Database And Donor Research Officer Jobs
About Somerset Community Foundation
We’re a grant-making charity that helps build strong communities where everyone can thrive. We do this by funding local charities and facilitating local giving.
We provide simple, rewarding and impactful ways for donors to give locally, guided by research and our unrivalled local knowledge.
For small, local charities, community groups and social enterprises, we provide vital funding and support to help their organisations flourish. We provide around £4 million of funding to local groups every year. Our turnover in 2024 was nearly £6 million, and we’re building an endowment for long-term investment into our communities, which is currently valued at about £8 million.
By inspiring local giving and funding social action, we support local communities to drive change and realise their dreams.
The role
You’ll bring energy and enthusiasm to the team, ensuring financial functions are carried out efficiently, effectively, accurately and in a timely way to enable us to focus on achieving our charitable mission.
The focus of the role will be on managing and improving financial processes, ensuring that the Senior Leadership Team have up-to-date and accurate records for reporting to the Board, supporting the programmes and philanthropy teams with accurate fund reports and preparing the accounts for audit each year. You will work closely with the whole team of staff and volunteers, but you will work most closely with the Operations Director and the Finance Manager.
You’ll be provided with training on our CRM and IT systems. The successful applicant will always be expected to observe our values and policies and to actively engage with continuous professional development.
Key Areas of Responsibility
1. Treasury and Investment Management
· Monitor endowment investments and provide calculations and support in relation to total return
· Prepare quarterly investment management report
· Treasury management to maximise our investment returns
2. Bookkeeping and Management Accounts
· Work with the Finance Manager to ensure donations are properly recorded on our CRM and in Sage
· Work with the Finance Manager to reconcile bank accounts monthly
· Preparing monthly management reports, noting significant variances with forecasts
· Monitor outstanding debtors, and with line manager approval, chase overdue debtors
· Prepare fund balances when required by the programmes team to support grant-making
· Presentation of management accounts to board and engagement with board members as required
3. Annual Accounts
· Prepare statutory accounts, working with the Operations Director and CEO to ensure income and costs are allocated accurately across SORP categories
· Participate in the Audit process, engaging with auditors and prepare information for audit and liaise with auditors in the conduct of the annual audit process
· Prepare annual fundholder statements
· Support the Senior Leadership Team in the preparation of the annual budget and cash flow forecast
4. Other Work Required
· Support the Finance Manager and provide cross cover when required
· Attend SCF events as requested, including very occasionally, evenings
· Any other reasonable duties as requested
Person Specification - Skills, Knowledge and Experience
Required
· Ideally at least five years’ experience in a similar role
· Minimum of AAT Level 4, preferably ACA/ACCA or equivalent
· Experience of accounting software, especially Sage Line 50
· Experience of working with databases and Microsoft Office, including Office 365
· Knowledge of charity finance
· Excellent interpersonal and communication skills
· Able to work under own initiative but also able to request support when necessary
· Confident managing a busy and varied workload and able to prioritise effectively
· Good problem-solving competencies
· Please note that our office is in a rural location and that access to a car and a clean UK driving licence are required.
Desirable
· Supervision or line management of other team members
· Understanding of the role of local charities, voluntary organisations and social enterprises, and the people they help
· Experience presenting at board level
More about working for us
Our values: We’re a values-driven team and organisation, and they underpin our culture, identity and everything we do.
Diversity, equity and inclusion: Together we’re creating a culture where everyone, from any background, can do their best work and bring their whole self to work. We’re also working to ensure the voices of those we support inform everything we do. We would especially welcome applications from minority ethnic people, people with disabilities, younger people, LGBTQ+ people and people with ‘lived experience’ relevant to our work.
Flexible working: Our work is really important to us, but so is the rest of your life. We offer flexible working that means you can choose hours that work for you and choose a blend of working in the office, at home, or out and about.
Pension: We’ll match your pension contributions up to 5% to help you save for your future.
Enhanced Family Leave policies: We offer an enhanced family leave policy for all employees, including Enhanced Maternity, Paternity, Shared Parental and Adoption Leave.
WE HELP PASSIONATE PEOPLE IN SOMERSET CHANGE THE WORLD ON THEIR DOORSTEP BY FUNDING LOCAL CAUSES AND INSPIRING LOCAL GIVING AND PHILANTHROPY.
The client requests no contact from agencies or media sales.
Are you passionate about the power of Museums, Heritage, and Culture to improve lives? Would you like to be involved in one of the biggest new Museum projects in the UK in a World Heritage City?
The Philanthropy & Trusts Lead will steer the capital campaign fundraising strategy for the Fashion Museum, Bath, and its ambitious transformation project to create a major new cultural institution with international significance in the City of Bath.
They will focus on high-net-worth individual donors, trusts and foundations, and public sector sources alongside devising a strategy to convert capital contributors to long-term revenue support post-campaign. They will also work closely with the fundraising team to devise capital and revenue campaigns to deliver income growth for Bath and North East Somerset’s wider heritage portfolio including the internationally renowned Roman Baths and Victoria Art Gallery.
The role will manage and motivate a small fundraising team to deliver ambitious income growth targets and work collaboratively with Bath Heritage Service’s senior leadership team, trustees of the charities that support the Services, and other key stakeholders.
If you are a strategic team leader with significant senior management experience in a fundraising environment and within the cultural, heritage or charitable sectors, then we’d love to hear from you.
For a job description, person specification, and details on how to apply, please visit our website.
What we offer:
Bath and North East Somerset is a great place to live and work. The city of Bath has a dual World Heritage Site designation and is regularly voted as one of the best places to visit, work and live in the UK. We have a stunning blend of unique countryside and rural character, villages, towns, and cities on our doorstep.
Your main place of work will be in Bath, easily accessible via public transport, with a train station with direct connections to London and Bristol and a well-connected walking, wheeling and cycling network.
We offer a wide range of benefits, and the flexibility to enjoy a great work/life balance. These include:
· A competitive salary package
· A range of flexible working and hybrid working options, including flexi-time, four regional offices and home-working, dependent on service requirements
· A generous holiday allowance and special leave provisions
· The Local Government Pension Scheme
· A comprehensive Employee Assistance Programme – whatever life throws at you; we are committed to supporting you and your well-being at work and home
· Professional and personal development including in-house training and accredited qualifications including Aspiring Manager and Leadership Development
· Discount scheme including the VECTIS card that offers numerous local discounts including cycle to work and free entry to numerous local attractions within B&NES
Interested to find out more?
If you are interested in this post and require more details after reading the job description or just to chat through the role and what’s involved, please contact Charlotte Somers, Head of Fundraising, Marketing and Supporter Development via email.
The client requests no contact from agencies or media sales.
CamSight is a respected charity that supports people living with low vision and blindness in Cambridgeshire to live the lives they choose. The charity offers an holistic service ensuring any person with a vision impairment gets the support they need, when they need it.
We are looking to recruit a Community and Events Fundraiser to raise the profile and awareness of CamSight and increase income through developing and securing a range of funding streams including individual supporters, challenge events, community, and digital fundraising. The post holder will help to develop and ensure the effective delivery of the community fundraising strategy in relation to generating sustainable income from third parties, brand campaigns and challenge events.
The role will help grow our portfolio of events, working collaboratively to explore ideas and launch new initiatives to help us achieve our mission. The role plays an important part in helping us to meet our fundraising targets by increasing participation and community engagement in our events and fundraising activities.
We are also currently recruiting for a part-time (21 hours) Corporate and Partnerships Fundraiser and would welcome applicants interested in a full-time role (35 hours a week) covering both job descriptions. If this is of interest, please make this clear in your covering letter.
If you are keen on joining our forward looking, successful and thriving organisation and taking the next step in your career, then apply now.
The client requests no contact from agencies or media sales.
Want to make a difference to Local Lives?
Do you have strong leadership skills, a passion for fundraising with a track record for delivering financial results, along with a desire to work for a meaningful cause? If so, we have a fantastic opportunity to join St Wilfrid’s Hospice as the Head of Fundraising.
We are an independent local charity based in Bosham, Chichester, offering a wide range of services to support our patients, and their loved ones, who are living with a life limiting or terminal illness.
The work we do makes a real difference to the lives of local people and we support over 330 patients at any one time between our Inpatient Unit and Community teams. The majority of this care is funded by the support given to us by our local community.
Being Head of Fundraising at St Wilfrid’s
As Head of Fundraising, you’ll be leading an incredible team of 12 dedicated fundraising staff who, along with the support of our event volunteers, work tirelessly to support our Hospice. Their dedication to, and care for, our supporters generates over £4 million annually, which is vital for funding our care.
This role is pivotal in ensuring our fundraising department thrives, and you will be responsible for balancing income generation with cost control, team leadership, and collaborating closely with our marketing and retail heads as one of our department leads. The team will be stewarding our amazing supporters and donors across fundraising areas such as Events, Community, Gifts in Wills, Corporate, Individual Giving, Trusts and Foundations, and Philanthropy.
Experience at a senior level in managing a varied and innovative fundraising environment, with a £2 million+ turnover, is crucial. But, more importantly, you must have a passion, and drive, for empowering teams and achieving meaningful results. The ever-evolving landscape of charity fundraising makes this an incredibly exciting opportunity to make a profound difference.
Why join us as Head of Fundraising?
Our team is extraordinarily committed to and passionate about our vision to provide high quality end of life and palliative care. You’ll find that, throughout the organisation, our staff and volunteers understand the importance of what we do, and care deeply.
The wellbeing of our people is a priority and our generous annual leave, pension and other benefits reflect this.
Qualifications and Experience
- Fundraising experience and specialist knowledge at a senior level and in a wide range of fundraising income streams – Essential
- Level 7 qualification in Fundraising – Desirable
- Extensive practical experience at a senior level of leading and developing the skills of a team – Essential
- Experience of building high level relationships – Desirable
- Experience of developing funding propositions, campaigns and securing significant funds in excess of £2m annually – Essential
- Experience of successful delivery against targets – Essential
- Excellent communication and networking skills – Essential
Please see the attached Job Description for a full Person Specification
Equality, Diversity and Inclusion at St Wilfrid’s
We value diversity and are committed to being a place where people feel their differences are recognised and welcomed, and their needs are heard and respected. Creating an inclusive workplace is a core part of our aim to ensure St Wilfrid’s is a great place to work and a compassionate and caring place to be.
We want to hire talented people and to make sure our processes don’t exclude or disadvantage people with disabilities or different needs. Please let us know what would help you apply for our role – we’re happy to be flexible with our process to make sure you can shine.
We guarantee an interview for candidates with disabilities who meet the essential criteria for the role.
What we offer you
All Hospice employees are offered the following benefits:
- Annual Leave – Our generous holiday entitlement starts at 27 days per year plus bank holidays and increases with service
- Healthcare – Access to a contributory health plan for you and family members, covering a range of benefits including eyecare and physiotherapy
- Employee Assistance Programme (EAP) – Access to free and confidential Virtual GP Advice, Counselling and Legal Support
- Continuation of existing NHS Pension Scheme Membership – And recognition of reckonable service for certain benefits
- Generous Pension – With 7.5% employer contribution for staff not in the NHS pension scheme
- Life Assurance Scheme – Should the worst happen while you’re working with us, your loved ones will receive a lump sum payment equal to two times your salary (or the NHS Life Assurance Scheme if applicable)
- Free on site parking – At our beautiful, purpose built Hospice in Bosham
- Subsidised food – Our catering staff provide a range of high quality meals at low prices for all staff members when on site at the Hospice
- Staff discount – In all our community charity shops and eligibility for the Blue Light Card discount scheme
Interview Information
This will be a two stage interview process. First interviews will take place at St Wilfrid’s Hospice, Bosham, on Monday 10th and Wednesday 12th June 2024. Second interviews are planned to take place on Tuesday 18th June 2024.
Please note this vacancy may close early if sufficient applications have been received
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
About you
This role will suit someone who understands trust fundraising and is looking for a new challenge, taking on more responsibility including managing a small team of Trusts fundraisers.
About the role
The role will further develop and review our current trusts and foundations strategy, with a focus on growing and renewing five- and six-figure income from Trusts, Foundations and grant making bodies. This is an ideal role for an experienced and collaborative Trust fundraiser, capable of developing long-lasting relationships and build compelling cases for support that secure transformational donations for an iconic institution.
About us
Carers UK is the leading national charity for unpaid carers. Our support, advice, information and campaigning work are now needed more than ever, as unpaid carers are providing more and more care, adversely impacting on their own health and wellbeing. We exist to make life better for carers and bring about lasting change.
Diversity and inclusion
Carers UK is committed to becoming a diverse and truly inclusive organisation. We strive to create a workplace where our colleagues and volunteers can truly be themselves and feel like they belong and constantly seek to ensure all voices are heard.
To embrace this culture of diversity, our employee and volunteer recruitment should reflect our stakeholders and the society that we serve and support, regardless of age, race, gender, sexual orientation, physical abilities, disabilities or religious practices. We value individual diversity and are actively building diverse teams here at Carers UK and value our colleagues from a wide range of backgrounds.
As a membership charity for carers, we particularly seek employees and volunteers with a real understanding of the issues faced by carers. Reasonable adjustments can be made to the process and role dependent on the needs of the applicant.
At Carers UK we want our application process to be as accessible as possible. If you need any adjustments to apply please email the recruitment team to discuss.
The closing date for applications is 2 May 2024.
Carers UK anonymises all applications prior to shortlisting.
Carers UK reserves the right to appoint at any stage, should an outstanding candidate emerge.
Carers UK may carry out online and social media checks as well as seek references before a formal offer is made.
The client requests no contact from agencies or media sales.
This is an exciting opportunity to take a leading role in developing the fundraising vision of Harrogate Theatre.
Harrogate is a beautiful spa town that is frequently voted in the top ten places to live in Britain with a vibrant and growing arts culture. The Theatre delivers a mixed economy of produced and received work, it has a buoyant education department and artist development programme. Come and play your role in securing its future.
The client requests no contact from agencies or media sales.