JOB TITLE:Trust & Foundations Fundraiser

DEPARTMENT:Income Generation

SECTION:Fundraising

RESPONSIBLE TO:Director of Income Generation

SALARY:£28K

JOB PURPOSE:

To maximise income for Woking and Sam Beare Hospices by developing and managing relationships with charitable trusts and foundations in order to realise their grant-making potential.

KEY RESPONSIBILITIES:

•To research and identify trust fundraising opportunities

•To develop and manage a portfolio of trust accounts

•To write and present trust applications in order to generate grant income to given targets

•To contribute, as a member of the fundraising team to planning and administration

KEY ACTIVITIES:

Research

•To become familiar with all aspects of the Hospices work that is to be the subject of fundraising applications and achieve a personal understanding of policies and practices.

•To research, identify and package aspects of either or both Hospices that are suitable for fundraising applications and to match them with the most appropriate grant-making trusts.

Account Management

•To take the lead in developing and fostering relationships with both new and assigned trusts in order to provide a customer focused approach with appropriate and timely feedback on grant expenditure. Ensure high standards of approach and response at all times, both written and verbal.

•To identify and co-ordinate appropriate support, with Head of Income Generation, from colleagues and VIPs, including Directors and Members of Trustee Board, in order to maximise support from trusts.

•Deal with all aspects of charitable bequests

Team Activities

•To integrate approaches with fellow team members and to share information appropriately for the achievement of agreed income budgets and business objectives.

•To take a proactive approach to team issues by making suggestions and generating new ideas to improve working methods and levels of performance.

P E R S O N P R O F I L E

EDUCATION

  • Educated to degree level(*) or have 3 years relevant sales, marketing or fundraising experience

EXPERIENCE OF

  • At least 3 years relevant fundraising and/or sales experience
  • Experience of dealing with charitable bequests and/or a legal or financial background Project management from establishment to conclusion
  • Working to activity and financial targets and within budget constraints
  • Negotiating with people at all levels to achieve business and activity objectives
  • Presentations to individuals and groups

KNOWLEDGE AND SKILLS

  • A full understanding of the administration of estates and the legal rights of a beneficiary.
  • Extract key information, including statistical, to inform decision making
  • Work flexibly to support section priorities and to maximise opportunities
  • Use information technology systems and packages within a work environment that will assist with this role
  • Able to communicate effectively with excellent written and oral communication skills
  • Able to undertake financial and numerical calculations and an understanding of budgets systems
  • Ability to solve problems and negotiate acceptance of effective solutions
  • Organisational sensitivity – the ability to perceive the impact and implications of decisions and activities on other colleagues throughout the Hospice
  • Ability to work unsupervised and under pressure with changing business requirements whilst maintaining personal work performance in the face of setbacks

CIRCUMSTANCES

  • Work flexibly to meet agreed objective
  • Occasional overnight stays
  • Current Driving Licence

11th November 2011