Job Description
About the role:
As the Head of Philanthropy you will lead and inspire a team dedicated to generating and growing income from high-value donors, corporate organisations, and charitable trusts and foundations.
Key responsibilities:
* Develop and deliver the Philanthropy Plan in line with the Organisational and Fundraising Strategy to maintain and grow sustainable income from major donors, corporate partnerships and trusts and foundations
* Through innovation drive the acquisition and development of high-value donors and funders to deliver sustainable growth.
* Collaborate across income streams to maximise income generation, consistency of messaging and donor experience.
* Development and presentation of reports for Directors, Board of Trustees and the Fundraising Committee.
* Develop and actively manage dashboards for monitoring, reporting and forecasting.
* Oversee the income pipelines for all philanthropic income streams, conducting regular prospect research and ensuring systems and processes are in place to identify potential high value supporters, enabling seamless transition across income streams.
* Drive the delivery and implementation of highly targeted and strategic partnership development, stewardship and cultivation plans.
* Oversee the due diligence process for all high value donors.
* Champion the use of Beacon (our central relationship management system) across the team, ensure consistency of use, accurate reporting and data informed decision making.
* Set objectives, and KPIs for the team and monitor performance alongside learning and development plans. Review performance and manage any issues in line with RDA UK policies and procedures.
* Manage a pool of high value donors and have accountability for related personal income targets
* Oversee the restricted income process to ensure all projects adhere to full cost recovery principles and are deliverable while also providing a compelling ask.
* Represent RDA UK externally building relationships with funders, partners, and supporters at all levels
* Work collaboratively with colleagues and other network partners to align and maximise fundraising opportunities
Leadership
* Work with the Director of Fundraising and Communications to set ways of working and high performance targets for the team
* Lead, manage and inspire the Fundraising Team to achieve their income targets through building strong relationships and high-level stewardship to ensure lifetime value
* Ensure consistently high quality written and verbal reports and presentations to donors and prospects
* Collaborate across RDA UK with Heads of Department to build the profile of the Fundraising Team.
* Work with the Finance team on budgeting, reporting and reforecasting for business as usual and any specific appeal or restricted project budget management.
* Lead on planning and delivering successful high value cultivation and stewardship events
* Work closely with the Communications team to develop and deliver impact centred communications, case studies and compelling cases for support for a high value audience
Person Specification
Essential
* Proven experience and understanding of major partnership fundraising including trusts & foundations, major donor and corporate fundraising techniques
* Experience and evidence of first-class relationship management techniques and donor care
* A demonstrable understanding of the written and contractual agreements involved in partnerships, ideally within a charity
* Proven track record of securing significant major gifts
* Experience of effective reporting to board level ensuring compliance, transparency and accountability are achieved
* Significant experience of managing high performance teams
* Experienced in creating strategies, annual plans, and budgets, and adapting them as required
* Proven track record of working successfully in targeted and high pressure environments
* A demonstrable track record of deploying effective fundraising tactics and high-level donor cultivation
* Experience of undertaking due diligence processes within a complex organisation.
* Strong working knowledge of GDPR and fundraising regulations
* Experienced in CRM system use and best practice.
Desirable
* Experience of working in the charity sector
* Knowledge of charity law
* Personally secured and managed partnerships in excess of £100,000
* Knowledge and connections in the wealth management and high net worth advisory space