SENIOR INDIVIDUAL GIVING AND LEGACIES MANAGER Full Time

We are seeking an experienced, strategic and proactive fundraiser to join our growing team of professionals as we embark on a journey of expansion. A rare opportunity to create and lead Individual Giving and Legacies at a pivotal point of growth within an ambitious fundraising team.

This role will define the strategy and create and deliver on establishing income streams that will be central to future success. It requires an experienced fundraiser who thrives on building; someone who can turn ideas into action and work at pace. Combining strategic thinking with hands-on delivery to develop programmes that deliver real impact and long-term value.

About Caudwell Children

Established in 2000, Caudwell Children is a national charity which works to transform the lives of disabled children and their families, enabling them to challenge the barriers they face throughout childhood by providing practical and emotional support.

The Charity is going through an exciting period of growth having opened a state-of-the-art facility for multi-disciplinary therapy programmes for childhood disability and research of neurodevelopmental conditions, including autism, within the grounds of Keele University.

It provides a state-of-the-art base for the Charity’s therapies and an environment where ground-breaking research can be undertaken, potentially changing the way some disabilities are treated, affecting millions of people around the world. This is a fantastic and exciting opportunity to join a dynamic and fast moving Charity at a time when it will attract national and international attention.

The services of Caudwell Children enrich the lives of our children and families through the delivery of high quality person centred care and support services that promote independence and achieve valued outcomes. We seek to create a safe, homely and supportive environment that enhances the lives of children with autism and associated conditions.

Main Duties & Responsibilities

The role will lead the creation and delivery of Individual Giving and Legacies programmes, establishing two core income streams that will drive sustainable growth. It will define strategy, build insight-led, multi-channel programmes and design supporter journeys that deepen engagement over time, from first gift to long term support and legacy giving.

Working across the organisation the postholder will embed a strong supporter focus, ensuring that fundraising is integrated into wider engagement activity. You will take ownership of income performance, budgets and continuous improvement through data, testing and learning.

Key Responsibilities

• Develop and deliver the Individual Giving and Legacies strategy, covering acquisition, retention, regular giving and legacy development.
• Design and deliver integrated multi-channel campaigns to grow income and lifetime value.
• Build and optimize end-to-end supporter journeys, including pathways to legacy giving.
• Grow and develop legacy income including awareness, pipeline development and stewardship approaches.
• Use data, segmentation and insight to drive decision making, improve performance and increase retention.
• Set, manage and reforecast budgets ensuring delivery against income targets.
• Lead a test and learn approach, embedding continuous improvement across individual giving and legacy activity.
• Work collaboratively with marketing, services and wider teams to align messaging, case for support and supporter experience.
• Manage external agencies and suppliers to deliver high quality campaigns and strong return on investment.
• Ensure compliance with fundraising regulation, Gift Aid and data protection requirements.

Other

• Communicate with children, families and all stakeholders in a way that respects their views, autonomy and culture in full compliance with the Equality & Diversity Policy.
• Uphold the principles and practice of customer care and continuous improvement.
• Maintain confidentiality and Data Protection and at all times work in accordance with General Data Protection Regulations 2018.
• Have an awareness of relevant health and safety regulations and legislation, being responsible for your own health and safety and that of anyone else whom your acts and omissions may affect.
• Report any concerns of potential abuse of a service user in line with the Safeguarding Policy and procedures.
• Ensure maintenance and security of physical, financial and information resources.
• Demonstrate commitment to ongoing personal and professional development.
• Keep comprehensive and accurate records in relation to your role and in accordance with policies and procedures.
• Attend training as appropriate to the role, applying knowledge gained to the workplace.
• To work effectively and collaboratively as a member of the team, building and maintaining good working relationships with all internal and external stakeholders.
• Ensure compliance with statutory and non-statutory bodies.
• Adhere to all Caudwell Children policies and procedures.
• Demonstrate commitment to Caudwell Children’s mission, vision and values.
• On occasion and when necessary work flexible hours to meet the needs of the business.
• Willingness to travel on occasion in order to fulfil the needs of the post.

This Job Description indicates only the main duties and responsibilities of the post and is not intended as an exhaustive list. The post holder may be asked to carry out other duties from time to time. The Charity reserves the right to amend this Job Description from time to time, according to business needs.

Person Specification

Essential Criteria

• Significant experience in Individual Giving and/or Legacy fundraising with exposure to both areas.
• Proven track record of delivering income growth through campaigns or programme development.
• Experience developing and delivering multi-channel fundraising activity.
• Strong understanding of supporter journeys, retention and lifetime value including pathways to legacy giving.
• Experience using data, segmentation and insight to drive performance.
• Experience managing budgets, targets and forecasting.
• Strong project management skills with the ability to prioritise and deliver atpace.
• Excellent communication and stakeholder management skills.
• Knowledge of fundraising regulation, compliance and data protection.
• A proactive, delivery focused approach with the ability to turn ideas into action.

Desirable Criteria

• Experience developing or scaling a legacy programme.
• Experience building or significantly reshaping Individual Giving programmes.
• Experience with Raiser’s Edge NXT or other CRM systems.
• Experience managing external partners.
• Experience working in a growing or changing organisation.
• Line Management experience.

Disclosure & barring service checks

The Charity is committed to safeguarding children and young people and therefore adopts a safer recruitment approach through a robust recruitment and selection process. All posts within the Charity are subject to DBS checks, in line with the Rehabilitation of Offenders Act (1974). This role is eligible for a basic disclosure check.

Equal Opportunities

Caudwell Children is a Disability Confident employer committed to offering an interview to all applicants who meet the minimum criteria and declare they have a disability as defined in the Equality Act 2010. We are committed to creating a diverse environment and will not discriminate for any reason against any person because of their age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion and belief, sex or sexual orientation. We particularly encourage applications from people who identify as Black, Asian or from a Minority Ethnic background and other underrepresented groups.

How To Apply

To apply for this exciting opportunity, click “Apply” via our website. Alternatively, please email an up-to-date CV detailing all skills, experience, achievements and qualifications to date to: recruitment@caudwellchildren.com

Further Information

For further information about the role, please contact: Donna.Young@caudwellchildren.com | Director of Income Generation OR Karen.Roberts@caudwellchildren.com | Head of People

Location:

Hybrid working between home and Head Office in Keele, Staffordshire

Salary

Circa £50,000 per annum depending on qualifications and experience with £5,000 performance related bonus linked to clear, agreed income and programme milestones

Hours

Full-time (37.5 hours per week)

Job Description

Download the full job description and specification here