Planned Giving Officer in Leatherhead - CV-Library

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
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
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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