Fundraising Manager – Major Donors and Legacies

Fundraising Manager – Major Donors and Legacies


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CAT seeks a Major Donor and Legacy Fundraising Manager to develop and implement strategies and plans for fundraising from major donors and legacies

About CAT

The Centre for Alternative Technology (CAT) is an educational charity dedicated to researching and communicating positive solutions for environmental change. The Fundraising team is responsible for raising money for the Centre for Alternative Technology’s core and project work from individuals, trusts and foundations, statutory bodies and companies. In this way it helps maintain CAT’s ability to fulfil its charitable mission – to inspire, inform and enable humanity to respond to the climate and biodiversity emergency.

CAT is entering an exciting phase in its development. In recent years the organisation has achieved significant growth in its student intake and fundraising income. The fundraising team recently secured a £1 million donation from a private source for the Zero Carbon Britain Hub and Innovation Lab at CAT. As a charity we have a new strategy and ambitious plans for the next five years including launching a £24 million capital fundraising campaign. This is an exciting time for the organisation and an opportunity to work in an experienced fundraising team on an ambitious campaign.

The postholder will work with the Head of Development, CEO and Fundraising Manager – Individual Giving and Membership, to develop and deliver successful strategies for fundraising from major donors and legacies. They will use their experience and excellent interpersonal skills to build long-term relationships with supporters and extend CAT’s networks as part of the capital fundraising campaign. They will manage a portfolio of existing supporters as well as developing a strategy to engage new major donors. The purpose of the role is to support planned growth in major donor and legacy income, providing excellent relationship management of existing supporters and supporting ways to engage and involve new major donors. They will ensure an appropriate cycle of cultivation, stewardship, thanks and recognition. They will ensure compliance with fundraising legislation and best practice and CAT’s policies and procedures, whilst maintaining records and managing any reporting requirements.

Job Details

  • Reference: FMMDL210720
  • Salary: £25,500 per annum
  • Hours: 37.5 hours per week (1.0 FTE)
  • Responsible to: Head of Development
  • Location: Flexible location with regular attendance at the CAT site near Machynlleth, Mid Wales and some travel within the UK
  • Work remotely: Flexible with regular attendance at CAT site
  • Working Days: Normally Monday to Friday with occasional evening and weekends
  • Closing date for applications: 9am 6 August 2021
  • Interview to be held: Week commencing 12/13 August 2021
  • Expected start date: 1 September 2021 or as soon as possible.

COVID-19 Considerations:

Staff are working remotely as much as possible, subject to individual roles. Working arrangements for staff comply with all current applicable COVID-19 guidance and are updated as and when the guidance changes.

Main Purpose and Responsibilities

Major Donors

  • To work with the Head of Development, CEO and Fundraising Manager – Individual Giving and Membership, to develop and implement strategies and plans for fundraising from major donors
  • Surveying and recording major donor interactions and journey mapping their experience with CAT
  • Liaising with the CEO, Head of Development and other members of the CAT Fundraising Team (as well as other staff, volunteers and trustees) to promote the Major Donor Strategy
  • Co-ordinating personal meetings between Major Donors and key CAT staff and trustees
  • Organising major donor events
  • In conjunction with the Fundraising Manager – Individual Giving and Membership, undertaking research to help develop and grow CAT’s portfolio of supporters including major donor
  • In conjunction with the Fundraising Manager – Individual Giving and Membership, developing improved processes for major donor cultivation and stewardship
  • Ensuring appropriate stewardship and relationship management with donors as well as contributing to fundraising targets for both core and the capital fundraising campaign, by securing gifts from major donors

Appeals and fundraising asks

  • In conjunction with the Head of Development and Fundraising Manager – Individual Giving and Membership, contribute to developing themes for fundraising appeals and creating copy for appeals
  • Preparing and tailoring fundraising asks to major donors and legacy prospects and briefing others to make these asks (by email, letter, phone and in person)
  • Procuring, briefing and managing the relationships with fundraising and creative agencies to ensure that they deliver on objectives for fundraising campaigns

Legacies

  • To work with the Head of Development and Fundraising Manager – Individual Giving and Membership, to develop and implement strategies and plans for fundraising from legacies
  • Establish a legacy marketing programme including creating a set of legacy packs to facilitate gifts to CAT in people’s wills
  • Ensure notification of gifts are dealt with efficiently, appropriately and in a timely fashion
  • Deal with the administrative aspects of legacies including liaising with lawyers and executors
  • Establish systems and processes to measure the impact of marketing activities
  • Provide accurate forecasts of projected legacy income based on pledges and legacy notification pipeline
  • Develop a clear legacy proposition based on donor insight
  • Work with relevant teams to ensure that legacy asks are included as part of the supporter journey
  • Deliver training to staff, trustees and volunteers

General

  • Maintain appropriate records and produce reports as required
  • Working closely with CAT’s communications team, develop a range of materials (online and print) based on the motivations the target audience and in line with the integrated supporter journey at
  • Being reactive / flexible as the key contact for major donors and legacy related emails/phone calls /letters, being responsive to people getting in touch with questions or needing prompt thanking, and spending time with people at events etc as well as the pro-active communications
  • Ensure compliance with fundraising legislation and best practice and CAT’s policies and procedures,
  • Any other appropriate duties as defined by the Head of Development or CEO

Applications are required, CVs will not be accepted.

To learn more about the role, download the full job description:

Job Description: Fundraising Manager - Major Donors and Legacies

Please read the documents below before completing your application: