Job Description

Individual Giving Manager



Salary 35,298 Full Time Equivalent (actual salary for 30 hours 28,238.40)

Hours 30 hours per week including regular evenings and weekends

Responsible to Head of Fundraising, Communications & Marketing

Accountable to Director of Income Generation

Location Office based role at main Hospice building in Elland

Overgate Hospice is an independent charity with a mission to ensure that patients and those close to them live with the best possible quality of life. This is enabled by provision of the highest standard of compassionate and evidence-based specialist palliative and end of life care for adults in Calderdale who have active, progressive life limiting illness.

However, the current constraints of our ageing facilities are making this more difficult than ever. Our ambitious redevelopment plans to modernise and expand our existing facilities will transform the environment in which we care for our patients, as well as meaning we can care for more people who need us. In April 2024, Overgate Hospice launched a capital campaign to raise the funds needed to make these transformational plans become a reality. Construction work is underway, and we look forward to opening our new Inpatient Unit in Spring 2026, followed by our new Day Hospice in Autumn 2026.

Job Summary

As the Individual Giving Manager at Overgate Hospice, you will play a pivotal role in driving our individual giving programmes, including in memory donations, lottery, legacy giving, and regular gifts. You'll be responsible for developing and executing a comprehensive fundraising strategy that aligns with our overall goals, while leading a dedicated team to achieve ambitious income targets. Your leadership will ensure that all direct mail appeals, large-scale raffles, and special initiatives like the Big Build Appeal and 'Coins for Care' boxes are managed effectively and inspire our community to support the Hospice.

In this dynamic role, you will collaborate closely with the wider fundraising team to maximise income generation and share best practices. With a keen understanding of gambling laws and a commitment to exceptional supporter experiences, you'll drive continuous improvement and innovation. Your proactive leadership will shape a positive team culture and ensure that our individual giving activities contribute significantly to the success of Overgate Hospice's mission.

Minimum Qualifications / Experience Required

At least 3 years' experience in a fundraising, communications, or customer service leadership role.

Must be educated to A-Level or equivalent experience.

Duties and Responsibilities

Oversee and drive all aspects of individual giving, including in memory donations, lottery, legacy giving, and regular giving, ensuring all activities align with Overgate Hospice's mission, values, and strategic priorities.

Lead the development and implementation of a comprehensive individual giving fundraising strategy that aligns with the overall fundraising strategy of the charity.

Provide strong leadership and direct line management to the In Memory Fundraiser, Lottery Fundraiser, and Legacy Fundraiser. Ensure effective performance management, professional development, and support, fostering a high-performing team environment.

Oversee all direct mail appeals, working closely with the Communications and Marketing team to create engaging and passionate content to inspire community support. Ensure campaigns are thoroughly planned, effectively promoted, and appropriately evaluated.

Promote regular gifts and highlight their impact on the Hospice. Develop a plan to increase the number of regular givers, recognising and acknowledging their contributions at key milestones. Ensure that all regular gifts are thanked and celebrated appropriately to build strong, lasting relationships with supporters.

Lead on all large-scale raffles, including developing an annual plan, organising the Christmas Raffle, and conducting Facebook raffles. Identify new opportunities and strategies to increase raffle income.

Lead all individual giving activities to support the Big Build Appeal. This includes managing specific direct mail appeals and developing innovative ideas to maximise income towards the overall target for the project.

Maintain a full understanding of all gambling laws related to fundraising raffles and lotteries. Act as an expert on this for the wider team, sharing knowledge and providing guidance to support compliance and best practices across the organisation.

Oversee and promote the 'Coins for Care' box initiative, encouraging supporters to collect loose change in their homes. Manage the distribution and collection of these boxes and promote this method of giving to enhance community engagement and fundraising efforts.

Lead and enhance supporter journeys for all individual giving income streams. Ensure all Hospice supporters receive an exceptional experience and that improvements are recorded appropriately in line with team process templates.

Produce monthly reports for all individual giving fundraising income streams, monitoring performance across the team against agreed KPIs and objectives. Regularly evaluate activities against these reports and adjust plans accordingly to ensure targets are met and strategies remain effective.

Work with the Head of Fundraising, Communications, and Marketing to develop the annual budget for all areas of individual giving fundraising. Identify areas for growth and cost-saving opportunities to ensure effective financial planning and resource allocation.

Be responsible for the creation, regular review, and documentation of all processes and procedures linked to individual giving fundraising. Ensure that all communications are accurately recorded in the Donorflex database to maintain comprehensive records.

Ensure that volunteers are appropriately recruited, engaged, managed, and supported, recognising that utilising volunteers helps reduce costs for the Hospice. Provide guidance and resources to help volunteers contribute effectively to fundraising efforts and organisational goals.

Work closely with the wider Income Generation team to ensure a cohesive approach to fundraising. Share insights, support team initiatives, and contribute to collective goals to maximise overall income generation.

Serve as a key leader within the fundraising team, demonstrating proactive leadership and a commitment to driving the team's success. Actively contribute to team meetings, strategy development, and collaborative initiatives, while providing guidance and support to colleagues. Help shape and promote a positive and effective team culture, enhancing the overall effectiveness of the team's fundraising efforts.

Provide support to the Head of Fundraising, Communications and Marketing with other fundraising activities as needed. Collaborate closely to ensure all fundraising efforts are well-coordinated and effective.

Be an active and supportive member of the wider Income Generation team. Share insights, skills, and knowledge to enhance all income generation activities.

As part of this role, you will be required to engage in manual handling tasks, including lifting, carrying, and setting up equipment for events and fundraising activities. The role may also require standing for extended periods during events and activities. Training and guidance on safe manual handling practices will be provided to ensure your safety and wellbeing.

Deputise for the Head of Fundraising, Communications and Marketing as required.

Fundraising Team Duties and Responsibilities

Income Generation

Collaborate with the team to meet and surpass the fundraising team target.

Regularly review and report progress on team and individual fundraising goals.

Process financial donations efficiently and accurately.

Maintain meticulous records of all donations, including monetary and in-kind gifts.

Encourage participation in the Gift Aid scheme.

Ensure Gift Aid declarations are correctly recorded and stored.

Maintain comprehensive and up-to-date records for each fundraising initiative.

Use the fundraising Donorflex system to track and manage supporter details and donations.

Monitor and evaluate the performance of all fundraising events and community activities.

Provide regular reports and analysis on the effectiveness of fundraising efforts.

Ensure all fundraising activities are carried out in line with the Hospice's Income Generation policy.

Supporter Engagement

Deliver professional and courteous customer service that aligns with the Hospice's values.

Ensure a positive experience for all donors, supporters, and volunteers.

Actively support and promote Hospice events, campaigns, and awareness initiatives.

Develop and nurture relationships with supporters, volunteers, and community partners.

Represent the Hospice in the community to enhance its profile and gain support.

Promote the charity's role and impact within the community through various channels.

Engage with local businesses, groups, and individuals to encourage support and involvement.

Accept and process donations with professionalism and gratitude.

Ensure all interactions with donors are handled politely and respectfully.

Utilise the Donorflex system to ensure accurate recording and maintenance of supporter information.

Regularly update supporter records to reflect their latest interactions and contributions.

Compliance and Improvement

Comply with all relevant legal frameworks and guidelines, including those set by the Institute of Fundraising, Charity Commission, Hospice Income Generation Network, Charity Retail Association, and Volunteering England.

Stay informed about changes in legislation and best practices in fundraising.

Conduct thorough risk assessments for each fundraising activity.

Ensure all legislative and safety practices are followed to mitigate risks associated with fundraising events.

Ensure all fundraising activities are in line with the Code of Fundraising Practice.

Stay familiar with and adhere to the principles and guidelines outlined in the Code of Fundraising Practice.

Participate in training and development opportunities to enhance fundraising skills and knowledge.

Engage in research to identify new fundraising trends and activities.

Maintain high ethical standards in all fundraising activities.

Ensure transparency and accountability in all interactions with donors and supporters.

Flexibility and Commitment

Work regular evenings and weekends to support the team's fundraising activities and provide exceptional customer service to our supporters.

Maintain a high level of commitment to the Hospice's mission and values, even during demanding periods.

Undertake any other duties as reasonably requested by your Line Manager to support the fundraising team's objectives.

As part of this role, you will be required to engage in manual handling tasks, including lifting, carrying, and setting up equipment for events and fundraising activities. The role may also require standing for extended periods during events and activities. Training and guidance on safe manual handling practices will be provided to ensure your safety and wellbeing.

Overgate General Duties and Responsibilities

All employees must maintain a safe working environment in accordance with Overgate Hospices Health and Safety policies & abide by the Health and Safety at Work Act (1974)

All employees must undertake relevant mandatory training.

All employees must comply with all Hospice policies and procedures and always maintain strict confidentiality within the guidelines of the General Data Protection Regulations.

All employees must adhere to the Hospice's Standards of Behaviour Framework and Values in all aspects of their work.

This job description is not exhaustive and will be subject to periodic review. The employer and the employee share responsibility to review and amend it as appropriate.

Safeguarding Children and Adults at Risk

All Hospice staff are required to act in such a way that at all times safeguards the health and well-being of children and adults at risk. Familiarisation with and adherence to the Hospice safeguarding policies is an essential requirement of all employees as is participation in related mandatory/statutory training.

Valuing Equality, Diversity, and Inclusion

All employees should perform their duties in accordance with the values and principles of valuing equality, diversity, and inclusion. It is the responsibility of all employees to support the Hospice vision of promoting a positive attitude to equality, diversity and inclusion of opportunity, to promote inclusion, eliminate discrimination and disadvantage in service delivery and employment, and to manage, support or comply through the implementation of the Hospice's Equal Opportunities Policy.

PERSON SPECIFICATION

Qualifications & Training

Essential

A good standard of general education

Educated to A-Level or equivalent experience

Fundraising Qualification or willingness to work towards one

A full UK driving license and use of own car

Experience & Knowledge

Essential

At least 3 years' experience in a fundraising, comms, or customer service role

Experience of working in a busy office environment

Experience of working to timescales and deadlines

Experience of managing a budget

Desirable

Experience using fundraising computer packages, e.g., Donorflex

Experience of managing a budget

Experience of managing staff and volunteers

Skills in analysing fundraising data and generating reports

Communication Skills

Essential

Strong verbal and written communication.

Ability to clearly convey the charity's message to different audiences

Excellent telephone manner

Excellent interpersonal skills

Professional Skills

Essential

Commitment to providing high-quality, professional service

Ability to build and maintain positive relationships with donors, supporters, and volunteers

Excellent organisational and planning skills

Ability to manage multiple tasks and prioritise effectively

Careful attention to detail in processing donations and maintaining records

Ensuring accuracy in all administrative tasks

Competent in Microsoft Office (Word, Excel, PowerPoint)

Ability to conduct thorough risk assessments for fundraising activities

Ability to work confidently with data, including extracting, interpreting, and analysing information to inform future activity

Desirable

Knowledge of legal and safety practices for fundraising events

Understanding of financial principles related to fundraising and donation processing

Ability to manage budgets and financial records accurately

Personal Attributes

High ethical standards and integrity in all fundraising activities

Commitment to transparency and accountability

Ability to effectively promote the charity's role and impact in the community

Ability to adapt to changing circumstances and new challenges

Willingness to undertake various tasks as reasonably requested by the Line Manager

Ability to handle emotionally challenging situations with compassion and sensitivity

Capable of interacting with service users and recently bereaved individuals in a supportive manner

Commitment to personal and professional growth

Willingness to participate in training and development opportunities

Ability to develop new and innovative fundraising ideas

Creative thinking to solve problems and overcome challenges in fundraising

Self-motivated to devise and implement marketing plans

Ability to inspire others through excellent communication

Ability to maintain confidentiality

Ability to work flexible, occasionally unsocial, hours

Desirable

Skills in engaging local businesses, groups, and individuals to encourage support

Job Types: Part-time, Permanent

Pay: 28,238.40 per year

Benefits:

Company pension Free parking Life insurance On-site parking
Experience:

Microsoft Excel: 1 year (required) Fundraising: 3 years (required) Microsoft Office: 1 year (required) Customer service: 1 year (required)
Work Location: In person

Application deadline: 01/02/2026