Director of FundraisingCandidate Information – September 2016

Contents

3 Welcome

4 Director of Fundraising

5 About Shelter

11 Organisational Structure

13 Director of Fundraising

16 Terms and Conditions summary for candidates

17 How to apply, selection process and timescales

Candidate Information | Director of Fundraising | September 2016 3

Dear Applicant,

Thank you for your interest in the Director of Fundraising post, it is one of the most important roles at Shelter and a key part of our Senior Management Team. Our fundraised income is critical to our ability to help millions of people every year and allows us to have a strong, independent campaigning voice; something that throughout our 50 year history, has brought about real change for the most vulnerable in our society. We are looking for an experienced and innovative fundraiser who can build on the successes of recent years, someone who is passionate about what they do and wants to be part of a dynamic and ambitious team. Join us. Make our vision a reality.

Campbell Robb Chief Executive

Welcome

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How to applyFor an informal discussion, please contact:

Carroll Lloyd DirectorNFP Consulting020 7096 9639 carroll.lloyd@nfpconsulting.co.uk

Applications by 10.00am Monday 3rd October

£85,000 – £90,000 Fulltime, permanent London, Old Street We’re here so no one has to fight bad housing or homelessness on their own.

Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that one day, no one will have to turn to us for help.

In 1966 three million families were living in slums and Shelter was born out of the belief that this appalling injustice must be put right.

Fifty years on, the country is in the grip of another housing crisis. A huge range of people are affected by our current housing shortage, from a generation of young people who can’t afford a home to those struggling with sub-standard housing.

In our 50th year, 100,000 children are homeless. So, while we will reflect on our achievements, we will only celebrate when everyone has a place to call home.

Our fundraising enables us to bring about change for the most vulnerable in society.

Director of Fundraising

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Shelter helps millions of people every year struggling with bad housing and homelessness. We do this by giving expert housing advice on the phone, online and face to face. We attend court to defend people at risk of losing their home. We provide specialist support services to help families keep their home or settle into a new one. And we campaign to tackle the root causes of the housing crisis so that, one day, no one will have to turn to us for help.

We employ over 1,250 staff and have a network of more than 1,500 volunteers who all play a vital role in making sure no one fights bad housing or homelessness on their own.

In 2015/16 we dealt with over 5 million requests for help.

Download our annual report 15-16

Our HistoryWe’ve been campaigning since 1966, and we won’t stop until there’s a safe, secure, affordable home for everyone.

We were formed in 1966 by Bruce Kenrick (founder chairman) and Des Wilson (founder-director), in response to the country’s massive housing crisis. Their vision – along with co-founders – was to establish one organisation to speak for the millions of ‘hidden homeless’ living in overcrowded slums. This organisation was Shelter. That same year the BBC screened Cathy Come Home; a Ken Loach directed film, about a young family pulled apart by worsening housing conditions. Watched by over 12 million people, its impact ensured public empathy and support for Shelter from our very beginning.

About Shelter

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We’ve achieved a lot since 1966, including landmark changes in law, such as England’s introduction of the Tenancy Deposit Scheme and the ground-breaking commitment in Scotland that, from 2012, everyone will have the right to a home. But we don’t intend to rest on these achievements, so until there’s a home for everyone, we’ll keep fighting.

Shelter at 50 microsite

Bold

We are not afraid to set the agenda or challenge the status quo. We want to make an impact and we will make sure our voice, and the voice of those we help is heard.

Passionate

We have a fundamental belief in social justice, fairness and a place to call home. That drives us to find solutions and means we won`t give up until we achieve our vision.

Focused

We focus on how to make a difference and achieve sustainable change for individuals, families and the wider society. We choose our battles and we fight them in public and behind the scenes.

Together

We bring expert knowledge, experience and talent together to help us achieve our goal.

Our Values

Our Vision

We strive every day to give people the help they need, and we campaign relentlessly to achieve our vision of a safe, secure, affordable home for everyone.

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Our Strategy 2015-18

At Shelter we believe passionately that everyone has the right to a safe, secure and affordable home. Throughout this strategy we will be bold in our campaigning and focused on providing the best possible help to as many people that need it. We will work together with our volunteers, our campaigners, our donors, our supporters and our staff to make our vision a reality”.

Campbell RobbChief Executive

Our Strategy is formed of 4 objectives, the first 3 being externally facing and the 4th being internally facing:

1. Win the lasting public and political support to make housing more affordable, renting fairer and homelessness a thing of the past

2. Inspire and mobilise people to join forces with us in our fight to end homelessness and bad housing

3. Empower people with housing problems to keep, access and improve a home

4. Work effectively and together to realise our vision

Download the Full Document

Candidate Information | Director of Fundraising | September 2016 8

Our Fundraising Strategy (to 2020)Main objectives

By 2020 we will have reached 60% of our long-term net income vision for Shelter of £50m, achieving £31.5m net income. 85% of this income will be unrestricted, giving Shelter an exceptional level of investment flexibility. We will be recruiting a sustainable 50,000+ donors per annum and will have an active regular giving base of 173,000.

Attitudes to welfare have significantly hardened over the lifetime of the last strategy. We will monitor this risk throughout the strategy and focus on those donor segments with greatest propensity to give regularly to Shelter.

The fundraising strategy will be delivered alongside Shelter’s campaigning strategy to influence public behaviour in supporting a more comprehensive safety net. Much work has been undertaken to ensure we work together to engage behavioural change and supporter audiences. We will monitor carefully the success of our supporter journey and behavioural change work and the impact on audience engagement as this will be critical to the success of the fundraising and overall Shelter strategy.

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As market competition increases and 80% of charities plan to scale-up their investment in fundraising, there are four key drivers which will impact our fundraising success:

1. Cost-effective and scalable recruitment and retention of regular donors.

2. Our ability to use digital technology to harness support and drive action.

3. Profile of our work and impact with donor audiences to maintain and increase propensity to give.

4. Swift and accurate data analysis to inform investment decisions.

This strategy takes us through our 50th anniversary, which provides a unique opportunity to reposition Shelter and galvanise support.

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Under-pinned by how we deliver fundraising:

Our purposeGrow sustainable unrestricted net income from individuals, companies and

foundations

181 multi-year leadership donors

173,000 committed givers

4,400 legacy pledgers

40 major donors giving £10,000+ annually.

10 multi-year corporate partners giving £150,000+ annually and 19 multi-year corporate partners giving £25,000+ annually.

110 multi-gift trust donors and 2 multi-year lottery grants.

52,300 new regular givers recruited through: established face to face and door to door; expanded digital, DRTV, events; new lead generation across all Shelter touch points.

Tailored stewardshipprogrammes for regular donors, mid value & cash committed donors.

225 new legacy pledges from supporters annually.

450 new legacy enquirers and 300 free will referrals.

Personalised pledger stewardship including 30face to face meetings with pledgers, increasing average value of a residuary legacy to £30,650.

Speak with one clear and compelling voice to each audienceBold, focussed and purposeful messages that enable us to speak together with passion

20+ ‘bestseller’ fundraising propositions packaging Shelter’s work for donorsShelter-wide content strategy and stories that bring people to the fore

Supporter CRM and digital CMS delivering effective and tailored communications

Breakthrough success in digital lead generationGeneral public mass outreach and prospecting campaign combining 3 areas of innovation:

1. New techniques and technology for outreach through digital channels2. New propositions for mass lead generation linked to Shelter campaigns3. Campaign embedded in and launched as part of Shelter’s 50th birthday

Culture and values

Strong management

Expert team

Sustained ££investment

Internal collaboration

Reporting & systems

OUR LONG TERM

AMBITION

£50 million net income

88% unrestricted

230,000 active regular givers

Return on investment of 5.0

OUR 2020 TARGETS£31.5 million sustained

annual net income

85% unrestricted173,000 active regular giversReturn on investment of 3.5

OUR 2020 GOALReach 60% of our long-term

net income potential

Fundraising Strategy to 2020

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Board of Trustees

Shelter’s Board of Trustees, who are also directors of the charity for the purposes of the Companies Act, have overall responsibility for the direction, management and control of the charity. Our Board currently consists of 12 members.

Executive Team

Overall operational management of Shelter is delegated to the Senior Management Team, made up of 6 divisional directors and led by the Chief Executive.

Fundraising DivisionShelter’s fundraising division consists of 98 staff, spread across our London Head Office, Regional Hubs and our Edinburgh Head Office. The Fundraising Director is supported by a team of 6 Divisional Managers.

Organisational Structure

Senior Management Team and Board of Trustees

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Senior Management Team

Divisional Management and Teams

Board of Trustees

Chair

Director for

People

Director of Finance

andResources

ChiefExecutive

Director of Services

Director of Fundraising

Director of Campaigns,

Policy and Comms.

MB of Shelter Trading Limited(Shelter Shops)

Shelter Retail Operations

Shops supportShops volunteering

Retail Marketing

OperationsAdvice and

SupportLegal Services

National Contracts

Telephone and Online Advice

HelplineDigital Advice

TelephoneCasework

ServicesAdvice and

Support Legal Services

Helpline

Communicationsand PolicyResearch

CampaignsPublic Affairs

DigitalBrandMedia

BusinessDevelopment

Scotlandvolunteering

Campaigns

Policy

Media

Public Affairs

Research

Brand / Internal Comms

DigitalFundraising

Online

Digital Marketing

Creative

CorporatePartnerships

Data Managementand Insight

BusinessSupport

BusinessDevelopment

Internal Audit

Community / Events

Philanthropy

IndividualGiving

Finance

IT (Resources)

Property andFacilities

Data Protection

HumanResources

Volunteering(England)

Shelter Training

Director of Shelter Scotland

Board CommitteesNominations and

GovernanceAudit, Risk and Finance

Scotland

Organisational Structure 2016-2017

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Reporting to Chief Executive Location London

Role PurposeTo lead the fundraising division, which currently raises over £30m voluntary income per annum, managing head office teams in London and Edinburgh and contributing to local strategies for fundraising development in Shelter’s Hub locations. As a member of the Senior Management Team, provide collective leadership across the whole organisation.

Essential skills and knowledge• Strong leadership skills

• Demonstrable track record of bringing innovative creative thinking to your work, and delivery of income growth across multiple channels

• Knowledge of the fundraising environment and of a range techniques and disciplines which will support the cost effective generation of income

• Ability to work with key stakeholders at all levels

• Demonstrable ability to evaluate the type of initiatives and programmes within the scope of the post and initiate, develop and deliver new initiatives that build on their successes

• Show drive and passion to deliver Shelter’s core vision

• Energy, enthusiasm and flair to work hard and achieve ambitious targets

Director of Fundraising

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• As guardian of fundraising compliance you will be abreast of the changes in the regulatory environment and ensure Shelter’s fundraising practices are ethically governed

Key Responsibilities• Manage the implementation of the Charity’s fundraising

strategy to maximise voluntary income and support the Charity’s overarching strategy for 2015-18

• Manage and report on budget, performance and programme risk at regular intervals

• Identify new sources of income and opportunities to diversify the acquisition portfolio and minimise risk

• Share responsibility for the strategic leadership of the organisation as a member of the Senior Management Team

• Provide external leadership and relationship management for high value corporate partners and philanthropy stakeholders

• Ensure all fundraising systems, processes and procedures are compliant, ethical, efficient and cost effective; liaising as appropriate with the relevant external regulatory authorities and representing the Charity in external debates around fundraising practice

• Lead and manage the fundraising division (98 staff) to ensure a dynamic, productive and responsive national team, developing and implementing internal strategies for fundraising teams

• Work in partnership with Senior Management colleagues and divisions across Shelter, to ensure fundraising activity is consistent and supportive of the wider mission and stratgegic objectives

Direct Reports• Head of Individual Giving; retention, acquisition and in-house

direct dialogue teams

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• Head of Community and Events; challenge events, music and comedy events

• Head of Corporate Partnerships; FTSE 250 partner income and pro bono expertise

• Head of Philanthropy; high value major donors, trusts, foundations, Big Lottery Fund and legacies

• Head of Digital Fundraising; digital underpinning of the fundraising programme

• Head of Data Management and Insight; supporter database, income modelling & segmentation, imports, selections and system architecture

About ShelterShelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that one day, no one will have to turn to us for help. We’re here so no one has to fight bad housing or homelessness on their own.

We strive every day to give people the help they need, and we campaign relentlessly to achieve our vision of a safe, secure, affordable home for everyone.

In 2015-16 we dealt with over 5 million requests for help.

• We answered 128,638 enquiries through our helpline and online advice services

• We helped 57,104 people through our network of face-to-face advice and support services

• We had 5,100,696 visits to the advice pages of our website

We employ over 1,250 staff and have a network of more than 1,500 volunteers who all play a vital role in the delivery of our strategy

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The following terms and conditions are typically offered to Shelter staff on fixed term and permanent contracts, and are set out here or your information only. Terms and conditions may vary according to circumstances and this summary does not form part of any subsequent employment contract.

Probationary period 6 months with a review at 3 months. During the first 3 months the contract may be terminated with 1 weeks notice, thereafter it will be 2 weeks up to the end of the probation period.

Annual Leave 30 days annual leave and 8 bank holidays per annum (pro rata for part time staff and those working less than a year)

Pension Contributory pension through AEGON. Shelter contributes 10% salary on condition the member of staff contributes at least 2%. This can be joined on completion of three months employment.

Life Assurance 2 times your salary payable on death in service.

Sickness 8 weeks full pay and 8 weeks half pay in the first year, on a sliding scale up to 24 weeks full pay and 24 weeks half pay after 4 years service.

Maternity/Adoption Leave Statutory Maternity/Adoption pay, allowances and leave are available for people with less than 1 year’s service. After which time people will be entitled to Shelter’s enhanced arrangements.

Co-parental Leave Up to 20 days paid leave (pro rata for part time staff).

Carers Leave Up to 5 days paid leave per year for the care of sick dependants.

Season Ticket A loan to purchase an annual season ticket for travel to and from work may be obtained with the agreement of your line manager. This is limited to £500 during the probation period.

Employee Assistance Programme Access to Shelter’s free personal support service

Terms and Conditions summary for candidates

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For an informal and confidential discussion about the role, please contact:

Application is by way of CV and a Supporting Statement, which should concentrate on the experience and knowledge requirements and be around 1,000 words max.

Closing date 10.00am Monday 3rd October

First interviews Tuesday 11th or Wednesday 12th October

First interviews will be conducted by NFP.

Candidates taken forward from the first round will be required to complete an online occupational personality questionnaire, which is completed online and reasoning exercises. The supplier we use is CEB (formerly SHL) is recognised as the leader in the development of assessment and development tools.

Occupational Personality Questionnaire (OPQ)

Personality Questionnaires look at behavioural preferences, that is, how you like to work. They are not concerned with your abilities, but how you see yourself in terms of your personality; for example, the way you relate to others, and how you deal with

How to apply, selection process and timescales

Carroll LloydDirectorNFP Consulting020 7096 9639carroll.lloyd@nfpconsulting.co.uk

Candidate Information | Director of Fundraising | September 2016 18

feelings and emotions. There are no rights or wrongs in behavioural style, although some behaviours may be more or less appropriate to certain situations.

Verbal Reasoning

Verbal tests are designed to measure your ability to understand written information and to evaluate arguments about this information. The test is timed.

Numerical Reasoning

In a numerical reasoning test, you are required to answer questions using facts and figures presented in statistical tables. The test is timed.

Final interviews Friday 21st October

There will be a pre-prepared presentation task and the interview panel will comprise:

Campbell RobbChief Executive

Sir Derek MyersChair of Trustees

Ruth HuntTrustee and CEO of Stonewall

LocationAll interviews will take place at Shelter’s Head Office in London.

88 Old Street LondonEC1V 9HU

AccessibilityPlease let us know if you have any special requirements which we might need to consider in relation to the selection process, e.g. attending interview, completing the online exercises. Any requests will be taken into account and do not affect your equal opportunity in the selection process.