Major Relationships Officer

We are a small, highly experienced team who share a passion to support the wellbeing and mental health of children and young people across Surrey.  This is a key new role in the Major Relationships unit to support the CEO and Major Relationships Lead in major donor fundraising, an area which has grown in recent years.  This locally based post will enhance the prospect pipeline and facilitate the cultivation of major donor prospects, which will help towards meeting the objectives and financial targets for major donor fundraising. The role will cover three main areas of responsibility: Research, Events (organisation/co-ordination) and Admin. This position requires discretion, confidentiality and administrative judgment.  

The Major Relationships unit works alongside Grants, Corporates & Community as well as Individual Giving, as part of the wider Engagement (fundraising/marketing) team at Eikon. 

Responsibilities   

1. Research   

• Identify and prioritise potential major donor prospects in Surrey and beyond, who would be capable of making significant contributions and seem likely to have the propensity to donate i.e. to become major donors. 

• Produce high quality, tailored and insightful research on major donors.  

• Look at current supporters (all different types/levels) with good contacts/connections/networks and conduct research in order to suggest ways to reach new high net worth individuals across Surrey. 

2. Event organisation/co-ordination 

• Organise/coordinate internal and externally run events such as dinners, drinks receptions, sporting events. 

• Attend key events - approx. 5 each year and sometimes evenings/weekends – welcoming guests and ensuring a positive experience. 

• Join the CEO and/or the Major Relationships Lead at specific meetings with MDs/MDPs, occasionally evenings/weekends. 

 3. Admin 

• Day-to-day support for MDs, MDPs and key influencers (KIs) which could include:  

• General stewardship including thanking and processing information on Sharepoint and Donorfy (Eikon’s database). 

• Regular communication including calls, meetings and sharing reports, presentations and other updates. 

• Database admin, including checking opportunity pipelines and reporting requirements. 

• Supporting individuals or small groups who are fundraising for us e.g. how to set up and promote a JustGiving page. 

4. Marketing, Communications and relationships  

• Support and liaise with the Marketing and Communications team to deliver relevant and effective content and materials, as well as maximising social media opportunities. 

• Co-ordinate communications (including distribution) to all MDs/MDPs/KIs eg CEO Update plus Infographic. 

• Support the CEO and Major Relationships Lead to further develop good relationships with Eikon’s MDs/MDPs/KIs. 

5. Strategy  

• Contribute to Engagement Team strategies, annual plans and budgets.  

6. Staff management  

• Take part in regular supervision and team meetings.  

• No line management requirement  

7. Quality and standards  

• Ensure all staff and volunteers understand and deliver within Eikon’s safeguarding policies and practices when taking part in fundraising activities.  

• Ensure all activities follow the relevant Fundraising Codes of Practice and Eikon’s Ethical Fundraising Policy.  

• Carry out risk assessments for all MD/MDP/KI events.  

• Ensure consent procedures are followed. 

• Carry out required due diligence on new MD opportunities and ensure that there is no obvious conflict with the values or ethical policy of the charity.  

8. Finance and resources.  

• Operate within organisational approved budgets, policies and procedures.   

9. Other responsibilities  

• This role requires flexible working outside of normal hours as agreed.  

• Keep abreast of sector trends and opportunities.