To help us achieve our ambitious long-term goals this role requires an experienced and passionate individual to be part of our Philanthropy Team.
This vital role works alongside the Head of Philanthropy as we look to build our philanthropic partnerships over the next five years and beyond, with a particular focus on our High-Net-Worth Individuals (Major Donors). As well as building upon current relationships, you will identify, research and cultivate relationships with new and lapsed major donors to help increase income from this important income stream.
You will be part of a dynamic and highly skilled Fundraising and Communications team, dedicated to inspiring people in the UK to help transform lives in some of the world’s poorest places.
Responsibilities and areas of work
This important role will seek to develop our Major Donor income stream, seeking to grow both numbers of donors and income raised. At CBM, a Major Donor is considered to be one who has the capacity to give £5,000+ per year and who relishes the opportunity to have one-to-one, personalised interactions with CBM.
This role will seek to identify new high-level donors, as well as help to develop existing relationships with our generous supporters.
Working closely with the Head of Philanthropy, other team members and (occasionally) external consultants, and in collaboration with our colleagues in the Programmes Team, this role focusses on building and consolidating our major donor portfolio, so increasing our donor base and thus our in-year and pledged income.
Main Goal:
To successfully steward a portfolio of major donors through tailored approaches, so securing repeat and multi-year gifts to achieve agreed income targets and KPIs.
This will be achieved through:
New business acquisition:
- Interrogating our current supporter base to build a prospect list, using our database (Salesforce) and external databases, to assess the potential to upgrade active, lapsed and prospective major donors.
- Researching, identifying and securing major donor prospects, through the identification of high-net-worth individuals who may have an interest in CBM’s work, and through proactive and effective networking, including working with our Trustees, Patrons and Ambassadors.
- Identifying next steps and determining tactics for engagement, including 1:1 working, giving group presentations and delivering pitches at various levels.
Stewardship and cultivation of current and active donors:
- Developing and implementing tailored cultivation and stewardship plans, so that individuals are engaged in a bespoke manner, ensuring that they feel a part of CBM and that their generosity is recognised, through regular reporting, interactions, updates and tailored approaches.
- Developing donor-centric applications, proposals and initial approaches (by post, email and phone) that are driven by insight on donors’ individual needs and preferences and are tailored to their interests and requirements, following up as required.
- Reporting to donors in both formal and informal ways, as appropriate, to ensure they are kept up to date with CBM, the impact of their grant and project developments.
- Hosting and facilitating face-to-face and online meetings with high-level donors, including organising dates, venues and agendas/ talking points, and creating Meeting Briefs for all attendees to ensure positive outcomes as far as possible.
- Promoting the importance of legacies, and legacy income, where appropriate, and to steward those who have pledged.
Proposal and Report Writing
- Crafting compelling proposals and reports that meet the bespoke needs of donors whilst meeting the needs of CBM and our Programme delivery colleagues, within agreed deadlines.
- Working with members of the Programmes Team to ensure the accuracy of proposals / reports, and with members of the Fundraising & Communications Team to ensure consistency of messaging.
- Working with the Philanthropy Team to develop new projects/ themes/ appeals for potential projects.
Other
- Ensuring all information, donor activity is recorded and kept up to date on our database to fully inform any approaches/meetings.
- Closely monitoring income and expenditure, reporting to the Head of Philanthropy where necessary, and contributing to the creation of yearly fundraising budgets and plans.
- Providing proof-reading and copy-editing support to colleagues.
- Helping to develop a culture of enthusiasm and success, reflecting the ambitions of CBM, and promoting positive working and innovation.
- Ensuring that the values of CBM UK are understood by external partners and always reflected in communications.
- Carrying out any additional duties as required by the Head of Philanthropy and Director of Fundraising & Communications.
For full details and how to apply, please visit our website: Work with us - Jobs & Volunteers | CBM UK, the overseas disability charity.