Fundraising Officer, Donor Engagement and Administration

Organisation: The National Trust for Scotland

Salary: £27,834 - £30,750 pro-rata, per annum

Location: Edinburgh

The National Trust for Scotland is an independent charity set up in 1931 for the preservation and conservation of natural and human heritage significant to Scotland and the world.

The Trust has gone on to become Scotland’s largest membership organisation and a leader in conserving and promoting the nation’s treasured places and collections so they can be enjoyed by present and future generations.

The Customer and Cause team exists to inspire visits to our places across Scotland, grow membership and drive donations to support our work.

The wider purpose of the role is to help drive the National Trust for Scotland’s ability to conserve Scotland’s built and natural heritage under its care.

The successful candidate will be joining a high performing fundraising team. The specific role is to support the Major Gifts Manager and Executive in deepening the Trust’s engagement with current and prospective high value donors, through an inspiring engagement programme of events and targeted communications.

This role holder will assist in the development of the framework of our Donor events programme around the Trust’s key objectives and fundraising aims, and will be responsible for the efficient and successful implementation of the programme.

The role will be involved in undertaking event logistics and administration surrounding the programme in the lead up to, and after the event. Administration duties range from coordinating guests lists, providing briefing notes, ensuring donors correspondence and stewardship plan is recorded, and new prospects are identified. The role holder may also be required to work at these events.

This position will also assist in progressing stewardship journeys for major donors, identifying and ensuring journeys encompass both events and tailored correspondence as appropriate to the individuals interests.

A collaborative approach is required to ensure appropriate representation from colleagues across the Trust at these stakeholder events. This role holder will work with colleagues across the Customer & Cause Directorate and with appointed agencies which provide outsourced support to the Fundraising function, and play a role in database and administrative support.

Working within the Major Gifts team, you’ll;
1. Assist the Major Gifts Manager in planning the programme of events and communications used to engage major donors in the Trust’s work.
2. Lead in the co-ordination and administration of high value donor events, pre, during and post event, delivering post event analysis and reports.
3. Research and liaise with suppliers, coordinate schedules for speakers and staff, and prepare itineraries and correspondence for donors, for on and off-line events.
4. Management of guest lists, invitations, seating plans, guest profiles and internal briefings to staff and Trustees, our President and Vice-President.
5. Efficiently use the CRM to plan guest lists, record attendance, and manage responses and correspondence.
6. Research prospective donors according to fundraising best practices, developing and maintaining an excellent knowledge of high value donors, and identifying new prospective supporters.
7. Coordinate next steps and with support of the Manager and Executive utilise the CRM to assign actions that are required of Trust colleagues to ensure continuity, urgency, and deepen our relations with high value donors.
8. Working closely with Fundraising Operations use the Trust’s finance system to arrange payment of suppliers, and ensure the effective recording, and thanking of donations made to the Trust.
9. Lead on ensuring the Major Donor Team’s administration and correspondence is recorded in our CRM to ensure accurate records are kept, and effective donor journeys are delivered, while adhering to the Data Protection Act.
10. Assist in writing and recording correspondence to be sent to Major Donors, requiring accuracy and care in preparing. Communications may be in form of letters, written proposals or ebulletins.
11. Provide mutual administrative support to colleagues across the team to cover absences.
12. Maintain and enhance your personal knowledge, skills and networks to ensure best practice and excellent major donor development and care by playing an active role in the appropriate professional bodies and internal organisational groups.
13. Represent the charity at events as required.
14. Be flexible, with a willingness to work non-traditional hours and be available to travel in the UK.

People Management
• No line management responsibility
• You’ll work closely with other team members to ensure a co-ordinated and consistent approach to all fundraising activity
• Builds strong relationships across the Customer & Cause team, and across the Trust
• External Relationships: You’ll have frequent contact with appointed agencies and suppliers as well as valued and potential supporters to our charity.

The above outlines the key skills the job holder will need to possess and exercise. In addition, either knowledge of or experience in the following is required:

1. Significant previous administrative experience is required
2. Experience of planning and coordinating events
3. An assured and confident communicator
4. Ability to deal with sensitive issues and queries with tact and absolute discretion
5. Ability to manage time efficiently, work to deadlines and balance immediate and long term priorities
6. An eye for detail and a rigorous approach to process
7. Strong organisational skills and the ability to create and maintain working systems, including CRM systems
8. A self-starter with an efficient and hard-working approach
9. Highly proficient user of Microsoft Office products and CRM systems
10. A lively interest in and understanding of the National Trust for Scotland, and a passionate belief in its mission

1. Experience of working in the charity sector.
2. Knowledge of fundraising practice, data protection and the Fundraising Codes of Practice.
3. Sound financial acumen.
4. A relevant degree, professional qualification or equivalent experience
5. A current driving licence for driving in the UK

Application Deadline: Sunday 18/06/2023