Planned Giving Officer

Our 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.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.