JOB PROFILE
Role:
Fundraising Executive
Name:
Date profile last reviewed:
4 January 2016
Reports to:
Direct Marketing
Fundraiser
Main Summary Of Role:
The Relationship Marketing Team is set to raise £10M in 2016 from gifts in wills, donations from
individuals and charitable trusts. The Fundraising Executive will work alongside the Fundraisers in
the Relationship Marketing team and he or she will play an important role to ensure the smooth
running of the team’s fundraising activities. The role offers the opportunity to make a significant
contribution to the direct marketing programme and the administration of pecuniary legacies.
Main Responsibilities:
Direct Marketing:
 Support the Direct Marketing Fundraiser with all aspects of supporter development and
recruitment
 Work closely with the Communications and Welfare teams to identify case studies that are
suitable for direct marketing
 Set up direct debits on CARE, send the Advanced Notice Letter to the supporter and send details
to the fulfilment house, Rapidata
 Twice a month download the direct debit reports from the Rapidata secure website and check
the codes and details are in place for the finance team to import
 Using the reports from the fulfilment house keep direct debit payment plans on CARE up to date
 Receive the white mail from the response handlers following an appeal and reply to supporter
enquiries
 Provide a high standard of customer care to supporters, including writing acknowledgment
letters, complaint handling, telephone donations and enquiries
 Provide regular reporting on the recruitment and development programmes
 Collate market intelligence from a range of sources and produce a regular report to share with
colleagues and external parties
 Update the CARE database with returned mail; gone away, deceased individuals, change of
address
Legacy Administration:
 Under supervision from the Legacy Administration Manager take responsibility for the
administration of pecuniary legacies;
 Create new legacy records in CARE, write appropriate correspondence to both personal executors
and solicitors.
 Review existing pecuniary legacy files, and some residuary files under Legacy Administration
Manager’s supervision
 Support the Legacy Administration Manager in creating and running reports in CARE
 Occasional filing of legacy documentation
 Write thank you letters when payments are received.
 Ensure legacy files are archived when the file is closed
Other:
 On a monthly basis download the file of donations received through the RAFBF website. Identify
which supporters are on the CARE database and enter the appropriate product and source code
in liaison with other members of the team
 When required support the Trust Fundraiser with research and keeping her trust records on CARE
up to date
 Help the Legacy and In Memory Fundraiser with specific campaigns and as required
 When required provide administrative support to team members in consultation with the Head
of Relationship Marketing
 Provide cover as appropriate when team members are out of the office
Developmental Objectives:
 Become familiar with the different areas of fundraising and be able to respond to telephone
enquiries
 Build up knowledge of legacy administration and direct marketing
Person Specification
COMPETENCIES REQUIRED FOR THE ROLE
Working with people
Planning and organising - managing time effectively, meeting deadlines and prioritising workload
Delivering results and meeting customer expectations
Adapting and responding to change - demonstrating flexibility in adapting to changing circumstances,
accepting new ideas
Achieving personal work goals and objectives - accepting and tackling goals with enthusiasm and
demonstrating a strong work ethic
Following instructions and procedures
QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE
Academic/Professional Qualification(s) or equivalent:
Essential
 Good standard of education
Knowledge/ Experience:
Desirable

Essential

Use of computerised database and
experience of maintaining supporters
contacts on a database
Institute of Fundraising certificate
Desirable



Knowledge of methods of fundraising
Use of the CARE database
Knowledge of the Royal Air Force




Experience of working in a busy fundraising
team
Able to set deadlines and work to them
Experience of working in a team
Knowledge of Microsoft Office packages
Other Requirements:


Travel to other Fund and UK locations (as appropriate).
To carry out any other duties that is within the scope of the job as requested by the Head of
Relationship Marketing
Signature
I confirm this job profile has been drawn up with my full involvement and accurately reflects the
responsibilities of the role.
Postholder's Signature:
Line Manager's Signature:
Date:
NAME:
NAME: