TRUSTS AND FOUNDATIONS MANAGER
CAFOD’s mission: to promote human development and social justice in witness to the Christian faith and Gospel values.
JOB DESCRIPTION
Job purpose: To maximise income and support for CAFOD from medium and large UK and International trusts and foundations, managing and developing current and prospective relationships to achieve this and to support the Major Gifts Coordinator to maximise income from small trusts and foundations and corporates. In addition, he/she may have responsibility for a number of individual major donors that give through Trusts that are involved with or being approached as part of the Development Board campaign.
Job scope: The post is based within the Major Gifts Section which is part of the Fundraising and Marketing Department.
Accountability: The post-holder reports to the Head of Major Gifts and Philanthropy.
Staff reporting to this post: the Major Gifts Assistant
KEY RESPONSIBILITIES
Line Management:
In line with CAFOD’s management standards:
· Provide motivation and support for the Major Gifts Coordinator
· Encourage the MGC to use their time in the most cost-effective way and to identify opportunities to increase support from existing and prospective major donors
· Ensure that appraisals, objective setting, personal development goals, training and, if necessary, any disciplinary proceedings are carried out.
Strategy Development:
· To develop, with the support of the Head of Major Gifts and Philanthropy and input from the Major Gifts Section where appropriate, the Trusts and Foundations Strategy and Annual Plans
· To contribute to the development of annual income forecasts for trusts as part of the Major Gifts Section’s income and expenditure forecasts.
· To contribute to the development of the overall Major Gifts Strategy
Relationship Management and Cultivation:
· To research and evaluate new prospective trust and foundation donors and to work with the Head of Major Gifts and Philanthropy to develop appropriate approach strategies.
· To work closely with International Division programme staff in identifying CAFOD projects and programmes that meet the funding interests of donors and prospects.
· To cultivate relationships with CAFOD’s existing and prospective trusts and foundations, including individual trustees where appropriate, through a combination of written, telephone and face to face communications in order to ensure long-term support and commitment.
· To prepare well targeted funding applications and to produce timely narrative and financial reports
· To prepare project budgets and to monitor expenditure when reporting back to funders.
· To acknowledge promptly donations from trusts.
· To work with other members of the Section, especially the Major Donor Coordinator and Major Gifts Coordinator in planning and preparing mailings to smaller trusts.
· To work closely with CAFOD’s Programme Development and Funding Officers (PDFOs) in coordinating approaches to trust funders with those made to CAFOD’s institutional funders.
· To work collaboratively with the other members of the Section: in support of key major donor meetings/events, partaking in Section meetings and quarterly reviews of work, and representing the Section at meetings as delegated by the Head of Section.
Information Management:
· To monitor on a regular basis trusts’ funding interests, income and expenditure trends, information about trustees, application procedures etc.
· To maintain up to date records of all communications with trusts and to ensure that all information is recorded accurately on the database.
· To keep up to date on external developments in trusts fundraising and to participate in the Institute of Fundraising Trusts Special Interest Group.
· To take responsibility for maintaining and administering current office systems
Other:
· To contribute to the other aspects of CAFOD’s work where necessary, including sharing in divisional and CAFOD-wide forums, as agreed with the Head of the Department.
· An essential requirement for all members of the Major Gifts Section is to keep donor information that is not in the public domain strictly confidential.
All CAFOD staff are expected to:
· Attend and contribute to regular Section, Department and CAFOD-wide meetings and briefings
· Participate in training and other activities as requested by their line manager
· Welcome visitors.
/Trusts and Foundations Manager
Person Specification / 1- Limited Relevance / 2- Important / 3- Very Important / 4- Highest PrioritiesOrganisational Competencies
Behaviours at the heart of our organisation’s success / a- Understands and actively supports CAFOD’s Vision, Mission and Values / xb- Looks outward; Takes account of other people’s priorities / x
c- Shows an understanding of the Catholic Church and is able to work effectively with it / x
d- Supports a culture of mutual respect, trust & transparency, where partnerships flourish / x
e- Willing and able to contribute to the long development of CAFOD / x
Professional Competencies
Behaviours which are important in all organisations / Self Management / f- Manages time and resources efficiently / xg- Manages own personal growth and development continually / x
h- Manages emotions and stresses positively / x
Thinking and Understanding / i- Analyses and diagnoses problems with depth and insight / x
j- Displays sound judgement and decision making / x
k- Provides creativity and innovation; take risks within context of overall strategy / x
Working
with others / l- Helps others to achieve goals / x
m- Resolves conflict successfully / x
n- Builds rapport and communicates effectively / x
Achieving / o- Shows drive and initiative / x
p- Willingly takes ownership; is openly accountable / x
q- Adapts easily to change / x
Section Management Competencies
/ 1. Hands over tasks to others efficiently and effectively / x2. Constantly builds the capacity and potential of staff responsible for / x
3. Inspires staff responsible for to perform to the best of their ability / x
4. Manages resources prudently / x
Job Specific Competencies
/ 1. Knowledge and understanding of trusts and foundation fundraising, preferably gained in a UK charity. / x2. An understanding of the methodologies and research resources used in prospect research for fundraising purposes / x
3. A high level of proficiency in the use of the internet as a research tool and to be adept at using databases. / x
4. The ability to extract and analyse key information and to be diligent and accurate in recording information. / x
5. Polished writing skills with the ability to adapt the style of writing to a range of communication tools. / x
6. Ability to plan, prioritise and organise in a systematic way including major donor receptions or equivalent events. / x
7. An insider’s knowledge of the culture, structure and networks of the Catholic Church in England and Wales / x
8. Good networking skills and ability to work well with HNWI / x
TERMS AND CONDITIONS
Contract: A permanent full-time contract is offered subject to successful completion of a six-month probationary period.
Salary: Grade P: £30,359 – £33,394. Starting salary according to skills and experience.
Hours: 35 hours per week. Normal CAFOD office hours are 9.30 to 5.30 with one hour for lunch. This post will require some weekend and evening work for which time off in lieu is available.
Holidays: 20 working days per annum plus statutory holidays plus 6 days determined by CAFOD at Christmas/Easter.
Notice period: Three months either way after completion of the probationary period.
Pensions: There is an optional contributory pension scheme (10% employer and 5% employee contribution). Alternatively, CAFOD will make a similar contribution to a Personal Pension Plan.
Other benefits: CAFOD offers a comprehensive benefit package including: Life Assurance and Permanent Health Insurance cover, childcare vouchers, Payroll Charity Giving and the Right to Buy Annual Leave of up to 10 additional days. CAFOD is willing to consider options for flexible working arrangements for this role.
Access: There is access for people with disabilities to CAFOD’s offices by way of a passenger lift to all floors in CAFOD’s building.
Disabilities: We are committed to making every reasonable adjustment to the workplace or working arrangements so as to accommodate people with disabilities.
Location: The job is based in CAFOD’s Head Office in Westminster Bridge Road, London SE1.
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