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Top job
Peter Sowerby Foundation
£45,000 - £50,000 per year (Pro-Rata)
The Peter Sowerby Foundation – a significant, charitable grant-maker – is currently seeking a Foundation Manager.

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BASIC (British American Security Information Council)
£25,000 - £30,000 per year
Cats Protection
up to £35,691.77 plus excellent benefits
Legacy Officer
Page 1 of 7
London, Greater London
£45,000 - £50,000 per year (Pro-Rata)
Permanent, Part-time, 10-12 days a month
Job description

The Peter Sowerby Foundation is a significant, charitable grant-maker, supporting work in the fields of health, education and community, the arts and environment.

Registered with the Charity Commission in 2011, the Foundation aims to fulfil the charitable aims of its late settlor, Dr Peter Sowerby, who was a retired GP from rural North Yorkshire and founding partner in Egton Medical Information Systems (EMIS), which now provides database and records management software for over 10,000 healthcare organisations in the UK.

The Foundation is currently managed by a board of four Trustees.  These include David Aspinall, Chair of Trustees; Dr David Stables, Peter Sowerby’s former GP partner and an expert in management information systems; Sara Siegel Poulios, lead partner in Deloitte’s Healthcare Strategy who has been seconded to senior positions in the Department of Health and NHS, and Dr Carole Longson, Chief Scientific Officer at the Association of the British Pharmaceutical Industry (ABPI).

Since it was established in 2013, the Foundation has awarded hundreds of grants. Some of these have been small grants to local, grass-roots organisations while others have been to large, well-established charities and educational institutions. In total, the Foundation has awarded c. £15 million in grants since inception.

The Foundation currently employs a Foundation Manager and receives grant solicitation and directorial support, under contract, from Cause4.

The Foundation is currently seeking a new Foundation Manager.

Position: Part-time, 10-12 days per month, permanent contract (potential for days to increase in line with grant making and future strategy) 

Salary: £45,000-50,000 pro rata

Location: Home-working (although scope for future office based working if required).

Reports to: Chair of Trustees, David Aspinall

The Foundation Manager will provide an efficient support, management and administrative service for the Board by providing co-ordination for grant execution (including some application review – alongside Cause4), financial management of grants, board administration and governance compliance.

Other duties will include dealing with queries from applicants and other supporting administrative duties as required by the Trustees and their advisers. The Foundation Manager will also play a vital role in the ongoing development and administration of the Foundation’s new online grant management system .

Specific Responsibilities:

Governance and Administration

  • Ensure all governance compliance and that Trustees and Advisers adhere to Foundation policies and procedures.
  • Liaise with Charity Commission and Auditors to meet key filing deadlines.
  • Co-ordinate the preparation and circulation of Board papers, including producing agendas and finalising minutes and actions.
  • Coordinate induction processes for new Trustees and Advisers, keeping the Induction Manual up to date, and acquainting each new member with standard policies and procedures with which they must comply, including administering non-disclosure agreements and Charity Commission entries.
  • Undertake key tasks in support of governance in the areas of evaluation of grant strategy and performance of the Board.
  • Schedule all meetings and events on behalf of Trustees and Advisers, arrange venues and catering as required.

Grants and financial management

  • Be the front-line Customer Service channel for all grants and work with the Trustees to manage all processes, meetings and feedback.
  • Administer and issue grant agreements as directed by the Board and Cause4.
  • Administer scheduled grant payments.
  • Ongoing monitoring of grantees and their programmes.
  • Lead on the effective utilisation, development and administration of Smart Simple (online grant management system).
  • Review applications as required, working with Cause4 to agree a pipeline of applicants for review by Trustees.
  • Maintain and develop forecasting and investment income projections to support the grant making strategy.
  • Work closely with Aspinalls, adviser to the Trustees, on grant, financial and investment management matters.

Administration and general duties

  • Take an active role alongside Cause4 in the development of the Foundation’s grant making strategy and other associated policies, as well as evaluation of grant making impact.
  • Act as the central point of contact for all enquiries.
  • Provide IT systems support to Trustees and Advisers (remote systems), undertake IT troubleshooting and liaise with external IT consultant to ensure the good maintenance and operation of the IT network and website.

Person Specification

Governance and Administration

  • Excellent administration and organisational skills.
  • A thorough working knowledge of charitable governance and direct experience of supporting Trustees and good governance.
  • Strong project management skills and experience of successful project delivery.

Grants and financial management

  • Previous experience in a grant-giving charity and/or an understanding and experience of the processes of grant-making and monitoring of impact.
  • A sympathy with the objectives of the Foundation (knowledge of one of more of the grant making priorities would be an advantage).
  • Experience of overseeing budgets and financial processes.

Administration and general duties

  • Good communication and interpersonal skills, with the ability to manage and work with a range of different stakeholders, both within and outside of the organisation.
  • Understanding and experience of evaluation methods.
  • Ability to analyse complex information quickly and effectively.
  • An understanding of, or experience in, using CRM or grant management systems.

Equal Opportunities

We would welcome applications from people of all backgrounds. Our definition of diversity encompasses responding to issues around race, ethnicity, faith, disability, age, gender, sexuality, class and economic disadvantage and any social and institutional barriers.

How to Apply

Closing date: 5pm, Friday 3 September 2021

Please apply with a CV stating relevant experience and a covering letter (not more than two pages in total).

Additional documents
Job Pack (.docx)
Application Instructions

Please apply with a CV stating relevant experience and a covering letter (not more than two pages in total) clearly outlining how you meet the requirements for this role

Posted on: 03 August 2021
Closing date: 02 September 2021
Job ref: Please include details of two referees
Tags: Management,Governance
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