Candidate Information Pack by Execucare

CANDIDATE INFORMATION PACK: in

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PRINCIPAL GIFTS MANAGER

WELCOME LETTER FROM THE DIRECTOR OF DEVELOPMENT & ALUMNI RELATIONS about the unique heritage and location

years, including a £10.5 million grant

results. We are looking for an ambitious,

of their alma mater as well as the

from the Heritage Lottery Fund and six

experienced and creative fundraiser with

excellence in our teaching and research.

figure donations and bequests.

a background in either major donor or

Having joined the team in 2014, and as

We are now seeking a Principal Gifts

trust fundraising who is as confident in

an alumna myself (MSc International

Manager to take forward our ambitious

developing strategies and targets as they

Politics 2013), I feel privileged to be

plans for major donor income in support

are in tailoring creative and inspiring

working with our community of 65,000

of a £22 million project to transform Old

fundraising proposals to a range of

alumni and leading our strategy and

College, the birthplace of the University

major donor prospects. We are seeking

team during a period of unprecedented

and Higher Education in Wales, by our

candidates with a track record in working

ambition for our fundraising and in the

150th anniversary in 2022. The Manager

collaboratively and opportunistically

Higher Education sector more widely. As

will also lead strategies to establish a

with a range of internal and external

a close knit University, I and my team

wider major donor strategy in line with

stakeholders and with experience in

work with the full and active support

the University’s 2018-2023 strategy. Our

developing and delivering imaginative

of our Vice-Chancellor, senior academic

Principal Gifts Manager will have the

stewardship programmes.

and professional staff, Council members

part time support of an Appeal Officer

I hope very much that you will consider

and Honorary Fellows in this period of

shared with a colleague and also have

this opportunity to contribute to the

exciting capacity building.

the support of a fundraising consultancy.

ambitions of the University and our

The University’s first Development and

You will work closely with myself and

team.

Alumni Relations team was established

Vice Chancellor and a network of alumni

Please continue through this recruitment

in 2009 and quickly built upon the

and supporters around the world.

document and then make contact with

longstanding support of alumni to

We are confident that we have significant

Execucare, our recruitment partner, to

inspire and harness their support for our

opportunities to grow our income given

discuss your suitability.

first individual giving campaigns. Working

our recent fundraising success, a strong

in partnership with our alumni and

Our University is often described as

prospect pipeline and support of our

supporters around the world, the team

one that ‘punches above its weight’

£6 million appeal strategy. Fundraising

has now delivered record breaking levels

with alumni who are deeply passionate

has already begun for our £1.6 million

of fundraised income in the last three

major donor target with promising initial

Thank you for your interest in Aberystwyth University. I am delighted that you are considering joining us as our new Principal Gifts Manager and hope you will find this an exciting opportunity.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

Louise Jagger Director of Development & Alumni Relations

ABERYSTWYTH UNIVERSITY There is nowhere quite like Aberystwyth:

For student experience, Aberystwyth

no other University offers the unique

University is in the top ten in the UK and

combination of long academic tradition,

first in Wales – up 11 places on 2017.

outstandingly beautiful location, and a

In its overall league table, the 2018 Good

campus that brings together state-ofthe-art facilities, an Arts Centre, and provides easy access to one of the six copyright libraries in Britain. Beneath the mountains and beside the sea, Aberystwyth is a centre of national and regional, as well as cultural and commercial, importance. Based on three main sites in and around Aberystwyth, the University is a close community of over 2,000 staff and some 9,000 students from across the globe. There are 16 academic departments, which are organised into six Institutes. Aberystwyth University was named ‘University of the Year’ for Teaching Quality in The Times and Sunday Times Good University Guide 2018. It is the first time a university in Wales has been awarded the prestigious accolade by the Guide, which was published in September 2017. The Guide’s league table also propels Aberystwyth University into the top 50 universities in the UK, up nine places on last year and ranked 47th in the UK out

University Guide ranks Aberystwyth University fifth for teaching quality across the UK - up five places on 2017. The findings of the latest Good University Guide echo the results of the National Student Survey (NSS) published in August 2017, which placed Aberystwyth in second place across the UK for the quality of its assessment and feedback. On overall student satisfaction, Aberystwyth was ranked the best in Wales and one of the top five mainstream universities in the 2017 NSS. The University’s employability rates are also at their highest ever with figures published by the Higher Education Statistics Agency in July 2017 showing 95% of Aberystwyth students were in work or further study six months after graduating in 2016. Please see the following links for further information: https://www.aber.ac.uk/en/why-aber/ https://www.aber.ac.uk/en/why-aber/ facts-and-figures/awards-rankings/

of 131 higher education institutions.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

HISTORY The establishment of Aberystwyth

campus. This finely landscaped site

University is one of the great stories

enjoys spectacular views over the

of pioneering achievement in modern

town of Aberystwyth and the sea. New

Welsh history. It was the work of a small

buildings, including major arts and

group of patriots, led by Hugh Owen, a

science developments, halls of residence,

London Welshman, who sought from the

a magnificent arts centre and first

1850s onwards to raise enough money

rate sports facilities are located here.

by public and private subscription to

Most recently, major investment from

establish a college of university status in

the Welsh Government has led to the

Wales. A project of enormous ambition,

founding of the Institute of Biological,

the University first opened its doors in

Environmental and Rural Sciences

1872 initially with only a small number of

(IBERS). The University is now organized

teachers and students in a half finished

across three main sites: Penglais

hotel building (‘the Old College’).

Campus; the Llanbadarn Centre, which

The first decade presented many

is home to the Institute of Management,

challenges for the University’s survival. The generosity of a few individual

Law and Information Science; and Gogerddan, which is the main centre for

benefactors and organised appeals for

IBERS.

support from the ordinary people of

Throughout its growth, both in its estate

Wales kept the University in being, and,

and student numbers, Aberystwyth

perhaps more importantly, deeply rooted

has retained its traditional friendly

it in the minds and the affection of the

intimacies, its vigorous student social life,

Welsh people. A matter of considerable

and its high academic standards.

pride is that the University has made a

In 2007, the original colleges of the

significant contribution to the education of women, being one of the first institutions to admit female students. In 1893, Aberystwyth became part of the federated structure of the University of Wales, now dissolved.

University of Wales entered a new phase of existence as independent universities, though strong bonds of co-operation remain, re-affirmed in the St David’s Day accord of 2009. Aberystwyth University reflects with pride on the heritage

From the 1960s the University relocated

of its past, and faces the future with

from the seafront to the Penglais

confidence.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

UNIVERSITY STRUCTURE AND GOVERNANCE Governance

University Executive Group

Aberystwyth University is a chartered

The University Executive Group

COUNCIL

institution whose Royal Charter was first

has responsibility for delivering the

SENATE

awarded in 1889, and currently functions

institutional strategy approved by the

under its most recent Supplemental

governing body, and has the authority VICE-CHANCELLOR

Royal Charter as revised in 2014. The

to make decisions that put operational

University is also a registered charity.

plans and actions into effect. The

The University meets its many

Executive Group includes the Vice-

obligations and accountabilities through the following governance structure: •

The Charter defines the objects, powers and officers of the University, and principles such as

PRO VICE-

INSTITUTE

CHANCELLOR

DIRECTORS

CHIEF OPERATING

RESEARCH

STUDENT

WELSH LANGUAGE

EXPERIENCE &

& CULTURE

INTERNATIONAL

& EXTERNAL

OFFICER

the power to teach and examine. •

ENGAGEMENT

The Statutes comprise the rules

•

and Planning. INSTITUTE

DIRECTOR OF FINANCE

The Council is the University’s supreme

Both bodies are established by Charter.

is led by an Institute Director who, HEAD OF THE

HEADS OF

VICE-CHANCELLOR’S

DEPARTMENTS

OFFICE

together with members of an Executive Committee, has responsibility for teaching and learning, quality assurance and enhancement, research, internationalisation and collaboration,

governing body while the Senate is responsible for academic governance.

organised into six Institutes. Each

DIRECTOR OF HR

University is governed within the and Statutes.

Academic Structure Academically, the University is

The Ordinances concern how the general framework of the Charter

Academic Quality and Records, Campus Human Resources, Information Services,

members and officers of the University institution.

Institute Directors; and the Directors of and Commercial Services, Finance,

MANAGERS

concerning statutory bodies,

Chancellor; the Pro Vice-Chancellors: the

student recruitment, Welsh language and DIRECTOR OF PLANNING

culture, and health and safety within that Institute. Each Institute’s professional service is led by an Institute Manager.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

LIVING AND WORKING IN ABERYSTWYTH Aberystwyth is a historic market town

Housing and Schools

with stunning views of Cardigan Bay with

For families, Aberystwyth is home to

a population of over 13,000, as well as around 9,000 students. Nestled on the West Wales coast, Aberystwyth is much more than a seaside town. Apart from the University, Aberystwyth is also home to a number of institutions of national significance, including the National

a range of primary schools and two secondary schools with more on offer in the surrounding Ceredigion area. A range of properties are available, from town and suburb to rural and countryside homes.

Library of Wales and the Aberystwyth

Culture and Entertainment

Arts Centre.

Alongside all the amenities you’d expect

Aberystwyth’s sweeping seafront is a

from a thriving town – a wide range of

favourite with visitors and locals. The winding Promenade is popular with walkers, joggers, skaters, bikers – and those who just want to relax by the sea. Stroll along the full 2,000 metre length of the Promenade and you’ll pass a variety of Aberystwyth’s sights and landmarks. From the harbour and marina in the south and Constitution Hill to the north, you can enjoy a fresh sea breeze and beautiful panoramic view of Cardigan Bay and you will often see dolphins and porpoises.

shops, farmers markets, award winning restaurants and vibrant nightlife and café culture, Aberystwyth is also a bilingual town. Welsh is one of the oldest languages in Europe and there is a vibrant bilingual community. We have a welcoming town that offers a broad range of lively cultural events and social activities. Location For those travelling from overseas, Birmingham International is the most convenient airport for Aberystwyth. London’s airports are also fairly accessible and benefit from a wider choice of flights. Cardiff’s airport is also very convenient if travelling onward by car. Regular Train services operate and connect with Shrewsbury and Birmingham, and onwards to London.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

THE DEVELOPMENT & ALUMNI RELATIONS OFFICE (DARO) The Development and Alumni Relations

new strategy in 2014. As a relatively

department is an ambitious team and

small team, we work collaboratively

works closely with the Vice-Chancellor

and supportively on our plans and

and her Executive team and colleagues

relationships with each other and our

in Marketing, Communications and

colleagues and alumni and supporters.

International Office to shape and drive

Our driving ethos is partnership and we

an advancement vision for the University,

continually strive to target and develop

within a new five year strategy and as we

our communications and activities to

approach our 150th anniversary in 2022.

attract, inspire and grow the support

Vice-Chancellor Professor Elizabeth

of our 65,000 alumni, working to the

Treasure is a strong, supportive and visible advocate of our work and seeks platforms to promote the importance of it and her commitment to it, saying recently that: ‘Aberystwyth University

highest standard of best practice and continual improvement. We are fortunate to have the partnership support of the Old Students’ Association, a membership organisation of 8,000 and one of the first

THE OPPORTUNITY

in the UK, and the Aberystwyth University

This is a newly created, permanent

Alumni Club of Malaysia. We work closely

role, which will focus on building long-

with our distinguished and influential

term, sustainable relationships with

Honorary Fellows around the world in

major donor prospects and secure

from the philanthropy of alumni, who

support of our plans.

transformational gifts for the University’s

benefited themselves from the generosity

The team was acknowledged for their

was built on the generous support of the local community and benefactors from around the world. This tradition continues today, with students benefiting directly

current and future fundraising priorities.

of previous generations. Maintaining

innovation, teamwork and enterprise

The role will initially lead plans and

active links with alumni and sharing in

through their shortlisting for the Times

activities to deliver priority income

their successes is a vital part of the work

Higher Education Leadership and

targets from major donations of up

of a modern progressive university as we

Management Award in 2016.

to £1.6 million within a total capital

develop our student experience for future generations’.

The new role of Principal Gifts Manager completes a new structure established

Led by Louise Jagger, a fundraising and

in 2017 following a strategic review and

relationship marketing leader with over

investment in our fundraising following

30 years’ experience of UK leadership

the successful award of £10.5 million

roles, the DARO team has rapidly grown

from the Heritage Lottery Fund for the

income and levels of engagement with

transformation of our iconic sea front Old

alumni around the world following a

College building.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

appeal target of £6 million to achieve the transformation of Old College by the University’s 150th anniversary in 2022. Trust income is targeted at £3 million and Individual Giving at £1.4 million.

The post-holder will work with major donors and prospects within the University’s 65,000 alumni community as well as with other supporters at national and international levels. This includes a range of internal and senior stakeholders across the University including the Vice- Chancellor, the Executive, Council, Honorary Fellows and the Old Students’ Association. This post-holder will lead strategies to develop income from major donations arising alongside and after the Appeal in line with DARO strategies and following the investment in major donor fundraising during the Old College appeal. For more information about the Old College plans please visit https://www.aber.ac.uk/en/oldcollege/ future-plans/

STAFF DIAGRAM - DARO DIRECTOR OF DEVELOPMENT & ALUMNI RELATIONS OFFICE ADMINISTRATOR & PA

DATABASE &

PROGRAMME

ALUMNI

PRINCIPAL

INSIGHTS MANAGER

DEVELOPMENT

ENGAGEMENT &

GIFTS MANAGER

OFFICER & BID

INDIVIDUAL GIVING

WRITER

MANAGER

DATABASE

APPEAL OFFICER

ASSISTANT ALUMNI

INDIVIDUAL

ENGAGEMENT

GIVING OFFICER

OFFICER

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

JOB DESCRIPTION REPORTS TO

JOB PURPOSE

Director of Development and

The role will lead plans and activities to develop a long term and holistic

Alumni Relations

major donor strategy and deliver priority income targets from major donations within a total capital appeal target of £6 million to achieve the transformation of Old College by the University’s 150th anniversary in

LINE MANAGES

2022.

Appeal Officer

The postholder will work with major donors and prospects within

(shared with Alumni Engagement and Individual Giving Manager)

the University’s 65,000 alumni community as well as with other supporters at national and international levels. This includes a range of internal and senior stakeholders across the University including the Vice- Chancellor, the Executive, Council, Honorary Fellows and the Old

DEPARTMENT Development and Alumni Relations Office (DARO).

Students’ Association. Together with the Alumni Engagement and Individual Giving Manager, the role will line manage a shared Appeal Officer. The Officer will be required to work flexibly to support both roles to deliver plans and targets for major donors and individual giving.

This job description is subject to review and amendment in the light of the changing needs of the University, to provide appropriate development opportunities and/or the addition of any other reasonable duties.

Working with the Director and external fundraising consultants, you will also work with DARO team members: •

the Programme Development Officer and Bid Writer on synergies and matched funding opportunities,

•

the Alumni Engagement Officer and Individual Giving Manager on key relationships, special appeals and bequests,

•

the Database and Insights Manager to develop the prospect pool and research programmes and to monitor, analyse and evaluate the outcomes of research, approaches and stewardship programmes.

This role will lead strategies to develop income from major donations after the Appeal in line with DARO strategies and following the investment in major donor fundraising during the Old College appeal.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

JOB DESCRIPTION MAIN DUTIES & RESPONSIBILITIES 1.

To establish, manage, review and develop a dynamic rolling programme of approaches to a portfolio of existing and prospective major donors to achieve capital appeal targets for Old College.

To increase the major donor prospect pool through systematic research and analysis of new prospects in conjunction with the Director, Database and Insights Manager, external agencies, alumni and their networks.

To develop and present compelling and creative proposals through face to face meetings, presentations and fundraising events and written publications.

To propose and deliver opportunities to recognise donors through naming opportunities and publicity.

To brief senior internal and external stakeholders on major donor approaches and relationships and maximise their support in securing and stewarding of major donor relationships.

To liaise with academic and services departments and students to negotiate, secure and support their support of relationship and fundraising plans.

To communicate systematically and effectively with existing and prospective donors to develop relationships and respond to individual preferences and motivations.

To research and present annual plans and targets and monitor and report to the Director and Project teams on progress.

To part line manage and support the Appeal Officer and agree plans, targets and performance measures in conjunction with the Alumni Engagement and Individual Giving Manager.

10. To negotiate and draft Gift Agreements with major donors in line with the University Donations Acceptance policy. 11. To ensure that major gift income is accurately accounted for within DARO and reconciled with the Finance Department and that it is spent in accordance with donorâ&#x20AC;&#x2122;s wishes and in accordance with charity law. 12. To alert the Director on potential risks to reputation arising from major donor activity and recommend actions to address these. 13. To contribute to the development and delivery of the overall DARO departmental strategy. 14. To ensure compliance with data protection legislation, Fundraising Regulation and University policy and procedures. 15. To travel (including internationally if required) and to attend commitments outside normal office hours. 16. Be committed to taking responsibility for personal continued professional development. 17. To undertake other tasks as agreed with the Director in support of departmental objectives.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

QUALITIES (E) = ESSENTIAL

(D) = DESIRABLE

Qualifications

Educated to degree level or equivalent (E)

Experience

Relevant experience of developing and delivering major donor or related philanthropic plans and programmes (E) Achieving fundraising income targets (E) Experience of researching, targeting, cultivating and soliciting prospects (E) Experience of working with staff at Executive levels and lead volunteers in support of plans and activities (D) Experience of working in a target driven environment, and/or working towards set targets both at individual and departmental level (E) Demonstrable experience of producing plans and reporting on progress (E) Experience of working as part of a team and negotiating with team members to achieve joint objectives (E) Experience in a Higher Education context (D) Experience of achieving capital fundraising targets and/or campaign targets (D) Experience of undertaking prospect research and commissioning research from third parties (D) Experience of developing and presenting business cases for further investment in major donor fundraising (D) Experience of developing and presenting business cases for further investment in major donor fundraising (D)

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

QUALITIES (E) = ESSENTIAL Skills

(D) = DESIRABLE

Outstanding communication skills with compelling verbal and written ability; able to

*ORAL (SPOKEN) AND WRITTEN WELSH LEVEL A2. I can:

tailor written and verbal content and style to a range of audiences (E)

•

communicate in simple Welsh on familiar topics.

Ability to prioritise, work flexibly and to manage multiple priorities, particularly if

•

contribute to very short social conversations, even though I can’t, usually, keep the conversation going

under pressure (E) Ability to manage a staff member and maximise performance ( E)

myself. •

questions on my family and other people, the weather.

Ability to quickly inspire trust and confidence though high levels of personal effectiveness, persuasiveness, sensitivity, judgment, tact, discretion and tailored communications (E)

use a series of phrases to describe and answer

•

convey instructions or very simple telephone messages

•

write short simple notes and messages, connecting

Ability to think clearly about challenging problems and issues, to generate and

together simple phrases with simple connecting words

assess options and pursue pragmatic, proportionate solutions through persuasion

such as ‘and’, ‘but’ and ‘because’.

and negotiation (E) Ability to use initiative and to present options for continual development and

•

write a very simple letter or email, e.g. thanking someone for doing something.

improvement in activities (E) Ability to travel and attend activities outside office hours (E) An ability to understand the bilingual nature of the University and an awareness of the procedures in place to support working bilingually (E) Oral (spoken) and Written Welsh Level A2 * (D) Knowledge

Knowledge of relational databases (E) Knowledge of Data Protection and Fundraising Regulation (E) Demonstrable good working knowledge of MS Office suite (E) Knowledge of the principles of other areas of fundraising including trusts, legacies, events and individual giving (D) Knowledge of Raisers Edge relational database (D)

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

TERMS & CONDITIONS Location

The role is based in Aberystwyth University but applications will be welcomed from candidates proposing home working arrangements and regular travel to London, Cardiff and Aberystwyth, and travel to other UK and international locations, as agreed

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: catrin.atkins@execucare.com

Salary

Grade 7- £33,518-£38,833

Hours of Work

Full time 36.5 hours per week

Annual leave

27 days plus public holidays and University closed days

Aberystwyth University welcomes applications through the medium of

https://www.aber.ac.uk/en/hr/policy-and-procedure/annualleave/

Welsh or English.

For an informal conversation prior to applying to this role, please contact Execucare, the University’s executive search consultants: Joanna Logan on 020 3589 0467 or Nicola Reames on 020 3621 1540

Probationary

12 months https://www.aber.ac.uk/en/media/departmental/

Period

humanresources/Probation-Procedure---final-PDF.pdf

Pension eligibility

Eligible to join the Universities Superannuation Scheme (USS) with 18% University contribution

EQUALITY OF OPPORTUNITY AT THE UNIVERSITY

https://www.aber.ac.uk/en/hr/employment-information/ financial-information/pension/academicrelatedpension/

Aberystwyth University is a Bilingual Institution which operates a Welsh

Travel

Language scheme and is committed to Equal Opportunities.

Reimbursement of expenses in line with University policy https://www.aber.ac.uk/en/finance/information-for-staff/travel/

Other benefits

•

Discount in University Hospitality Outlets

•

Discounted Sports Centre membership

•

Full access to the Universities libraries and Learning Resources

•

Access to training and development opportunities

•

Disability confident employer, Athena Swan Bronze award and recognised by Stonewall (116th Employer in the UK for LGBT inclusion in the workplace, 12th in Wales, Stonewall 2017)

•

Access to 24/7 employee assistance programme

Please see https://www.aber.ac.uk/en/staff-induction/working/ for further details.

Candidate Information Pack | Principal Gifts Manager, Aberystwyth University

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