Fundraising Assistant

The Fundraising Assistant will be a key member of the fundraising team. Supporting the team to deliver a wider range of fundraising activities including events, challenges and campaigns as well as helping maximise the supporter journey and providing excellent donor care. You will enjoy collaborating with others and be an excellent communicator who can plan and prioritise efficiently, whilst delivering exceptional customer service.

You will be responsible for Database Management and keeping the CRM up to date and Management of donation Platforms and being the go-to person for fundraising enquiries.

Main Responsibilities:

•  Importing data in an efficient, timely and accurate manner.
• Construction of automated tasks in the CRM which are assigned to other members of the team to enable stewardship via the correct fundraising team member.
• To assist the fundraising team by providing administrative support for the charities events and campaigns to maximise income.
• To assist with the administration of event participants and ticket buyers, including responding to enquiries in a timely fashion, building relationships by phone and email and encouraging and motivating participants to meet and exceed targets
• To keep up to date records of all collection boxes and buckets in the community
• To be the first point of contact for phone face to face plus emails via the fundraising inbox for all fundraising enquiries, respond in a timely manner and recognise the opportunity to build relationships and encourage fundraising support.
• To run and analyse weekly financial reports to ensure donations are recorded correctly and the appropriate thank you has been sent.
• Support regular gift aid claim submissions to HMRC to take place monthly.
• Support the team to provide communications to the correct audiences for marketing activity.
• Assist in processing donations from mailing appeals.
• Work with the fundraising team to ensure data recording is kept up to date in a timely way
• Assist and support other members of the fundraising team e.g., sending out events/fundraising packs and ensuring all event participants are thanked within the scheduled time.
• Regularly review and adapt supporter communications, including thank you letters and ensure these are implemented across the organisation for consistency
• Keep up to date with new developments, legal requirements, codes of conduct and best practice including being GDPR compliant.
• Manage stock of event promotional items and ensure availability of items required at events, distribute and collect items for the team
• Attend and contribute to team meetings.
• Carry out any other duties as may be reasonably required.

Person specification

Knowledge and experience:

• Strong, demonstratable experience in administration
• Excellent verbal and written communication skills
• Experience and good working knowledge of using a CRM system (preferably Beacon)
• Competent in creating and maintaining spreadsheets
• Good attention to detail and accurate record keeping
• Experience of working in a customer service environment.
• Basic knowledge of Gift Aid regulations.
• Understanding of GDPR.

Skills, attitudes, and behaviours:

• IT skills across a range of systems including MS office and SharePoint.
• Excellent interpersonal skills including the ability to deal with people at all levels, on telephone and by letter/email
• Ability to problem solve and think laterally to achieve a goal.
• Commitment to team-working but also the ability to work alone
• Committed to quality.
• Motivated, positive and proactive
• Ability to prioritise and organise work
• Demonstratable initiative and determination
• A flexible attitude and willingness to develop in the role
• Full UK driving license and car preferred