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Trusts and Philanthropy Officer

2 months ago

Maidenhead, Windsor and Maidenhead, United Kingdom Merrifield Consultants Full time
Trusts and Philanthropy Officer

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

Key Responsibilities:

  • Lead on all communications and appeals to small and mid-level trusts (up to £10k) and manage a portfolio of larger trusts & foundations (£10k+).
  • 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.
  • 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 and 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.
  • Collaborate with other teams 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.

Merrifield Consultants is committed to a diverse and inclusive recruitment process that ensures equal opportunity for all. We encourage applications from all backgrounds and will ensure measures are met when required to allow a fair process throughout.