Trusts and Philanthropy Officer
2 months ago
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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