AddressOur 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
