Marketing and Fundraising Officer

Michael Page

Remote-friendly

This Fundraising Officer role is responsible for delivering excellent supporter care, managing donor and fundraising income, maintaining CRM records and supporting fundraising campaigns that help improve the lives of older people. The successful candidate will join a small, supportive team in a predominantly home-based role, with only two days per month required in the Woking office.

Client Details

A well-established national charity with over 120 years of experience supporting older people to live fulfilled lives. The organisation provides vital financial assistance, care services and community support, offering employees the opportunity to make a meaningful impact within a values-driven and supportive environment.

Description

  • Process the charity's fundraised income in line with procedures and timescales - including donations received in response to appeals, Direct Debits, online donations and donations received through our homes and services. Liaise with external fundraising agencies as necessary.
  • Ensure donations are acknowledged appropriately and in a timely fashion, in line with our team KPIs. Write and send thank you letters, cards, emails and make telephone calls, personalising this experience as appropriate.
  • Deliver an excellent supporter experience by responding to incoming enquiries from existing and potential supporters (phone, mail, and email).
  • Welcome new donors to ensure they feel valued and engaged.
  • Ensure records on our supporter database (Access Charity CRM) are accurate and up to date at all times, maintain and record changes and developments as they are received.
  • Use the database to create queries and reports and support the team with imports and global updates.
  • Ensure all information is managed, stored and retained in line with current data protection regulations and our privacy policy. Work with IT to schedule software updates as required.
  • Lead on donor appeals and updates (via post and email, with online elements). Make data selections, write and produce fundraising communications, manage distribution, process income and collate results.
  • Lead on legacy administration by acting as the first point of contact, directing cases to the external legacy consultant or internally where needed. Keep records of received and expected legacies. Lead on legacy fundraising by devising and delivering internal and external legacy promotion.
  • Provide an excellent level of supporter care to individuals and groups wishing to undertake fundraising events for the charity.
  • Record and file Gift Aid declarations and ensure every opportunity is taken to maximise income from Gift Aid. Process and submit Gift Aid claims each quarter.
  • Provide administrative support including handling the team's daily post and contributing to reports. Contribute to an up-to-date manual of procedures and processes.
  • Maintain comprehensive, accurate and easily accessible records of all work.
  • Carry out other tasks as required by the Fundraising Manager and Fundraising Team.
  • Follow our Safeguarding Policy & Procedures. Report any suspected abuse immediately.
  • Keep your work environment safe by adhering to Health & Safety policies, identifying hazards, complying with regulations, and maintaining best practices in risk assessment, equipment maintenance, and emergency preparedness.
  • Respect the confidentiality of residents, clients, service users, your team, and the charity by storing all work related and confidential documents securely.
  • Ensure data security, integrity, and availability for all work-related data.
  • Attend regular supervision meetings with your line manager and participate in the annual appraisal scheme, continuously updating your knowledge and skills.
  • Complete mandatory training and keep it up to date and participate in additional training and development activities relevant to your role.
  • Adhere to recognised Codes of Practice relevant to your role and Friends of the Elderly policies and procedures.
  • Demonstrate our Values in your daily interactions with colleagues, residents, clients, service users and anyone else you interact with.
  • Lead by example, promoting values and aligning service delivery and performance with the charity's strategic objectives.

Profile

The successful candidate will be highly organised, detail-oriented and confident working with data, with strong CRM and Excel skills and the ability to accurately manage donation processing, supporter records and fundraising administration. They will be an excellent communicator who enjoys building relationships with donors and colleagues, thrives in a small, collaborative team environment and is motivated by delivering a great supporter experience while contributing to fundraising campaigns and appeals.

Job Offer

  • Excellent work/life balance, with predominantly home-based working.
  • 25 days annual leave plus bank holidays.
  • 6% employer pension contribution.
  • Opportunity to join a friendly, supportive and long-standing team, led by a manager who has been with the organisation for 13 years.
  • A 9-5 role with flexibility, making it ideal for those seeking a sustainable work-life balance.
  • The chance to lead on key fundraising activities, including individual giving, donor stewardship, the annual Winter Appeal and legacy administration.
  • A role with a strong focus on CRM, data management and supporter engagement, rather than cold fundraising, pitching or challenge event fundraising.
  • Training and development opportunities within a respected charity with over 120 years of history.
  • The opportunity to make a tangible difference to older people while working in a close-knit team where every contribution is valued.

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