Trusts and Foundations Officer

Job summary

We are excited to announce that the fundraising team is growing and we have some fantastic opportunities to join Cobalt. Cobalt is a Cheltenham based medical charity celebrating its 60th anniversary and we are looking to recruit to our team. The role is key to helping us grow our voluntary income now and in the future so we can continue to change lives through our work.

Are you looking for a role that gives you the satisfaction of making a difference?

Are you looking to work with a small, friendly team?

Are you wanting to help shape the fundraising for a charity?

If its a yes - then you could be the right fit at Cobalt.

Main duties of the job

This role is responsible for generating income from trusts and foundations and will play a pivotal role in driving the trust fundraising efforts to new heights. With a proven track record of successfully building relationships and securing funding, youll have excellent communication and influencing skills, be highly organised and keen to succeed. If this is you, then why not apply today?

About us

Cobalt Health is a medical charity pioneering innovation in medical imaging diagnosis by investing in equipment, integrated research and education to improve outcomes for patients now and in the future.

I CARE our values - our culture - our purpose

Patient care is at the heart of all we do. We carefully select people who can show us how they share these same values and can contribute to a culture of respect, diversity, vision and a commitment to continuous learning and development.

Job description

Job responsibilities

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).

Help design and deliver effective processes for applications management andreporting, including the Thank You Process.

Identify high quality trust applications: communicate the charitys funding needsin a clear, consistent way to potential trust funders through high quality fundingapplications, events and communications.

Administration

Oversee the administration of grants and grant expenditure, with relevantdepartments such as Finance and Operations, to ensure compliance with grantterms and conditions.

Use the charitys CRM database to manage all relationships (both individual andorganisational), ensuring all records are kept up to date.

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. To disclose data onlyto authorised persons or organisations as instructed.

DBS Disclosure

All appointments are subject to a satisfactory initial DBS check by the Disclosure andBarring Service and satisfactory repeat checks, carried out in line with the policy in forceat the time. Failure to disclose any convictions or cautions may result in the withdrawalof the post or termination of contract.

Equality and Diversity

It is the responsibility of all employees to support the Charitys vision of promoting apositive approach to diversity and equality of opportunity, to eliminate discriminationand disadvantage in service delivery and employment, and to manage, support orcomply through the implementation of Equality & Diversity Strategies and Policies.

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 Governance Toolkit as instructed.

Personal Development

You are required to participate in the organisations annual appraisal scheme. The endof year appraisal will include a personal development review where progress made overthe last year is discussed and agreed. Focus on the following years departmental andpersonal objectives will be identified, discussed and agreed.

You are expected to maintain competency, learning new techniques and technology asrequired and retain records of continuing professional development (cpd) to ensurecontinuity of membership to your professional organisation.

All staff are encouraged to participate in training/activities that will help develop theirwider skills and assist them in managing their personal welfare and be attentive to thewelfare of colleagues.

Completion of Cobalt Healths mandatory training programme.

The Environment and EMS

Cobalt is committed to protecting the local and global environment and supporting thedevelopment of the concept of sustainable healthcare. To help achieve these aimsCobalt has developed an Environmental Management System (EMS) to proactivelymanage the charitys impact on the environment, and you have a crucial role to playwithin in this. In addition to attending training and any responsibilities specified withinyour job description above, you are required to familiarise yourself with Cobalts EMSand policies, to understand and contribute to the achievement of Cobalts environmentalobjectives and targets, and to provide feedback through line management or CSRChampions.

This is an outline of the post-holder's duties and responsibilities. It is not intended as anexhaustive list and may change from time to time in order to meet the changing needsof the Charity.

This post is subject to the terms and conditions of employment of Cobalt Health.

Person Specification

Qualifications

Essential

Educated to A Level standard or equivalent relevant and demonstratable experience.

Desirable

Fundraising qualification and/or membership of Institute of Fundraising.

Experience

Essential

Proven track record of successfully building relationships with charitable trusts and funders and securing funding. Knowledge and experience of providing compelling written applications which meet requirements of trust funders. Experience of working with financial information. Able to achieve and exceed targets.

Desirable

Experience of using a CRM database

Skills and abilities

Essential

Excellent research skills. Fully IT literate, and conversant in the use of Microsoft Office applications. Good attention to detail and accuracy in data entry and record keeping. Good understanding of financial information, and the ability to communicate this effectively Excellent verbal and written communication skills, with the ability to communicate with a broad range of people in an appropriate and sensitive way. Highly organised, able to multi-task and prioritise competing demands while working to tight deadlines. Ability to initiate, build and maintain effective relationships with potential funders and supporters. Able to work autonomously and as part of a team. Excellent time management skills, able to multi-task and prioritise competing demands. Ability to influence. Ability to role model to promote charitys behaviours and values, and promote equality, diversity and fairness.

Personal attributes

Essential

Proactive and flexible can do attitude. Motivated and highly organised. Able to remain calm under pressure. Resilient. Willing and able to work some unsocial hours (evenings or weekends) to support events. Commitment to own continuous professional development.

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