The British Academy – the UK’s national body for the humanities and social sciences - is seeking an Individual Giving and Data Manager to join our Development Directorate on a fixed-term basis, providing key support in the delivery of the Academy’s fundraising efforts, including supporting the implementation of a new CRM system.

ROLE PURPOSE / OVERVIEW

The Individual Giving and Data Manager will work closely with the Head of Development to manage data and deliver communications to individual donors at the British Academy. This will include a regular giving programme, with a target audience of the Academy’s Fellow, and fundraising from public events attendees. This role is unique in that it sits within the small, friendly Development Directorate, and will also work closely with colleagues in the Academy’s Digital Team. 

The Academy is currently transitioning its CRM system to Salesforce and the Individual Giving and Data Manager will work closely with the Project Team to achieve this. A core duty of the role involves the migration of data and helping to coordinate and build new fundraising processes within the new system. To do this, the post-holder will work collaboratively across the organisation to ensure that communications to Fellows and other individual donors are co-ordinated. You will be an effective communicator, able to collaborate with both external and internal stakeholders. A keen attention to detail and a proactive approach to problem solving, in terms of planning, prioritisation and demonstrating resilience when faced with adversity is essential.

You will also coordinate fundraising-related communications across a variety of platforms, working closely with colleagues in the Digital Team. This includes thanking donors in a timely and sincere manner, delivering stewardship events for donors, and reporting on activities in the annual report.

OFFICE LOCATION - 10-11 Carlton House Terrace, St James Park, London, SW1Y 5AH

KEY RESPONSIBILITIES

CRM/Data Migration and Set Up

To act as the Development team’s lead for the new CRM database including: 

• Working with the CRM Implementation Project Lead, CRM Project Assistant and Database Manager to ensure that data migrates to the new system in an appropriate format and can be accessed/reported upon. 

• Supporting the Team in using the new database; working with the CRM Team to ensure that events, reports, templates and other functionality are working as expected. 

• Utilizing the new CRM database, helping to create a new process for organising and managing fundraising appeals and communications. 

• Managing all individual giving information (regular giving, one-off gifts and legacies) in the CRM and proactively enhancing the data.

Individual Giving

To implement the regular giving strategy focusing on Fellows and event attendees including: 

• Implementing a reduced annual cycle of appeals appropriate to a post-capital-campaign year. 

• Working with the Digital and Public Events Teams to build and implement a digital fundraising platform integrated into the soon to be re-launched Public Events Programme.  

• Coordinating with the CRM Implementation Project Lead and CRM Project Assistant, to develop/enhance donation webpages linked to the new CRM. 

• Managing the Academy’s contactless donation point ensuring maximum exposure during large public events (the Summer Showcase (July) and Open House (September). 

• Working with the Finance Team, manage the reconciliation processes for individual giving income. 

• Working with colleagues to maximise income from Gift Aid – ensuring that all declarations are collected and recorded correctly.

Stewardship/Cultivation

To implement a robust stewardship process for individual givers to the British Academy including: 

• Producing timely and sincere acknowledgement, ensuring all individuals are thanked for their support and, where appropriate, receive updates on the impact of their gifts.  

• Working with the Cultivation and Engagement Manager to successfully deliver stewardship events for donors to the capital campaign in the autumn.  

• Working with the Stewardship manager to ensure that donors are recognised for their support, in line with Academy policy, including acknowledgment on donor boards and in the annual report.

Communications

To lead on creating fundraising communications for Fellows and event attendees working closely with colleagues in the Development, Fellowship Engagement and Communications Teams.  

• Working with the Digital Team, manage development related content within the Academy’s website. 

• Developing a programme of communications across all Individual Giving audiences which is consistent and spans a range of channels. 

• Coordinating fundraising-related communications across relevant Teams within the Academy. 

Other general requirements

• To ensure that all individual giving and legacy fundraising activity is undertaken in compliance with regulations and legislation including GDPR and is in-line with best practice.   

• To keep up to date with latest developments affecting fundraising across the sector including innovations in digital fundraising and the potential application of new technologies to fundraising at the British Academy.  To attend conferences, participate in forums and read sector media.  

• To support other areas of fundraising including attending events as required.  

• Other duties as may be reasonably required by the Director of Development or the Head of Development.

KEY STAKEHOLDERS

Internal

Development Team, CRM Migration Team (cross-cross departmental group), Finance Team, Fellowship Engagement Team and Communications Team

External

Fellows, donors, prospects and senior volunteers

ROLE REQUIREMENTS

QUALIFICATIONS

Undergraduate degree – desirable but not essential

WORKING RELATIONSHIPS

Works and communicates effectively

• Is proactive in developing and maintaining effective working relationships with others internally and externally.  

• Adopts a communication style appropriate to the situation and the audience, understanding that communication is two-way.  

• Is sensitive to different working styles and views, adapting where appropriate.  

• Ability to build good working relationships internally to inform your work. 

• Is willing and able to compromise and negotiate, including to resolve possible conflicts.   

• Handles difficult situations with sensitivity & respect.   

• Promotes a positive impression of the Academy both internally and externally. 

KNOWLEDGE AND SKILLS

Demonstrates and develops appropriate knowledge and skills

•  Knowledge of Individual Giving fundraising. 

• Knowledge of CRMs in a fundraising context – preferably Salesforce. 

• Knowledge of digital communications, content strategy, digital design, accessibility – preferably in a fundraising context. 

• Skills in writing fundraising communications. 

• Skills in general income processing – preferable. 

• Knowledge of organisational/database change projects. 

• Skills in planning and managing a full cycle (12 months) of fundraising appeals. 

• Excellent written and oral communication skills. 

• Knowledge of fundraising regulations, data protection, including GDPR, and compliant data capture and recording. 

• Knowledge of working within Higher Education / with academics – preferable.

PROACTIVITY AND PLANNING

Manages time and resources effectively in order to achieve own and organisational objectives

• Strong planning and organisational skills, with the ability to manage a varied portfolio with minimum day to day input from the line manager.  

• Keeps relevant colleagues informed and seeks input where appropriate. 

• Manages own time and resources effectively in order to achieve own, team and organisational objectives.   

• Monitors progress effectively and adapts plans where possible.

PROBLEM SOLVING AND DECISION MAKING

Ensures good decisions are made through a rational and methodical approach

• Anticipates obstacles and thinks ahead, referring to the appropriate level where necessary. 

• Has a pro-active, can do, attitude, taking personal responsibility for correcting problems or resolving issues.  

• Focuses on solutions and manages pressure.  

• Copes with the unexpected.

LEADERSHIP

Gives a clear sense of direction while inspiring others with vision and actions

• Can think outside direct area of expertise and ownership to contribute to the wider strategic aims of the organisation.

OTHER

Overseas travel / working a specific shift pattern or in the evenings

• Professional approach when dealing with a variety of people. 

• To be willing and flexible to support colleagues when needed to help the team to achieve its collective objectives. 

• Willingness to occasionally work outside of normal working hours.

WORKPLACE VALUES

The Academy’s workplace values and supporting text are set out below. We share these core values with each other. They guide how we work together and with others. We demonstrate them through our behaviours.

COLLABORATION- We consistently work together to a common purpose, supporting each other, communicating openly and sharing knowledge. We are flexible and adaptable, receiving feedback constructively

CREATIVITY - We bring imagination and curiosity to our work, valuing learning, diverse thinking, and innovation. We are open-minded, receptive, and responsive, taking account of alternative perspectives

EMPATHY-We are understanding, sensitive, compassionate, and considerate, mindful of our own wellbeing alongside that of others

EXCELLENCE - We always do our best, without striving to be perfect, applying our expertise and experience to develop and grow

INTEGRITY - We are open and honest with each other, accepting personal responsibility and demonstrating loyalty. We are reliable and dependable, having belief that we will be transparent and clear

RESILIENCE - We are confident, bold, and tenacious, knowing when to listen as well as when to speak up. We respond positively to challenges and overcome problems

RESPECT - We are inclusive in our regard for each other, showing courtesy and appreciation. We treat people fairly and equally, welcoming everyone’s contribution and difference

APPLICATION PROCESS

We have a two-step approach to hiring, beginning with submitting an application through the Applied platform. This will be followed by a panel interview and may involve a task component.

Please note that you may be asked to reference any literature that you may refer to, as applications that are highly plagiarised and not your own work. e.g. ChatGPT, will be declined.

The deadline for applications is 25 June 2024, however, we may close this role sooner if we receive a high volume of applications.  In these circumstances we will give those who have shown interest 24 hours notice of the change of deadline.

Interviews for this role are currently scheduled for week commencing 1 July 2024 but this may be subject to change.