About the Role:
This post plays a key role in developing and delivering the strategy for major donors and gifts in Wills. Gifts in Wills has been identified as a high potential growth area for our income over the coming years. The post holder will be responsible for the growth and strategic direction of both RDA s legacy and major gift programmes. You will design and implement a brand-new legacy marketing and administration programme and identify, cultivate, engage and steward existing and new major donor prospects, generating income and achieving ambitious targets.
Specific Responsibilities:
Strategic Planning and Development
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In collaboration with the Head of Fundraising, develop and implement robust strategies to secure income from major donors and legacies;
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Responsiblity for developing and implementing annual activity plans to achieve targets;
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Engagement with the wider sector and monitoring of trends to maximise opportunities.
Operational
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Lead on the creation of impactful collateral to attract new donors (major gifts and legacy pledgers) and retain existing donors and legacy pledgers;
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Work effectively with the Fundraising Team and RDA teams to identify new opportunities for income growth;
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Lead on building, updating and generating donor portfolios (both major donors and legacies) and income pipelines, reporting against Key Performance Indicators (KPIs);
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Ensure all prospects have a positive donor journey, creating unique and engaging development plans to support relationship management;
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Identify potential major donors and research other prospects with a likely interest in our cause;
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Lead and directly manage a portfolio of key donor relationships, while maintaining accurate records, and growing RDA s supporter database.
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Support the excellent stewardship of major donors, liaising with RDA teams as required, to ensure donor objectives are fully met.
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Lead on developing a special events programme for high value supporters and for promoting legacy giving;
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Lead on the management of major donor and legacy fundraising content on MyRDA (RDA network web platform).
Financial
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Responsibility for the development of annual income targets in relation to major donors and legacies, in agreement with the Head of Fundraising and Director of Finance and Resources.
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Process all incoming donations in line with internal procedures and ensure prompt and appropriate acknowledgement of all income.
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Assist in quarterly forecasting, weekly and monthly reporting across a range of financial and non- financial KPIs.
Other
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Implement the Equal Opportunities Policy into daily activities;
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Ensure compliance with the General Data Protection Regulations (2018) across all relationships, including data collection;
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Keep abreast of key fundraising trends/issues and the regulatory environment around fundraising. Ensuring standards are set, procedures are followed, and issues addressed or escalated as appropriate.
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Ability to travel and work evenings and weekends on an occasional basis.
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Undertake any other duties as may reasonably be required in this post.
Person Specification:
Knowledge and Experience (Essential)
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Experience of strategy development and implementation in major donor or legacy fundraising;
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Experience of managing and developing relationships with existing and potential major donors, influential individuals and senior volunteers to inspire them to support the charity;
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Demonstrable success in proactively identifying, cultivating and recruiting new donors and soliciting new major gifts/uplifting gifts;
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Experience of prospect research, formulating project and bespoke budgets to create proposals for high value donors;
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Experience of coordinating stewardship and engagement programmes which underpin a successful high value annual gift strategy;
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Experience of supporting senior volunteers, staff and trustees to maximise donor relationships;
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Proven experience of meeting targets and deadlines, and ability to work under pressure;
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Exceptional organisational skills with experience of managing multiple tasks and prioritising effectively;
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Proven ability to work collaboratively across teams to achieve organisational objectives;
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Ability to plan and report on activities;
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Excellent oral and written communication skills;
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Strong analytical and creative skills;
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Experience of using administrative systems and Central Relationship Management (CRM) systems.
Knowledge and Experience (Desirable)
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Experience of reviewing and adapting plans;
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Experience of working with volunteers;
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Experience and/or understanding of working in a federated charity structure;
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Previous experience of building or running high profile and professional events;
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Some knowledge of working with disabled people.
Attributes and Behaviours
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High level of motivation;
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Credible, with exceptional relationship development skills;
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Organised with great attention to detail;
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Collaborative approach;
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Desire to give RDA supporters an excellent experience;
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Empathy with the aims and values of RDA.