Job description Trusts and Legacies Advisor

Transcription

1 Full time (35 hours) Job description Trusts and Legacies Advisor Job Purpose/Summary The role has dual purposes with equal weighting: 1) To secure increased income for Alzheimer Scotland s activities by developing and building on the Charity s portfolio of trusts and foundations. Once knowledgeable about the Charity s aims, objectives, plans and services you would be expected to research, design, write and submit detailed applications to a range of trusts and foundations. This will involve engaging not only with trusts which have donated to us in the past, but also developing relationships with trusts who are new to us. 2) To increase the number of supporters who include a gift in their Will to Alzheimer Scotland, and raise awareness of the importance of gifts in Wills to a wider audience, both internally and externally. The role will require administering legacy cases, keeping abreast of legacy legislation, and developing a legacy pledgers programme to support the donor journey. Main responsibilities: Trusts and foundations To be responsible for researching and identifying trusts and foundations whose funding criteria resonates with the work of Alzheimer Scotland and produce inspiring, accurate and professional proposals and applications in line with trust guidelines. To manage the charity s database for trusts and foundations and keep up-to-date records of requirements/deadlines for reports and reviews. To work with colleagues in our operational and other teams to collate information about projects and programmes requiring external funding Legacies To promote the value and potential impact of legacies gifted to Alzheimer Scotland with existing and potential new supporters and members on a one-to-one basis by phone, or face-to-face meeting, with a view to converting interest into firm legacy pledges. To achieve an agreed number of new pledges and enquiries annually in consultation with the Fundraising Support Manager. Working with our marketing and communications team, support and follow-up a series of Legacy Marketing events at locations of appropriate interest, including Dementia Resource Centres and other venues, on an on-going annual basis with a

2 view to generating opportunities for developing new legacy enquiries and pledges. To be a first point of contact and knowledge on legacy matters for all staff in localities. To engage key solicitor contacts, keeping them informed and supplied with up to date Alzheimer Scotland legacy information, visiting firm s offices and liaising with fee earners dealing with confirmation matters. General responsibilities To bring innovation and creativity to the Fundraising Support Team by using creative and engaging methods of communication including written and verbal mechanisms, building positive relationships with influential people and negotiate successfully to achieve a positive outcome. To become proficient in using our CRM system (Raisers Edge) To comply with agreed fundraising procedures and protocols. To report to the Fundraising Support Manager on a monthly basis and attend all relevant training. Reporting and line management The post holder reports to the Fundraising Support Manager. The post holder works within and contributes to Alzheimer Scotland s medium-long term Fundraising and Marketing Strategic Plan, Public Relations Policies and Procedures and Brand guidelines. The post holder will prioritise and allocate work in order to achieve identified objectives and specific targets. The post holder will ensure the proper disbursement and accounting for budgets and collation and reporting of management information, providing appropriate evidence and audit trails. Scope of judgement and decision making The post holder is responsible for quality and consistency of Trust Partnership, Philanthropy and legacy activities and ensuring that these are carried out in accordance with Scottish and UK Charity Law, Institute of Fundraising and marketing and advertising regulatory bodies and operate to national requirements and guidelines of OSCR Office of the Scottish Charities Regulator. They will have specific responsibility for correct application of procedures for donor management and partnership contractual arrangements. Qualifications Further education level is essential

3 Other The post holder will have the ability to work evenings and weekends on occasion to meet the needs of the role. The post holder will have the ability to undertake work-related travel throughout Scotland and (rarely) the rest of the UK. Accountability The Trusts and Legacy Advisor will be line managed by Fundraising Support Manager Salary - The post is graded at points 27-30, pro rata check advert for further details The successful candidate for this post will be subject to a criminal record check through Disclosure Scotland. This job description is open to review by the organisation at any time and was last revised in March 2018

4 Person Specification Trusts and Legacies Advisor The following criteria will be used in shortlisting candidates and in appointing the successful applicant. Please note that the competencies are not ranked in priority order. Skills, ability, knowledge Experience of securing income through Statutory, Lottery, Trusts, Foundations, Corporate, legacies and individuals. Experienced in prospect research, planning and project management, delivery and evaluation. Good communications skills both written and verbal and experience of presenting to senior executives. Knowledge of Scottish and UK grant makers. An interest in dementia issues and a positive cando approach with knowledge of Scottish voluntary sector and best practice in relation to Statutory, Lottery, Trust and Corporate fundraising activities. Computer literate (competent level Word, Excel, PowerPoint) Abilities Create compelling proposition materials from technical data to be used for partnership proposals and supporting activities; Create compelling proposition materials from technical data to be used for partnership proposals and supporting activities; Administrative and organisational skills Personal Skills Excellent presentation, social and communication skills An ability to communicate effectively (verbal and written) with a variety of audiences from all walks of life including Directors, high level donors, corporates, service staff, internal staff, beneficiaries, etc. Essential Desirable

5 Natural networker with a persuasive personality and an ability to influence others Business planning and reporting skills Project management skills, able to plan and manage through to implementation Ability to stay focused and produce good quality work under pressure and to deadlines Qualifications/Experience Further education level is desirable or equivalent knowledge acquired by other means