Philanthropy Officer in City of London

Compensation: GBP 32,000 to GBP 35,000 depending on experience

Line Management Responsibility: No

Location: Scale Space White City, London W12 7RZ

Work Type: Hybrid working with a minimum of two days a week at the British Asian Trust’s office

About the organisation

The British Asian Trust (BAT) was founded in 2007 by the then Prince of Wales and a group of visionary British Asian business leaders to tackle widespread poverty and inequality in South Asia. Since we were founded, we have had a positive impact on the lives of 12 million people across India, Pakistan, Bangladesh and Sri Lanka. We are a unique organisation, led and driven by the South Asian diaspora and by a powerful belief that traditional approaches to philanthropy and development will not, alone, solve the challenges of the region. Our aim is to have the greatest possible impact. Our programmes tackle problems and inequalities in the areas of education, livelihoods, mental health, child protection and conservation.

About the role

BAT is in a dynamic and exciting period of growth. This role will play a vital role in the organisation’s development through stewarding and expanding a portfolio of High Net Worth Individuals (HNWIs) annually and providing critical support across the Philanthropy team. The role will be responsible for both developing new business and managing a small portfolio of existing donors. The post-holder will be responsible for directly securing unrestricted income as well as supporting the Head of Philanthropy and Executive Director in maintaining stakeholder relationships and making new asks.

Main responsibilities

• Identify and secure new funding to meet organisational targets
• Proactively contribute to a research plan to identify the most promising prospective donors for BAT’s unrestricted funding.
• Build strong working relationships across the organisation to develop and implement creative and effective engagement strategies and cultivation plans, based on the research.
• Support on new business cultivation events and ensure there is effectively and timely prospect follow‑up.
• Manage and maintain effective prospect records and pipelines on the CRM database (Salesforce).
• Effectively steward and maintain a portfolio of ‘Founders Circle’ renewals
• Maintain and manage a portfolio of £5K donors by ensuring excellent donor care and supporting on overall Founders Circle stewardship plans.
• Identify appropriate opportunities for engagement and upgrade in order to deepen engagement and increase support.
• Maintain appropriate donor records (on the CRM database as well as Sharepoint), including Donor Thank Yous, Payment receipts, Meeting notes, and Communication records.
• Provide cross‑team support to achieve the organisation’s fundraising targets
• Research and qualify prospect donors in our database and beyond, providing information and insights to relevant fundraisers, as well as carrying out due diligence as required, on opportunities.
• Provide coordination support for organisational meetings and internal/external events as required, including scheduling meetings, capturing and disseminating notes and actions, and other activities as required.
• Provide support with unrestricted proposal and report writing within the team, as required, and wider administrative support.
• Work with relevant Programme Team and the Communications Team members to develop suitable materials for use by a variety of internal stakeholders when engaging with donors.
• Support the development and implementation of systems, processes, and practices necessary to ensure that we deliver first class management of our funding partners.

Other

• Ensure the fundraising activities that the role is responsible for are compliant with relevant legal and best practice guidance.
• Oversee and support the work of the fundraising assistant and facilitate team cohesiveness.
• Be an enthusiastic and passionate advocate for the British Asian Trust, promoting and communication our key values and mission statement in order to inspire new funders around our work and vision.
• Actively participate in team meetings and events.
• Actively contribute to and support wider BAT activities and initiatives, particularly with regards to income generation and communications.
• Consistently demonstrate the values and principles of BAT in all its activities.
• Other duties as required by the line manager commensurate with the post.

Key Relationships

• Head of Philanthropy (Line Manager)
• Director of Fundraising
• Events Team
• Communications Team
• Stakeholder Leads within Senior Management Team

• Founders Circle supporters and other High Net Worth Individuals.

Person Specification and Job‑related knowledge, skills and experience

• Experience of a donor facing role within a fundraising team with understanding of donor relations, requirements and priorities.
• Experience of producing high quality written communications, compelling emails, proposals and/or reports.
• Knowledge and interest in international development issues and South Asia.
• Experience maintaining and building relationships with important supporters and/or stakeholders.
• Experience of multi‑tasking, prioritising activities and managing own workload.
• Experience of working under pressure and to strict deadlines.
• Experience of working collaboratively within a team.
• Ability to communicate effectively with a wide range of internal and external stakeholders, adapting style and approach to stakeholder needs.
• Good interpersonal skills with the ability to communicate with donors and suppliers.
• Competent in working with Microsoft Office (particularly Word, Excel, and PowerPoint).
• Proactive, enthusiastic and results driven.
• Excellent attention to details.
• Flexible and adaptable to changing needs and responsibilities.
• Ability to work independently and in a team.
• Willingness to work occasional evenings and/or days at weekends for events.