This charity's Philanthropy Team are looking for an enthusiastic and motivated team player, with strong organisational skills, to be their new Philanthropy Executive.
Philanthropy Executive
Reference: JUN20251261
Location: Flexible in UK - Weekly visits to UK HQ in Sandy, SG19
Salary: £30,075.00 - £32,108.00 Per Annum
Contract: Permanent
Hours: Full-Time, 37.5 hours per week.
Benefits: Pension Scheme, Life Assurance Scheme, 34 days annual leave (incl. bank holidays)
This role offers an exciting opportunity to join a dynamic, successful and growing fundraising team, part of the wider High Value Partnerships team.
The successful candidate will be responsible for supporting the other members of the team to steward their donor relationships and bring in significant gifts to help fund the work of this leading animal, environmental and conservation charity. The role primarily focusses on delivering administrative, financial and events processes and requires someone with excellent attention to detail and experience of Microsoft Office applications, a CRM system and financial management tools.
About the Role
The Philanthropy Team works with individuals who make significant gifts of money, land and shares to this charity, and who need bespoke and one-to-one management.
The key responsibilities of this role are: -
- Donation and gift management - ensuring all gifts are processed and recorded so they can be acknowledged in an appropriate and timely manner.
- Financial coding and reporting - including coding and allocation of gifts, and monthly & annual reconciliation and income reporting.
- Event planning and logisitics - working closely with other team members to deliver high quality events and meetings for donors and prospects.
- CRM management and development - managing and updating the current CRM system (Salesforce) for the team (including training) and ensuring it is functioning as required by working closely with the CRM Manager.
- Donor stewardship support - maintaining contact information and databases in an accurate and GDPR compliant way and assisting with the team’s donor stewardship programme and funding appeals (spreadsheets, mailings etc).
- Internal liaison - fostering good relations and cooperation with High Value Partnerships colleagues and other teams.
Essential skills, knowledge and experience:
- Ability to demonstrate the competencies required to undertake the duties associated with this level of post having acquired the necessary knowledge and skills in a similar role.
- Good understanding of data protection and ability to deal with confidential and sensitive information appropriately.
- Detailed knowledge of and proficiency in the Microsoft suite and using a CRM system.
- Ability to communicate clearly verbally and in writing to ensure effective reporting and customer service.
- Excellent interpersonal, relationship building and communication skills, both internal and external.
- Ability to manage and schedule your time and be ready to respond to incoming requirements and new circumstances as they arise.
- Initiative and judgement to resolve problems independently.
- Experience of managing and reporting financial information.
- Ability to take meeting notes and minutes clearly and concisely.
- Be able to visit the charity's UK HQ in Sandy, Bedfordshire once a week.
Desirable skills, knowledge and experience:
- Experience of personal development in a similar or related role(s).
- Interest in the conservation of wild birds and the environment.
- Experience of working in a fundraising team.
- Experience of event management.
The successful candidate should be in a position to work from or visit UKHQ in Sandy, Bedfordshire, once a week.
Closing date: 23:59, Thursday 17th July 2025
This employer is looking to conduct interviews for this position from July/early August.
Please note: The right is reserved to close this advert once sufficient applications have been received.
Interested?
Please click 'Apply' and follow the job board process. You will receive an email from CHM Recruit containing further information on how to apply for the role.
Please note that although you may be asked by the job board to upload a CV, you are not applying at this stage.
This organisation is committed to developing an inclusive and diverse workplace, in which everyone feels supported, valued, and able to be their full selves. To achieve their vision of creating a world richer in nature, the charity need more people, and more diverse people, on nature’s side. People of colour and disabled people are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, they are particularly interested in receiving your application.
This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment.
No agencies please.