Trusts and Foundations Officer

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Job description

We are Calvert Exmoor; a registered charity providing stimulating, exciting and accessible breaks and activities for children, adults, families and groups with disabilities. A Gold Standard Association of Heads of Outdoor Education Centres certified centre, we have been welcoming guests with physical, behavioural, sensory and learning disabilities since its establishment in 1996. This summer, we ran an incredibly successful fundraising appeal which achieved outstanding results. The charity has huge support, and this success will cement an exciting and long-term sustainable future for the centre. This is an exciting opportunity for a Trusts and Foundations Officer to be part of this dynamic fundraising team.

Responsibilities:

• Managing and developing portfolios of relationships with charitable Trusts and Foundations
• Fundraising strategies and developing pipelines of repeat applications and new sources of income
• Working with budget holders and the Centre Director to help identify specific projects, equipment, capital, core and unrestricted amounts that might be raised
• Research prospective funders using a variety of resources
• Maintain and develop a work plan and track applications and reporting deadlines
• Responsible for the Trusts and Foundations data in the fundraising CRM
• Responsible for accurate tracking of grant income and forecasting
• Responsible for ensuring secured restricted funds are in line with agreed funding objectives and acknowledged
• Ensure that all funders have excellent stewardship and donations are acknowledged, recorded and reported
• Ensuring an audit trail is maintained that tracks all funds raised
• Meeting with Trust Administrators and Trustees to establish and cultivate existing and new relationships, and identify appropriate communications and engagement opportunities including hosting visits onsite
• Research and reading about disability and key issues and themes of the sector

• The person

• Is a pro-active and collaborative self-starter

• Has drive and ambition

• Wants to work as a team to help deliver an exciting programme of fundraising activity
• Is positive and solution based
• Has strong interpersonal skills
• Enjoys creative writing whilst working to specific and at times tight deadlines
• Is passionate about working with a variety of people with disabilities
• Requirements:
• Safeguarding training
• Other relevant internal training

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