Trusts and Philanthropy Officer

2 months ago

London, Greater London, United Kingdom Merrifield Consultants Full time

Merrifield Consultants is partnering with a heritage and conservation charity to find 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

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.

Requirements:

  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Excellent organisational and time management skills.
  • Proven track record of securing funding from trusts and foundations.

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