Job Description
Role: Research & Database Support Officer
May 2014
Business Function: Development
Reports to: Major Donor Manager
Pay Band/Starting Salary: Band E,
£25,920 (PRO RATA)
Location: Central Office, Hermiston Quay, 5 Cultins
Type of Contract: Permanent /
Road, Edinburgh, EH11 4DF
part-time (32 hours)
Terms and conditions: The post is subject to the standard terms and conditions provided with the
application pack.
PURPOSE OF THE ROLE
This post supports the generation of income from major donors, legacies, trusts and foundations,
corporate, community and individual giving through efficient and timely research and the
dissemination of prospect information and data management.
The role of the Research & Database Support Officer will be both proactive and reactive, and will
primarily be focused on the investigation and identification of prospective donors to the Trust using
a variety of resources, determining philanthropic capacity and inclination, and monitoring public
domain information relating to our top donors/prospects.
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KEY RESPONSIBILITIES
Research & Information
 Using a variety of information sources, proactively seek and carry out research on existing and
potential donors and providing the business units (Major Donors, Trusts and Foundations,
Individual Giving, Corporate and Community) with accurate up to date and relevant briefings
and data;
 Ensure the Major Donor Manager and other Development Managers are briefed and kept up to
date regarding prospective donors/supporters and generally disseminate timely and relevant
research information through regular Prospect Meetings and caseload maintenance;
 Maintain accurate files, records and profiles of individuals prospects, trusts, corporates and
donor information, in accordance with Data Protection legislation and Confidentiality of
Information policies;
 Develop and implement appropriate coding and segmentation of prospective donors on the Care
database;
 Liaise with properties and departments of the Trust to gather and record prospect ad donation
information;
 Utilise prospect research techniques such as data mining and wealth + affinity analysis, and to
employ these techniques in a systematic way, in order to identify leads and prospects;
 Produce an Assignment List of Qualified Leads for consideration by the Senior Management
Team;
 Assign and transfer prospects to and between caseloads;
 Monitor online news sites and use periodic alerts to uncover timely information about prospects,
members, philanthropy and business trends, and subsequently help to identify new fundraising
prospects
Customer Care
 Ensure that all client records on CARE database are maintained accurately and are regularly
updated to reflect all new activities, in compliance with the Data Protection Act 1998;

Ensure that the Trust’s reputation for excellence is maintained and enhanced in all written and
verbal communication.
Administration
 Provide administrative support for all major donor events, compiling and managing guest lists
and providing additional team support;
 Provide administrative support for effective donor cultivation and stewardship of existing major
donors and prospects, where close attention to detail is crucial.
Health, safety and the environment
 Ensure that Health and Safety regulations are adhered to at all times.
The current duties of this job do not require a criminal records (Disclosure Scotland) check to be
carried out.
SCOPE OF ROLE
People Management
 No line management responsibility, but the post holder will liaise regularly with other
development managers, and from time to time with senior staff and Trustees. There is also a
requirement to work closely with the data analyst, archivists and property managers and
participate in relevant internal and external forums.
Financial Management
 No direct budget management responsibility, but the post holder is required to assess and renew
research resource subscriptions as needed and access information on financial systems.
SKILLS, EXPERIENCE & KNOWLEDGE
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:
Essential:
 Previous experience of researching, collating and analysing information for business purposes,
ideally as an aid to fundraising activity;
 Ability to prioritise effectively; to respond quickly to urgent situations, and work under pressure
and to deadlines;
 Attention to detail, including accuracy of data input, proofreading and reconciliation of financial
information;
 Well developed oral and written communication skills; ability to interact with people from all
walks of life;
 Knowledge and understanding of Institute of Fundraising Codes of Practice and Data
Protection Act;
 Sound understanding of the workings of charitable trusts and foundations;
 Sound grasp of relational databases, ideally CARE;
 Highly proficient in MS Office, particularly Word and Excel.
Desirable:
 Experience in a large fundraising organization with multiple sites and projects;
 Experience of using Care;
 A current driving licence, valid for driving in the UK.
The Key Responsibilities, Scope of Job, and Required Qualifications, Skills, Experience & Knowledge
reflect the requirements of the job at the time of issue. The Trust reserves the right to amend these
with appropriate consultation and/or request the post-holder to undertake any activities that it
believes to be reasonable within the broad scope of the job or his/her general abilities.
Applications
Interested applicants should forward a completed application form to Human Resources Department
(Applications), The National Trust for Scotland, Hermiston Quay, 5 Cultins Road
Edinburgh EH11 4DF, by mail or by email via workforus@nts.org.uk, by first post (i.e. 10.00am) on
Monday 16th June 2014. Interviews are likely to take place at Hermiston Quay on Thursday 26th
June 2014.