Trusts and Foundations Manager
Yehudi Menuhin School, Oxshott, Elmbridge
Trusts and Foundations Manager
Salary not available. View on company website.
Yehudi Menuhin School, Oxshott, Elmbridge
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 23 May | Get your application in now before you miss out!
Closing date: Closing date not specified
Job ref: 6e370889041f4d3b9b445ea79eac20e5
Location ref: Oxshott, Elmbridge
Full Job Description
The Yehudi Menuhin School is seeking to appoint a Trusts and Foundations Manager to support the achievement of The Yehudi Menuhin School s strategic goals by generating income from trusts and foundations of a wide range of sizes and interests, as well as statutory funders, meeting agreed financial targets. Key Areas of Responsibility Fundraising
- Develop relationships with potential Trusts and Foundations partners.
- Research new trusts and analyse their giving potential and funding priorities and fulfil due diligence requirements.
- Identify and secure opportunities to support the School s fundraising campaign.
- Liaise directly with key contacts in trusts, foundations and grant-making bodies to establish important dates and criteria in order to strengthen applications.
- Implement all agreed actions with these trusts, including writing and submitting proposals, reports and other relevant information.
- Identify fundable elements of YMS s work; source and collate information on this work; and package and present it in formations which are suitable for a range of current funders and new prospects.
- Liaise with relevant colleagues within YMS on the development of new projects, identify potential trust and foundation funders for proposed new work. Donor Stewardship and Development
- Manage The Yehudi Menuhin School s relationships with a portfolio of existing Trusts and Foundations, whose grants range from 4 to 6 figures.
- Create and regularly review tailored development plans for each allocated trust, identifying and analysing key information to inform actions aimed at maintaining or increasing these trusts support.
- Monitor restricted spend alongside colleagues in the finance team and project leaders, to ensure all trust and foundation funds are spent in accordance with the terms of the grant.
- Ensure invitations are issued to appropriate YMS events and accompany invitees to event. Planning and Reporting
- Develop and monitor income and activity plans for donors and projects.
- Maintain accurate and complete records of donor details and communications on YMS fundraising database (Spektrix).
- Contribute to annual target and budget setting. General Responsibilities
- Understand and support the mission and strategic aims of The Yehudi Menuhin School.
- Contribute to the development of the overall fundraising strategy for The Yehudi Menuhin School.
- Be aware of and abide by all Yehudi Menuhin School policies and procedures.
- Ensure compliance at all times with the Fundraising Regulator s Code of Fundraising Practice.
- Take appropriate responsibility for records held, created or used as part of your work for The Yehudi Menuhin School (paper-based and electronic), as per the Data Protection Act 2018 and other relevant legislation and regulations including GDPR and PECR.
- Undertake other duties as may be reasonably requested of your post.
Skills, Experience and Knowledge - Substantial, demonstrable experience as a Trusts and Foundations fundraiser, preferably in the cultural or education sector, securing 5 and 6-figure grants.
- Demonstrable experience of the whole cycle of T&F fundraising, from initial prospect research through to generating meetings and securing income to achieve targets.
- Exceptional copy-writing skills and the ability to convey a case for support in a way that maximises success.
- Strong presentation skills and the ability to communicate orally to a wide range of audiences with confidence.
- Experience initiating, developing and managing long-term relationships with funders to maximise engagement with the charity s mission and strategic priorities.
- Knowledge and understanding of and adherence to the Fundraising Regulator s Code of Fundraising Practice and relevant data legislation.
- Experience and proficiency using a CRM database (preferably Spektrix).
- Strong financial acumen and experience of working with budgets.
- Knowledge of key funders in the cultural and/or education sectors.
- Qualification in fundraising or marketing-related discipline preferred., An excellent writer, experienced at telling engaging stories and building persuasive cases for support.
- Driven and highly self-motivated. You will have a proven track record of securing significant grants (five figures and above) and experience of working with a range of trusts and foundations, including large institutional funders.
- Enjoy working autonomously while still forming part of a highly supportive team, and showing creativity, flair and tenacity in reaching your targets.
- Have the ability to communicate complex messages to a wide-ranging audience, and an exceptional eye for detail are all essential.
- Be comfortable working with a range of internal and external stakeholders and will excel at building relationships.
- Have an ambitious and confident approach, combined with sensitivity and the ability to quickly gain the respect of others, will be critical to your success in this role.