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Individual Giving Officer

Individual Giving Officer

I am currently looking for an experienced Individual Giving Officer for a busy team based in an amazing gallery. The Individual Giving Officer is responsible for administering the Gallery's Patrons programme as well as providing essential support to the Head of Individual Giving and Philanthropy Manager, enabling the effective research, cultivation and stewardship of high-level prospects and donors.
Reporting to the Philanthropy Manager, the Officer is responsible for supporting the Patrons scheme, retaining and increasing Patron support by planning and ensuring the successful delivery of the annual programme of events for Patrons. In addition, the post holder supports the day-to-day activities of the Individual Giving team ensuring all donor groups receive the highest level of care at all times.
The role encompasses a wide range of administrative and organisational tasks, including leading on prospect research and providing support for the Gallery's public appeals. With excellent attention to detail and strong communication skills, this role will require highly proficient use of the Gallery's CRM system to ensure consistent database administration and management of the individual giving prospect pipeline. Experience of using a CRM database (Tessitura preferred) would be advantageous.
A motivated and dynamic individual with a passion for visual art, the post holder will enjoy working in a team and be comfortable managing routine tasks as well as project-based work, being equally enthusiastic about both. With an engaging communication style, the post-holder will always aim for the highest standards of donor care.

Key Accountabilities

Patrons Stewardship and Cultivation
Supporting stewardship of Patrons and other individual supporters.
Being the first point of contact for queries from existing Patrons, ensuring that questions are dealt with in a timely and appropriate manner.
Drafting correspondence and co-ordinating all mailings for Patrons (with the support of colleages in the Individual Giving team) and assisting the Philanthropy Manager in co- ordinating all mailings/e-communications to Director's Circle members and Life Patrons, ensuring that all new memberships are processed immediately, while also managing annual renewals, and all day-to-day administration of these schemes on to the CRM database.
Assisting the Philanthropy Manager with the recruitment of new Patrons to the group.
Supporting the Individual Giving Team in the overall prospecting meetings across all Individual Giving income streams.
Supporting colleagues on other teams with projects to increase giving across the Gallery.

Patrons Programme
Researching and presenting ideas for a varied and innovative biannual programme of Patrons events which appeals to the interests of current Patrons and prospective donors, and which links to the Gallery's own Collection and exhibitions programme.
Supporting senior team members in the planning and delivery of the Patrons biennial international trip.
Working with colleagues in the Individual Giving, Communications, and Design teams to produce the Patrons events printed programme, ensuring the information provided is accurate and reliable at the time of issue, and in line with Gallery branding.
Providing regular updates and engaging newsletters for Patrons ensuring that all events are promoted well in advance.
Working closely with the Events team to ensure that all Patrons events are delivered to the highest standard and within agreed budgets.
Ensure that all guest lists, fees and contact details are accurate and up to date, and stored on the database in compliance with GDPR regulations.
Responding to any pre-event queries from Patrons and their guests in a timely and appropriate manner.
Briefing relevant colleagues in advance of forthcoming Patrons events, providing regular updates on attendees, timings, objectives, speech notes, and logistics.

Research
Undertaking directed prospect research and peer research for major donor prospects and other individual prospects as required, providing accurate and appropriate briefings from a range of trusted sources.
Providing accurate and appropriate information on individual prospects ahead of Gallery events.

CRM
Managing Individual Giving records ensuring clean data and best use of the CRM database.
Updating prospect records and track activity, ensuring prospect plans are progressed and managed effectively within the team.
Ensuring accurate processing of contributions, maintaining excellent financial records on behalf of the team for financial reconciliation.
Ensuring a high level of attention to detail and accuracy is given when using the CRM database to create reports for day to day use for the Individual Giving Team.

Administration and Finance
Booking meeting rooms for the Individual Giving team internal/external meetings, as required.
Co-ordinating KPIs for the Individual Giving team on a monthly basis and track workflow.
Attending key Gallery events such as Galas and fundraising dinners, including early mornings and late evenings, as required.
Processing and recording Patron income, including a monthly Direct Debit claim, ensuring that income is reconciled across the Gallery's fundraising and finance databases, and that supporters are thanked in a timely manner by an appropriate member of the team.
Liaising with the Gallery's Finance Department on a regular basis, ensuring clear communication with internal and external stakeholders to ensure accuracy when processing gifts.
Maintaining detailed and accurate electronic and paper records on Patrons and donor correspondence, income and expenditure for accurate reference and audit purposes.
With the support of the Philanthropy Manager, where appropriate, ensuring the timely and accurate processing of any Gift Aid applicable to funds raised.
Keeping up to date with best practice and relevant legislation around Individual Giving; such as Gift Aid and GDPR regulations, and current Direct Debit protocols, ensuring that all related records and processes are maintained appropriately and accurately at all times for audit purposes.

Events
It will be essential that the post-holder is able to attend and assist at Patron events (and other key Gallery events such as Galas and fundraising dinners) and is prepared to work outside normal office hours as part of this role.

Essential
Proven interest in arts and fundraising.
Experience of contributing to reaching income targets through individual giving and donations.
Demonstrable administrative experience in a fundraising team, preferably in a museum or heritage organisation or similar environment.
High level of proficiency when using databases, especially CRM systems (e.g. Tessitura).
High level of proficiency working with standard business software including MS Office applications (Word, Excel, Outlook, PowerPoint).
Experience of undertaking or overseeing the processing of data and financial administration.
Previous experience of event management and logistics.
Experience of working in customer service and a strong commitment to customer care.

If you are immediately available with the above skills and experience, please apply online today!