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Head of Trusts & Major Gifts Candidate Information Pack


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Contents

A Letter from the CEO

Employment Information

Job Description

Person Specification

Staff Diagram

Working with ACT

How to Apply

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A Letter from the CEO

Welcome, ACT is the charity for Cambridge University Hospitals NHS Foundation Trust (CUH), which runs Addenbrooke's and the Rosie hospitals in Cambridge. CUH is one of the UK's leading academic health organisations and works closely with the University of Cambridge to deliver leading足 edge clinical care, health-related research and the education of the healthcare workforce. This creates a special kind of setting for professional fund raisers - one which provides the opportunity to work across a spectrum from the local public and patients through to some of the world's leading clinicians and medical researchers. The benefits of ACT's fund raising activities are also immediately obvious because we work so closely with the hospitals. All this adds up, in my experience, to a hugely stimulating, rewarding - and sometimes challenging - environment in which to work. ACT has grown rapidly over recent years, responding to both opportunities and need. We now wish to take this growth a stage further. The purpose for this new post is to strengthen our in足 house capacity to develop strategic relationships with trusts, individual philanthropists and corporate partners resulting in higher levels of major gifts, and to strengthen the management team of ACT. Please do give this opportunities serious consideration. We look forward to hearing from you if you think you have the skills and experience to move ACT forwards. Yours faithfully,

Stephen Davies Chief Executive

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Employment Information Job Title : Salary :

Head of Trusts & Major Gifts (New Post)

ÂŁnegotiable

Location :

Cambridge

Contract :

Permanent

Hours :

Full-time

Reports to :

Director of Fundraising

Direct Reports :

Fundraising Manager - Trusts & Foundations 2 x Part-time Major Gifts Fundraising Managers

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Job Description Position Description ACT created this new position in recognition of the many opportunities the organisation faces in enabling Cambridge University Hospitals (comprising Addenbrooke’s and the Rosie (maternity) hospitals) to provide excellence in patient services and care. With a focus on high net worth individuals, grant making trusts and foundations and principal corporate partnerships, the post holder will maximise on funding opportunities to foster closer relationships with existing donors and develop new relationships, broadening ACT’s ability to secure major gifts across a range of projects, in support of a variety of programmes, ranging from medical equipment, research and specialist staff to capital projects. In close collaboration with ACT’s Director of Fundraising, Chief Executive and senior clinical staff, the post-holder will focus on both the development of fundraising campaigns and initiatives, developing robust and compelling cases for support, as well as securing major and principal gifts from individual philanthropists, grant making trusts and corporate grants. As part of this the post-holder will support the Director of Fundraising in identifying potential funding opportunities, securing internal sign off on project development, ensuring robust frameworks are in place for grant evaluation and reporting and inputting to bids as appropriate. A good understanding of NHS practices and service delivery coupled with demonstrable experience in NHS fundraising is therefore a distinct advantage. At the same time, he or she will further develop and oversee ACT’s major giving programme, including the delivery of the 1766 Club, which serves to steward major donors and develop renewed and higher levels of giving. As part ACT’s management team and managing a team of four (see attached organisational diagramme), the post-holder needs to be an excellent team player, passionate about getting the very best out of staff and keen and able to develop the team’s trust and major gifts fundraising skills further. This is an exciting time for ACT as the charity is in a strong position to maximise on fundraising opportunities in support of patient care. With strong community fundraising and marketing/communications teams in place now, a dedicated major gifts team in the making and permanent senior management appointed, ACT is embarking on a number of ambitious fundraising campaigns. This new post will be central to ACT’s ability to fulfil the charity’s potential going forward, by building on the charity’s existing relationships and, in close cooperation with ACT’s senior management and senior hospital staff, by establishing a ‘major gifts culture’, including an increasing number of principal gifts (£100K+).

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Position Requirements Individual high net worth donors To secure major gifts from existing and new high net worth individuals, covering a broad range of giving (currently ‘major individual gifts’ range from £1K per annum to six figure gifts) To further develop and oversee the implementation of the 1766 Club, ACT’s donor stewardship programme aiming to foster closer relationships with donors, facilitating renewed and higher levels of giving To identify new major donor prospects, e.g. by undertaking research and structured wealth screening, and to match prospects with funding opportunities across a range of projects To ensure the highest level of donor stewardship across a broad range of giving, including timely and accurate project evaluation and reporting To work closely with key individual major donors to ensure a high level of stewardship is maintained at all times. In collaboration with the Director of Fundraising, to undertake feasibility studies with potential donors as and when required. To develop cultivation plans based on thorough research and informed by publicly available intelligence In conjunction with the Director of Fundraising to identify and cultivate volunteer fundraising leaders, and work closely with lead volunteers to solicit major gifts through their respective networks To oversee the organisation of Informing Functions and personal meetings in support of donor cultivation. To ensure major donor events are managed and implemented on schedule, to set budgets and in line with agreed objectives To make individual approaches with specific Asks to potential major donors. To ensure that individual donors’ records are accurate and kept up to date and that all information relating to donors is produced and stored in line with data protection regulations and guidelines and best practice following the Institute of Fundraising’s Code of Fundraising Practice To ensure major donor enquiries are met in a courteous, timely and professional manner, ensuring the highest level of donor care at all times.

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Trusts and foundations In close collaboration with the Director of Fundraising and ‘Fundraising Manager – Trusts & Foundations’ to strategically drive forward a growing approach to trust fundraising, building on existing relationships and identifying new prospects. To secure multi-year funding commitments to increase the sustainability of ACT’s income streams in support of priority programmes In collaboration with the ‘Fundraising Manager – Trusts & Foundations’, hospital staff and ACT’s senior management, to develop robust and compelling cases for support, ensuring solid business planning and robust evaluation frameworks are in place To ensure grant reporting requirements are met in line with grant agreements and contracts In conjunction with the ‘Fundraising Manager – Trusts & Foundations’, to oversee the implementation of the Trust application and reporting calendar, ensuring applications meet quality standards, a high success rate and return on ask KPIs To oversee ACT’s fundraising activities from smaller grant making organisations, ensuring opportunities are identified and followed up in a timely manner To ensure ACT’s pool of identified prospective trusts and foundations is growing and research is undertaken to inform approach strategies to maximise on opportunities In cooperation with the ‘Fundraising Manger – Trusts & Foundations’ to identify projects in need of funding in line with prospective trusts’ areas of interests Corporate partnerships In cooperation with ACT’s Director of Fundraising to nurture and further develop funding relationships with existing and prospective corporate partners, in line with their respective corporate social responsibility and in support of ACT’s priority projects. To secure corporate grants in support of identified projects and, opportunistically, by identifying new projects in need of funding. To work closely with the Head of Community Fundraising to ensure corporate fundraising opportunities are met and stewarded appropriately, e.g. Charity of the Year or ‘Give as You earn/payroll’ initiatives. In close collaboration with ACT’s senior management and senior clinicians to engage and approach corporate partners on the Cambridge Biomedical Campus to develop major funding relationships (e.g. AstraZeneca or GSK).

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Project development To support ACT’s Senior Management Team in establishing a culture for ‘principal giving’ (securing gifts of £100K+) by working closely with CUH clinicians and hospital leaders. To support ACT’s Senior Management Team in developing robust ‘products’ and ‘projects’ suitable for fundraising, resulting in compelling cases for support. As part of this to push for solid business planning and ensure robust frameworks are in place for project evaluation and reporting. In close collaboration with hospital staff to proactively identify projects in need of funding and develop suitable case material to match prospective funders’ areas of interest. In collaboration with the Director of Fundraising and Chief Executive to develop close links with the Development office of the University of Cambridge (CUDO) and other local/regional NHS supporting charities as part of specific fundraising initiatives To respond to suitable opportunities as and when they arise to maximise on ACT’s ability to improve patient services. As part of ACT’s management team to ensure new fundraising initiatives are integrated into ACT’s community fundraising and marketing/communications teams. Working closely with the Director of Fundraising in ensuring ACT’s CEO and senior CUH staff and hospital leaders are engaged and involved in key donor meetings and major gift events as appropriate. Team management To lead and manage the Major Gifts Fundraising Team (see organisational diagramme). To support individual staff in the major gifts team in reaching their objectives and provide mentoring and ‘training on the job’ to further develop their skills and levels of confidence in engaging major donors and facilitating the Ask process. To ensure the work delivered in the major gifts team reflects best practise in major gifts fundraising, aligned with the Institute of Fundraising’s Code of Fundraising Practice To provide effective line management to three members of staff as set out in the organisational diagramme, ensuring ACT’s HR processes including appraisals are

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adopted in line with best practice and adhering to ACT’s policies as set out in the staff handbook

General To work closely with other Heads of Fundraising and Marketing/Communications and ACT’s senior management team to ensure opportunities are appraised and maximised in the best interest of the charity To monitor income and expenditure against set budgets for specific appeals and fundraising programmes and provide analysis to inform future planning and as and when required To work closely as part of ACT’s management Team and in strong collaboration with the Senior Management Team to ensure effective information sharing and integration across all fundraising programmes To prepare annual, phased, activity plans and budgets in cooperation with ACT’s management team To contribute to ACT’s strategic planning cycle as part of the management team To produce quarterly fundraising reports assessing the effectiveness of fundraising initiatives and evaluating income and expenditure against set budgets To follow ACT’s policies and protocols and contribute towards a positive working environment where all staff are valued and supported To support the Director of Fundraising as and when required

General position requirements Abide by ACT’s corporate policies and practices as varied from time to time. Participate in performance appraisal programmes as required. Undertake not to reveal to any person or entity any confidential information relating to donors, patients and employees, policies, processes and dealings and not to make public statements relating to the affairs of ACT without prior authority of the Director of Fundraising.

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Person Specification This role requires the ability to work well in a team at the same time as proactively taking initiative when appropriate. To excel in this role, the post holder has to display a large degree of ‘lateral thinking’, provide leadership and demonstrate the ability to manage and oversee multiple fundraising approaches addressing a range of patient needs. As an experienced major gifts fundraiser, the post-holder will understand the process involved in developing strong cases for support across a range of projects. Excellent communication skills and very high attention to detail at all times are key requirements as is the ability to seek opportunities, appraise new initiatives and develop new fundraising initiatives in line with donors’ interests whilst delivering against agreed priority campaigns. Excellent interpersonal skills and the ability to communicate effectively with major donors, senior corporate partners and trust directors and administrators in person, over the phone and in writing are essential, as are highly developed organisation and sound planning skills. A background in fundraising from individuals and trusts is essential, as is the ability to lead and support a team in reaching its potential.

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I= Imperative; D= Desirable: 1. Demonstrable significant experience of successful fundraising from major donors and grant making organisations (I) 2. Demonstrable track record of meeting and exceeding challenging budget targets (I) 3. Demonstrable track record and ability to establish rapport and build relationships with a wide range of audiences including those at a senior level (I) 4. A thorough understanding of best practice in Trusts and Major Gifts cultivation and solicitation strategy. 5. A good understanding of current trends in Trust and Major Gifts fundraising and Charity law 6. Educated to degree level or equivalent (I) 7. At least four years’ experience in customer or donor marketing, either in a fundraising or customer/donor relations capacity (I) 8. At least four years’ experience in administering customer/donor information (I) 9. Excellent attention to detail (I) 10.Excellent communication skills, both verbally and in writing (I) 11.Good research skills (I) 12.A professional attitude at all times (I) 13.Strong interpersonal skills (I) 14.Excellent writing skills (I) 15.Excellent numerical skills (I) 16.Proven ability to oversee the implementation of events, to budget and on schedule (I) 17.Excellent team working skills (I) 18.Demonstrable line management experience (I) 19.Understanding of medical fundraising (D) 20.Understanding of NHS practices and procedures (D)

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21.Familiarity with NHS business planning processes (D) 22.The ability to work calmly and efficiently under pressure and when faced with 1.unforeseen circumstances (I) 23.The ability to act professionally and diplomatically vis-Ă -vis donors, the wider public, hospital staff and the ACT team (I) 24.Membership of the IoF (D) General Requirements 1. The ability to lead a team 2. The ability to listen to donors and colleagues 3. An approachable and friendly manner and positive outlook 4. A proactive ‘can do’ attitude 5. The ability to work effectively as part of a team as well as individually 6. Good planning skills 7. Thorough knowledge of databases and word packages 8. Strong numerical skills 9. The ability to create a motivating environment for staff and volunteers 10.Very strong general administrational skills

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MAJOR GIFTS FUNDRAISING MANAGER Gemma Downham 0.6 FTE (on maternity leave until 4 Nov 2013)

FUNDRAISING MANAGER - TRUSTS & FOUNDATIONS TO BE FILLED

SUPPORTER DEVELOPMENT MANAGER Alice Macek, 1.0 FTE

INTERN Kyna Milnes, 0.8 FTE Until end July 2013

EXECUTIVE ASSISTANT, MAJOR GIFTS Lynn Bowles, 1.0 FTE

Julie Chambers, 0.6 FTE

FUNDRAISING MANAGER ADDENBROOKE’S ABROAD

COMMUNITY FUNDRAISING ASSISTANT Kristina Bright, 0.8 FTE (Maternity leave)

COMMUNITY FUNDRAISING ASSISTANT Mercy Kaggwa, 1.0 FTE

COMMUNITY FUNDRAISING MANAGER Joanne Pearson, 1.0 FTE

ADDENBROOKE’S ABROAD PROGRAMME DIRECTOR (UK) Ursula Grant, 0.7 FTE

Stephen Davies, 0.6 FTE

CHIEF EXECUTIVE

HEAD OF COMMUNITY FUNDRAISING Michelle Gray, 1.0 FTE

MAJOR GIFTS FUNDRAISING MANAGER Claire Billing, 0.8 FTE

HEAD OF TRUSTS AND MAJOR GIFTS To be filled 1.0 FTE

MEDIA AND COMMUNICATIONS MANAGER Jo Morris, 1.0 FTE

HEAD OF MARKETING AND COMMUNICATIONS Samantha Sherratt, 1.0 FTE

DIRECTOR OF FUNDRAISING Susanne Owers, 1.0 FTE

ASSISTANT TO CHIEF EXECUTIVE Anne Jackson, 0.8 FTE

ACT TRUSTEES

8 July 2013

ACT ORGANISATIONAL CHART (proposed)

SUPPORTER RELATIONS ADMINISTRATOR Elizabeth Scott, 1.0 FTE

SUPPORTER RELATIONS TEAM LEADER Sheelagh Homer, 0.8 FTE

FINANCIAL CONTROLLER Claire Palmer, 1.0 FTE

FINANCIAL OFFICER Margot Holmes, 0.8 FTE

OFFICE AND HR MANAGER Melanie Atkinson, 1.0 FTE

SYSTEMS AND INFORMATION MANAGER Mark Olivier, 1.0 FTE

DIRECTOR OF CORPORATE SERVICES Julia Brown, 1.0 FTE

ADDENBROOKE’S ABROAD PROGRAMME DIRECTOR Evelyn Brealey (0.8 FTE) (Based in Botswana)

Staff Diagram

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Working with Addenbrooke’s Charitable Trust (ACT) ACT is the independent registered charity dedicated to making a difference for patients at Addenbrooke’s and the Rosie hospitals. Thanks to the generous support of our donors, the hospitals can provide a level of patient care beyond that which NHS funding alone can deliver and make projects happen sooner or to a greater degree than might otherwise be possible. Charitable donations fund high-tech equipment, specialist staff, extra comforts and vital research to find potential cures and help save lives. Please see the letter from ACT’s CEO, Stephen Davies, included in this recruitment pack, for further information. As a member of ACT you will be eligible for the same benefits that are provided for NHS staff at Addenbrooke’s and the Rosie, which include:

Salary advantage scheme: childcare vouchers, car or bicycle purchases can be made through your monthly pay before tax and National Insurance contribution deductions are made Pension Scheme: a very competitive scheme tied to the NHS where between 5% and 13.3% is paid in by the individual staff member depending on salary, and 14% is contributed by ACT. Annual leave: entitlement is 27 days plus eight bank holidays Frank Lee Leisure & Fitness: any staff member can make use of the leisure facilities on site for a nominal fee or join the low-priced membership scheme Staff discounts: discounts are available on bus fares, local entertainment, motoring and more

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How to Apply

The recruitment process is being managed by Joanna Logan from Execucare, all enquiries should be directed to her. To make a formal application you need to email a copy of your CV along with a short Covering Letter to joanna.logan@execucare.com Your covering letter should be addressed to : Joanna Logan Director Execucare 71-75 Shelton Street London WC2H 9JQ And your Covering Letter really doesn't need to be more than a page.

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