Charitable Trusts And Foundations Manager Jobs

ABOUT THE ROLE

The Fundraising and Communications Executive is a new role and will play a pivotal part in advancing our communications and fundraising strategies. As OTR continues to grow, this position will be instrumental in expanding our online presence and ensuring we connect with a broad audience, including young people, families, professionals, and supporters of our mission. It’s an ideal opportunity for someone who is both creative and analytical, skilled in producing compelling content and using data to amplify digital impact. This role would suit someone who can take initiative, think proactively, and confidently manage projects independently – qualities that are especially important in our small, dedicated team.

You’ll work on a wide range of projects, creating engaging content that aligns with OTR’s brand and values across our website, social media, and email campaigns. This includes developing multimedia content (including graphics, videos and blogs) to promote our work and highlight our impact in the local community.

From a fundraising perspective, you will help drive our fundraising activities and ensure efficient administration using the newly acquired ‘Donorfy’ database. This includes leading on the stewardship of donors and community fundraisers, managing our fundraising CRM database, and working on small and medium-sized trust and grant applications. You’ll also support digital campaigns and new initiatives, to encourage sustained support for our work. You’ll directly help to secure the financial support needed to expand OTR’s services and reach more beneficiaries. In addition, you’ll analyse the performance of our digital channels – interpreting website analytics, social media metrics, and email campaign results – to provide recommendations that enhance our communications strategies and ensure ongoing impact.

This role offers the opportunity to make a meaningful impact within a supportive and passionate team. If you’re a skilled communicator driven by purpose, enjoy creating compelling digital content, building strong relationships with donors, and using data to inform creative strategies, this could be the role for you.

JOB DESCRIPTION

Job Title: Fundraising and Communications Executive

Location: Hybrid or office-based – OTR has two offices, both based in Leigh Park. PO9 3SU and PO9 5BG.

Reports to: Head of Fundraising

Contract type: Permanent

Hours: Part time (22.5 hours a week)

Salary: £13.50-£14.00 per hour

JOB PURPOSE

The Fundraising and Communications Executive will play a key role in implementing OTR’s fundraising and communications strategies. The role involves planning, creating, curating and managing high-quality digital content across our website, social media platforms and email marketing campaigns. Furthermore, you will support key areas of our fundraising strategy, including trust and grant applications, horizon scanning and ensuring excellent fundraising administration across all areas of activity.

This position is instrumental in supporting the Head of Fundraising in developing and strengthening OTR’s income streams and increasing awareness of OTR’s services through effective communications. 

Specific role duties

Supporting the fundraising strategy

• Lead on OTR’s donor and community fundraiser stewardship through excellent communication and effective relationship management.

• Lead on the implementation of fundraising communications across channels.

• Responsible for small to medium size trust and grant applications, including horizon scanning

• Support the stewardship of small and medium-sized trusts and foundations including scoping, applications, reporting and funder management.

• Create engaging content and campaigns to drive income generation.

• Help build the small pool of regular donors.

 

Website and CRM maintenance

• Work with OTR’s Head of Fundraising, the Administration Manager and web developer to maintain, update and enhance the OTR website.

• Monitor website performance, user engagement and SEO trends, suggesting and

implementing improvements to enhance user experience and visibility.

• Lead on ensuring our CRM (Donorfy) is utilised effectively to record, monitor and report on fundraising activity and income.

Social media

• Working with the Head of Fundraising, CEO and Volunteer Coordinator and Business Support Officer, contribute to OTR’s social media presence by creating and scheduling engaging, accessible, and informative content that resonates with our audience and supports OTR’s mission.

• Monitor social media platforms to ensure timely and appropriate responses to comments and messages.

• Identify new opportunities to grow OTR’s social media reach, building awareness of our services, fundraising and outreach work.

• Regularly report on social media performance, using insights to inform future content and strategy.

• Utilise paid ads to support fundraising and training.

Email marketing

• Support the planning, creation, and delivery of OTR’s, soon to be launched, email marketing campaigns, including newsletters, fundraising initiatives and service information and signposting.

• Ensure all email communications are engaging, well-structured, and in line with OTR’s brand and tone of voice.

• Assist in the promotion of key OTR events, such as the Big Charity Bash and annual Great South Run and other special events.

• Manage and grow OTR’s email marketing lists, ensuring they are up to date and GDPR compliant.

• Track and analyse the performance of email campaigns, providing reports and insights to the Head of Fundraising.

Content creation

• Create engaging, accessible, and informative content for OTR’s digital channels, including the website, social media and email marketing.

• Develop multimedia content (for example, videos and graphics) to enhance OTR’s

communication methods and increase engagement.

• Contribute to blogs, news articles and case studies that highlight OTR’s work, impact and achievements in the sector.

Brand and tone of voice

• Ensure that all digital content aligns with OTR’s brand, tone of voice and style,

maintaining a cohesive and recognisable identity across all platforms.

• Promote OTR as the leading place to turn to for support, ensuring that our content

reflects our professionalism, reputation and expertise.

Analytics and reporting

• Use analytics tools to track the performance of OTR’s digital communications, including website traffic, email engagement and social media reach.

• Provide regular reports on digital performance to the Head of Fundraising, including insights and recommendations for improvement.

• Provide regular reports from the CRM and other online fundraising platforms to the

Head of Fundraising.

Promote

• Promote OTR as an exceptional and specialist charity.

Equality and diversity

• Promote good equality practice and play a key role in ensuring equality of opportunity in the workplace.

• Observe all relevant law relating to equality of opportunities.

• Encourage a working atmosphere where everyone is treated with dignity and respect.

Any other duties

• The post-holder will work collaboratively with all OTR trustees, staff and volunteers to provide a seamless service.

• Any other duties commensurate with the post.

PERSON SPECIFICATION

 

Knowledge, training and qualifications

Essential

• Understanding of charitable organisations.

• Understanding of principles of communications, marketing and fundraising.

Desirable

• Understanding of issues facing families in Havant and South East Hampshire.

Experience

Essential

• Experience of working in a communications or marketing role.

• Experience in planning, creating, and managing digital content across websites, social media, and email marketing.

• Experience in developing and managing content using online platforms including JustGiving, Mailchimp and Canva.

• Experience of managing a diverse workload in a busy environment.

Desirable

• Experience in utilising a CRM database to improve administrative systems.

• Experience in creating multimedia content, such as graphics and videos, to enhance digital communications.

• Experience in supporting fundraising initiatives, including donor stewardship and relationship management.

• Proficiency in using analytics tools (e.g. Google Analytics and social media insights) to monitor and report on digital communication performance.

• Experience in upholding and applying brand guidelines in various forms of content.

• Experience in communicating expert information/advice to wider audiences.

Skills

Essential

• Strong writing and editing skills with a focus on creating engaging, accessible, and audience specific content.

• Exceptional customer service skills with proven ability to respond appropriately and effectively to enquiries on the phone, on social media, and by email.

• Strong time and project management skills.

• Excellent verbal and written communication skills with the ability to build effective relationships and to be impactful with people of varying levels and experience.

• A flexible, pro-active approach to work including the ability to work to deadlines, plan, prioritise and manage own workload.

• Strong interpersonal skills.

• Ability to work autonomously and demonstrate initiative.

• A team player committed to working collaboratively to achieve results.

• Ability to use Microsoft Office Packages including SharePoint, Word, Excel, PowerPoint, Outlook and the internet.

• Ability to learn and better utilise IT systems.

• Ability to deal with sensitive information with discretion and to always maintain confidentiality.

Other requirements

• A commitment to treating your colleagues fairly, consistently and with respect (Essential)

• An interest in and understanding of OTR’s mission and strategy (Essential)

• Resilient, creative, determined and hard working (Essential)

WHAT WE OFFER YOU

We will provide a laptop, and other necessary IT equipment to facilitate hybrid and home working.

As an employee, you will receive the following benefit package:

• Generous annual leave entitlement including bank holidays

• Flexible start and finish times between core hours of 8am and 6pm

• Flexible hours to take time off for medical appointments and caring responsibilities

• Hybrid working

• 3% employer pension contribution if eligible

• Paid sick leave

To apply

Please submit a full CV (accounting for all gaps in employment - for Safer Recruitment).and a covering letter detailing all of the below:

• why you believe you are right for this role.
• why you wish to work at OTR.
• detailing your experience in all ‘essential’ criteria of the person specification

Registered charity number 1064275

Limited company 3333729

Funded by the National Lottery Community Fund

Help deliver the UKSPF project by conducting outreach, home visits and training to both the armed services community and other vulnerable households and groups in Wiltshire.

Pay and conditions.

• The role is part-time (30 hours per week, flexible).
• The salary for the role will be £27,121 per year (pro rate), rising to £29,803 (pro rata) upon successful completion of probation period.
• You will be entitled to 25 days’ paid holiday (plus statutory holidays).

CSE offer a range of benefits including, subsidised bike purchase and Tech Scheme, Life Assurance, Health Cash plan, retail discounts and discounted breakdown cover and many more.

We will pay fees and expenses on relevant training courses.

Specific responsibilities.

An applicant appointed to the role will be expected to:

• To travel across South Wiltshire to deliver events, talks and presentations and give advice to people in their own homes.
• To provide face-to-face support for Wiltshire residents with energy-related issues so that they can stay safe, warm and healthy at home.
• To deliver outreach support to Wiltshire’s armed services community.
• Train health and community professionals and volunteers in those organisations to deliver basic energy advice, including refresher training.
• To identify energy improvements that can be made to a property and make appropriate referrals for them (such as ECO, Household Support Grant etc.).
• Deliver home visits for residents with multiple issues, who are unable to access support outside the home or via phone/internet.
• Refer clients appropriately for casework if they have more complex needs (e.g., billing issues, energy debt, supplier complaints).
• To help vulnerable clients make applications for grants and switch energy tariffs.
• Build on existing partnerships with health and community partners by providing in-depth training sessions covering the basics of energy advice, to enable these partners to support their clients themselves.
• Build new partnerships in Wiltshire, provide fuel poverty trigger-training sessions, and raise the profile of Warm and Safe Wiltshire.
• To provide administrative support to the delivery of the project and maintain accurate and detailed records of all interactions with clients.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

Essential attributes for this role include:

• O’ Level or GCSE maths and English or equivalent
• Previously worked with or volunteered for the Armed Forces.
• Three of more years’ experience of giving advice.
• Experience of customer service.
• Experience of taking a lead on the delivery and coordination of project-based activity.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Ability to present complex information in an accessible and appropriate manner.
• Ability to work in a team and able to identify areas where their skills complement others.
• Ability to maintain admin systems independently and accurately.
• Able to work independently and use own initiative.
• Highly organised at managing time and workload.
• Full, clean UK driving license. 

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

How to apply

To apply, please download and complete the application form available from our website. Your application should demonstrate your suitability for the role against the criteria outlined in the person specification.

The closing date for applications is 17:00 on Thursday 20 March 2025.

Interviews are expected to take place Friday 28 March 2025, though this is subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.

There has never been a greater need for Independent Age’s work.  More than two million older people are in poverty, with millions more living with precarious finances.  At Independent Age, we believe that no older person should face financial hardship. Our information and advice, grant-making, partnership activity, policy work, and campaigning increases the financial well-being of older people, enabling them to have greater choice and independence in wider areas of life. 

As Director of Services and Grants, you will be responsible for ensuring that our multi-channel services and grants programme serve and improve the lives of older people, reach those who are most likely to be in poverty, and have the maximum impact.  You will help us grow our capacity, build our network of charity and commercial partnerships, develop our external training offer, and reach more people including those groups most likely to experience financial hardship. 

Having operated at a senior level, ideally as part of a Senior Leadership Team, you will be an inspiring leader with a demonstrable passion for our cause.  Experienced in successfully managing service transformation and development, including in a contact centre environment, you will also have an understanding of grants programmes, and of building strategic partnerships and national networks.  With an understanding of demonstrating and reporting on impact, experience of supporting fundraising for services and bidding for contracts, you will ideally also have knowledge of developing an external training offer.

Please review our candidate pack below for further information.  If your experience doesn’t align perfectly with all of the criteria in the person specification but you do meet most of them and are excited about the role, we encourage you to apply anyway. 

This is a full-time role, 35 hours per week, which you can choose to work over five days or a 9-day fortnight. 

What it’s like to work at Independent Age:

We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included.

We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits. We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard (the successful candidate will need to be in the London office a minimum of two days a week and be able to travel, alongside some flexible working). If you need a different form of flexibility, we are always happy to talk flexible working. 

You can find out more about what it’s like to work at Independent Age on the Careers page on our website.

Application Process:

To apply, please visit our website to submit a curriculum vitae and a supporting statement, detailing how your skills and experience meet the criteria within the job description and person specification. Please do not hesitate to contact us if you have specific requirements and need support to apply in an alternative format.

To support our commitment to equity, diversity, and inclusion we use anonymous shortlisting. Therefore, please do not include your name, photo, or information to indicate your gender or age in your CV and supporting statement, and please ensure the title of any uploads does not contain your name.  Please do not omit dates of employment. 

Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer. A Basic DBS Certificate will be required for this role.

Closing date for applications:  end of day (11:59pm) on Wednesday 5 March 2025.

First round interviews to be held virtually in week commencing 24 March 2025.

Second round interviews to be held in person on Tuesday 1 April 2025.