Director of Fundraising Appointment Brief April 2017
Introduction from the incoming Chief Executive Dear Candidate, Thank you for your interest in this exciting, challenging and prestigious role at Shelter. This is a fantastic time to be joining an organisation that is about to develop a new strategy to make a real impact on the lives of some of the most vulnerable individuals and families in our communities, by supporting them directly with desperately needed frontline services, campaigning fearlessly, and using all its influence as an iconic charity brand. I’m joining Shelter as its new CEO this August and I couldn’t be more excited. This role will be critical to our future success; without the funds to support our ambitions, we simply cannot succeed. As well as leading Shelter’s high-achieving and creative team of fundraisers, already generating income of over £30 million per year, the successful applicant will be a leader for the new strategy across the organisation, modelling team working and commitment to the mission, ensuring everyone understands the organisation’s approach to fundraising and what that means for their own work. I’m looking for someone who wants to innovate and stay ahead of the field. If you have a great track record but also believe you can do even better in the right organisation, this could be the job for you. Finding the right person for this role is a key priority for me, and I’m very much looking forward to working with the successful candidate in what will be hugely rewarding and important new roles for us both. Polly Neate Incoming Chief Executive
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About Shelter In 1966, three million people in Britain were living in terrible slums and Shelter was created to fight this appalling injustice. Over 50 years later, we remain a champion for anyone facing bad housing and homelessness. We help millions every year by offering advice, support and guidance through a wide range of services. We strive every day to give people the help they need, and we campaign relentlessly to achieve our vision of a safe, secure, affordable home for everyone.
National influence, local knowledge We’re more than just a service provider. We have national infrastructure and influence, as well as a firm grasp of what needs doing locally – so we can make a tangible difference in local communities where we already possess decades of experience. By recognising the complexity of individual needs, we treat each person and situation as unique. Our services are designed to advise, guide and support people with all types of housing needs – whether that takes a short conversation or intensive support over several months. That’s why our services are multi-faceted, flexible and responsive to deal with the widest possible circumstances relating to housing problems and homelessness. We don’t work alone. We partner with local authorities and other community organisations. Wherever we work, we seek to align our voluntary funding with public investments to enhance services and optimise outcomes. Above all, our proactive interventions aim to prevent homelessness in all forms.
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How our services work We help people by phone, web chat, and through face-to-face advice at our centres and in clients’ homes - from self-help to more intensive, individual support and embedded staff. This means we can offer help and advice at every level, depending on what the client needs and how much support they require to act on our guidance. Across England and Scotland, 79% of our clients found somewhere new to live, improved their living circumstances, or were helped to stay in their home or manage better. We employ over 1,250 staff and have a network of more than 1,500 volunteers who all play a vital role in the delivery of our strategy
14,000 people helped to find homes (January-June 2016)
11,500 people helped to stay in their homes (January-June 2016)
17,000 people helped to improve the condition of their homes (January-June 2016)
Source: Shelter, 2016, Outcomes survey, Unpublished dataset
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What we do Helping with advice and support We run a free national helpline, open all year round, to help anyone struggling with issues related to housing or homelessness. We provide practical housing advice online. We run face-to-face advice centres and specialist support services up and down the country. Our team of solicitors offer expert legal advice and attend court to represent people who have lost or are at risk of losing their home.
Campaigning We campaign to make housing more affordable, renting fairer and homelessness a thing of the past. We tackle the root causes of the housing crisis so that, one day, no one will have to turn to us for help.
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Our core services We run most of our flagship services from local hubs, located in core cities around England. Multiple and Complex Needs (MCN) Intensive, long-term and highly specialist casework help for MCN clients, alongside coordinated support from local partners.
Specialist Advice Service with Support Housing, debt and welfare advice on a one-off or casework basis, including early intervention, multi-agency working and embedded staff. Specialist Advice Service Housing, debt and welfare advice delivered face-to-face in advice centres, outreaches or by phone.
Hospital Discharge Housing advice and resettlement support that helps hospitals and health professionals plan a safe return home for patients. Housing Support Service Backed by an experienced team of specialist housing solicitors, Housing Support Workers help people access, keep and improve a safe, secure and affordable home.
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Specialist Legal Advice Our expert legal team work on behalf of our clients to make disrepair claims against landlords and to fight disputes over tenancy deposits. They can also make claims for unlawful eviction, or harassment, by landlords. Legal advice is available by telephone, email or face-to-face. We offer free legal advice including representation in court, and also take on legal aid cases.
Our Finances
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The projected figures for this year (2016-17) are: Total income £59.5m Total expenditure £60.5m Fundraising total income £33.2m Fundraising total expenditure £9.8m
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Overview of current fundraising activity
Shelter has a mature fundraising program that has seen continuous year on year diversity and growth. The division is on target to deliver ÂŁ25m net income this financial year, of which the majority is unrestricted, giving Shelter an exceptional level of investment flexibility. It is driven by talented, ambitious and creative individuals forming six teams: Individual Giving, Philanthropy, Corporate, Community & Events, Digital Fundraising and Data Management & Insight. The Heads of each of these teams make up a strong and supportive DMT (Divisional Management Team) that help lead and deliver the fundraising strategy. The Individual Giving team drives around 50% of the divisions net income and has a growing, committed supporter base. The majority of new supporters are recruited from our in-house face-to-face team. Growth has (and will continue to) come from new product development and digital engagement. The Philanthropy team is made up of major donors, trusts and foundations and legacies. This team have seen exceptional year on year growth and are continuing to develop innovative programs and strengthen relationships.
Nationwide and British Gas. Services and Policy play a vital role in developing and strengthening these relationships. The Community & Events team have seen recent success in new product development, creating Shelter-branded challenge and talent events. There is further untapped potential within volunteer community fundraising. The Digital Fundraising team is a newly developed team focused on maximising the digital opportunities within the fundraising division. A digital training program is being implemented across the division to upskill the wider fundraising team. The Data Management and Insight team provide the division with vital reporting and insight that enables individual campaign and program analysis and developing and driving the strategy, as well as managing our valuable supporter data. The Fundraising division work very closely with the rest of the organisation to develop the fundraising opportunities and build strong supporter engagement. This is an award winning team who have the potential to strengthen and grow alongside the development of the new organisational and fundraising strategy.
The Corporate team work with enviable partners including Marks and Spencer,
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Fundraising DMT & FMT DMT
Director
FMT (reports to DMT)
EA to Director of Fundraising
Head of Community & Events
Head of Philanthropy
Head of Challenge Events
Senior Grants & Philanthropy Manager
Special Events Manager
Legacy Manager
Community and Events
Senior Philanthropy Manager
DMT – Divisional Management Team FMT – Fundraising Management Team
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Head of Individual Giving Head of Acquisition Head of Retention DD Nat. Operations Manager DD Logistics & Regs Manager
r of Fundraising
FR/Finance Business Partner
Head of Digital Fundraising
Head of Corporate
Head of Data Management & Insight
Digital Fundraising Manager
Head of Strategic Partnerships
Insight Manager
Strategic Account Manager Strategic Account Manager
Data Selections Manager Database Manager
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Job
Description Reporting to: Chief Executive Direct Reports: • Head of Individual Giving; retention, acquisition and in-house direct dialogue teams • Head of Community and Events; challenge events, music and comedy events • Head of Corporate Partnerships; FTSE 250 partner income and pro bono expertise • Head of Philanthropy; high value major donors, trusts, foundations, Big Lottery Fund and legacies • Head of Digital Fundraising; digital underpinning of the fundraising programme • Head of Data Management and Insight; supporter database, income modelling & segmentation, imports, selections and system architecture Location: EC1, London Salary: £90,000 per annum
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Role Purpose: To lead the fundraising division, which currently raises over £30m voluntary income per annum, managing head office teams in London and Edinburgh and contributing to local strategies for fundraising development in Shelter’s Hub locations. As a member of the Senior Leadership Team, provide collective leadership across the whole organisation. Key Responsibilities: • Lead the implementation of the charity’s fundraising strategy to maximise voluntary income and support the charity’s overarching strategy for 2015-18 • Lead and report on budget, performance and programme risk at regular intervals • Identify new sources of income and opportunities to diversify the acquisition portfolio and minimise risk • Share responsibility for the strategic leadership of the organisation by working as part of a highly effective and supportive member of the Senior LeadershipTeam
• Provide external leadership and relationship management for high value corporate partners and philanthropy stakeholders • Ensure all fundraising systems, processes and procedures are compliant, ethical, efficient and cost effective; liaising as appropriate with the relevant external regulatory authorities and representing the charity in external debates around fundraising practice • Lead, motivate and enable the fundraising division (98 staff) to ensure a dynamic, productive and responsive national team, developing and implementing internal strategies for fundraising teams • Work with external and internal creative resources to deliver fundraising communications which motivate and nurture donors while delivering on the brand values of Shelter • Work in partnership with Senior Leadership colleagues and divisions across Shelter, to ensure fundraising activity is consistent and supportive of the wider mission and strategic objectives
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Person Description
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Essential skills and knowledge:
Benefits
• Strong leadership skills – with a strong, motivational staff development and enabling orientation
Annual leave entitlement: 30 days per annum (plus 8 days bank holidays)
• Demonstrable track record of bringing innovative creative thinking to your work, and delivery of income growth across multiple channels • Significant knowledge of the fundraising environment and of a range of techniques and disciplines which will support the cost effective generation of income
Pension: A choice of two contributory schemes is available, up to 10% employer contribution Additional benefits: Flexi-time, childcare vouchers, free eye tests, travel loans, cashback reward scheme, Employee Assistance Programme, union representation
• Ability to work with key stakeholders at all levels • Demonstrable ability to evaluate the type of initiatives and programmes within the scope of the post and initiate, develop and deliver new initiatives that build on their successes • Show drive and passion to deliver Shelter’s core vision • Energy, enthusiasm and flair to work hard and achieve ambitious targets • As guardian of fundraising compliance you will be abreast of the changes in the regulatory environment and ensure Shelter’s fundraising practices are ethically governed
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How to apply To apply for this position, please upload a comprehensive CV and a supporting statement of no more than two pages of A4 on our website. Please ensure that your application fully addresses the appointment criteria in the person specification. You should give the names, positions, organisations and telephone contact numbers of two referees, one of whom should be your current/ most recent employer. References will only be taken once your express permission has been granted. We ask that you complete the equal opportunities information online when you submit your application via our website. The information collected will be treated as confidential, used for statistical purposes only, and will not be treated as part of your application. We would also be grateful if you could let us know if you will require any special provision as a result of any disability should you be called for interview. Finally please ensure that you have included mobile, work and home telephone numbers, as well as any dates when you will not be available or might have difficulty with the indicative timetable. Applications should be made via the Prospectus website at: http://www.prospect-us.co.uk/executive/job/HQ00169812 Applications can also be posted to: Sarah Hill, Prospectus, 20-22 Stukeley Street, London WC2B 5LR
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Timetable Closing date: Wednesday 10th May 2017 Initial interviews with Prospectus: 15th – 25th May 2017 Site visits and first round interviews: 14th June 2017 Second round interviews: 22nd June 2017 These dates may be subject to change and applicants will be advised in advance should this happen. Recruitment Process Should you decide to make a formal application, you will receive feedback within seven working days of the closing date. Shortlisted candidates may be required to undertake an additional assessment prior to the final interview. The successful appointment is subject to a satisfactory criminal records disclosure and written references. Queries If you have any queries on any aspect of the appointment process, need additional information or would like to have an informal discussion, please contact Anna Gardet or Yolanda Zoma on 020 7691 1920 or via email at: anna.gardet@prospect-us.co.uk yolanda.zoma@prospect-us.co.uk
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