteers, who engage in fundraising on behalf of retailTRUST. Candidate Information Pack Director of Fundraising, retailTRUST
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Job Description Main Duties 1. Delivering strategy Strategy and planning • Lead the development of innovative, enterprising and effective fundraising strategies, via focussed plans, to ensure that the organisation meets its income targets and builds sustainability and predictability into forward fundraising forecasts. • Implement and review as appropriate the fundraising strategy to deliver Capital Appeals as they occur. • Ensure that each fundraising stream has a strategy and yearly operating plans in place with measurable targets, income to cost ratios and KPIs, and an effective monitoring process. • Continually evaluate and redefine fundraising activity, and introduce sector best practice to ensure the best return on investment.
2. Managing the fundraising team and volunteers Departmental leadership • Ensure the behaviours and values of the team epitomise success, innovation and commercial responsiveness. • Build, develop, motivate and lead a dynamic and effective fundraising team. • Set the vision for the care and development of retailTRUST’s supporters and donors. • Be accountable to the Chief Executive for the work of the fundraising team, including the development of the highest standards of ethics, behaviours, quality and performance. • Provide regular management information in line with Executive needs, policy and procedures.
• Ensure the Case for Support is continually being reviewed and updated, understood and fully utilised by fundraisers. External horizon scanning • Monitor the external environment in order to understand latest developments in the fundraising environment, evaluate their significance, assess their potential for retailTRUST and identify new opportunities and innovations that help the function achieve its objectives. Candidate Information Pack Director of Fundraising, retailTRUST
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Job Description Main Duties Departmental management • Develop the departmental budget, track and manage performance against budget, and take responsibility for meeting targets and ensuring resources are used effectively. • Sponsor the team to develop and pilot new fundraising initiatives to drive supporter recruitment and meet targets set. • Identify and deliver training and development needs for the team. • Provide effective communication, support and development for staff in the fundraising team. • Develop relationships with specific high value donors and supporters, as required. • Deliver each year the relevant number of Special Events and local Events to deliver the required income. • Ensure that the necessary policies, processes, procedures and systems for successful fundraising are in place. • Ensure the fundraising pipeline is up to date and that the Executive has quality information on timing and level of risk associated with planned fundraising initiatives.
• Oversee the efficient and effective use of the CRM database to ensure appropriate recording of information on supporters and contacts, and quality analysis of the effectiveness of initiatives. Advise on its future development in conjunction with colleagues. • Ensure an open management style, communicating management information well and encouraging staff to contribute to shaping the direction of fundraising. 3. Organisational Departmental management • Contribute to the overall strategic direction and leadership of the charity through membership of the Executive Team and attendance at Trustee meetings to represent the fundraising function. • Champion the vision, mission and values of the charity, internally and externally. • Actively contribute to organisational cohesion, encouraging cross-functional team working and problem solving approaches. • Champion and promote equal opportunities and diversity.
• Support the team in the development of appropriate supporter journeys for all supporter and donor audiences.
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Job Description Main Duties External representation
4. Working with others
• Act as an external ambassador of retailTRUST. Motivate and inspire supporters to maximise income through giving.
• Collaborate with colleagues across retailTRUST on all activities relating to the delivery of targets.
• Actively promote the Trust externally, and contribute to building the organisation’s reach, relevance and awareness. Risk Management • As a member of the Executive take collaborative ownership of all aspects of risk management for the Trust. • Ensure that for all fundraising activities, potential risks and assumptions are identified and analysed in advance. Ensure that steps are taken and agreed as appropriate in order to protect the charity’s interest in a manner consistent with commercial prudence. • Ensure all members of the fundraising team understand their role and responsibility to manage risk within the profiles and parameters agreed by the Trust.
• Liaise with colleagues in cottageHOMES, retailHUB and retailRIGHT on an ongoing basis to identify new funding needs and ensure relevant monitoring and evaluation systems are in place to report back. • Work in partnership with the Marketing team to develop imaginative, integrated communications and fundraising campaigns in order to maximise the income achieved. 5. Health & Safety • Be aware of and comply with safe working practices as instructed and in accordance with retailTRUST’s policies and procedures; attend training as required. • Contribute to the maintenance of a safe environment for service users and staff by immediately reporting any unsafe practice or situation to the local Health & Safety Officer. • Act calmly and responsibly in an emergency and respond to instructions.
Candidate Information Pack Director of Fundraising, retailTRUST
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Job Description Main Duties 6. General • The role is that of both an internal and external Ambassador for the retailTRUST and the personal ethics and behaviors of the postholder must reflect this at all times. • Comply with all relevant legislation, be it of a charity commission led nature or company law led nature, including data protection, requirements of the Charity Regulators and the Code of Fundraising Practice. • Protect the Reputation of the retailTRUST at all times. • Comply with all retailTRUST Business Policies and Procedures. • Promote positive working relationships across the organisation by maintaining professional standards. This is not an exhaustive list of tasks and the post holder may be asked to undertake any other reasonable duties in connection with the post. Job Descriptions are reviewed frequently and may be amended at any time in accordance with the needs of retailTRUST.
Candidate Information Pack Director of Fundraising, retailTRUST
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Person Specification Qualifications/Education
Personal Qualities
• Educated to degree level or equivalent.
• Passionate, committed and driven.
• Knowledge, Skills & Experience:
• Creative and flexible.
• Experience of being the lead for fundraising within a charity.
• Well-organised, with an eye for detail as well as a strategic approach.
• Track record of leading, developing and delivering integrated charity fundraising strategies with multiple income streams with clear priorities and targets.
• Ability and credibility to operate at boardroom level and represent the Trust at the highest levels.
• Track record of meeting and exceeding fundraising income targets. • Experience of, or understanding of, capital appeal fundraising. • Experience of leading, managing and developing teams, and supporting professional development.
• Ability to work under pressure in a highly complex environment. • Excellent negotiation skills. • Ability to lead and motivate others. • Experience of working in a service orientated charity. • An ability to “think on his/her feet”.
• Track record of managing budgets, and allocating resources effectively and efficiently to deliver objectives.
• Ability to work as part of, and to contribute positively to, a professional management team.
• Experience of working with and engaging donors and high net-worth individuals.
• An opportunistic, entrepreneurial and initiative-led approach.
• Sound knowledge of all aspects of the regulatory environment for fundraising.
• Experience of, or knowledge/interest in, the retail sector.
• Excellent analytical and problem solving skills, and evidence of strategic thinking.
In addition
• Excellent interpersonal skills and an ability to build positive and productive relationships across all levels of internal and external stakeholders. • Excellent written, verbal communication and presentation skills.
• Must be able to protect confidentiality. • The nature of the post will require travel within the UK and work outside of normal office hours. Therefore, the ability to travel as required is mandatory.
• Excellent time management skills. • Demonstrable commitment to the voluntary sector. Candidate Information Pack Director of Fundraising, retailTRUST
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Terms of Employment £75,000 - £80,000
At least 2 key reports will be based in Manchester, with another potentially based in Derby.
Location
Hours of Employment
Based in Derby/Manchester or North London
Typically 35 hours per week or as required to perform the role from time to time.
If based in London, the successful candidate will spend at least 2 and up to 4 days a week outside of London - either in Derby, Manchester or Scotland. The retail sector has shifted away from London with most of the retailTRUST’s supporters and major retail support teams based outside of the capital.
Annual Leave
Salary
30 days plus bank holidays Pension Scheme 9% of salary paid into pension pot of choice Other Benefits Healthshield - Health Cash Plan Life Assurance 4x Salary
How to Apply Please apply by submitting a copy of your Curriculum Vitae (CV) and a covering letter highlighting your suitability for the position by email to: jack.quarrie@execucare.com For an informal conversation prior to applying to this role, please contact Execucare, retailTRUST's executive search consultant: Mairi Shirley Director Execucare mairi.shirley@execucare.com Candidate Information Pack Director of Fundraising, retailTRUST
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Execucare UK 14 Gray’s Inn Road London WC1X 8HN United Kingdom (44) 20 3409 8981 Execucare USA (Shirley Associates) 200 North Larchmont Boulevard Los Angeles 90004-3707 USA (1) 323 4606202 Execucare New Zealand Level 1 97 Cuba Mall Wellington 6142 New Zealand (64) 4385 1904
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