Planned Giving Fundraising Officer at Sight Scotland

Individual Giving

• Work with the Head of Fundraising to create a five-year rolling plan for Individual Giving.
• Design, deliver and continually improve multi-channel stewardship journeys for new and existing supporters.
• Manage Sight Scotland’s Individual Giving programme, including planning, liaising with external agencies, data and execution to recruit and develop committed givers and cash donors, using a variety of channels, to build the database as a key way of securing unrestricted income.
• Manage all elements of regular givers, including the reactivation process and communication, upgrades, and the communications and journeys for all regular givers.
• Manage Gift Aid ensuring income through this process is maximised in line with regulations.
• Explore and develop possibility of a lottery as a form of individual giving.

Reporting and analysing and data

• Lead the management of the Raiser’s Edge NXT database to ensure it is effectively and efficiently being used for stewardship, donor care, reporting and analysis.
• Manage data segmentation and profiling for all campaigns and appeals.
• Use Raiser’s Edge NXT and other data management and research tools to assist in data mining and prospect identification.
• Produce in depth analysis of campaigns and appeals, producing income projections and lifetime value modelling and forecasts, ensuring the development of a long- term sustainable income stream.
• Work with the Head of Fundraising to report on the identified KPI’s.
• Use insight from previous results to focus on journeys that increase average values and long-term support.
• Contribute to the Board report three times a year.
• Work together with the Relationship and Supporter Care Fundraiser to ensure donations are correctly allocated and appropriately thanked.
• Responsibility for overseeing GDPR compliance.
• Liaise with finance to ensure timely and accurate processing of direct debits and fundraising related finance.

Campaigns

• Work with colleagues across the department to identify and develop case studies for Individual Giving campaigns and donor care updates.
• Work with relevant colleagues and agencies to create engaging copy and design, balancing the need to communicate en-masse with personalised and meaningful content.
• Work with colleagues to drive income through integrated campaigns through digital means, website and other marketing campaigns.
• Manage the creative process for developing campaigns.
• Produce and keep updated all donor thank you copy and donor communications.

 Other

• Adhere to the highest standards of fundraising practice.
• Ensure that all activities comply fully with the relevant Data Protection obligations and any other legislation.
• Work with colleagues to use data segmentation to develop and adapt supporter journeys in order to maximise retention and optimise lifetime value.
• Build relationships with internal stakeholders and help foster a fundraising culture.
• Ensure relevant records on the database are kept up to date and accurate.
• Keep up to date with changes in legislation, tax implications for charitable giving and Institute of Fundraising policies.

Contribute to the work of the Marketing and Communications department

• Support cross team projects and events.
• Work effectively and collaboratively with colleagues across the department.
• Represent the organisation at conferences, exhibition stands and events.