Trust Fundraising Officer (Part time)
Job title: Trust Fundraising Officer
Job location: New Anstey House, Gate Way Drive, Yeadon, Leeds, LS19 7XY
Department: Fundraising Department
Responsible to: Individuals Giving and Membership Manager
Grade: Officer Level 3
Hours of work: Up to 24.75hrs per week within normal office hours (8.00am - 6.00pm) Epilepsy Action operates a flex time scheme for all staff
Holiday entitlement: 28 days per annum (pro rata), three days fixed at Christmas
Optional contributory pension plan 2 x salary death in service benefit
Other terms & conditions: These are set out in Epilepsy Action’s Terms & Conditions of employment
Salary: £25,690 pro rata (actual salary £18,429)
Purpose of job
Undertaking focused, project-based appeals to targeted funders and implementing a rolling programme of applications to grant-makers.
Scope of activities
The post holder will be required to generate funds by:
* Managing existing relationships with charitable trusts and foundations while developing new relationships and communicating Epilepsy Action’s work and its outcomes for beneficiaries.
* Sending out high-quality grant applications to trusts, foundations, and other relevant grant-makers, including Big Lottery Fund, government and other grant-makers.
* Maintaining a resource of evidence that demonstrates the impact of Epilepsy Action’s work
The post holder will be part of a small team of trust fundraisers and will work closely with other members of the fundraising department and wider organisation. The fundraising department covers all main fundraising disciplines including events, major donors, direct marketing and appeals, donor acquisition, trading and trusts, statutory and corporate fundraising and membership development.
Assistance in other fundraising areas may be required from time to time.
Principal duties and responsibilities
These include the following:
1) To maximise income from charitable trusts, foundations, Big Lottery, government and other statutory grant makers in order to meet individual and team income targets in support of the delivery of Epilepsy Action’s work by:
a. Working with Epilepsy Action’s service delivery teams to identify projects and areas of work that are suitable for grant-funding.
b. Writing high-quality, compelling applications to maximise income towards Epilepsy Action’s core costs and project-based work.
c. Identifying and developing new relationships with grant-makers.
d. Maintaining and developing existing relationships with grant-makers.
e. Providing information, skills and resources to corporate fundraising colleagues to support charity of the year applications.
2) Maintaining efficient administrative systems, including:
a. Taking responsibility for inputting and managing relevant trust and statutory records on Progress CRM.
b. Developing effective controls for monitoring income and expenditure
c. Responsibility for the appropriate, efficient and timely thanking of all grants and donations.
d. Dealing with enquiries from trusts and statutory organisations – as appropriate.
e. Developing and administering effective systems and undertaking own administration.
3) Reporting on income and expenditure against targets and other key performance indicators on a regular basis:
a. Producing monthly reports on activity, financial targets and future plans.
b. To prepare and submit reports to grant-makers as required.
c. Ensuring all materials produced are in line with corporate identity and quality assurance requirements.
d. Attending regular one-to-one sessions with Individual Giving and Membership Manager.
e. Attending and contributing to individual giving and fundraising team meetings.
f. Contributing to future fundraising, budgets, strategy and plans.
4) Maintaining a resource of evidence that demonstrates the impact of Epilepsy Action’s work:
a. Supporting service-delivery colleagues at planning stage to ensure that the work for which we seek grant-funding has clear objectives and measurable performance indicators.
b. Working with service-delivery colleagues to ensure that information is collated on an ongoing basis to demonstrate the difference that Epilepsy Action’s work makes for its beneficiaries.
c. Maintaining a bank of information from across the range of Epilepsy Action’s work that demonstrates the impact of that work
a. Attending fundraising events and supporting participants on the day as required.
b. Develop a deep understanding of the charity’s vision, aims and objectives
c. Act as an ambassador for Epilepsy Action by representing the association at external events as necessary.
d. Consistently upholding the standards of the organisation by both word and example.
e. Ensure all work meets the Association’s quality standards.
f. Ensure all aspects of work comply with health and safety, equal opportunities and other legislation and established Epilepsy Action procedures.
g. Ensure all work is accessible and that the charity’s commitment to diversity and equal opportunities is planned into all work in a relevant and effective manner.
h. Any other duties reasonably required which may from time to time fall within the scope and responsibility of the post.
6) Epilepsy knowledge and advice and information provision. Level A (see Policies and Procedures for more detail)
a. Expected to have or gain a basic understanding of epilepsy.
b. If approached by anyone requiring advice or information about the condition the post holder should not provide advice or information but they should signpost that person to the association’s Advice and Information Services.
7) Organisational understanding
a. Expected to have or gain in depth understanding of the Association’s services and strategic aims.
Experience and Qualifications
1) Experience of establishing and managing effective relationships with charitable trusts and foundations.
2) Experience of using specialist research tools.
3) Proven experience of writing project proposals and case for support.
4) Proven experience of securing donations, grant income or new business.
5) Educated to at least A-level or equivalent.
6) Experience of using computer databases to manage donor/customer relationships.
7) Experience of working in a professional fundraising environment or not for profit marketing department, either paid or voluntarily.
Skills and Abilities
1) Demonstrable excellent interpersonal and skills.
2) Excellent communications skills, both written and verbal.
3) Ability to use own initiate and to work to tight deadlines.
4) Good Word, Excel and database skills.
5) Ability to effectively organise workload and plans to achieve objectives and targets.
6) The ability to communicate to a range of audiences the impact of Epilepsy Action’s work.
7) Knowledge and understanding of charitable trusts and relevant fundraising trends and legislation.
8) Ability to use a fundraising or CRM database to support fundraising activity and adhere to the principles of data protection.
1) A demonstrable understanding of and a commitment to Equal Opportunities including the needs of different social, cultural and disability groups.
2) Able to travel to meet the needs of the role, including occasional evenings and weekends as required. The job will entail occasional travelling all over the UK.