Trusts and Foundations Officer

Pitlochry Festival Theatre has been providing a unique cultural experience for over 70 years, appealing to national and international audiences and visitors.
We are Scotland’s leading producer of musical theatre, a champion of ensemble practice and the country’s only rurally located, major arts organisation.

Our home is a glorious eleven-acre campus that includes the Explorers Garden.
More than a place to come and see a show, we offer great theatre and art for all in an inspiring, creative atmosphere.
Pitlochry Festival Theatre’s campus now comprises a 538 seat Main Auditorium, a 172 seat Studio theatre as well as our Amphitheatre and Bandstand located in the theatre grounds.

The purpose of the role is to contribute to the fundraising target of Pitlochry Festival Theatre by securing and growing income from charitable Trusts and Foundations. Taking personal responsibility for contributing to meeting and raising the annual financial target by identifying, cultivating, and soliciting gifts and grants to support both revenue and capital activity.

About us
Our purpose and our values
Our Purpose
We improve lives by sharing Pitlochry with the world and the world with Pitlochry.
Our Vision
Pitlochry Festival Theatre is recognised as the nation’s most impactful producing theatre, at home and beyond.
Our Mission
We will create life-changing experiences for as many people as possible in our many communities, through our theatre and our environments.
Our Values
Creative – We inspire and innovate in all our work.
Respectful – We value everyone and treat all with dignity.
Empowering – We enable and encourage others to reach their full potential.
Collaborative – We work together and support each other.

Our Guiding Principles
Place – Pitlochry is our home. We will continue to be inspired by Pitlochry and to celebrate our home through our work here and everywhere that we work in partnership, by sharing what we do ‘Inside, Outside and Online’.
People – We nurture our own staff, the creative talent we bring to our stages, our partners, our supporters, and our audiences. We will continue to gather people together through our work and by serving global, human concerns.
Production – We perform at our best when we create theatre and deliver cultural activities related to theatre. We will continue to explore and extend how and where we share theatrical experiences of all kinds, for the benefit of all our communities.

Person Specification
Personal behaviours and style
We are looking for people who share our core values and can demonstrate their commitment to:
•
Commitment to Excellence
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Teamwork
•
Creativity
•
Inspirational sense of belonging
•
A nurturing environment
The successful candidate will need to be able to demonstrate the following skills, experience and attributes in both the written application and the interview process:

Key Tasks:
To maximise funds raised from charitable trusts and foundations
Lead on the development of the short-term and long-term strategies for generating income from trusts and foundations in line with an annual agreed target.
Delivering own financial targets as well as contributing to the wider development team’s revenue and capital income targets.
Manage relationships with existing trusts and foundations, ensuring excellent stewardship, and all required reporting is delivered in line with the funder’s requirements.
Pipeline Development
Proactively research viable trusts and foundations, understanding funder’s needs and
criteria and how our business case, projects and performances meet these needs.
Identify projects and priorities for funding through talking with operational colleagues, to develop compelling projects with accurate budgets, and develop a suite of template proposals for funders.
Researching new and exceptional funding sources including one-off grants as required.
Collaboration and team working
Maintain effective relationships with Pitlochry Festival Theatre team in order to easily obtain project information, identify projects for funding, write detailed applications and support funding requirements, making recommendations to improve collation of
information when needed.
Development of the Plan:
i.Develop and maintain a trust and foundation workplan with a timeline of agreed activities that is regularly reviewed with the Development Director
ii.Regularly report to internal stakeholders on key issues and risks within the market
iii.Reporting as required on performance and pipeline
iv.Keep accurate and regular records of all relationship communications and activities on the database
Compliance
Comply with the Fundraising Codes of Practice
Adhere to data protection guidelines
Environmental
To support the Executive Director, as Chief Executive of the organisation, and the nominated Green Champion in meeting organisational aims and ambitions for its environmental impacts.
Health and Safety
To support the Executive Director, as Chief Executive of the organisation, in their legislative duties under the Health and Safety at Work etc. Act 1974.
Attend training as required to update knowledge and skills, and to be able to comply with relevant statutory requirements to a high standard.

Other
To champion and promote organisational values and behaviours and act as an ambassador for the Theatre.
To always act in the best interests of the Theatre and in line with all company policies.
Any other duties or projects required by the Executive Team or Trustees to ensure the general smooth and efficient operation of the buildings and organisation.
Assist the Department with work experience placements, offering work shadow opportunities, training and mentoring as required.
Actively promote staff welfare, development and training opportunities throughout the Theatre.

Requirements

Qualifications and Knowledge

Essential:

Proven success in achieving financial targets

Previous trusts fundraising experience

Experience of preparing fundraising budgets

Experience in prospect research, identifying funding opportunities and interpreting information

Experience of writing tailored and compelling applications

Experience of building effective relationships

Knowledge of data protection and the Fundraising Codes of Practice

Educated to degree level or equivalent practical experience

Secured 5-figure fundraising income

Desirable:

Achieved multi-year commitments from funders

Experience of developing Trusts and Foundations strategies

Skills and Abilities

Essential

Proven track record of meeting agreed targets

Outstanding written and spoken communication skills

Ability to work collaboratively across the organisation

Ability to communicate effectively with a variety of stakeholders

Proven ability to demonstrate initiative

Ability to think creatively and strategically

Excellent attention to detail

Ability to prioritise own workload

Proficient user of CRM systems and Microsoft Office.

Personal qualities

Essential
An affinity for the purpose and work of the Theatre and a passion to play a key role in shaping and achieving the Theatre’s success

Someone who is excited by the challenge of expanding a fundraising function in a successful institution
 

Desirable

An understanding of the Theatre’s role within its wider communities

Passion for the arts