Trusts and Foundations Officer
7 months ago
**Job Title**: Trusts and Foundations Officer Main Place of Work: Linton House Clinic, Thirlestaine Road, Cheltenham, GL53 7AS and such other areas as required. Responsible to: Head of Fundraising Accountable to: Chief Executive, Cobalt Health Line management There is no line management responsibilities associated with this role Job Purpose: This role is responsible for generating income from trusts and foundation and will playa pivotal role in driving the trust fundraising efforts to new heights. Your primaryresponsibilities will include identifying and cultivating relationships with potential trustsupporters, developing compelling funding proposals, and providing exemplarystewardship to existing donors. You will be at the forefront of our efforts to securefunding from trusts and foundations to support our work.
Key Relationships Cobalt staff team, patients, volunteers, donors and supporters Key areas of responsibility will include: Operational Duties Build strong, long-term relationships with Trusts and Foundations through regulartelephone and face-to-face contact, communications, networking, written updates andother feedback as appropriate. Research and understand the funding needs of the charity, including corefunding, projects, and capital expenditure by working closely with the operationaland clinical teams. Develop and maintain excellent working relationships with a range of internalstakeholders. Research potential trust funders (local, regional, national, and if appropriateinternational).
Gather information required to develop powerful funding proposals andmonitoring reports. Develop compelling case for support and tailored fundraising proposals to matchfunder interests and leverage gifts from Trusts and Foundations. Maximise income from a broad and established portfolio of grant-makers, Use a range of research tools to proactively identify and research newopportunities. Assume responsibility for a portfolio of active, lapsed and prospective trustdonors to maintain, grow and/or revive their support for Cobalt.
Through excellent management skills to establish and maintain relationshipswith new and existing grant makers, with full responsibility for all aspects ofdonor care. Ensure high quality, individually tailored cultivation and stewardship of donors.Support the planning and delivery of donor visits, events, and meetings. Ensure all gifts are appropriately acknowledged and recognised. Ensure theterms and conditions and reporting requirements of all grants are recorded,monitored and fulfilled and that donors are kept informed of all key developments.
Provide accurate, timely and informative monitoring reports and updates fordonors. Follow restricted funding procedures and liaise with the finance team lead toensure all funding is allocated appropriately, expenditure evidenced andreported clearly to donors. Specific Duties Any other duties in accordance with the level of the role. A willingness to work some evenings and weekends as required (time off inlieu will be given).
Management of Resources To assist with monitoring of supplies Teamwork To work collaboratively with other departments within Cobalt Taking an active part in team meetings Champion the professional integrity of the organisation Adhere to corporate policy and procedure Advise and mentor staff members, particularly junior staff members Confidentiality Under no circumstances either during or after the end of your employment (however itis terminated) may you divulge to any unauthorised person confidential informationrelating to the Charity. This includes, but is not limited to, information covering patients,individual staff records, industrial relations, financial affairs, contract terms and pricesor business forecasts. Data Protection If required to do so, to obtain, process and/or use information held on computer or otherIT system in a fair and lawful way. To hold data only for specific registered purpose andnot use or disclose it in any way incompatible with such purpose.
Health & Safety In addition to any responsibilities specified within your job description above, it is yourduty to: Take reasonable care of the health and safety of yourself and of the other peoplewho may be affected by actions and omissions at work. Co-operate with the employer in ensuring that all statutory and otherrequirements are complied with. Infection Control Make themselves aware of their responsibilities for infection prevention and control. Co-operate with the employer in ensuring that all infection prevention and control policiesand procedures are complied with.
Conduct hand hygiene in accordance with Cobaltpolicy, challenging those around you who do not. Information Governance You should be aware of all information governance policies and procedures, in orderto ensure necessary safeguards are upheld for the appropriate use of patient andpersonal information. You are required to undertake the Data Protection trainingincluded in the NHS IT Governan
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