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Donor Engagement Officer Fundraising & Supporter Development

Candidate Information Pack


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Contents

Employment information

Introduction to King’s College London

Introduction to the role

Job description

Organisational chart

Person specification

How to apply

Employment Information

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Salary :

£26,264 - £30,424 per annum,

Location :

plus £2,323 London allowance per annum London

Department : Fundraising and Supporter Development Reports to :

Fundraising Research Manager

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Introduction to King’s College London King’s College London is one of the top 30 universities in the world (2011/2012 QS international world rankings), the Sunday Times 'University of the Year 2010/11' and the fourth oldest in England. A research-led university based in the heart of London, it has more than 24,000 students (of whom nearly 10,000 are graduate students) from 150 countries and more than 6,100 employees. King’s has an outstanding reputation for providing world-class teaching and cutting-edge research. In the 2008 Research Assessment Exercise for British universities, 23 departments were ranked in the top quartile of British universities; over half of our academic staff work in departments that are in the top 10 per cent in the UK in their field and can thus be classed as world leading. The College is in the top seven UK universities for research earnings and has an overall annual income of nearly £525 million. There are nine Schools of Study: •

Arts & Humanities

Biomedical Sciences

Dental Institute

Dickson Poon School of Law

Florence Nightingale School of Nursing & Midwifery

Institute of Psychiatry

Medicine

Natural & Mathematical Sciences

Social Science & Public Policy

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King’s has a particularly distinguished reputation in the humanities, law, the sciences (including a wide range of health areas such as psychiatry, medicine, nursing and dentistry) and social sciences including international affairs. It has played a major role in many of the advances that have shaped modern life, such as the discovery of the structure of DNA and research that led to the development of radio, television, mobile phones and radar. It is the largest centre for the education of healthcare professionals in Europe; no university has more Medical Research Council Centres. King’s Health Partners King’s Health Partners is one of the UK’s five Academic Health Sciences Centres. It brings together a world leading research led university (King’s College London) and three successful NHS Foundation Trusts (Guy’s and St Thomas’, King’s College Hospital and South London and Maudsley). Our aim is to create a centre where world-class research, teaching and clinical practice are brought together for the benefit of patients. We want to make sure that the lessons from research are used more swiftly, effectively and systematically to improve healthcare services for people with physical and mental health care problems. This integrated organisation, King’s Health Partners, serves over 1.5 million patients every year, has approximately 25,000 employees and has a combined annual turnover of £2 billion. together we can... is the fundraising partnership for Guy’s and St Thomas’, King’s College Hospital, South London and Maudsley, with academic partner King’s College London.

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Introduction to the Role This new post will work in the dynamic and high achieving Fundraising Research and Cultivation & Stewardship teams with a primary focus on the delivery of strategic and bespoke projects for our Principal Gifts team (focused on £3m plus gifts). The Principal Gifts Team at King’s holds relationships with some of the very biggest philanthropists in the world, and works across all global markets to secure some of the most path-breaking gifts in UK fundraising. The Donor Engagement Officer will be a key enabler primarily for the Principal Gifts Team and will develop and execute a range of prospect research and cultivation and stewardship projects in relation to the engagement of our prospects and donors at the highest giving levels. This post will collaborate with colleagues to implement a donor relations strategy that reflects both the overall growth of the donor pipeline and long-term relationship development of prospects and donors. The successful candidate will have experience working in a Research, Prospect Management or Stewardship role with a proven track record of planning and delivering first-class and bespoke projects for high-level prospects and donors. The post-holder should be creative and proactive and have excellent interpersonal and communication skills and a capability to interact with senior management and high-level donors confidently. This role is based at the Waterloo Campus. Fundraising & Supporter Development Department In February 2011, the Development & Alumni Office of King’s College London integrated with the fundraising teams of our partner institutions: Guy’s and St Thomas’ Charity Maudsley Charity King’s College Hospital Charity 7


to create a single fundraising function under the joint leadership of King’s College London and King’s Health Partners. Uniquely among British universities, King’s Fundraising & Supporter Development team has pioneered multiple successful fundraising campaigns, including the current World questions|King’s answers campaign. The World questions|King’s answers Campaign The World questions|King’s answers campaign is a £500m plus campaign to raise money for cancer, neuroscience & mental health, and leadership and society. The Chairman of the campaign is former British prime minister the Rt. Hon. Sir John Major KG CH. The Campaign Board is made up of leading members of British public life such as Mr Rory Tapner, CEO of Coutts & Co., Lord Charles Powell, and Lord Stanley Fink.

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Job Description Post title: Donor Engagement Officer Department/Division/Directorate: Fundraising & Supporter Development Grade: 5 Responsible to: Fundraising Research Manager Role purpose: •

Create and facilitate a variety of bespoke projects and activities to cultivate long and meaningful relationships with our most significant donors and prospects

Assist Research Manager and Cultivation & Stewardship Manager in developing and implementing a donor relations strategy that reflects both the overall growth of the donor pipeline and long-term relationship development of prospects and donors, primarily at the £3 million + level

Provision and coordination of accurate and strategic information on high level individuals, charitable trusts and companies, to maximise philanthropic income

Identification and presentation of new fundraising prospects to help expand the Principal Gifts Function in line with fundraising targets

Develop, track and report on strategies for each donor and prospect; this will include processes for: timely correspondence based on donor preference, follow-up on action items identified in donor meetings and strategies to foster continued donor engagement

Contribute to overall research and stewardship strategy and planning and facilitate other duties as assigned

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Role outline – main responsibilities Key objectives: 1. Identification of fundraising prospects •

Creatively identify areas for potential expansion of the Principal Gifts pipeline and manage the execution of proactive and reactive prospect finding projects, working with and delegating to other members of the research team where appropriate. This will include data mining activities.

Encourage and support others in the department to find and identify potential fundraising prospects.

2. Research •

Provide wide ranging network research to support the discovery of new, high level influencers.

Execute prospect mapping projects on key families and regions to support prospect strategy.

Contribute to the provision of prospect and donor information for specific campaign projects and with a focus on Principal Gifts.

Contribute to excellent information flow between the Strategy & Operations team and the Principal Gifts team, adding and updating new donor information onto the database and other records to ensure it is collectively accessible where appropriate.

Contribute to other aspects of prospect research when required and as directed by the Fundraising Research Manager. 10


Contribute to the preparation and regular review of fundraising tracking lists in line with Campaign priorities. Prepare gift acceptance research (ethical screening) for prospects.

Provide data from the database which will involve the provision and manipulation of Excel reports.

3. Stewardship & donor relations: In collaboration with the Cultivation & Stewardship Manager and Stewardship Officer, •

Proactively lead planning meetings with the relevant fundraising teams to determine appropriate and creative stewardship plans for donors.

Coordinate the delivery of highly creative and bespoke proposals and stewardship reports to convey gift impact and strengthen the relationship between the organisation and the donor.

Produce and distribute donor correspondence including timely acknowledgement letters, donor meeting summaries and periodic stewardship reports as directed by the Principal Gifts team.

Support the Principal Gifts team in the prioritization and execution of agreed-upon donor follow-up.

Organise the approval, procurement and installation of various donor recognition items (e.g. plaques, donor walls, signage, etc).

Serve as project manager for recognition events for our highest level gifts.

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Communication & networking: •

Regular communication and collaboration with Fundraising Research Manager, Cultivation & Stewardship Manager and Director of Principal Gifts to review projects and priorities.

Develop and maintain excellent professional relationships in order to represent the team effectively and credibly in person, on the telephone and in correspondence with senior influential stakeholders within and beyond King’s.

Assimilate and share complex knowledge of familial and social relationships between donors and prospects.

Regular communication about prospects and projects with a range of people within the Fundraising & Supporter Development Department (most often with other Research team members and Fundraising staff). This will include providing them with information and recommendations about potential supporters and high-profile alumni as well as advising on research.

Communication with donors and alumni on the telephone, by email and in person at events and meetings. Occasional networking with other Fundraising professionals, attending networking events and sharing ideas.

Writing and editing donor reports, correspondence and publications to the highest standard

Decision making, planning & problem solving: •

Use initiative and assist in decision making to coordinate and implement ideas for the highest level of donor care

Work independently to plan and prioritise daily workload.

Manage and deliver research and projects to deadline for all assigned tasks.

Make judgement calls about the accuracy or relevance of information.

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Use initiative to identify problems which may arise within a busy, high performing team and use judgement to help in their resolution.

Independently negotiate long and short-term deadlines simultaneously and respond to urgent and ad- hoc requests.

Proactively identify and allocate new prospects. This requires creative thinking to identify new potential connection and areas of affinity, problem solving and the use of initiative to allocate prospects effectively.

Will contribute to recommendations made about systems and procedures relating to fundraising prospects and the prospect pipeline.

Will contribute to planning of larger projects such as fundraising events and overseas trips.

Team work, teaching & learning support: •

Play an active part of the Strategy & Operations Team and Fundraising & Supporter Development Department. The role sits within Campaign, Research & Stewardship team which provides operational support for the team in its fundraising and alumni relations activities.

Work flexibly to provide cover for colleagues where necessary.

Sensory/physical demands & work environment: •

The post holder usually works in an open plan office environment with the usual office equipment (computer, keyboard, etc).

The majority of the working day will be spent using a keyboard and VDU.

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Organisational chart

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Special requirements: •

You will occasionally be required to work irregular hours in accordance with the needs of the role;

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Information of a confidential nature must be kept strictly confidential and should never be disclosed either inside or outside work. It should be noted that breach of confidentiality is a serious offence which may lead to dismissal

General: All staff are expected to adhere to King’s policies and procedures. Date: July 2013 Please note: This job description reflects the core activities of the role and as the College and the post-holder develop there will inevitably be changes in the emphasis of duties. It is expected that the post-holder recognise this and adopt a flexible approach to work and be willing to participate in training. If changes to the job become significant, the job description should be reviewed formally by the post-holder and line manger. The Human Resources department should then be consulted as to the implications of the proposed changes.

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Person Specification Essential: Good standard of general education (Graduate or equivalent) in subjects requiring excellent writing skills Strong organisational capabilities; ability to plan, monitor and implement projects and events to agreed deadlines, often with conflicting priorities. Excellent verbal and written communication skills to deliver strategic and bespoke research and stewardship projects to a range of audiences in a clear, inspiring and confident way Ability to identify opportunities and to research and evaluate their viability. Proven ability to demonstrate initiative and creativity to achieve desired outcomes Well-developed ability to negotiate and manage expectations to achieve successful outcomes Well-developed numeracy skills for entering, recording, interpreting, analysing and presenting financial data in a clear and accurate format Highly developed ability to work collaboratively and to develop and maintain internal and external relationships with a wide variety of people, including senior level individuals to achieve collective objectives Proficiency in using Raisers Edge (or similar donor database) and Windows based software packages including word processing, spreadsheets, electronic mail and the internet

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Developed prospect research experience, preferably for major gifts level and above Demonstrable knowledge of donor care and engagement in a fundraising environment High level attention to detail Ability to be flexible and respond to urgent, immovable deadlines Ability to work creatively and proactively and manage busy workload Energy and enthusiasm Desirable: In depth knowledge of philanthropic motivations and current trends in major giving across the UK and proven understanding of the impact highlevel donors have on an institution

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Summary of terms and conditions of service This appointment is made under the King’s College London Terms and Conditions of Service for Professional Services Staff, a copy of which is available from the Human Resources department on request. Period of Appointment:

Open ended

Probation:

Six months

Salary:

Annual leave:

£26,264 - £30,424 per annum, plus £2,323 London allowance per annum 27 working days. Staff receive four additional closure days. Notification as to how these days are taken is circulated at the start of the academic year.

Superannuation This appointment is superannuable under the SAUL (applicable for Grades 1 to 5) pension scheme. Staff already superannuated under the NHS Superannuation Scheme may opt to remain in that scheme provided they fully satisfy the terms of the Medical School Employment (Superannuation) Direction 1993 and provided an application to do so is received by the NHS scheme trustees within three months of appointment to King’s College London. Alternatively staff may opt to participate in SERPS or take out a personal pension. Please note that the College does not provide an employer's contribution towards a private pension plan. The College operates PensionsPlus by which individuals increase their take home pay by reducing their NI contributions.

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For staff who join either SAUL or USS pension schemes, you will automatically be entered into PensionsPlus (provided you would benefit from doing so). As a result your salary will be reduced so that you receive the PensionsPlus salary and a payment is made into your pension scheme instead. NB - NHS Superannuation Scheme: Medical Schools are classed as “Direction Employers” and some benefits of the NHS Scheme are not available to Direction members. For further information please contact Ms Pauline Job, Payroll & Pensions Manager, King’s College London, James Clerk Maxwell Building, 57 Waterloo Road, London SE1 8WA. Medical Some appointments to King’s are subject to Occupational Health clearance. Should you be offered this post and health clearance is required you will be sent an Occupational Health Questionnaire along with your contract of employment. When the Occupational Health Department have evaluated your questionnaire and declared that you are fit for appointment, your appointment will be formally confirmed. Confidentiality In the course of your work you may have access to personal or confidential information which must not be disclosed or made available to any other person unless in the performance of your duties or with specific permission from your Head of School/Department/Division. (In particular if your work involves the handling of clinical samples and/or patient data, NHS policies for the maintenance of security and confidentiality of NHS systems and data must be observed). Breaches in confidentiality may lead to disciplinary action.

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Training and Education King’s College London recognises the importance of training in achieving its objective of pursuing excellence in teaching, research and clinical practice through the activities of its staff. We are committed to providing training for all members of staff so that they can perform their jobs effectively and offering them opportunities for further development. Most training and development will occur "on the job" and formal training opportunities are also available within King’s College London associated hospitals trusts and through other external organisations. No Smoking Policy King’s College London is committed to maintaining a healthy environment for staff, students and visitors. Therefore, please note that smoking is not permitted in any of the College buildings or in College vehicles. Smoking is also not permitted immediately outside the entrances to College buildings or near to windows and air intake units. Staff working at associated NHS trust sites or other premises should adhere to whatever policy is in place at these locations.

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How to Apply

The recruitment process is being managed by Jack Woodcraft from Execucare. All enquiries should be directed to Jack.Woodcraft@execucare.com To make a formal application, you need to email a copy of your CV along with a short Covering Letter. Your covering letter should be no more than one side of A4 and should be addressed to :

Jack Woodcraft Execucare 71-75 Shelton Street London WC2H 9JQ

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