Fundraising Executive

This role is an excellent introduction to fundraising and is a great opportunity to work in a dedicated fundraising team, providing practical and essential administrative and database support. Your excellent database, supporter care and communication skills will help us raise funds to help people to survive, recover from and prevent mental health problems, and all of us to live mentally healthier lives.

You will be a team player who is self-motivated and be committed to developing a career in fundraising.

You will have the opportunity to support the delivery of donor appeals and communications, creating schedules and contributing content to the on and offline supporter newsletters.

About the Mental Health Foundation

Our vision is for a world with good mental health for all. Our mission is to help people understand, protect and sustain their mental health.

Prevention is at the heart of what we do, because the best way to deal with a crisis is to prevent it from happening in the first place. We inform and influence the development of evidence-based mental health policy at national and local government level. In tandem, we help people to access information about the steps they can take to reduce their mental health risks and increase their resilience.

Find out more about us and our work

How to apply

To apply please send your completed application form and an equal opportunities monitoring form by 12pm Tuesday 30th April to: vacancies@mentalhealth.org.uk

Please note application forms need to be fully completed.  CVs should not be submitted and will not be accepted for shortlisting.

The selection process:

Shortlisted candidates will be invited to interview on Tuesday 7th May.

Please note that this role is subject to a DBS check and suitable references.

Job description

Main Purpose of Job

The Fundraising Executive is a central role within the Fundraising Team, acting as the first point of contact for supporter enquiries, information and customer care within the team. In addition, this role will be supporting the Database Officer with database maintenance and data imports.

The post holder will:

  • Ensure that supporter records and income are accurately processed and recorded on The Raiser’s Edge Database and that all donors receive the information they require in an appropriate, friendly and timely manner.
  • Create and maintain efficient processes for managing donor information and income. Working with Database Officer to import and reconcile online payment, direct debits, postal gifts and donor data.
  • Liaise with external suppliers to ensure supporter data and income is received and managed in a secure, timely and efficient manner. To support administration of appeals, newsletters and campaigns.
  • Work with colleagues across the organisation to deliver a positive and effective supporter experience of the Mental Health Foundation.
  • Provide administrative support to the Fundraising Team, Database Officer and the Director of Fundraising and Communications.

Principal Tasks and Responsibilities

Supporter Administration

  • Work with Finance and other teams to correctly and efficiently manage and reconcile incoming donation information, received daily by post, online portals, telephone etc., including cheques, CAF vouchers, online statements, credit card payments, and Gift Aid, enter and code them on Raiser’s Edge and thank within agreed timescales. Create new supporter records and send personalised welcome packs. Set up new regular gifts and inform the donation processor as required.
  • Liaise with external suppliers to ensure supporter data and income is received and managed in a secure, timely and efficient manner. Investigate and follow up returned and incomplete supporter payments ensuring all data on the Raiser’s Edge is as accurate as possible.
  • Respond to Direct Debit cancellation requests by updating the supporter record and contacting the processor to process the cancellation.
  • Take the lead on ensuring that our supporters receive appropriate acknowledgement in a timely manner. Maintain standard letter templates ensuring they are up to date and fully functioning. Respond to postal, phone and email communications from supporters, to agreed timescales using both standard and bespoke correspondence. 
  • Update and maintain process documents, communicating relevant information to the team. Provide support for the production of appeals and supporter communications. This could include collating and editing copy; creating and sending monthly e-newsletter and liaising with external suppliers involved in the production of supporter communications Provide administrative support to the Director of Fundraising and Communications; assisting with booking meetings, minute taking, and other tasks where required.

Supporter Care

  • Manage and respond to supporter queries, record and update non-financial supporter information such as Gift Aid declarations, communication preferences, legacy pledges and other personal information in line with the Data Protection policy.
  • Respond to queries from the general public about fundraising activities, work closely with other teams to ensure enquiries are dealt with quickly and effectively maximise fundraising opportunities.
  • Manage the supporter inboxes and supporter phone line, responding to enquiries which have the potential to be of a sensitive nature or with vulnerable people.

Database duties

  • Work with the Database Officer to import and reconcile online payments and donor data.
  • Ensure that supporter data from external sources (for example RapiData, Facebook, Payroll agencies…) is imported in an efficient manner and to agreed timelines onto the Raiser’s Edge
  • Build queries in Raiser’s Edge to provide data files for external agencies and our own internal stakeholders
  • Support the Database Officer on the day to day data cleansing and housekeeping tasks

General

  • Work across the Fundraising Team and assist in all areas of work. Co-ordinate and attend internal and external fundraising led meetings including room booking, rota and agenda.
  • Work with colleagues in Communication team to update the fundraising webpages and share supporter messages on social media channels.
  • Contribute to the general administrative running of the Fundraising team.
  • Uphold and promote the MHF’s commitment to Mental Health, diversity and the benefits it brings and comply with MHF policies and procedures.
  • Support the Individual Giving Team to deliver appeal and supporter newsletter this could include writing and editing copy, proof reading, and writing fulfilment letter copy

The job may involve working unsocial hours on some occasions.  Time off in lieu will be taken by arrangement with the Manager.

This job description is not contractual and is liable to change over time.

Person specification

Experience, knowledge and understanding

 

 

Experience of using a database, preferably a relational database such as Raiser’s Edge

 

E

An Awareness of Data Protection issues and the ability to work with confidential sensitive information

 

An interest in Fundraising

 

E

 

 

E

An understanding of basic principles of fundraising/marketing

 

D

 

Demonstrable experience of office work and procedures

 

D

Understanding of diversity and equal opportunity issues

 

D

Experience of financial reconciliation

D

Skills

 

 

Ability to manage a varied workload and work on own initiative to multiple tight deadlines

 

Attention to detail and ability to think analytically

 

Excellent communication skills both written and verbal

E

 

E

 

E

 

Experience of writing and editing content for printed publications

D

 

 

Personal and sensitive manner in dealing with the public, taking into consideration the possibility of handling distressed phone callers

E

Core IT skills (able to use MS Office, Internet, Databases, teleconferences and Social Media

 

E

Swift and accurate keyboard skills

E

Personal Qualities

 

 

Ability to motivate oneself to complete repetitive tasks

 

Team player and flexible approach to work

 

E

 

E

Commitment to accuracy, efficiency and high standards of supporter service

 

E

Pro-active approach

 

E

E = essential   D = desirable

Requirements of all roles at the Mental Health Foundation

 

Willingness to work flexibly to meet the reasonable needs of the foundation

Commitment to working in accordance with the foundation’s values

Prepared on occasions to work unsocial hours

Ability to self-manage a full and varied workload

Self-sufficient in use of information and communications technology

 

Competencies for working at the Mental Health Foundation

We expect all employees to be able to use these competences to a high level in their roles.  During the recruitment process, at interview stage, we look for evidence of all these competencies.

Expertise, knowledge and analysis

Communication, influencing and promotion

Relationships and partnership working

Service focused

Business aware

Strategic thinking and decision making

Leadership

Adaptability and personal responsibility

Innovative and creative

Committed to personal development

Equal opportunities information

As an equal opportunities employer, we encourage applications from all sections of the community, whatever your background.

We value each and every person in our team and are very good at working with people. Our workforce is made up of talented individuals from all sections of the community and we are committed to providing a working environment that encourages, and is supportive of, workers with mental health problems. We therefore welcome applications from anyone with personal experience of mental distress or learning disabilities, and positively encourage people with experience of using mental health services to apply.

We believe the way in which we effectively work together will enable our charity to fulfil its mission.

This commitment to equality and diversity means that we benefit from the widest range of experience and talent, and are fully representative of the world in which we live. We aim to create a working environment in which everyone is treated in a non-discriminatory manner.

Recruitment agencies may be employed as appropriate. We ensure that all such agencies operate an equal opportunities policy comparable to that used by us.

Benefits of working for us

The Mental Health Foundation is a great place to work and offers generous benefits.

All our members of staff are entitled to the following benefits. Please note that some of the benefits are available after a qualifying probation period.

Pension

We consider it important to encourage people to save for their retirement and therefore we provide staff (after successful completion of a probation period) with a 10% pension contribution paid into an Age on Personal Pension. Contributions can be invested in a variety of funds according to your investment preference, or alternatively a default fund is available. Staff will also receive death in service life cover at four times salary.

Annual leave

Staff receive 25 days annual leave plus bank holidays.

Maternity/parental leave

Enhanced maternity/parenthood leave entitlements are in place, including extended maternity leave and benefits. Available after a qualifying period.

Flexible working/work life balance

The right to request flexible working is available to all employees. There are a number of different flexible working arrangements available throughout the organisation, which can be arranged by mutual consent.

Child Care Vouchers

This is a flexible way to meet the costs of your childcare. Part of your salary can be given up or ‘sacrificed’ in exchange for Childcare Vouchers. Within specified limits, these vouchers are non-taxable and exempt from National Insurance contributions and therefore present a saving for employees who receive them as part of their total employment package. The Childcare Vouchers received are then exchanged, in whole or part, for the approved and registered childcare services you use.

Sickness/absence

We are required to make statutory sickness payments (SSP) where staff qualify. We also have our own sick pay scheme, including full pay for a period subject to certain conditions.

Employee Assistance Service

At times staff members may face and need help with a variety of issues throughout their lives. As part of our commitment to staff members we provide a 24/7 independent and confidential counselling and information telephone service, free of charge. Support is available on a range of issues including legal, financial, emotional, health issues and work-related concerns.

Season ticket loan

Interest free loans are available to purchase season tickets for the journey between home and work.

Cycle to Work Scheme

The Cycle to Work scheme is a UK Government tax exemption initiative introduced in the Finance Act 1999 to promote healthier journeys to work and to reduce environmental pollution. It allows employers to loan cycles and cyclists' safety equipment to employees as a tax-free benefit.

Through the scheme, employees will be able to purchase a bike of a value of up to £1,111, repaid over 18 months through deductions from your gross monthly salary. The loan will be interest free and the benefit will be offered after successful completion of the probationary period.