Philanthropy Officer

Main duties and responsibilities:

As Philanthropy Officer, you will play an important and enabling role in growing income across the Hospice and supporting new, relationship-based approaches to fundraising.

Reporting to the Head of Philanthropy, and with a focus on Major Gifts and Trusts and Foundations you will create and lead a new strategy to develop these income streams for The Hospice of Francis.

You will personally identify, develop and manage a portfolio of high-value relationships with a focus on developing £5-25k+ opportunities, along with managing our mid-level donor program, and a small trust's portfolio. Your role will also support the Head of Philanthropy with larger income opportunities giving you chance to learn and develop in this role.

You will also be responsible for guiding and setting the workload of the wonderful volunteers that support the team, ensuring it aligns with overall objectives and priorities.

This is an exciting role for someone who is motivated and passionate about hospice care.

Relationship management

Proactively identify, cultivate and steward relationships with major donors, mid-level donors and foundations with a focus on £5-25k PA donors, contributing to the overall Fundraising target.

Support the delivery of high-quality cultivation and stewardship experiences, from writing updates and reports, to exclusive events and visits that showcase the Hospice.

Advocate for a relationship-based approach within the fundraising team and across the Hospice, working closely with peers across the organisation to achieve this.

Raising funds

• Individual and collective responsibility for achieving annual income target
• Write applications, proposals and reports for own portfolio and support The Head of Philanthropy as required
• Manage and continuously develop and review a small trusts portfolio, with a focus on raising strategic, flexible funding for the hospice
• Collaborate, as required, with the Communications team on fundraising appeals and with the Regular Giving Officer on the Friends programme
• Track and apply for local council funding, ensuring projects are reported on in a timely and efficient manner
• Support the Head of Philanthropy in identifying and developing exciting and inspiring fundraising propositions and applications

  Prospect research and portfolio development

• Conduct prospect research on the major gifts and foundations portfolio

• Work with other members of the fundraising team, and hospice more broadly, to identify new prospects and secure/uplift giving

• Conduct regular horizon scanning (internally and externally) to identify new prospects to feed the Trusts and Philanthropy pipeline

Administration

• Manage all gift processing and thanking for major donors and foundations, working closely with finance and the CRM team as required
• Ensure the CRM is kept up to date and accurate, and data is held in accordance with GDPR guidelines
• Manage and guide the work of volunteers who support the Philanthropy Team
• Contribute to the Fundraising Department's shared objectives and overall success

Essential

• Experience operating in a Trusts and Foundations role, or with transferable skills such as in grant writing, sales, relationship management or business development
• Proven track record in personally securing and stewarding five figure gifts and an understanding of the approach to secure six figure and multi-year gifts from individuals/Trusts and Foundations
• Experience in managing an income generating pipeline
• Experience of developing and managing a small trusts portfolio
• Understanding and able to demonstrate practical application of relationship-based fundraising approaches
• Understanding of major gifts fundraising
• Experience of prospect research and management, including knowledge of key prospect research tools and systems, particularly for Trusts and Foundations
• Knowledge of key trends affecting high-value fundraising and able to apply insights to own work
• Experience of the creative development of unrestricted and restricted fundraising propositions or products, including project budgets
• Demonstrable ability to construct a fundraising proposal and deliver reporting, in line with donor requirements
• Experience of using a CRM database
• Working knowledge of the Code of Fundraising and Data Protection law
• Analytical thinker with ability to make data-informed decisions

• Self-motivated and able to take responsibility for own area of work, with some guidance and support

• Ability to manage own workload and strategically prioritise in the face of competing demands on resource

• Proactive and operate with a solutions-focused approach, and with incomplete information

• Ability to track and evaluate progress and take action to respond to changing internal/external environment in order to achieve objectives

• The post holder is required to apply the level of judgement commensurate with role, act at all times in the best interests of the Hospice in accordance with the Nolan Principles of Public Life.

• Understanding of and management of reputational risk, including execution of due diligence screening as required

• Commitment to the aims and ethos of the Hospice

• Strong personal awareness and empathy, and ability to manage sometimes challenging emotional situations

• Able to work flexibly in order to deliver role including maintaining regular presence at the Hospice - likely to require some evening or weekend working, and travel to meet supporters and prospects

• Understand and comply with all Health and Safety, Fire and Infection Control regulations

• Complete all mandatory training and ensure compliance of direct reports and contractors

• Act in a manner at all times to safeguard the interests of individual patients/clients and their families and justify public trust and confidence in the Hospice of St Francis