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Fundraising Assistant
Fundraising Assistant
Fundraising leadership team
Office Based in Edgbaston, Birmingham
30 hours (flexible work available with hours to be agreed, office based and due
to the nature of the role, there will be occasional out of hours work)
£20,000 (FTE £25,000)
24 days pro rata plus bank holidays
Permanent (6 month probationary period)
Job title:
Responsible to:
Place of work:
Hours:
Salary:
Benefits:
Length of contract:
About Edward’s Trust
Edward’s Trust is a local West Midlands charity providing support for bereaved children, young people, and
parents. We have 36 years of experience and operate at the highest level, providing qualified counselling and
holistic support for complex or prolonged grief. We do not set time limits and the service is completely free.
We do not get Government funding; therefore, we rely on donations to keep this vital service going.
Our Values
RESPECT
We will act with integrity in all that we do, being mindful and considerate to all. We respect and remember
those who have died. Respect is a constant that embraces diversity and uniqueness of experience.
HOPE
A feeling of trust in tomorrow. We embody, instill, and empower a feeling of trust in tomorrow. Hope is the
hand to hold. We have a vision that one day there will be a universal understanding of life-changing grief.
HOLISTIC
Complete and all encompassing. We acknowledge and respond to the needs of the whole person: mentally,
physically, emotionally, and spiritually. We recognise the total experience of grief, promoting a holistic
approach to bereavement care.
SUPPORT
Enabling with compassion and care. We provide responsive support that is appropriate, relevant, and
meaningful to each individual. Together in safety and strength. Encouraging society to respond appropriately
to people facing loss and surviving bereavement.
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EXCELLENCE
Embracing professional integrity and creative innovation. We are passionate about providing exceptional
services and maintaining the highest standards in all that we do. Excellence is valuing people. We are
committed to driving innovation and change.
Role summary
The Fundraising Assistant role is a vital role for Edward’s Trust’s Fundraising Team. You will be assisting with
all areas of Fundraising from being the first point of call for supporters and volunteers, to support them with
fundraising activities, ensuring they are thanked, and communications are personal and timely. You will be
involved in planning and assisting with the fundraising activity across the team and will have responsibility for
keeping our database and records up to date and ensuring we are compliant.
This is an excellent role if you are looking to start a career in Fundraising, working with the Fundraising
Leadership Team who has over 20 years experience in the third sector. If you are looking for a truly fulfilling
role supporting bereaved children and adults in the West Midlands, this is the role for you.
Key tasks and responsibilities
• Be the first point of contact for supporters, requests and queries relating to fundraising.
• Maintain accurate records of fundraising activity and income and be able to report on basic
fundraising activity and income, including following financial procedures such as scanning
and banking of cheques, timely preparation of thank you letters and updating of the
fundraising database and planning and evaluation documents.
• Maintain the fundraising database, Donorflex, and any other planning documents through
accurate data input and compliance with data processing regulations.
• Process Gift Aid
• Create materials such as posters, tickets, signs, social media posts and campaign emails to
promote fundraising activities as required
• Be responsible for managing, ordering, updating and keeping track of all fundraising
merchandise, leaflets and other equipment for fundraising purposes.
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• Assist in the running and planning of fundraising campaigns and activities as required.
• Build and maintain effective working relationships with stakeholders at all levels, both
internally and externally
• Provide excellent supporter care to all supporters including service users
• Present supporters with further fundraising opportunities where appropriate
• Assist in identifying potential new supporters such as corporate partners and sponsors.
• Work closely with other members of the Fundraising team to ensure the department’s
objectives are fulfilled.
• To work in a flexible and people focused way, adapting to the needs of the team and charity.
• To participate in meetings and events as appropriate.
The following table shows the criteria that we will be assessing in short-listing applications.
Person Specification
Criteria
Knowledge
Excellent standard of written English and highly numerate
Excellent numeracy skills
Strong planner and organizer with an attention to detail
Excellent Microsoft Office Skills, including Word, Excel and PowerPoint
Experience
Use of a database/CRM system such as Donorflex
Experience of supporting a team with administration
Exceptional Customer service skills
Use of Canva to design posters, social media posts
Worked or volunteered in a charity fundraising team
Developed and improved administrative systems to be more efficient and effective
Experience of working as part of a multi-disciplinary team.
Skills and Qualities
Excellent interpersonal skills with the ability to build and maintain good
relationships with people from a diverse range of backgrounds and ages.
Essential Desirable
X
X
X
X
X
X
X
X
X
X
X
X
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Evidence of ability to maintain accurate and confidential system of records.
Evidence of ability manage own workload, multitask, use initiative and to work in a
flexible way, independently and as part of an established team.
Good team player and willingness to help others, communicating timeframes and
prioritising tasks for individuals in a collaborative way.
Evidence of excellent written and oral communication skills that can be adapted to
different audiences.
Creative, caring, sensitive and skilled in approach, particularly around
bereavement.
Ability to deal sensitively and diplomatically with people from all levels with a
calm, professional and friendly attitude.
To be committed to on-going professional development and training and to
demonstrate this by attending appropriate courses.
X
X
X
X
X
X
X
Self-motivated, resilient and ability to reflect on the personal impact of your work.
X
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EDWARD'S TRUST LTD
30,800 - 38,500 per year (pro rata)
Edgbaston, Birmingham
Full-time
Senior Fundraising Manager Senior Fundraising Manager Head of Fundraising Hybrid/Office Based in Edgbaston, Birmingham 4 days a week (flexible work available with hours to be agreed, hybrid working and due to the nature of the role, there will be occasional out of hours work) £38,500 FTE so £30,800 pro rata 24 days annual leave pro rata, plus bank holidays and employer contributed pension scheme after 3 months Permanent (6-month probationary period) Job title: Responsible to: Place of work: Hours: Salary: Benefits: Length of contract: About Edward’s Trust Edward’s Trust is a local West Midlands charity providing support for bereaved children, young people, and parents. We have 36 years of experience and operate at the highest level, providing qualified counselling and holistic support for complex or prolonged grief. We do not set time limits and the service is completely free. We do not get Government funding; therefore, we rely on donations to keep this vital service going. Our Values RESPECT We will act with integrity in all that we do, being mindful and considerate to all. We respect and remember those who have died. Respect is a constant that embraces diversity and uniqueness of experience. HOPE A feeling of trust in tomorrow. We embody, instill and empower a feeling of trust in tomorrow. Hope is the hand to hold. We have a vision that one day there will be a universal understanding of life-changing grief. HOLISTIC Complete and all encompassing. We acknowledge and respond to the needs of the whole person: mentally, physically, emotionally and spiritually. We recognise the total experience of grief, promoting a holistic approach to bereavement care. SUPPORT Enabling with compassion and care. We provide responsive support that is appropriate, relevant and meaningful to each individual. Together in safety and strength. Encouraging society to respond appropriately to people facing loss and surviving bereavement. EXCELLENCE Embracing professional integrity and creative innovation. We are passionate about providing exceptional services and maintaining the highest standards in all that we do. Excellence is valuing people. We are committed to driving innovation and change. You will be working with: • Head of Fundraising (until June 2026) • CEO • Trusts and Grants fundraiser • Fundraising Administration Support • Community and Volunteer Fundraiser • Service Delivery Team • Volunteers • Funders • Donors Role summary If you’re ready for your next fundraising role, taking a step up and pushing yourself whilst working in a small but mighty team, this role really is for you. This role is a critical part of the fundraising puzzle to deliver the Edward’s Trust fundraising growth plan for 2026 and increase income and services in the local West Midlands area. This role allows you to apply your fundraising skill and knowledge and have a real and measurable impact." This Senior Fundraiser will report to the Interim Head of Fundraising, with a plan to lead the team from June 2026 with a comprehensive handover. This role will deputise for the interim Head of Fundraising when required and has huge potential for professional growth. This role will be an exciting opportunity to work with the leadership team to develop and implement the Edward’s Trust income generation strategy, and we are particularly interested in candidates that have grown corporate income. You will be individually responsible for Corporate, Legacy, and Regular Giving fundraising. Working with interim Head of Fundraising, you will enhance the donor experience, ensure relationships are strong and that excellent personalised communication systems are in place and that we are truly audience led. You will be required to support other members of the Fundraising Team on fundraising activities where extra resources or senior representation may be required. You will be responsible and accountable for ensuring the database (Donorflex) is maintained by the Fundraising Team alongside the Head of Fundraising. You will be responsible for supporting the Head of Fundraising in reviewing systems and processes and ensuring that the Fundraising Team is working efficiently and in accordance with regulatory and legal requirements and best practice. The role will involve managing and tracking the Fundraising Team budget through direct line management when appropriate and you will be required to create monthly reports and updates as well as Trustee Reports, and, when needed, to reforecast income/expenditure, liaising with the senior leadership team. Key tasks and responsibilities Grow corporate income (responsible and accountable): You will grow the corporate pipeline and ensure that this is impeccably managed, through acquiring and retaining partnerships, including clear communication and future partnerships secured. Leadership and Management: you will work with the Head of Fundraising until June 2026 and then in turn with the fundraisers to share your fundraising skill and knowledge which will enable the organisation to achieve its fundraising targets. To undertake regular one to ones with support for personal development and undertake annual performance reviews to the small team. Relationship Management: to be available as a senior member of staff to meet with supporters and potential supporters where it will enhance the relationship development by other members of the team. Administration: to keep accurate donor and financial records and produce timely applications and reports to funders. To administer legacy income as appropriate and communicate with solicitors or executors promptly. To produce and update income and expenditure budgets and financial reports in a timely manner. Regular Givers: To be responsible for delivering on the recruitment and retention of regular givers with the aim of increasing regular giving income. Legacies: To be responsible for growing legacy promotion and the administration of legacy income with the aim of increasing legacy income alongside the Head of Fundraising Database: To be responsible for overseeing the Fundraising database (Donorflex). To produce reports from the database to inform fundraising and finance via the fundraising assistant. Key Accountabilities: • To deliver on fundraising priorities and growth targets for income individually from Corporates, Legacy and Regular Giving • To support and develop individual members of the Fundraising Team, sharing knowledge and experience to help them individually and collectively work as an effective team, delivering fundraising income targets. • To monitor outcomes and produce timely reports and information as required by income streams. • To work with colleagues across the organisation to help shape and develop appropriate projects for funding • To ensure the Donorflex database is kept updated, well maintained and that fundraising staff are trained and are utilising it in the correct way, including compliance. • To ensure that regular givers and donors are recruited and retained and that communications are of a high standard to ensure the long-term sustainability of Edward’s Trust. • To continue to develop and implement growth for legacy income and to increase income from this income stream • To undertake a range of administrative duties in support of your own work and the teams’ work. The use of email, the fundraising databases and IT are an integral part of this post. • To comply with, promote and contribute to the development of Edward’s Trust mission, policies and procedures. • The role will involve tracking the Fundraising Team budget by creating monthly reports and updates and reforecasting income/expenditure if needed. Person Specification The following table shows the criteria that we will be assessing in short-listing applications. Criteria Essential Knowledge Excellent standard of written English and highly numerate Minimum of three years’ experience in a similar people management role Minimum of three years’ experience in fundraising A track record of successful fundraising from Corporate, Legacy and Regular Giving fundraising Experience of working with Fundraising Databases (preferably Donorflex) Experience of the recruitment and retention of Regular Givers Experience of creating and monitoring fundraising budgets – income and expenditure Experience of creating and using reports to improve results Essential Skills Excellent written communication skills, being able to present a case succinctly and effectively Exceptional organisational skills and a systematic approach to work Excellent attention to detail High level attention to quality Proven ability to take initiative and to work independently A self starter, taking initiative and leading from the front Strong research skills Ability to produce strong applications to secure partnerships High level proficiency in the use of MS Word, Excel, PowerPoint, Teams, Internet, and Email Ability to collate information to produce reports Knowledge of Donorflex or other CRM system Knowledge of budget creation, management, monitoring, and reports Knowledge of marketing and comms both digital and non-digital Personal Qualities Highly self-motivated, creative, and flexible Able to work autonomously, take initiative and make decisions Able to work in a fun and flexible way – this may include occasional evening work Energy, enthusiasm and flair to work hard, inspire the wider team and achieve ambitious targets Demonstrates empathy and sensitivity when working in a bereavement context Commitment to Edward’s Trust’s Mission and Value
Trusts and Grants Fundraiser Trusts and Grants fundraiser Head of Fundraising Remote/Hybrid/Office Based in Edgbaston, Birmingham 22.5 hours a week (flexible work available with hours to be agreed, hybrid/remote working and due to the nature of the role, there will be occasional out of hours work) £30K FTE per annum Pro rata £17,995 24 days annual leave pro rata, plus bank holidays and employer contributed pension scheme after 3 months Permanent (6-month probationary period) Job title: Responsible to: Place of work: Hours: Salary: Benefits: Length of contract: About Edward’s Trust Edward’s Trust is a local West Midlands charity providing support for bereaved children, young people, and parents. We have 36 years of experience and operate at the highest level, providing qualified counselling and holistic support for complex or prolonged grief. We do not set time limits and the service is completely free. We do not get Government funding; therefore, we rely on donations to keep this vital service going. Our Values RESPECT We will act with integrity in all that we do, being mindful and considerate to all. We respect and remember those who have died. Respect is a constant that embraces diversity and uniqueness of experience. HOPE A feeling of trust in tomorrow. We embody, instill and empower a feeling of trust in tomorrow. Hope is the hand to hold. We have a vision that one day there will be a universal understanding of life-changing grief. HOLISTIC Complete and all encompassing. We acknowledge and respond to the needs of the whole person: mentally, physically, emotionally, and spiritually. We recognise the total experience of grief, promoting a holistic approach to bereavement care. SUPPORT Enabling with compassion and care. We provide responsive support that is appropriate, relevant, and meaningful to each individual. Together in safety and strength. Encouraging society to respond appropriately to people facing loss and surviving bereavement. EXCELLENCE Embracing professional integrity and creative innovation. We are passionate about providing exceptional services and maintaining the highest standards in all that we do. Excellence is valuing people. We are committed to driving innovation and change. You will be working with: • Funders • Donors • CEO • Head of Fundraising • Senior Fundraiser • Community and Volunteer Fundraiser • Fundraising Assistant • Service Delivery Team • Comms and marketing • Management Accountant • Database Support (Donorflex and Salesforce) • Volunteers Role summary Here at Edward’s Trust, we are excited and committed to growing our service offer and fundraising whilst working with a small but mighty team. We have strong and realistic foundations in the trusts and grants income stream and a secure base of income from long-term committed funders. These funders enable us to reach children and adults through our specialist counselling services and projects alike, but with a huge amount of new work in development, securing new income from trusts and foundations is a high priority for us. This is an exciting role at Edward’s Trust that will challenge and provide excellent career development opportunities for the successful candidate. This role will deliver essential stewardship to our growing portfolio of warm trust supporters, engaging with them to provide inspirational impact reporting to secure continued funding. Our new colleague will gain exciting CV enhancing experience through working and securing new grants for some of the larger funders which is where we wish this post to focus on. You will support Edward’s Trust to develop its presence in the trust and foundations world, by working to agreed new business targets and contributing to the creation of a high-quality pipeline of new trust and foundation opportunities. About the postholder We believe there is considerable potential for this role to significantly increase the number of trusts Edward’s Trust partners with and offers a fantastic opportunity to work across the organisation and develop skills and experience. We want to hear from ambitious fundraisers who want to make their mark and create a lasting difference to the lives of bereaved children, adults and their wider families. Our ideal candidate will be confident and outgoing with experience of personally developing multiple four and five figure funding relationships from trusts and foundations. We are seeking someone with great communication skills who can write with flair to develop compelling applications and reports and speak passionately and articulately about Edward’s Trust work to the staff and trustees of trusts and foundations. Key tasks and responsibilities Research: to research Charitable Trust and Foundations application opportunities and devise a work programme to agreed targets. Applications: to prepare highly effective proposals and applications for core income support and project grants within the appropriate guidelines and deadlines. Administration: to keep accurate donor and financial records and produce timely applications and reports to funders. Outcomes: To be responsible for working with the Service Delivery Team to monitor the outcomes of the services and projects funded by Charitable Trusts and Foundations. Key Accountabilities: • Become an expert in Edward’s Trust current activities and future plans • Manage a portfolio of trust supporters, providing outstanding stewardship, and ensuring relationships deliver against agreed objectives to enhance the long-term relationship. • Prepare and deliver engaging bids and reports to share impact and inspire future support. • Work cross-organisationally to support projects and reporting and to help shape and develop appropriate projects for funding (alongside the Head of Fundraising and Service Delivery Manager). • Build good working relations with key staff and Trustees of established trust supporters. • Thank supporters promptly and ensure that progress reports and updates are received by supporters as and when required. The following table shows the criteria that we will be assessing in short-listing applications. Person Specification Criteria Essential Knowledge Excellent standard of written English and highly numerate Minimum of 2 years’ experience in Charitable Trusts fundraising A track record of successful fundraising from Charitable Trusts, Legacies and Regular Givers Experience of working with Fundraising Databases (preferably Donorflex) Experience of creating and monitoring fundraising budgets – income and expenditure Experience of creating reports for funders/trustees Essential Skills Excellent written communication skills, being able to present a case succinctly and effectively Good organisational skills and a systematic approach to work Excellent attention to detail High level attention to quality Proven ability to take initiative and to work independently Able to work closely with other members of the team in a collaborative way Good research skills Ability to understand funding guidelines Ability to tailor funding applications to funders’ requirements High level proficiency in the use of MS Word, Excel, PowerPoint, Teams, Internet, and Email Ability to collate information to produce reports Knowledge of Donorflex or other CRM system Knowledge of budget creation, management, monitoring, and reports Personal Qualities Highly motivated, creative, self-starter Able to work in a flexible way Commitment to Edward’s Trust’s Mission and Value