Senior Fundraising Officer

CBM UK Ltd; Hartford; On-site; GBP 35,000 - 38,000; Full time

Job summary

CBM UK Ltd in the United Kingdom seeks a Trusts & Major Donors Manager to build and grow high-value relationships over the next five years and beyond. You will identify, research and cultivate trusts and major donors giving £5k–£100k annually.

You will work with the Head of Trusts and Major Donors and collaborate with the Public Fundraising and Partnership Development teams to coordinate proposals, reports and stewardship, ensuring timely applications and accurate donor records in Salesforce.

Qualifications

• Experience building relationships with trusts and major donors.
• Ability to craft compelling proposals and reports for funders.
• Strong research and due diligence for new prospects.

Responsibilities

• New business acquisition by researching trusts and major donors.
• Stewardship and tailored engagement with current donors.
• Proposal, report writing and timely applications to funders.
• Coordination of high-value prospects and pipeline across teams.

Skills

Prospect research

Donor cultivation

Proposal writing

Stakeholder engagement

Tools

Salesforce

Global Online

Job description

Purpose: This vital role will work with the Head of Trusts and Major Donors to build and grow our trust and major donor relationships 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 major donors to raise restricted and unrestricted income - with a focus on donors and trusts giving £5k - £100k annually.

The role will also provide support for the Partnership Development team to carry out prospecting and research to ensure that all high-value fundraising initiatives are coordinated, monitored and maximised. The postholder will work closely with the Head of Trusts and Major Donors, the Public Fundraising and Partnership Development team members and external consultants, and in collaboration with our colleagues in the Programmes Team.

Key Responsibilities

1. New business acquisition (25%)
   • 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.
   • Carrying out due diligence on potential prospects to ensure that all new supporters align with our Ethical Funding Policy.
   • Recommending tactical next steps for engagement with new individuals and trusts, for approval by the Head of Trusts and Major Donors.
   • Supporting the Partnership Development team on identifying and researching new partnership prospects and opportunities.
2. Stewardship and cultivation of current and active donors (25%)
   • Developing and implementing tailored stewardship plans, so that individuals / trusts are engaged in a bespoke manner, and that application and reporting deadlines are met.
   • Leading on the production and submission of applications, proposals and initial approaches (by post, email and, to a lesser degree, phone) to Major Donors and Trusts and following up as required.
   • Reporting to donors in a formal or informal way, as appropriate, to ensure they are kept up to date with CBM and project developments.
   • 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 (30%)
   • 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.
   • Working with members of the Programmes Team to ensure the accuracy of proposals / reports, and with members of the Fundraising and Communications teams to ensure consistency of messaging.
   • Working with the Programme and the Partnership Development Teams to develop new projects/ themes/ appeals for potential projects.
4. Other Duties (20%)
   • Coordination and maintenance of the High-Value prospects and pipeline across Major Donors and Trusts and Partnership Development teams.
   • Helping to develop the Annual Forecast Budget for the Team and providing updates on the pipeline and progress against targets.
   • Support the Major Donors and Trusts and Partnership Development team members in ensuring all information, donor and partnership activity is recorded and kept up to‑date on our supporter database (Salesforce) and programme management database (Global Online) to fully‑inform any approaches / meetings.
   • Providing proof‑reading and copy‑editing support to colleagues.
   • Monitoring the activity of related organisations and the fundraising sector, identifying changes, predicting trends and making recommendations as necessary.
   • Helping to develop a culture of enthusiasm and success, reflecting the ambitions of CBM, and promoting positive working and innovation.
   • Ensuring that the values of CBM UK are understood by external partners and always reflected in communications.
   • Carrying out any additional duties as required by the Head of Trusts and Major Donors and Director of Fundraising, Impact & Communications,

CBM works with local partners to help people with disabilities in some of the world's poorest communities access healthcare, education and opportunity

£35,390 to £37,530 depending on experience (this will be pro-rata if any part-time hours were agreed).