The Senior Trusts Officer’s role is to maximise income generated from charitable trusts, foundations and statutory sources. We are seeking an experienced fundraiser who can both maintain and grow the loyalty of our existing funders and expand our supporter base by reaching out into new markets and exploring new opportunities.
|Location||SPANA head office, London.|
|Hours of work||Standard hours are 9.00am-5.00pm, Monday to Thursday, and 9.00am-4.30pm Fridays, although these may be varied in line with SPANA’s staggered hours policy.|
|22 days annual leave, excluding bank holidays, plus three additional days to be taken over the Christmas period when the office is closed. Further days of leave will be earned after two years of service – see the employment handbook for details.|
|Remuneration||Competitive – based on experience|
|Overall purpose of the role||To maximise income generated from charitable trusts, foundations and statutory sources, by producing compelling proposals, mailings, in-depth research profiles and feedback reports, and providing exemplary stewardship. To be an outstanding team player and work collaboratively to support the generation of income across the Fundraising department.|
|Line managed by:||Head of Philanthropy|
The Fundraising Team
This role sits within the Major Gifts team, which is part of the wider Fundraising department. The Major Gifts team is responsible for raising income from trusts, legacies, major donors and corporates. The Fundraising team also comprises Donor Marketing & Digital Fundraising and Supporter Care (Supporter Engagement, Database Management, Community Fundraising and Events).
- To lead on generating income from trusts, to meet agreed annual targets.
- Write clear, concise and compelling proposals and submit in a timely manner.
- Deliver the trusts communications plan, managing all trust correspondence, including a small programme of mailings along with tailored proposals.
- Develop new and existing trust relationships through exemplary stewardship (feedback reports, mailings, phone calls, face to face, etc) to maximise long term income, secure new sources of funding, upgrade existing levels of giving, repeat donations and multi-year funding.
- Develop and deliver an annual activity calendar for the trust fundraising programme, including key pitches and progress reports.
- Take responsibility for the trusts fundraising budget, setting targets in collaboration with the Head of Philanthropy and monitoring the programme.
- Work with colleagues to identify opportunities and develop pitches and funding applications for statutory income (e.g. DFID, DEC).
- Work with the Head of Philanthropy to refine and develop the trust fundraising strategy, including work to identify and research potential new sources of trust funding.
- To work closely with all departments to identify new income opportunities, projects for funding and resources.
- To work with the project teams and finance to provide appropriate narrative and financial feedback reports on specific projects and restricted funds (for funders and internal purposes).
- Develop and maintain internal systems and processes to ensure all donor information is kept up to date and recorded appropriately.
- To assist in the development of events for trusts and major donors and represent SPANA at both SPANA events and external meetings to cultivate relationships with the aim of securing income.
Support the Head of Philanthropy in the delivery of major donor income targets through:
- Working closely on the project portfolio and proposals, as suitable projects can be utilised for both trust and major donor audiences (and potentially other fundraising streams.)
- Assisting with gathering information for feedback reports for major donors.
- Keep up to date with the latest fundraising developments and legal requirements that relate to the role.
- To undertake any other duties not specified above and that are within the context and grade of this post.
As a small charity (in terms of staffing, not ambition nor reach) at times we need everybody to pull together and help out so, in addition to the person specification, we require staff to:
- Be positive with a friendly manner whilst remaining professional and efficient.
- Be flexible as from time to time the post holder may be asked to perform other duties.
- To resolve supporter complaints quickly, appropriately and professionally in regard to the areas that their role relates to.
- Enjoy working in a team and have a strong team ethic.
- To maintain, improve and develop team processes and procedures as and where necessary.
- To gain an in-depth understanding of SPANA’s charitable work in order to communicate confidently to current and potential donors.
- Share information with the team, whilst respecting confidentiality, so that you and your colleagues have all the information you need to perform your duties effectively.
- Maintain strict confidentiality at all times.
- Be committed to the aims and objectives of SPANA.
- To attend and assist at fundraising events and be willing to work occasional weekends and evenings when required due to events and community activities.
- Be willing to work within SPANA’s employment policies.
|Experience and Knowledge||Essential||Desirable|
|2 years fundraising experience in trust and statutory fundraising, and extensive knowledge of fundraising principles.||(E)|
|Track record of achieving and exceeding income targets.||(E)|
|Experience of researching trusts and matching their interests to the most suitable projects to build a long term relationship||(E)|
|Experience of understanding complex information and conveying it concisely and persuasively in writing and verbally.||(E)|
|Experience of building strong and effective relationships with donors, potential supporters and a range of stakeholders.||(E)|
|Experience of working with databases, preferably Raiser’s Edge, and setting up/following procedures.||(E)|
|Experience of managing own administration.||(E)|
|Excellent computer skills with strong knowledge of Excel, Word, Microsoft Outlook, Internet Explorer, PowerPoint, etc||(E)|
|Experience of giving presentations.||(D)|
|Skills, Abilities & Attitudes|
|Excellent interpersonal skills to meet and exceed donor expectations and work well within a small team.||(E)|
|An outstanding communicator and negotiator with excellent written verbal and skills||(E)|
|Highly numerate, with the ability to create, maintain and monitor budgets and expenditure summaries, and to speak and write about financial matters.||(E)|
|A diligent researcher with excellent analytical skills||(E)|
|Well organised with a willingness to manage a busy workload and work within changing priorities to meet deadlines.||(E)|
|Accuracy and excellent attention to detail.||(E)|
|A positive and friendly team player and self-motivator||(E)|
|Takes responsibility for own work – is conscientious, proactive and uses initiative.||(E)|
|Educated to degree level or equivalent||(D)|
|Uphold the fundamental principles and act with integrity and in accordance with SPANA’s values and obligations.||(E)|
|Recognise the implications of working within a charity.||(E)|
|Committed to SPANA’s equal opportunities policy.||(E)|
|Able to work occasional unsociable hours, weekends and stay overnight when required for travel||(E)|
Pension scheme – you contribute 5% SPANA contributes 10%
Discounted gym membership and PureGym and Nuffield Health
Employee assistance programme
Flat rental support agreement
Cycle to work scheme