Trusts adnd Philanthropy Officer

3 months ago

Maidenhead, United Kingdom Merrifield Consultants Full time

Merrifield Consultants are delighted to partner with a heritage and conservation charity to find them a Trusts and Philanthropy Officer to join a friendly and supportive team. This is a new role to build capacity in a successful programme of philanthropic giving from trusts, foundations and individuals supporting capital appeals for award-winning heritage conservation projects.


Job Title: Trusts and Philanthropy Officer

Organisation: Heritage Charity

Reporting to: Development Manager

Salary: £30,000

Contract: Permanent Full-time

Location: Maidenhead(Hybrid- 2 days in London Office)

Required: CV and Cover Letter

Closing date: 27th September 2024


Key Responsibilities:

  • Lead on all communications and appeals to small and mid-level trusts (up to £10k). Manage a portfolio of larger trusts & foundations (£10k+) with the Development Manager (Major Gifts).
  • Manage a portfolio of donors to projects and appeals (typically up to £10k per gift).
  • Develop compelling proposals and applications for funding to support heritage conservation projects, appeals and other areas of work including environmental sustainability, craft skills, public access and engagement.
  • Achieve a personal income target in support of the overall targets for trusts and foundations, and individual giving to projects and appeals.
  • Work with the Development Manager (Major Gifts) to:Develop an effective strategy for charitable trusts and foundations.
  • Grow and maximise trusts income in line with overall objectives and plans.
  • Lead the research to identify and maximise the potential of new trust and foundation prospects, using an external agency as required on specific projects
  • Work with other teams (estates, engagement, history, Lundy) to identify needs and opportunities for funding as agreed with the Development Director.
  • Utilise events, digital engagement, and other stewardship methods throughout the year to provide opportunities to thank current trust supporters and engage new prospects.


To find out more and to apply for the role, please contact Jaini Shah at Merrifield Consultants.


Merrifield Consultants want to practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age, or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

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