Planned Giving Officer

Our client, a fantastic local charity is looking for someone to join their office in the Planned Giving department. You will work as part of a team, liaising with a portfolio of fundraising supporters and thanking them for their donation.

• Based in Leatherhead


• £29,000 - £36,000


• Hybrid working, 2 days in the office, 3 days at home


• Monday – Friday, 37.5 hours per week


• 27 days paid holiday plus bank holidays.

Job specification:

• Responsible for a portfolio of supporters, ensuring they are thanked promptly, any queries are answered and they are thanked promptly


• Adhere to the stewardship strategy for Planned Giving


• Helping create communications for portfolio stewardship and legacy recruitment


• Attending charity events when needed, maintaining the highest level of professionalism


• Work with the Head of Planned Giving to help with the inputting of info about legacy income


• Helping with mailing such as the newspaper, appeals, event invitations etc


• Taking responsibility for the information used to create monthly reports to directors


• Ensure interim funds are noted correctly


• Working with other fundraising teams to ensure prospects are being stewarded by the most appropriate team


• Ensuring RE records are kept fully up to date with supporter information


• Ensuring GDPR is adhered to in all instances

Person specification:

• MUST be a car driver with use of a vehicle due to office location


• Educated to A Level or equivalent


• An empathy with the charities cause


• Ability to listen to supporters, understand their motivations and reflect back on their interests


• Ability to help shape the direction of legacy fundraising and being proactive in spotting opportunities


• Strong written English and verbal reasoning skills


• Strong attention to detail, ensuring a high level of accuracy


• Comfortable answering and making supporter calls


• Knowledge and understanding of a CRM database


• Ability to analyse data and use it as information for report writing


• Responsible for maintaining the master spreadsheet of open legacy cases


• Computer literate with knowledge of Outlook


• Competent user of Excel

Additional Information:

Based in Leatherhead

£29,000 - £36,000

Hybrid, 2 days in the office, 3 days at home

Monday – Friday, 37.5 hours per week

27 days paid holiday plus bank holidays (increasing with service)

Competitive stakeholder pension scheme, up to 11% of salary

Cycle to work scheme

Access to the Employee Assistance Programme

Death in Service Scheme

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.