Development Officer (Trusts and Philanthropy)

We are one of Britain's leading heritage conservation charities. With the help of our supporters, we save historic buildings in danger of being lost forever, restore such 'Landmarks' using skilled
craftspeople and their apprentices, and make them available for all to enjoy for holidays. This income supports their ongoing care, whilst free open days and engagement with communities
ensure that even more people can learn about and experience these extraordinary places. We have an ambitious pipeline of building rescue projects across the UK, from a WW2 control tower in Hampshire, to a Palladian villa near Edinburgh, and all depend on the success of our fundraising.

Role summary and purpose

This is a new role to build capacity in a successful programme of philanthropic giving from trusts, foundations and individuals supporting capital appeals for award-winning heritage conservation
projects, and other areas of our work including the island of Lundy. By managing your own portfolio of supporters and prospects you will bring high standards of donor care to grow income and sustain long-term relationships. The role includes trusts prospect identification and research, writing proposals, case studies and updates to demonstrate impact. Some travel will be required for site
visits, meetings and events to engage supporters and prospects face to face with our varied work throughout the UK. Reports to the Development Manager (Major Gifts) and works closely with eight
other colleagues in the Development team, and others throughout the organisation.

Key accountabilities

Lead on all communications and appeals to small and mid-level trusts (up to £10k). Manage a portfolio of larger trusts & foundations (£10k+) with the Development Manager (Major Gifts).
Manage a portfolio of donors to projects and appeals (typically up to £10k per gift).
Develop compelling proposals and applications for funding to support heritage conservation projects, appeals and other areas of work including environmental sustainability, craft skills, public access and engagement.
Achieve a personal income target in support of the overall targets for trusts and foundations, and individual giving to projects and appeals.

Duties & responsibilities

Work with the Development Manager (Major Gifts) to:

• Develop an effective strategy for charitable trusts and foundations.
• Grow and maximise trusts income in line with overall objectives and plans.
• Maintain and a rolling pipeline of trusts, identifying and cultivating new opportunities.
• Draft project updates and other stewardship communications for trusts and individuals. Prospect research:
• Lead the research to identify and maximise the potential of new trust and foundation prospects, using an external agency as required on specific projects.
• Work with the Development Manager (Major Gifts) to agree prospect allocation and approaches.
Proposals and applications for support
• Produce tailored, high quality and inspirational funding proposals for trusts and individuals.
• Submit timely applications to trusts and foundations.
• Work with other teams (estates, engagement, history, Lundy) to identify needs and opportunities for funding as agreed with the Development Director.

Supporter stewardship:
• Utilise events, digital engagement, and other stewardship methods throughout the year to provide opportunities to thank current trust supporters and engage new prospects.
• Act as lead contact for a small portfolio of individual supporters.

Reporting and evaluation:
• Be responsible for the stewardship of existing relationships and work with teams across the organisation to fulfil grant monitoring and reporting requirements.
• Work with the Data and Supporter Services Officer and the Finance Team to ensure accurate financial reporting and reconciliation.
• Maintain contact records within the Salesforce CRM database, and a grant reporting cycle

Compliance:
• Ensure that the work with trusts and foundations is compliant with all legal and regulatory requirements (including data compliance and regulation).
• Keep up to date with any changes and operate in line with the codes of practice, sector best practice and industry standards.

Financial
• Contribute to the setting of budgets (income targets and expenditure).
• To manage the safe and proper handling of, and accounting for, income arising from your areas of responsibility.
• Monitor and manage all income and operating costs within given budgets and areas of responsibility. Liaise with Finance to ensure information is supplied in a timely manner to
meet deadlines.
• Continually strive to improve margins, reduce costs and wastage as well as suggesting improvements in operating processes at a specific and at a general level.

General
• To support the Development Director in fundraising planning and strategy.
• To take personal responsibility for all the administration and database requirements arising from the post holder's role, ensuring accurate and up to date records are maintained.
• Comply with the Fundraising Code of Practice, GDPR, PECR and any other legal obligations.
• To appreciate, and work within, the organisation's culture and to conduct all activities in a manner which promotes and enhances the Landmark Trust's character and reputation.
• To undertake any other duties as may be reasonably required in the post.

This is an outline job description that may be subject to change in consultation with the post-holder.