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SalaryOur client, a fantastic local charity is looking for someone to join their office in the Planned Giving department. You will work as part of a team, liaising with a portfolio of fundraising supporters and thanking them for their donation.
- Based in Leatherhead
- £29,000 - £36,000
- Hybrid working, 2 days in the office, 3 days at home
- Monday - Friday, 37.5 hours per week
- 27 days paid holiday plus bank holidays.
Job specification:
- Responsible for a portfolio of supporters, ensuring they are thanked promptly, any queries are answered and they are thanked promptly
- Adhere to the stewardship strategy for Planned Giving
- Helping create communications for portfolio stewardship and legacy recruitment
- Attending charity events when needed, maintaining the highest level of professionalism
- Work with the Head of Planned Giving to help with the inputting of info about legacy income
- Helping with mailing such as the newspaper, appeals, event invitations etc
- Taking responsibility for the information used to create monthly reports to directors
- Ensure interim funds are noted correctly
- Working with other fundraising teams to ensure prospects are being stewarded by the most appropriate team
- Ensuring RE records are kept fully up to date with supporter information
- Ensuring GDPR is adhered to in all instances
Person specification:
- MUST be a car driver with use of a vehicle due to office location
- Educated to A Level or equivalent
- An empathy with the charities cause
- Ability to listen to supporters, understand their motivations and reflect back on their interests
- Ability to help shape the direction of legacy fundraising and being proactive in spotting opportunities
- Strong written English and verbal reasoning skills
- Strong attention to detail, ensuring a high level of accuracy
- Comfortable answering and making supporter calls
- Knowledge and understanding of a CRM database
- Ability to analyse data and use it as information for report writing
- Responsible for maintaining the master spreadsheet of open legacy cases
- Computer literate with knowledge of Outlook
- Competent user of Excel
- Knowledge of Sharepoint is an advantage
- Proven ability to manage and prioritise own workload
- Calm and positive under pressure
Additional Information:
- Based in Leatherhead
- £29,000 - £36,000
- Hybrid, 2 days in the office, 3 days at home
- Monday - Friday, 37.5 hours per week
- 27 days paid holiday plus bank holidays (increasing with service)
- Competitive stakeholder pension scheme, up to 11% of salary
- Cycle to work scheme
- Access to the Employee Assistance Programme
- Death in Service Scheme
- Discount shopping vouchers
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
