Trusts and Foundations Lead

4 weeks ago

Colchester, United Kingdom Age Well East Full time

**The Purpose of the Role**:
The Trusts and Foundations Lead will play a pivotal role in income generation to help us achieve our goal of supporting and empowering people to age well.

**About Us**:
Age Well East is a values-driven organisation with a passion for making the greatest difference to people by supporting and empowering them to age well.

Our Vision: To be the go-to place for people to feel connected, informed and included as they grow older.

Our Values
- Excellence
- Trust
- Compassion

We have gone through significant growth since 2017 and provide a wide range of high-quality services across Essex. Each year we support thousands of people through advice and information; befriending; emotional support services; and friendship groups and activities. Our long-term ambition is to continue to grow so that we can make a difference to lives of people across Essex by continuing to develop our services and look for new areas of innovation.

**Responsibilities**:
**Fundraising Responsibilities**
- Working closely with colleagues across the organisation to develop fundable and fully costed proposals.
- Identifying appropriate funding and development opportunities through extensive desk research and networking with funders and other relevant organisations.
- Researching and identifying appropriate funders whose criteria match organisational development goals
- Develop and maintain relationships with existing and prospective funders, especially those with the potential to give significant multi-year grants.
- Develop cases for support for existing and new services.
- Maintaining accurate and accessible records and producing regular reports
- Ensure that conditions and criteria of grants are tracked against outcomes, and that funders are provided with regular updates that meet or exceed their requirements maintaining oversight and delivery through an online database.
- Work closely with colleagues in the fundraising team to complement and develop a team ethos, share in success together and drive forward individual and team success***

**Planning & Organising**
- Take responsibility for the delivery of the trusts and foundation income stream across assigned areas of focus.
- Support the organisation with the delivery of fundraising objectives working closely in partnership.
- Listen to the needs from across the organisation to fully understand what is being achieved and is to be developed so you can create a compelling narrative.
- Identify and maintain a pipeline of prospective funders in HubSpot.
- Develop the funding pipeline for a consistently strong income delivery.

**Financial Responsibilities and Budget Management**
- Work with appropriate individuals to adjust financial plans when required to meet fundraising budgets or new funding requirements.
- Work with the Finance team to ensure the operational functions that support fundraising activities are lean, efficient and robust.
- Any other reasonable duties as required.

**Core Requirements**:

- Adhere to the organisation’s values and vision.
- Adhere to and promote the organisation’s policies on Equality, Diversity and Inclusion and Information Security.
- Ensure compliance with Health & Safety and Data Protection Legislation.
- Dedication to safeguarding and promoting the welfare of our clients.

**Additional Requirements**:
Undertake any other duties as requested by the line manager or appropriate senior manager, suitable to the level of the role.

The post holder will be expected to show flexibility in working arrangements, which may include working hours, to ensure that the organisation delivers the required level of service.

**Requirements**:

- Experience of securing grants
- Experience of account managing multi-year grants
- Exceptional eye for detail
- A persuasive and open communicator with the ability to build long term relationships
- Experience and commitment to providing high quality customer care
- Excellent research and analysis skills
- Significant experience of cultivating and securing five
- and six-figure grants from trusts and foundations.
- Proven ability to develop and maintain a robust pipeline of prospects.
- Proven experience of writing compelling cases for support.
- Experience of delivering annual budgets, achieving fundraising targets and KPIs within a trusts and foundations context.
- Experience of using a CRM system (HubSpot & Salesforce preferred).
- Experience of other fundraising activities (corporate fundraising, employee engagement, community fundraising, challenge events) is desirable.
- Knowledge of the sector is desirable.

We are seeking people who can help us deliver the values of the organisation of: Excellence, Trust and Compassion.

**Perks**:
What do we offer?

Age Well East is growing our reach and activity because of the high demand for support. It is an exciting time to be a part of what we are doing, and this opportunity is about genuinely making a big difference to people. We take great pride in

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