Director, Southmead Hospital Charity

Detailed job description and main responsibilities

Knowledge

• Knowledge of best practice in charity management including the management of income and expenditure budgets, charity law and governance.
• In depth knowledge and experience in all charity fundraising disciplines.
• Knowledge of marketing, communications and financial management.
• An understanding of the nuances, challenges and demands associated with NHS charities together with knowledge of NHS plans and targets.

• Knowledge of Bristol and the South West and its influential groups.

 Experience

• Experience of leadership, strategic management, organisational development and change.
• Proven track record of success with charities across a range of disciplines including fundraising, marketing, grants and finance.
• Experience of leading and motivating teams to achieve success.
• Significant experience of working across a range of teams, building effective relationships at all levels.
• Proven track record of achieving ambitious fundraising targets and delivering successful campaigns including direct asks to major donors, corporates and trusts.
• Experience of developing communication strategies including across digital media.
• Experience of analysing charitable accounts and the latest SORP guidance.

Education and training

• Education to master’s degree level or equivalent level of experience.

• Evidence of continual professional development in senior charity management.
• Membership of the Institute of Fundraising is desirable.

Skills

• Excellent and persuasive interpersonal, verbal and written communication skills particularly in media, external and internal communications and presentations.
• Excellent account management and leadership skills.
• Extensive strategic planning and financial management skills.
• Excellent negotiation and influential skills with the ability to network and communicate at Trust Board level or equivalent and within influential networks.
• Excellent IT skills including a working knowledge of charity databases.
• Proven ability to work with minimal supervision and under pressure.
• Excellent research and analytical skills and the ability to make swift, sound judgements in complex situations.
• The ability to swiftly absorb and assimilate highly complex information.

Personal attributes

• Strong work ethic.
• Self-motivated and target driven.

• Absolute commitment to the vision and values of the Charity.
• Energetic, passionate and tenacious.
• Confident, assertive, resilient and flexible.
• Demonstrate creativity and an innovative approach to work.
• A self-aware leader.
• Willingness to undertake some unsociable hours including some weekend work.

Strategy and planning

• To take the lead in delivering a new, ambitious strategy for SHC ensuring that it complements the organisation strategy of the Trust, developing plans for its operation and ensuring all resourcing implications including human resources, budgets, targets, financial processes and timetables are robust.
• In partnership with the Head of Fundraising lead the fundraising teams in delivering the fundraising strategy and operational plans to support the Charity strategy, recommending any changes that may be required to deliver its objectives.
• In partnership with the Head of Fundraising and the Corporate Communications team, lead on charity the marketing and communications activity required to deliver the Charity strategy, recommending any changes that may be required to deliver its objectives.
• Lead the Charity team in its grant giving strategy ensuring processes are in place to deliver a robust and transparent grant programme to meet the needs of patients, staff and visitors of North Bristol NHS Trust.
• To deliver the performance of the Charity against agreed targets.
• To assess and manage any major risks to which the Charity may be exposed.
• To provide excellent leadership and support to the staff of the Charity, inspiring ambition and development that encourages staff to lead and continually improve by being innovative and by adopting new approaches and technologies.

Governance

• To ensure that sound corporate governance is maintained for the Charity so that it can meet the legal and statutory requirements of the Charity Commission, Department of Health and auditors. To ensure Charity compliance with the Code of Fundraising Practice the Fundraising Regulator and Information Commissioner’s Office.
• To work closely with the Trust Chair to ensure that the Corporate Trustee and members of the SHC Committee are well informed through induction and training about the issues that impact on the Charity as well as their roles and responsibilities.
• To take the lead in developing a good understanding of Charity Law and other complex requirements (such as VAT and charity trading) with members of NHS staff undertaking tasks on behalf of the Charity.
• Together with the Head of Fundraising, identify Charity specific policies and procedures which are required and be responsible for drafting for approval by the Corporate Trustee and SHC Committee.

Human resources management

• Take the lead role in all HR matters relating to the Charity team and manage HR issues in close consultation with the Head of Fundraising with support from the Trust’s HR team.
• To have direct line management responsibility for the Head of Fundraising, Head of Operations and other roles as may be required/ appropriate..

External relations, communications and stakeholder engagement

• Represent, champion and promote the Charity as a spokesperson and ambassador for the organisation, unless otherwise directed by the Corporate Trustee.
• To develop a positive and trusted relationship with the Trust, developing strong relationships with the Chair, Corporate Trustee, Executive Team, Senior Leaders and staff throughout the organisation.
• To lead the Charity team in lifting the profile and brand awareness of the Charity within the local community and within the Trust, ensuring that the Charity becomes the charity of choice for donors and supporters both internally and externally.
• Manage relationships with key partners at a personal level.
• Working with the Head of Fundraising and the Corporate Communications team, lead the development of marketing and communications for the Charity, including high quality promotional literature, materials and other communication mechanisms, which adhere to the appropriate policies, effectively communicate the case for support and reflect the vision and values of the Charity.
• Be responsible for overseeing regular communication both internally and externally for the Charity.
• Develop a culture which places Southmead Hospital Charity as an integral part of North Bristol NHS Trust.
• Support the development and delivery of the Trust’s overall Communications and Engagement strategy and objectives, ensuring a strong role for the Charity and enabling its delivery.

Income generation

• Working with the Head of Fundraising to identify new and innovative methods of fundraising and income generation.
• Working with the Head of Fundraising to ensure that income targets are set and reported against the Charity’s donor pipeline.
• Ensure that all practices comply with data protection regulations and that policies are in place to instill and maintain donor confidence.
• Ensure that donor stewardship is managed at the very highest level and is integral to the operations of the Charity.

Grant Making

• Establish a robust and transparent process and suitable criteria for judging grant applications and monitoring the results and impact of grants awarded.
• Develop a robust process for creating future campaigns and appeals, with clear and accurate expenditure forecasts, timetables and stakeholder commitments which ensure that fundraising can progress with confidence.  
• Work with Divisional Triumvirate Management teams, Finance and divisional fund holders to drive spend from divisional funds and support identification of suitable projects.

Financial and data management

• To work with the finance team to ensure all transactions of the Charity are properly authorised and recorded accurately.
• To work with finance team and investment managers to ensure that the assets and investments of the Charity are secure, well managed and that investment performance is regularly reviewed.
• In conjunction with the finance team, ensure that a suitable reserves policy with a target level for reserves has been agreed by the Corporate Trustee, agreeing a business plan to manage reserves levels if required.
• Ensure that the Corporate Trustee and SHC Committee receives regular income and expenditure accounts (not less than quarterly), with explanations of any variances from approved targets and budgets.
• To authorise charitable expenditure in accordance with the Standing Financial Instructions and Scheme of Delegations of the Charity.
•  Working with the finance team and Head of Fundraising ensure that the Charity’s annual report and accounts and impact report are produced in a timely manner and submitted to the Charity Commission.
• To assist the Corporate Trustee and SHC Committee to create a risk register and risk management framework and to be responsible for the management of the risks identified.
• Ensure the Charity’s Public Liability Insurance and General Insurance is fit for purpose.
• Together with the Head of Fundraising, oversee the development and maintenance of an effective and accurate fundraising database to ensure best practice in donor communications and stewardship.
• Use data to inform Charity business planning and development and promote a culture where accurate and informative data capture is integral to the Charity’s growth.