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CANDIDATE INFORMATION PACK TRUSTS & FOUNDATIONS LEAD Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
in partnership with
WELCOME FROM THE DIRECTOR OF FUNDRAISING Thank you for your interest in our Trust and Foundations Lead role. Addenbrooke’s Charitable Trust (ACT) is the independent charity that raises funds and makes grants in order to improve the experience of patients and their families at Addenbrooke’s and the Rosie hospitals in Cambridge. Over the last 5 years ACT have raised over £50m achieving benefits for patients and families that are over and above those that can be achieved through the NHS. We invest in projects that enable the hospital to treat more patients, transform NHS care, drive innovation through technology and process-driven change, cutting-edge research projects, the latest equipment to speed up treatment and recovery, or give patients a bit of normality with less fear and anxiety while they’re in hospital. Hospital staff that work with the charity see us as proactive, problem-solving, successful and passionate about what we do. We are embarking on an ambitious strategy to double our voluntary income over 5 years; moving away from traditional fundraising methods. Instead we will focus on building a sustainable “grateful patients” fundraising programme, training and educating hospital staff to recognise when philanthropic opportunities present themselves. To support that philosophy, we are seeking a Trusts and Foundations Lead who is highly motivated, innovative and always looking for the next opportunity, someone who knows how to adapt their style and approach to the person and situation. Building excellent and enduring relationships with our major funders is the corner stone of our Relationships team, and if you are great at what you do, excited by a challenge and want to work hard doing a job that you love, I would really like to hear from you. Gemma Downham Director of Fundraising
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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THE OPPORTUNITY Addenbrooke’s Charitable Trust (ACT) seeks a talented individual for the position of Trusts & Foundations Lead. The postholder will support ACT to realise its ambition of being the leading NHS Charity in the country, by securing income from trusts and charitable foundations in order to achieve exceptional benefits for patients. The successful candidate will play a crucial role in enabling ACT to maximise on funding opportunities in support of a variety of programmes, ranging from medical equipment, research and specialist staff, to capital projects. Working in collaboration with the Head of Major Relationships, the Trusts & Foundations Lead will strategically drive forward an ambitious approach to trust fundraising, building on existing relationships and identifying new prospects. This role requires someone that can confidently build and maintain successful relationships with people at all levels and retain their support to ensure income targets are met. The successful candidate will also possess outstanding written and verbal communication skills, along with exceptional attention to detail, enabling them to develop compelling proposals that will ensure ACT’s funding applications stand out and appeal to prospective funders. The postholder will have a proven track record of securing grants from trusts and foundations as well as experience of achieving financial targets. This exciting position will provide a rewarding challenge for a committed and dynamic individual looking for the opportunity to grow income for a Charity with ambition and significant potential.
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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ADDENBROOKE’S CHARITABLE TRUST - ACT ACT raises funds to support Addenbrooke's and the Rosie - the Cambridge University Hospitals (CUH). Thanks to the generous support of ACT’s donors, the Hospitals can provide a level of patient care beyond that which NHS funding alone can deliver, and make projects happen sooner, or to a greater degree, than might otherwise be possible. The Hospitals have earned the reputation of being among the world’s best academic healthcare organisations, and ACT’s aim is to support those achievements by raising funds for cutting-edge technology, additional specialist staff, environmental enhancements and extra comforts for patients that make all the difference. The Charity also provides funding for early stage research projects, supporting the hospitals’ clinical academics who are keen to embark on a research career. This funding then often leverages more ambitious research funding opportunities, which can be an essential component in advancing treatments, identifying global cures and ultimately saving lives. ACT is an ambitious Charity with a bold and strategic vision located in a beautiful and thriving city. ACT is also a very special place to work – a complex, exciting, stimulating Charity, employing highly talented individuals who support Addenbrooke’s and the Rosie to provide excellent care and undertake outstanding research.
THE FUNDRAISING DEPARTMENT ACT is one of the largest NHS Charities outside London. Its income has grown year-on-year as it has evolved from being a “receiving” charity to a proactive fundraising organisation with its own professional fundraising team. The Charity raises on average £5M pa and spends £0.5m every month on patient care. ACT fundraises in order to support projects and facilities that are beyond the boundaries of NHS funding, in order to achieve the highest possible standards and outcomes in patient experience, clinical care, research and education. In 2015, the Charity celebrated its tenth anniversary. In 2016, it played a major role in the 250th anniversary celebrations of Addenbrooke’s Hospital. In March 2017, the Charity adopted a new, modern constitution and became fully independent of the NHS. Also in 2017, Gemma Downham was appointed Director of Fundraising to lead an ambitious and innovative fundraising programme. The Fundraising team has big ideas for the future and has been restructured in order to deliver these.
You can find out more about the Charity by following these links: OUR HOSPITALS & OUR PATIENTS ACCOUNTS & ANNUAL REPORT
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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CITY OF CAMBRIDGE Cambridge is one of the most ancient of cities as well as one of the world’s fastest growing business clusters. With a population of only 120,000, the city has more billion-pound companies than much larger UK cities, near full-employment, and productivity levels 30% above London. This success will be further added to as a result of the expansion of the Addenbrooke’s site as the new Cambridge Biomedical Campus is built. This will be a world-class centre of excellence in biomedical related research, patient care and education. By 2020, it will be one of the leading biomedical centres in the world. Cambridge is also rapidly becoming the most exciting technology cluster in Europe, with companies such as Microsoft and Apple alongside exciting startup companies, with a total of some 4,000 knowledgeintensive firms. The City has one of the highest concentrations of Nobel prize-winners in the world. Regularly voted one of the top 10 places to live and work in the UK, Cambridge has become an increasingly dynamic and desirable place to live and work.
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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STAFF DIAGRAM FUNDRAISING TEAM TRUSTEES
CHIEF EXECUTIVE
DIRECTOR OF FUNDRAISING
HEAD OF RELATIONSHIPS
HEAD OF DONOR CARE
DEVELOPMENT LEAD
TRUSTS & FOUNDATIONS LEAD
DIRECT MARKETING LEAD x2
DONOR SERVICE COORDINATOR
STRATEGIC PARTNERSHIPS LEAD
HOSPITAL ENGAGEMENT LEAD
DONOR SERVICE LEAD
EVENTS LEAD
x3
LEGACIES & PHILANTHROPY MANAGER
VOLUNTEER COORDINATOR
DONATION PROCESSOR x3
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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THE ROLE & MAIN RESPONSIBILITIES SUMMARY
DUTIES
GENERAL CORPORATE REQUIREMENTS
The Trusts & Foundations Lead will manage a portfolio of
1. To generate income from grant-making trusts and foundations across a number of projects to agreed targets.
1. To adhere at all times to ACT’s policies and procedures as varied from time to time.
existing supporters and seek support from new funders to grow ACT’s trust income. Developing compelling highquality funding proposals that are strategically relevant and attractive to trusts is essential. Rigorous and detailed timely reporting is vital in ensuring the longevity of relationships. Providing excellent personal stewardship through phone calls, written communications and personal meetings will be key.
ABOUT THE ROLE For this role, ACT is looking for: •
An experienced trust fundraiser wishing to join a dynamic, passionate team who wants to lead a trusts programme supporting ACT’s priority campaigns.
•
A candidate with brilliant writing skills and a talent for relationship-building, who is looking to further a career in fundraising.
This role sits within ACT’s Relationships team, which is responsible for the charity’s major donor programme, looking after individuals, grant-making trusts and corporates who support Addenbrooke’s and the Rosie Hospitals through major gifts.
2. To develop a deep understanding of ACT’s core fundraising projects to identify key matches with trusts who will be aligned with the Charity’s work. 3. To work opportunistically and creatively – working closely with our colleagues in the Hospital Engagement teams and CUH partners to create a new project to suit a potential funder as and when gift size is appropriate. 4. To prepare compelling high-quality funding proposals that are strategically relevant and attractive to new and existing trusts. 5. To develop and maintain excellent relationships with a portfolio of trusts, providing personal stewardship through face-to-face meetings, regular communications and high-quality reporting.
4. To ensure that all duties are carried out to the highest possible standard. 5. To be aware of individual responsibilities under the Health and Safety at Work Act (1974). 6. To respect the confidentiality of all matters learned in the course of employment and respect the requirements of the Data Protection Act (1998). 7. To work in line with the Institute of Fundraising Code of Practice and other relevant legislation and guidance
7. Ensure progress reports to trusts and foundations are prepared and completed to meet deadlines.
8. To ensure due regard is given to customs, values and spiritual beliefs of supporters, patients, carers and their relatives.
8. Keep up to date with developments in trust fundraising including preferred areas of benefit and application procedures of newly-formed trusts. 9. Maintain up to date, accurate trust records on ACT’s CRM database (Harlequin).
Relationships and work collaboratively with them and the
10. To support the Head of team as and when required.
and foundations.
3. To ensure the effective and efficient use of ACT’s resources.
6. Manage the pipeline of all ACT’s funding applications ensuring all internal and external deadlines are met.
The postholder will report to the Head of Major rest of the organisation to generate income from trusts
2. Undertake not to reveal to any person or entity any confidential information relating to donors, patients and employees, policies, processes and dealings and not to make public statements relating to the affairs of ACT without prior authority of the Director of Fundraising or CEO.
The job description outlines the duties required of this post to indicate the level of responsibility. It is not a comprehensive or exclusive list and duties may be varied from time to time which do not change the general character of the job or the level of responsibility outlined.
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
9. To perform any other duties that may be required from time to time. 10. To participate in team meetings, planning and any corporate development activities and initiatives as may be identified from time to time. 11. To undertake any other reasonable task as may be identified as necessary by the senior management team from time to time.
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PERSON PROFILE EDUCATION
KNOWLEDGE & SKILLS
• Educated to degree standard or equivalent.
• A professional attitude and the personal skills necessary to deal with a range of busy stakeholders at various levels, both internal and external, along with the self-confidence and stature to represent ACT at all levels.
EXPERIENCE • Experience of developing and managing excellent relationships. • Experience of driving forward and managing own pipeline of trust funders, showing an aptitude for seizing opportunities and delivering own activity plan to timeframes and in relation to pre-set objectives. • Proven track record of networking and influencing. • Proven track record of finding innovative solutions to issues and opportunities.
• Excellent written and verbal communication skills, with the ability to communicate succinctly to a range of audiences. Ability to adapt style and approach to the person and situation. Able to listen and respond to donor needs • Ability to write in an engaging and compelling way – translating clinical and scientific content for a donor audience. • Ability to build successful and long-term partnerships. • Connects to the cause, communicating its urgency and importance in a captivating and compelling way. • Genuine and authentic, demonstrating integrity at all times.
• Experience of trust fundraising. [Desirable]
• Ability to motivate and inspire staff and stakeholders.
• Familiarity with NHS fundraising. [Desirable]
• Drive and resilience.
• Experience of project managing the development of marketing materials. [Desirable]
• Ability to prioritise and work under pressure, seeing projects and tasks through to completion and using the support of others to do so.
• Experience of working for a medical charity. [Desirable]
• Ability to coordinate and work with colleagues across the charity to meet deadlines.
• Experience of working within the NHS. [Desirable]
• A commitment to high standards and attention to detail.
• Experience of working to a budget. [Desirable]
• Highly numerate.
• Ability to think quickly.
ADDITIONAL REQUIREMENTS • Experience of using standard Microsoft packages.
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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TERMS & CONDITIONS LOCATION Cambridge Biomedical Campus, Hills Road, Cambridge, CB2 0QQ SALARY Competitive HOURS OF WORK 37.5 hours 5-days per week, however this position is also being offered on a 4-day week, part-time (0.8 FTE) basis FLEXIBLE WORKING A portion of home working (i.e. 1-2 days a week) is available ANNUAL LEAVE 25 days per year upon commencement, rising to 29 days, plus English and Public holidays (pro rata for part-time hours) HOLIDAY PURCHASE SCHEME Available for up to 2 weeks per annum (eligibility 6 months+ in post) PENSION ELIGIBILITY Generous pension scheme including Life cover OTHER BENEFITS •
The campus has its own bus station and is well connected with public transport
•
Staff discount scheme available
•
Health & Wellbeing: •
Free Employee Assistance Programme
•
Health & wellbeing programme run by staff for staff
•
Frank Lee Leisure & Fitness: staff can access the leisure facilities for a nominal fee
•
Free eye test and contribution to glasses (for computer use)
FOR FURTHER IN FORMAT I ON AN D TO AP P LY FOR THIS ROLE, PLEASE C L I C K H E R E
Candidate Information Pack | Trusts & Foundations Lead, Addenbrooke's Charitable Trust
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