Trust Fundraiser

Job Title:

Trust Fundraiser

Salary Range:

£35,000 TO £40,000

1.  Job Summary

The Trusts Fundraiser plays a pivotal role in securing voluntary income for Kisharon Langdon by
managing a portfolio of charitable trusts and foundations to achieve agreed income targets and
support the organisation’s strategic goals. The role involves developing and delivering a robust
grant funding pipeline, underpinned by thorough prospect research and clear planning, to ensure
sustainable and long-term income growth.

The post-holder will build a strong understanding of each funder’s priorities and criteria, creating
tailored  strategies  to  cultivate,  solicit  and  steward  support.  Alongside  managing  existing
relationships,  they  will  proactively  identify  and  engage  prospective  funders,  contributing  to
excellent relationship management across the trust and foundation portfolio.

Working collaboratively across teams, the Trusts Fundraiser will gather compelling evidence and
impact  data  to  craft  persuasive  funding  applications  and  high-quality  reports.  Through
collaborative working and the sharing of best practice, the role will help drive improvements in
application success rates.

The  post-holder  will  maintain  accurate  records  on  the  database,  track  activity  and  monitor
performance against objectives, ensuring alignment with the wider fundraising and organisational
strategy.

2.  Key Tasks

  Manage  a  portfolio  of  charitable  trusts  and  foundations  through  a  journey  of  cultivation,
solicitation  and  stewardship  to  secure  4,  5  and  6-figure  grants,  which  meet  personal  and
departmental income targets.
Identify and research prospective new funders and develop appropriate strategies to engage and
cultivate them to ensure a healthy donor pipeline.



  Build  relationships  internally  to  understand  all  voluntary  funded  services  and  work  with
colleagues to provide compelling stories and data to funders, especially on outcomes and impact.
  Use  the  Raiser’s  Edge  database  to  monitor  performance  and  maintain  accurate,  up-to-date

records.

3.  Operational Tasks

  Develop a funding pipeline, working with colleagues to identify and prioritise funding needs.
  Work closely with the relevant technical leads to gain required information for funding proposals.
  Make  high  quality  funding  applications  and  write  project  reports  within  donors’  deadlines  to

achieve income targets each year according to the organisational budget.

  Manage the progress of bids from conception to completion alongside project managers.
  Ensure that projects include core organisational expenditure costs as far as possible.
  Monitor restricted funds, to ensure that items within budgets are not double-funded.
  Prepare and update detailed research on trusts, foundations and other grant making bodies.
  Develop, manage and review small trusts mailing together with the Trusts Fundraising Manager.

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4.  Grant management

  Ensure that all donations and grants are properly logged on the database and acknowledged in a

timely fashion.

  Use  our  CRM  system  expertly  to  plan  and  deliver  funder  communications  and  relationship

management.

  Contribute to driving improvements in application success rate through collaborative working and

sharing of best practice.

5.  Relationship building and communication

  Nurture  good  relationships  with  existing  and  prospective  donors,  developing  stewardship
programmes,  with  the  support  of  the  wider  fundraising  team.  This  will  include  showcasing
Kisharon Langdon’s work to existing and prospective funders and clearly conveying its impact.
  Work  with  internal  staff,  including  Directors  and  Managers,  to  inform  them  of  new  funding

opportunities and to obtain compelling stories and data for bids and reports.

  Network  across  the  organisation  to  build  personal  profile  internally  and  stay  informed  about

organisational developments and be a key point of contact for funder opportunities.

  Collaborate with other members of the Fundraising team on joint approaches, sharing knowledge

and resources, and proactively contributing to fundraising team meetings.

6.  Finance



Liaise with the Finance Department to ensure that all trust pledges and ongoing annual awards
are received and recorded with the appropriate project funding restrictions where appropriate.
  Be accountable for personal income performance, monitoring it regularly and reporting in a timely
manner as required, and highlighting any problems or issues at the earliest possible opportunity.
Learn about the organisation, and departmental income and expenditure figures, and the funding
needs that arise from them, to be aware of the “big picture” financially.



7.  General

  Support  all  colleagues  within  the  fundraising team  and  undertake  any other reasonable duties

and activities as requested by the Director of Fundraising.

  Capitalise on the goodwill that exists in the community for Kisharon Langdon by being a positive

ambassador for the charity.

  Undertake training and attend courses as appropriate.
  This crucial role involves an expectation that the post holder will occasionally work outside normal

office hours to attend events and funder meetings.

  The Fundraising Department is based at Kisharon Langdon’s Head Office, but attendance at events
and meetings at other Kisharon Langdon sites or other venues is taken to be part of the role.
  Kisharon Langdon  works largely, though not exclusively, with members of the orthodox Jewish
community and the post holder must understand and respect their beliefs and requirements as
well as those of the wider Jewish and mainstream communities.

  Operate  within  Charity  Law  and  Data  Protection  legislation  and  adhere  to  the  Institute  of

Fundraising Codes of Practice.

  To make yourself aware of, abide by and support all Kisharon Langdon policies, including, but not
exclusively, confidentiality and data protection, safeguarding of children and vulnerable adults,
equality and diversity, non-discriminatory practice, Health and Safety and Jewish orthodox ethos,
reporting all concerns to an appropriate person.

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8.  Key Values

In addition to undertaking the duties as outlined above, the post holder will be expected to adhere
to the following:

  Organisational Values

To  behave  in  accordance  with  the  organisation’s  values  or  Respect,  Integrity,  Community  and
Excellence.

  Equality & Diversity

To  act  in  accordance  with  the  organisation’s  Equality  &  Diversity  Policy,  which  is  designed  to
prevent discrimination of any kind.

  Health & Safety

Ensure that all duties are carried out in line with the organisation’s Health & Safety Policy.

  Risk Management

o  Responsible  for  reporting  complaints,  incidents  and  near  misses  through  the  appropriate

reporting procedures.

o  Responsible for attending Health & Safety training as required.
o  Responsible for assisting with risk assessments.

9.  Note

This job description outlines the roles, duties and responsibilities of the post. It is not intended to
detail  all  specific  tasks.  Kisharon  Langdon  reserves  the  right  to  alter  the  content  of  this  job
description to reflect the changing needs of the organisation but is a correct reflection of the main
duties of the post at the time of writing.

PERSON SPECIFICATION
Trust Fundraiser

Essential

Desirable

Qualifications

  Educated to GCSE level or

  Educated to degree level

Knowledge & Experience

higher

  Minimum 3 years proven
successful experience in
applications to charitable
trusts and foundations.
  An ability to write engaging
and persuasive funding
applications and proposals
to the highest standard.
  Strong IT skills including
sound knowledge of
Microsoft Office
applications and CRM
systems.

  Sound knowledge of Charity
Law and Data Protection
legislation and the
  Institute of Fundraising

Codes of Practice

  Working knowledge of
Raiser’s Edge NXT

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  Experience of using a

database or CRM system to
record and track donor /
customer / client
interactions.

Communication & People
Skills

Organisational Skills

Specialist Skills

  Excellent communication
skills both in written work
and verbal communication.

  Flexible and adaptable,
prepared to undertake
duties in addition to those
described above as
required.

  Able to work under

pressure and manage
competing priorities.
  Able to keep accurate

records to manage day-to-
day tasks.

  Able to record and monitor
income performance and
report accurately to others.
  Working to tight timescales
to write successful bids.
  Researching and gathering

data and evidence to inform
funding proposals and to
report on impact and
outcomes.

Other

  Commitment to the

organisation’s ethos and
aims, and the ability to
respect, support, promote
and work within a Jewish
ethos.

  Acceptance of and
commitment to the
principles underlying the
organisation’s Equality &
Diversity and Health &
Safety Policies.

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