Philanthropy Assistant Job Description
Permanent
Start Date: As soon as possible.
Location: Central London
Reporting to: Director of Philanthropy
Key relationships: All Philanthropy Team Members. All other Impetus – The Private Equity
Foundation Staff. Trustees and high level volunteers, donors, senior representatives of
business, grant-making trusts and high profile individuals.
Responsible: N/A
Deadline for applications: 7th November 2014
Overview of the Organisation
Impetus – The Private Equity Foundation (Impetus-PEF) is committed to transforming the
lives of economically disadvantaged 11-24 year olds by ensuring they get the support they
need to succeed in education, find and keep jobs, and achieve their potential.
There are 5 people in the Philanthropy team, currently generating over £7m per annum (which
we plan to grow to £20m in 5 years). The team consists of a Director of Philanthropy, one
Senior Philanthropy Manager, two Philanthropy Managers and one Philanthropy Coordinator.
Overview
the rolea mixed portfolio of donors and take responsibility for both managing
The teamofsupport
existing accounts and generating new business. All team members work across all income
streams so this role offers a great opportunity to apply and develop experience in an
innovative and growing team.
Role Purpose
The Philanthropy Assistant is a highly professional individual who will work with the
Philanthropy team to secure and maintain income from a range of funders including
Corporates, Grant-Making Trusts and individuals. The Philanthropy Assistant will be an
energetic team player, able to manage a busy and varied workload and work with all members
of the organisation to ensure an efficient and productive Philanthropy function.
Key responsibilities
Support the Director of Philanthropy (.25 FT)
Act as PA to the Director of Philanthropy providing calendar and meetings management,
relevant briefings and meeting prep, Input Salesforce database moves/meetings updates, and
general support in the administration of the Philanthropy Department.
Donor recruitment and Philanthropy
Work with the Philanthropy team to secure donations from corporates, grant making trusts and
individuals.
With the guidance of the Philanthropy Coordinator, look after the donor research and
recruitment process in support of the team’s new business strategy.
Assist the Philanthropy Coordinator in managing the tools used by the Philanthropy team to
carry out meaningful and informative donor research. Working with the Coordinator, ensure
that the team is always up to date on new research resources.
Work with the Philanthropy team in preparing for donor and prospect meetings by conducting
background research and briefings. Support team members on other meeting preparation
(bookings, briefings and preparing presentations).
Finance and Data
Support the Coordinator in maintaining the financial process, working closely with members
of the Philanthropy team and Finance team, to ensure all financial data is captured and
reported on a timely basis.
Maintain accurate donation information on the Salesforce database, including amount, date
and restriction.
Ensure thank you letters are drafted and sent to donors within 48 hours of donations being
received. Draft these letters, working closely with Philanthropy Officers and Managers to
personalise them accordingly.
Ensure donor profiles are maintained and relevant account and prospect management
information is recorded on the Salesforce database.
Philanthropy Events
Work with the events team on the planning and delivery of Philanthropy led events, including
the organisation’s annual Awards Dinner, which raises £1 million each year.
Assist both the Philanthropy and Events team on other Philanthropy specific events as
needed. Support on event briefings, securing prizes, coordinating invites and guest lists with
the rest of the team.
General Support and Other Responsibilities
Take ownership of all Philanthropy team meetings and all other internal meetings – including
scheduling, gathering and drafting agendas, and circulating action points as necessary.
Work with the wider team to support the organisation’s Fundraising Committees.
Champion excellence in fundraising by staying ahead of best practice and Philanthropy’s in
the sector and representing Impetus – The Private Equity Foundation as a professional
fundraising organisation.
Support and deliver other projects and tasks, in line with your developing skills and
experience
Person specification
Person specification (E = essential, D = Desirable)
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Graduate or equivalent qualification
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Excellent organisation and administration skills with the ability to plan and
prioritise work for self and others
Excellent oral and written skills
Analytical skills with the ability to identify key points from complex material or
information and to provide recommendations based on this information
Experience of preparing research reports, briefing papers or discussion
documents
Highly proficient in Word, PowerPoint, Excel and databases
Professional interpersonal and communication skills to a wide range of people at
all levels of situations on the phone, face to face and in writing, for engagement
with volunteers, staff and external contact
Able to prioritise a varied and fast paced workload
Proactive and solution driven in approach
An understanding of fundraising from companies, grant making trusts, high net
worth individuals and/or government bodies.
Ability to deal with people at all levels
Able to work on own initiative and with minimum supervision
Self-motivated, flexible and able to make judgement as to when to take the
initiative
Ability to prioritise and manage own workload and deliver to agreed targets
Demonstrate a commitment to equal opportunities and anti-discriminatory practice
The Organisation reserves the right from time to time to make reasonable changes to this job
description, to take account of organisational changes.
Required Impetus – The Private Equity Foundation Competencies
Leading and Deciding
 Leading and supervising
 Deciding and initiating action
Supporting and co-operating
 Adhering to values & principles
 Working with people
Interacting & Presenting
 Persuading & influencing
 Presenting and communicating
information
Analysing & Interpreting
 Analysing
 Applying expertise and technology
 Writing & reporting
Creating & Conceptualising
 Creating & innovating
 Formulating strategies and concepts
 Learning & researching
Organising & Executing
 Delivering results and meeting
customer expectations
 Planning & organising
 Accuracy and attention to detail
 Following instructions & procedures
Adapting & Coping
 Coping with pressures & setbacks
 Adapting and responding to change
 Positive attitude
Enterprising & Performing
 Entrepreneurial
 Achieving personal work goals and
objectives
Please send your CV and Cover Letter to Recruitment@Impetus-PEF.org.uk by 7th
November 2014