Individual Giving Officer

We are currently recruiting a central role within our Individual Giving Fundraising Team. 

The role offers the opportunity to become a key member of the team, and to be involved in delivering fundraising campaigns to new and existing supporters and contacts, testing new ideas and propositions, and working closely with colleagues across Communications and throughout the organisation.

You will also help to ensure a wide range of communications are delivered in time and on budget, encompassing traditional marketing, DM, digital, telemarketing, supporter magazines and online communication channels.

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 complete an application form and an equal opportunities form and email them to: by 12 noon on Wednesday 4 July 2018. Interviews will be held on Tuesday 10 July 2018.

Job description

Purpose of the role

To manage the planning and delivery of the charity’s communications with supporters, including postal appeals, newsletter, e-news and mobile. In conjunction with the Head of Individual Giving and Legacies to support delivery of a strategy to increase value and longevity from new and existing individual supporters across a range of communication channels including online.

Duties and responsibilities

  • Support the development of a cost-effective acquisition and donor development programme
  • Manage the day-to-day running of campaigns, producing and monitoring schedules, briefing fundraising partners, sourcing content, managing agreed budgets, keeping an accurate record of costs, income and supporter actions.
  • Produce detailed segmentation briefs that help maximise supporter donations.
  • Able to edit, create and tailor enticing, engaging and emotive copy for appeal letters, newsletters and appeals
  • Project managing the development and implementation of integrated fundraising strategies and stewardship programmes to increase income from in-memoriam and legacy activities, including project managing donor recruitment and retention.
  • Project managing the development and implementation of individual fundraising programmes including payroll, affiliates and medium level donor groups.
  • Working knowledge of supporter databases, targeting, segmentation and response analysis.
  • Track the daily, weekly and monthly performance of campaigns. Produce end of campaign reports and analysis, including making recommendations for future developments to improve performance.
  • Monitor giving patterns and attrition rates, return on investment and lifetime value in conjunction with the Head of Individual Giving & Legacies, and Database Officer. 
  • Develop the Foundation’s online donation ask and data capture for future conversion
  • Work with the internal communications team to convert the Foundation’s customers into supporters
  • In conjunction with the Head of Individual Giving and Legacies plan and implement an annual donor engagement journey
  • Across all communications ensure consistent messaging and embedding the Foundation’s mission and vision.
  • Manage the work of specialist external suppliers such as direct marketing agencies, printers and copywriters ensuring projects run according to brief, budget and schedule.


  • This role will work closely with other colleagues in the Fundraising and Communications Team to ensure the best communications and offers for new and existing supporters.
  • This role will work closely with our Programmes & Research Team, and our Policy Team to identify appropriate content and personal stories for supporter communications.
  • Co-ordinate excellent communications between the Fundraising Team, and other departments.


  • Maintain excellent donor and supplier relationships
  • Responsible for the day-to-day implementation of the Individual Giving budget and reaching income target.
Measures of performance
  • Responsibility for reaching and surpassing income targets and further personal key performance indicators to be agreed with the Head of Individual Giving and Legacies.
Other duties
  • Undertake other reasonable duties as required by the Head of Individual Giving and Legacies.
  • Contribute to the general running of the fundraising team attending meetings as required, sharing knowledge and expertise.
  • Uphold and promote the Foundation’s commitment to equal opportunities and respect for people with mental health problems and learning disabilities.

Person specification


  • Minimum two years' experience of working on direct marketing campaigns, regular giving donor acquisition, telemarketing and donor retention.
  • At least one years’ experience of monitoring and analysing direct marketing campaigns.
  • Experience of working with external suppliers including direct marketing agencies to deliver fundraising objectives.
  • Experience of using a relationship database, preferably Raiser’s Edge.
  • Knowledge and experience of the principles of database, direct marketing and donor acquisition, retention and development.
  • Knowledge of approaches and techniques to fundraise from individuals.
  • Excellent communication, interpersonal, relationship-building and negotiating skills.
  • Excellent written skills including ability to write and appraise fundraising copy.
  • Excellent project management.
  • Excellent IT skills including Excel and Word.
  • Analytical skills and highly numerate, with experience of keeping and monitoring financial records.
  • Good attention to detail.
  • Excellent organisation skills and ability to manage a varied workload.
Personal Qualities
  • Target driven and able to work to deadlines.
  • Work well in a team, supporting colleagues and learning from them.
  • Self-motivated, innovative, pro-active, excellent communicator.

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.
  • Prepared to travel within the UK and abroad, occasionally staying away from home overnight.
  • Self-sufficient in use of information and communications technology.
  • Ability to self-manage a full and varied workload.

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.


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.


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.