Senior Trust Fundraiser Public Engagement Major Partnerships Unit

Transcription

1 Job Title Department Unit Grade Grade 3 Salary Contract type Reporting to Responsible for Overview of Department Senior Trust Fundraiser Public Engagement Major Partnerships Unit 38,771 per annum Permanent, full time (34.5 hours per week) Philanthropic Partnerships Team Manager Two Trust Officers The Major Partnerships Unit seeks to bring about transformative change by bringing together key players to deliver income, increase influence and impact, and raise the profile of Plan International UK. The unit works across trusts and foundations, major donors, corporates and some institutions, and has seen remarkable growth in recent years from 2 million in 2007 to over 7 million this year. The funds raised by the Unit support Plan International s work with children and their communities to help realise children s rights. We fund a wide range of programmes, including education, health, child protection, child participation, economic security, disaster relief, water and sanitation. The Senior Fundraiser Trusts and Foundations role sits in The Philanthropic Partnerships Team, which is specifically responsible for all trust, foundation and major donor relationships and income. It is a high-growth, exciting and innovative team, having increased annual revenue from 660k in 2005 to over 3m in We foster an open and energising environment, highly conducive to cooperation and collaboration. This role will manage two Trust Officers and will lead the day to day running of Plan s trust programme. We also have a programme team within the Unit, which enables us to offer an enviable range of funding options to partners. This means we can offer strategic, co-funding or bespoke projects to meet donor interests whilst maintaining absolute integrity and impact in our programming. Job Purpose Working closely with the Philanthropic Partnerships Team Manager, you will sustain and increase income from trusts and foundations, and play a key role in the smooth running of the Philanthropic Partnerships Team. You will manage the day to day running of the trust programme alongside managing high level trust relationships, both existing and prospective and maximise donor engagement, satisfaction and value, ensuring a high level of customer service and account management with a view to securing 5 and 6 figure grants from trusts. You will input into the strategic development of the trust programme as requested by the Philanthropic Partnerships Team Manager and manage two Trust Officers, supporting them to reach their income targets.

2 Key Deliverables Key Activities New revenue generation: Ability to secure new gifts from prospects Supervise the trust research (profiling and prospecting) programme Develop innovative ways of approaching and meeting a wide range of prospects including attending networking events to raise Plan International UK s profile Follow through leads and deliver effective presentations and pitches to prospects Update, maintain and regularly review new prospects portfolio, creating stewardship plans and strategies for key prospects Integrate prospecting activities with other Plan engagements and events, to drive opportunities and efficiencies. Portfolio relationship management: Ability to work with existing trusts to steward and upgrade relationships Stakeholder relationship management: Effectively manage a trust portfolio ensuring first class donor recruitment, retention, development and strategy. Work closely with the Projects Team to identify projects that are integrated into Plan International UK s programme strategy, thus prioritising impact. Develop innovative and creative methods to maintain existing donors Manage high level trust relationships. Make direct contributions to meeting annual income targets for the team as well as meeting individual income targets and play an active role in pitches, meetings and presenting proposals. Work with the Trusts Officers and Projects Team on emergency response appeals Build and sustain a range of relationships and networks that will help support and enable introductions to potential trust prospects Represent Plan International UK at events and meetings to broaden and secure our network of donors, supporters and contacts Establish and develop solid partnerships with overseas staff in order to facilitate donor relationships Work with the Projects Team to deliver grant agreement requirements Line management Line manage two Trust Officers, setting objectives, monitoring performance and supporting development Supervise volunteers as and when necessary Other Duties Organise project visits for donors and prospects and, if necessary, accompany them to the field to further develop donor relationships Ensure account management and customer service standards are adhered to Update and maintain contact records, ensuring that all communication and correspondence is logged accurately and is up to date Provide monthly reports and forecasts Keep abreast of key fundraising trends and issues and the regulatory environment around philanthropic partnerships

3 Support the implementation of the CRM system as required Develop knowledge and understanding, and keep abreast of developments within Plan International UK and the development sector in order to communicate and negotiate effectively with stakeholders General Ensure that all activities undertaken on behalf of Plan International UK, externally or internally, are in line with the overall aims of the organisation and with policies and procedures. Participate in training and other activities as requested Awareness and Representation Commitment to Plan s position on promoting girls rights and gender equality, and integrating this into all aspects of work. Commitment to child safeguarding and to being confident and competent in meeting safeguarding responsibilities Level of Child Protection Responsibility Level of Budgetary Responsibility Standard Commitment to uphold to Child Protection guidelines at all time. Medium post has responsibility for the management of a trust budget This is not intended to be an exhaustive list. Your job description may be subject to change. Date Created November 2017

4 PERSONAL COMPETENCIES Competency Title The successful candidate will be able to. Communicating with all stakeholders Working effectively and efficiently Demonstrating Plan values Communicate confidently and diplomatically, often at a senior level, across all media Effectively share information, ideas and experiences with donors, staff and colleagues Influence, negotiate and persuade, internal and external stakeholders Present structured and cohesive arguments, both verbally and in writing Build and maintain networks and relationships, and bring people together behind a common goal Accurately present information and produce work which clearly summarises situations, identifies key issues and proposed actions Work independently and as part of a small team and collaborate well with colleagues Work calmly under pressure Motivate self and seek personal feedback Demonstrate resilience, resourcefulness, creativity in problem solving and flexibility, particularly at difficult times Exhibit good time management and meet deadlines Encourage high ROI per team staff member Be target driven with a demonstrable record of success against goals Think strategically and constantly review plans Anticipate future trends, analyse them, and spot new opportunities Demonstrate vision and creativity Ensure high level of account management and customer service Ensure queries, questions and complaints are handled most appropriately, with minimum risk

5 RELEVANT EXPERIENCE The successful candidate will have experience of. Substantial experience of creating and managing relationships with and raising funds from trusts and foundations International development and fundraising in this context Research and prospecting Strategic planning and portfolio management Delivering innovative ideas, pitches and partnerships Budget management and financial analysis Line management experience is desirable SPECIFIC SKILLS AND KNOWLEDGE The successful candidate will have the ability to. The successful candidate will have knowledge of. Be highly organised with attention to detail Think creatively Develop strong pitches and propositions Analyse and solve complex problems requiring significant levels of judgement and assessment of information International development issues, including gender The UK charity market, particularly philanthropic partnerships Trends, techniques and best practice in trust and foundation fundraising Ask appropriately and successfully Manage risk and opportunities Line manage, motivate and guide the team to meet objectives Demonstrate an awareness of child safeguarding issues