Helpline support volunteers jobs

Purpose
This vital role works alongside the Head of Philanthropy to help build and grow our philanthropic partnerships over the next five years and beyond. As well as building upon current relationships, you will identify, research and cultivate relationships with charitable Trusts and Foundations as well as major donors to raise both restricted and unrestricted income.

Responsibilities and areas of work
This important role will focus primarily on Trust Fundraising but will also encompass Major Donor Fundraising. It will seek to identify new high-level donors, as well to develop existing relationships with our generous supporters. Working closely with the Head of Philanthropy, other team members and external consultants, and in collaboration with our colleagues in the
Programmes Team, the Senior Philanthropy Officer will focus on building our trust portfolio – with a focus on donors giving £5k - £100k per year

1. New business acquisition:
a) Researching new individuals and trusts to build a prospect list for future funders, using our database (Salesforce), available lists and external databases. Assessing the potential for active, lapsed and prospective donors to support CBM and recording accordingly.
b) Recommending tactical next steps for engagement with new individuals and trusts, for approval by the Head of Philanthropy.
2. Stewardship and cultivation of current and active donors:
a) Developing and implementing tailored stewardship plans, so that individuals / trusts are engaged in a bespoke manner, and that application and reporting deadlines are met.
b) Leading on the production and submission of applications, proposals and initial approaches (by post, email and, to a lesser degree, phone) and following up as required.
c) Reporting to donors in a formal or informal way, as appropriate, to ensure they are kept up to date with CBM and project developments                                                                                                                                                               d)Organising, facilitating and attending face-to-face and online meetings with high-level donors/ trusts, including organising dates and venues, and creating Meeting Briefs for all attendees to ensure positive outcomes.

3. Proposal and Report Writing
a) Designing and crafting compelling proposals, reports, project timelines and budgets that meet the bespoke needs of donors whilst meeting the needs of CBM and our Programme delivery colleagues, within agreed deadlines.
b) Working with members of the Programmes Team to ensure the accuracy of proposals /reports, and with members of the Fundraising & Communications Team to ensure consistency of messaging.
c) Working with the Philanthropy & Partnerships Team to develop new projects/ themes/
appeals for potential projects.

4. Other Team Responsibilities:
a) Helping to develop the Annual Forecast Budget for the Team, and providing updates on the pipeline and progress against targets.
b) Ensuring all information, donor activity is recorded and kept up-to-date on our database to fully-inform any approaches / meetings.
c) Providing proof-reading and copy-editing support to colleagues.
d) Monitoring the activity of related organisations and the fundraising sector, identifying changes, predicting trends and making recommendations as necessary.
e) Helping to develop a culture of enthusiasm and success, reflecting the ambitions of CBM, and promoting positive working and innovation.
f) Ensuring that the values of CBM UK are understood by external partners and always reflected in communications.
g) Carrying out any additional duties as required by the Head of Philanthropy and Director of Fundraising, Impact & Communications

Please read the Recruitment Pack for full details.