US Philanthropy Manager: Trusts & Foundations

US Philanthropy Manager: Trusts & Foundations

Rolling process, final deadline for applications is Sunday October 22nd, 2023.

Location:                           Remote from USA.

Location type:                 Remote

Reporting to:                   US Head of Philanthropy

Manages:                          No direct reports

Annual salary:                 $75K – $90K USD

Contract type:                 Permanent

Working hours:               Part time/Full time

Candidate level:              Manager

Background

Compassion in World Farming International was founded in 1967 in England by Peter Roberts, a British farmer who became horrified by the development of intensive factory farming. Over 50 years ago, Peter decided to make a difference and take a stand against this farming system. In his lifetime, Peter saw the demise of veal crates and gestation crates in the UK, and in Europe achieved recognition that animals are sentient beings. Compassion in World Farming, Inc. was incorporated in 2014 and received 501(c)(3) status in 2015. The USA is an important international office for Compassion, as part of our increasing global reach.

This is an exciting time to join the Global Philanthropy team at Compassion in World Farming and contribute to delivering our mission to end factory farming. With growing awareness of the impact of factory farming not only on animal welfare, but on human health and the environment, now is a unique moment to raise money for Compassion’s work and bring new donors on board.

Annual gross income to Compassion was £14.1 million GBP in FY21/22. The Global Philanthropy team has a strong track record, growing income from £300k in 2012/13 to over £5m in 2022/23. Compassion has just launched a new three-year strategy, alongside a fundraising growth plan which aims to significantly grow our income by 2030.

Purpose of role
In this role you will be responsible for fundraising from trusts and foundations in the US. You will manage relationships with existing $10,000+ donors, several of which are giving six figure gifts, providing them with first-class stewardship through written updates and reports. New business growth is a priority, with a major focus on managing our principal gifts ($10k+) and minor focus on mid-value program (up to $10K). You will work closely with programs colleagues to identify funding opportunities and create compelling proposals. Strong relationship management skills, an ability to think creatively, and excellent writing skills are essential to the success of this role.

You will also have responsibility for the strategy of fundraising from trusts & foundations, working closely with the US Head of Philanthropy to develop a robust set of income targets and growth plans in the coming years.

You will report to the US Head of Philanthropy as part of a dynamic and supportive team of 3 major donor fundraisers in the US, and a broader team of 11 major donor fundraisers comprising the Global Philanthropy Team in the UK and Europe. You will work closely with your counterpart in the international team, the Senior Trusts and Foundations Manager, supporting on strategy and proposal development and maintaining an alignment across markets.

Position in the organization:

• Reports to the US Head of Philanthropy (Callie Hennessy).
• Develops strong and effective working relationships with the wider Global Philanthropy team, CRM team and Finance colleagues.
• Works in collaboration with global and regional programs colleagues.
• This role is part of the Global Fundraising Team of over 50 staff, consisting of Global Philanthropy, Individual Giving, Legacies, Digital, CRM database, and Brand & Production teams based in the UK (HQ) and 6 country markets in the EU and US.

Scope of the Job

• Work to achieve personal and team annual fundraising targets and KPIs.
• Proactively grow the US mid- and high-value Trusts and Foundations donor base.
• Deliver first-class account management to a large and varied portfolio of supporters and prospects.
• Work with the Prospect Research Manager to proactively identify and cultivate new donors (through research, working with program staff, event attendance, networking) to deliver to new business targets, including a team goal to secure a new 7-figure donor by 2025.
• Administer the mid-level trusts program (up to $10k) soliciting support through letters of interest, online applications, and proposals.
• Develop and write compelling funding proposals, cases for support and impact and stewardship reports.
• Work with colleagues in the US Director and program team as well as global program colleagues to identify and cultivate funding opportunities.
• Prepare donor-facing project budgets, working with our Finance and Programs teams.
• Work to our ethical fundraising policy, GDPR protocols and all procedures set out for the Global Philanthropy Team and by Finance, HR, and other business requirements.
• Track progress against income targets and KPIs using Compassion’s database (Salesforce).
• Maintain accurate donor records on Compassion’s database for financial reporting and evaluation purposes.
• Contribute to wider activity and overall success of the Philanthropy team.

Primary responsibilities
Essential duties and responsibilities include the following:  Other duties may be assigned.

1. Deliver first-class account management to a varied portfolio of donors

• Build and manage long-term relationships with a large portfolio of existing funders to generate increased support and engagement with Compassion’s work, including multi-year grants.
• Exceed donor expectations through excellent and innovative stewardship (e.g. regular reports, updates, and donor meetings).

2. Proactively research and cultivate a pipeline of new prospects

• Develop a fundraising growth strategy for trusts and foundations in the US, identifying the biggest opportunities for growth.
• Develop a strong pipeline of new funding sources (through desk research, networking etc.), working with the Prospect Research Manager to identify and prioritize new prospects.
• Drive income to meet challenging annual targets by securing donations from new Trusts and Foundations in the US.
• Use Salesforce dashboards and reports to manage the prospect pipeline and achieve KPIs.

3. Strategic oversight of income targets and KPIs

• Drive income to meet challenging annual targets by securing donations from new trusts and foundations.
• Monitor progress against targets, using KPIs and data to develop and adapt the strategy, identify priorities, and identify opportunities for growth.
• Input into income budgets and forecasts.

4. Develop compelling funding proposals, cases for support and impact reports

• Develop a comprehensive understanding of Compassion’s programmatic priorities, our ‘case for support’ and the impact of factory farming on animals, people and planet.
• Produce high quality, well written funding applications, using plain English to distil complex programmatic information into compelling proposals.
• Use creativity and innovation to keep donor communications engaging and unique.
• Extrapolate financial budgets and data for use in donor proposals and reports, working closely with the finance team to ensure accuracy.

5. Maintain accurate donor records for financial reporting and evaluation

• Keep comprehensive records (including financial) of all fundraising related activities, in line with GDPR and data protection guidelines.
• Work with Finance and program colleagues to provide timely, precise and appropriate updates to key funders regarding the charity’s activities (including the use of restricted funds).
• Use Salesforce to record donor activity and financial reporting.

6. Contribute to the wider team’s activity and success

• Contribute to the strategic direction of the US Philanthropy team and the wider Global Philanthropy Team, contributing expertise on trusts and foundations and inputting into growth plans and objectives.
• Contribute to the development and implementation of the Global Philanthropy Team’s policies and processes.
• Ensure fundraising literature is kept up to date, available to members of the team and other colleagues as appropriate.

Additional responsibilities and requirements:

• Actively support the promotion and delivery and embedding of equality, inclusion, and diversity
• Help create a fundraising ethos within the organisation to benefit the work we do now and in the future.
• Provide formal and informal training at the request of your line manager, senior manager, or a director, on your areas of expertise, to other members of staff, work experience students, trustees etc.
• Take due and reasonable care of oneself and others in respect of Health & Safety at Work.
• Act in accordance with the principles of Compassion in World Farming International’s Ethical Policy.
• In all work activities, comply with data protection legislation and Compassion in World Farming International’s requirements for the protection of personal information and the privacy of individuals.
• The job description is not exhaustive, and you may be asked to carry out additional tasks which are appropriate to your job role, as required by your line manager.

Profile
Requirements to carry out the job effectively (and which may be developed).  The requirements listed below are representative of the knowledge, skill, and/or ability required.
Proven Ability, Qualifications & Training
Essential:

• Proven ability in fundraising from trusts and foundations
• Demonstrable experience of successfully soliciting gifts of $25,000 or more
• Excellent written and oral communications skills, ability to write clearly and persuasively.
• Able to be entrepreneurial, identifying and seizing new opportunities.
• An analytical and questioning mind.
• Able to pioneer new ideas, adapt processes and create innovative solutions.
• Truly can-do attitude – used to thinking strategically AND making it happen.
• Working with targets and KPIs to plan workload, prioritize and learn.
• Personal motivation that inspires energy and commitment throughout the team.
• Budgeting and financial management skills.
• Good IT skills including Microsoft Office applications.

Desirable:

• Experience of fundraising for an animal welfare, environmental or climate NGO.

Skills, Knowledge & Attributes

Essential:

• Excellent understanding of philanthropic fundraising including prospect research, cultivation, gift solicitation and stewardship.
• Exceptional interpersonal and communication skills.
• A well organized, methodical approach with attention to detail.
• Positive disposition; approachable and adaptable.
• Interest in, combined with the ability to communicate enthusiasm for, Compassion’s mission and work.
• Ability to work on own initiative and as part of a team.
• Uses information effectively to present a persuasive case.
• Able to present complex information to small and large groups of people in an appropriate manner.
• Excellent proof-reading skills.

Desirable:

• Good working knowledge of Salesforce or equivalent CRM database.

Core Values & competencies

Compassion Values

• Treats people with dignity & respect.
• Maintains high ethical standards.
• Demonstrates commitment to Compassion in World Farming’s mission and goals.

Core Competencies

• Communication – level 1
• Working with People – level 1
• Drive for results – level 1

Functional Competencies

• Level 1