SENIOR FUNDRAISER TRUSTS AND
FOUNDATIONS
RECRUITMENT PACK
What you need to know
The post is Senior Fundraiser – Trusts and Foundations and you’ll be in the Public Engagement
department.
This is a great opportunity for an experienced trusts fundraiser to take on a new challenge, delivering an
outstanding supporter experience and long term income growth from a portfolio of trusts and foundations.
Reporting to the Philanthropic Partnerships Team Manager, you will lead a successful team of two
fundraisers to be responsible for gifts from trusts and foundations funding Plan’s overseas work with
children and their communities. You will be take on a varied portfolio of existing supporters, delivering first
class account management and leading the team to cultivate new relationships.
The successful candidate will have an opportunity to fundraise for a wide range of Plan’s overseas work
including education, health, child protection, child participation, economic security, water and sanitation, the
promotion of the rights of adolescent girls, and responding to emergencies and disasters worldwide.
It’s a permanent contract, and it’s a full time post at 34.5 hours a week (we finish at 4.30pm on a Friday).
We are based in Old Street, London (Finsgate, 5-7 Cranwood Street to be precise)
What we’re looking for
You will be experienced in preparing proposals and updates across a range of projects, and delivering
persuasive and professional presentations. You will manage and grow income by establishing and
maintaining excellent relationships with donors and colleagues across the organisation.
You will have a strong track record in fundraising and will enjoy the challenge of a busy team, using your
solid organisational skills to simultaneously manage a variety of interesting projects. You will be an
experienced manager of people, able to work independently and be able to inspire and motivate a team to
achieve stretching targets. You will also have excellent communication and interpersonal skills, strong
attention to detail and possess good budgeting and financial management skills.
Please note: to apply for a position with Plan UK, you must be eligible to live and work in the United
Kingdom (in accordance with the Immigration, Asylum and Nationality Act 2006). Most importantly, we
follow stringent child protection policies and procedures when dealing with applications.
What we offer you
The usual recruitment rate for this post (Grade 3) is £35929 with future pay progression within the pay band
from £35929-£38765.
Our annual leave entitlement starts at 25 days (plus public holidays) for new starters. It goes up to 30 once
you’ve been with us for 6 years.
We match contributions up to 6% on the pension scheme and will automatically enrol anyone who has not
elected to join the scheme in the third pay period of their employment, currently at a rate of 1%
contributions for you and for Plan.
We aim to be a family-friendly employer, with enhanced maternity, paternity and adoption leave and pay, as
well as child care vouchers and a flexible working policy. Even more benefits include season ticket loans,
study loans, a healthcare plan; cycle scheme, and continuous learning and development.
We would like all applications by midnight 15th April. Interviews will take place week beginning 20 April.
Job PLAN UK JOB PROFILE
Job Title
Senior Fundraiser – Trusts and Foundations
Department
Public Engagement
Unit (if appropriate)
Major Partnerships Unit
Reporting to
Philanthropic Partnerships Team Manager
Responsible for
2 Trust Officers
Overview of Department
The Major Partnerships Unit seeks to facilitate transformative change by bringing together key players
to deliver income, increase influence and impact, and raise the profile of Plan UK. The unit works
across trusts, major donors and corporates and has seen remarkable growth in recent years – from
£2m in 2007 to £9 million this year.
The funds raised by the Unit support Plan’s work with children and their communities to help realise
children’s rights. We work across a range of sectors, including education, health, child protection, child
participation, economic security, disaster relief, water and sanitation.
The Senior Fundraiser – Trusts and Foundations role sits in The Philanthropic Partnerships Team,
which is specifically responsible for all trust, foundation and major donor relationships and income. It is
a high-growth, exciting and innovative team, having increased annual revenue from £660k in 2005 to
over £3m in 2015. We foster an open and energising environment, highly conducive to cooperation
and collaboration. This role will manage two Trust Officers and will lead the day to day running of
Plan’s trust programme.
We have an enviable range of funding options including high-impact programmes and bespoke
projects to meet donor interests. This, combined with Plan’s reputation of excellent accountability and
programme delivery, has helped drive Plan’s growth and why we believe there is potential to do even
more for the world’s poorest children.
Job Purpose
 Work closely with the Philanthropic Partnerships Team Manager (PPTM) to sustain and
increase income from trusts and foundations, and to play a key role in the smooth running of
the Philanthropic Partnerships Team.
 Manage the day to day running of the trust programme
 Manage high level trust relationships, both existing and prospective.
 Secure 5 and 6 figure grants from trusts.
 Input into the strategic development of the trust programme as requested by the Philanthropic
Partnerships Team Manager.
 Maximise partner engagement, satisfaction and value, ensuring a high level of customer
service and account management.
 Manage two Trust Officers, supporting them to reach their income targets.
 Maximise donor engagement, satisfaction and value, ensuring a high level of customer service
and account management.
Key Duties
New revenue
generation: Ability to
secure new gifts from
prospects
Key Activities
 Supervise the trust research (profiling and prospecting)
programme
 Develop innovative ways of approaching and meeting a wide
range of prospects including attending networking events to raise
Plan’s profile
 Follow through leads and deliver effective presentations and
pitches to prospects
 Update, maintain and regularly review new prospects portfolio,
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Portfolio relationship
management:
Ability to work with
existing trusts to steward
and upgrade
relationships
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Stakeholder
relationship
management:
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Other Responsibilities
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General
Stakeholder and
Customer Service
Awareness and
Representation
creating stewardship plans and strategies for key prospects
Integrate prospecting activities with other Plan engagements and
events, to drive opportunities and efficiencies.
Effectively manage a trust portfolio ensuring first class donor
recruitment, retention, development and strategy.
Work closely with the Projects Team to identify projects that are
integrated into Plan’s programme strategy, thus prioritising impact.
Develop innovative and creative methods to maintain existing
donors
Manage high level trust relationships.
Make direct contributions to meeting annual income targets for the
team as well as meeting individual income targets and play an
active role in pitches, meetings and presenting proposals.
Work with the Trusts Officers and Projects Team on emergency
response appeals
Build and sustain a range of relationships and networks that will
help support and enable introductions to potential trust prospects
Represent Plan at events and meetings to broaden and secure
our network of donors, supporters and contacts
Establish and develop solid partnerships with overseas staff in
order to facilitate donor relationships
Work with the Projects Team to deliver grant agreement
requirements
Organise project visits for donors and prospects and, if necessary,
accompany them to the field to further develop donor relationships
Ensure account management and customer service standards are
adhered to
Update and maintain contact records, ensuring that all
communication and correspondence is logged accurately and is
up to date
Provide monthly reports and forecasts
Keep abreast of key fundraising trends and issues and the
regulatory environment around philanthropic partnerships
Support the implementation of the CRM system as required
Supervise volunteers as and when necessary
Develop knowledge and understanding, and keep abreast of
developments within Plan and the development sector in order to
communicate and negotiate effectively with stakeholders
 To be open to change and demonstrate a flexible and adaptable
approach
 To work collaboratively with other departments and be a supportive and
effective team member
 To ensure that all activities undertaken on behalf of Plan UK, externally
or internally, are executed in accordance with the overall aims of the
organisation and in line with Plan’s policies and procedures.
 To participate in training and other activities as requested by the
organisation.
 To provide quality customer service to all our respective audiences and
comply with Plan UK’s quality management protocols
 Commitment to Plan’s position on promoting girls’ rights and gender
equality; and integrating this into all aspects of work
 Promote positive and consistent messaging and thereby help drive
awareness of Plan’s work and approach to development
 Represent Plan UK, as appropriate, often at a senior or Board level
Key Deliverables
Please
Indicate A R
or N/A
Income – this role will have an individual target and responsibility for supporting two
Trust Officers to reach their targets
Prospect portfolio – and targets for asks made, relationships retained and contacts
made
Excellent and seamless donor care
Effective staff management and motivation
Alignment with Plan’s programme policy and strategic projects
Help establish Plan as a leader in philanthropic partnerships that deliver
Decision Making Criteria: A = Accountable, R = Responsible
Level of Child
Protection
Responsibility
Level of Budgetary
Responsibility
Key Working Contacts
High – has direct unsupervised contact with children, or control over child
protection policies or procedures
Medium – post has responsibility for the management of a trust budget
Head of Major Partnerships, Philanthropic Partnerships Team Manager,
Major Partnership unit staff
This is not intended to be an exhaustive list. Your job description may be subject to change.
Date Created
March 2015
Plan UK Person Specification
Job Title
Senior Fundraiser – Trusts and Foundations
Department
Public Engagement
Major Partnerships Unit
Unit (if appropriate)
PERSONAL COMPETENCIES
Competency Title
Communicating with all
stakeholders
The successful candidate will be able to….
 Communicate exceptionally well, often at a senior
level, across all media
 Effectively share information, ideas and
experiences with donors, staff and colleagues
 Influence, negotiate and persuade, internal and
external stakeholders
 Present structured and cohesive arguments, both
verbally and in writing
 Bring people together behind a common goal
 Deal confidently and diplomatically with colleagues
(including CEO and Board) and donors at all levels,
accurately present information and produce work
which clearly summarises situations, identifies key
issues and proposed actions
 Negotiate well with colleagues, including
international colleagues
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Working effectively and efficiently
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Demonstrating Plan values
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Build and maintain networks
Work independently and as part of a small team
and collaborate well with colleagues
Work calmly under pressure
Solve problems
Motivate self and seek personal feedback
Demonstrate resilience, resourcefulness, creativity
and flexibility, particularly at difficult times
Exhibit good time management and meet
deadlines
Encourage high ROI per team staff member
Be target driven with a demonstrable record of
success against goals
Think strategically and constantly review plans
Anticipate future trends, analyse them, and spot
new opportunities
Demonstrate vision and creativity
Ensure high level of account management and
customer service
Promote a positive image of Plan’s work
Ensure queries, questions and complaints are
handled most appropriately, with minimum risk
RELEVANT EXPERIENCE
The successful candidate will have experience of ….
At least 3 years of creating and managing relationships with and raising funds from trusts and
foundations
International development and fundraising in this context
Research and prospecting
Strategic planning and portfolio management
Delivering innovative ideas, pitches and partnerships
Analysis, budgeting and tight financial management
SPECIFIC SKILLS AND KNOWLEDGE
The successful candidate will have the
ability to….
The successful candidate will have
knowledge of….
Be highly organised with attention to detail
International development issues, including
gender
Think creatively
The UK charity market, particularly philanthropic
partnerships
Develop strong pitches and propositions
Trends, techniques and best practice in trust and
foundation fundraising
Analyse and solve complex problems requiring
significant levels of judgement and assessment of
information
Impact reporting
Build and cultivate relationships with trusts and
foundations
Ask appropriately and successfully
Manage risk and opportunities
Demonstrate an awareness of child protection
issues
Date Created
March 2015