Philanthropy Manager

Purpose

This is an exciting time at CBM UK, as we continue to grow and develop our philanthropic

fundraising. 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 will lead the programme to build and grow our relationships with High-Net-

Worth Individuals (Major Donors) over the next five years and beyond. Working alongside

the Head of Philanthropy, you will seek to build upon current relationships, as well as

identifying, researching and cultivating relationships with new and lapsed major donors to

increase income for CBM UK’s work.

CBM is a Christian charity, and as a key supporter facing role, the position holder will

represent CBM’s purpose and ethos to all external audiences and will be sympathetic and

embracing of Christian beliefs and values.

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, CEO and Leadership Team, other team

members and (occasionally) external consultants, 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 new and existing major donors through tailored

approaches, so securing repeat and multi-year gifts to achieve agreed income targets and

KPIs.

This will be achieved through:

1. New business acquisition:

a) Analysing 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.

b) 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.

c) Identifying next steps and determining tactics for engagement, including 1:1

working, giving group presentations and delivering pitches at various levels, and

leading on their facilitation.

d) Attending networking opportunities in Cambridge, London and the surrounding

areas to represent CBM and to engage potential major donors in our work

2. Stewardship and cultivation of current and active donors:

a) 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.

b) Developing donor-centric applications, proposals and initial approaches (by post,

email, phone and face-to-face) that are driven by insight on donors’ individual needs

and preferences and are tailored to their interests and requirements, following up as

required.

c) 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.

d) 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.

e) Promoting the importance of legacies, and legacy income, where appropriate, and

to steward those who have pledged.

f) Organising and managing the successful delivery of at least one Major Donor Event

annually (cultivation, stewardship, thanking etc), to ensure positive relations and

potential new business, in collaboration with our Fundraising and Programme

colleagues.

g) Supporting the Head of Philanthropy and the Philanthropy Officer on the

identification, stewardship and cultivation of potential corporate partners.

3. Proposal and Report Writing

a) Crafting compelling proposals and reports that meet the bespoke needs of major

donors whilst meeting the needs of CBM and our Programme delivery colleagues,

within agreed deadlines.

b) Working with members of the Programmes Team to ensure the accuracy of major

donor proposals / reports, and with members of the Fundraising & Communications

Team to ensure consistency of messaging.

c) Working with the Philanthropy Team to develop new projects/ themes/ appeals for

potential projects.

d) Supporting the Head of Philanthropy on collating information and providing reports

to Foundation donors as needed.

4. Planning and Budgeting

a) Contributing to the development of an Income Generation and Engagement

strategy, led by the Director of Fundraising, Impact & Communications.

b) Closely monitoring income and expenditure, reporting to the Head of Philanthropy

where necessary, and contributing to the creation of yearly fundraising budgets and

plans and quarterly Board Reports.

c) Establishing, monitoring and reporting on key performance indicators, milestones

and targets to facilitate informed decisions and improved working practice.

5. Other

a) Ensuring all information, donor activity is recorded and kept up-to-date on our

database to fully-inform any approaches/meetings.

b) Providing proof-reading and copy-editing support to colleagues.

c) Helping to develop a culture of enthusiasm and success, reflecting the ambitions of

CBM, and promoting positive working and innovation.

d) Ensuring that the values of CBM UK are understood by external partners and

always reflected in communications.

e) Carrying out any additional duties as required by the Head of Philanthropy and

Director of Fundraising, Impact and Communications.