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Trusts, Grants and Legacies Officer
Trusts, Grants and Legacies Officer
Job details
Full job description
Job Title: Trusts, Grants and Legacies Officer
Tenure: Permanent
Base: Head Office
Responsible to: Fundraising Team Leader
Responsible for: No direct reports
Salary: £33,020
Hours: 37.5
JOB SUMMARY:
The Trust, Grants and Legacies Officer is based within the Marketing & Income Generation (MIG) Team. The overall purpose of the MIG Team is to raise the profile of Hospice at Home West Cumbria (HHWC) and to generate income to support all Hospice activities.
The Trusts, Grants and Legacies Officer is responsible for securing income from charitable trusts, foundations, grant-making bodies, and legacy supporters to help fund HHWC's vital services. The postholder will develop and maintain a pipeline of funding opportunities, prepare compelling funding applications and reports, steward relationships with funders, and support the promotion and administration of legacy giving.
Working closely with colleagues across fundraising, finance, and clinical services, the postholder will gather information, develop impactful funding proposals, and demonstrate the difference donations make to patients and families receiving hospice care.
DUTIES AND RESPONSIBILITIES OF THE POST:
Key responsibilities of the job
· Develop and implement plans to maximise income from trusts, foundations, and grant-making bodies.
· Manage relationships with trusts and grant-making organisations, developing key long-term relationships, communicating clearly and sending high-quality reports on how their funding has been used.
· Undertake comprehensive research to identify, assess, and prioritise opportunities that are the best fit for HHWC’s aims and funding needs.
· Write and submit strong, tailored funding applications, expressions of interest, and proposals. Ensure all submissions are of the highest standard and clearly explain why funding is needed and match each funder’s priorities and criteria.
· Work collaboratively with colleagues across the organisation to source the necessary budget, statistical, and project information for grant applications and marketing. Interpret and process the information gathered to present the best evidence of our impact.
· Work closely with the Finance Team to make sure all income is recorded correctly, managed properly and supported by clear records, in line with financial policies and procedures.
· Build, maintain, and regularly review a list of current and potential funders to help maintain a steady and varied income.
· Accurately record and monitor all engagement on the donor database (Donorfy) and ensure it is maintained and up to date in line with the data management processes.
· Keep up to date with industry trends, changes and developments and carry out all activities in line with the Chartered Institute of Fundraising’s Code of Practice and share updates on good practice with HHWC.
· Develop a detailed understanding of HHWC’s work and act as an ambassador to raise awareness of the organisation, encourage and generate income, and recruit and inspire potential new funders.
· Develop and implement actions within the legacy strategy, including working closely the with Marketing & Communications’ colleagues to develop and implement ongoing legacy promotion engagement activities and literature.
· Respond to enquiries and requests for information, administer legacy gifts by working with solicitors, executors, supporters and colleagues to ensure cases are managed accurately, sensitively and efficiently.
· Maintain and nurture relationships with legacy prospects and pledgers through tailored events and engagement.
· Manage a portfolio of existing and prospective major, mid, and high-level donors.
Personal Development:
· To be committed to personal and professional development and engage in mandatory and statutory training as required.
· Set challenging goals through the appraisal process to ensure the effective delivery of organisational, team and personal objectives.
· To keep updated with current policies and procedures.
General
· Ensure that the hospice’s purpose and values are at the core of all activities.
· Ensure the maintenance of confidentiality in respect of staff, volunteer and client records and all privileged information relating to the services of the Charity, its patients, staff and volunteers and particularly of the area for which directly responsible.
· Promote and foster the Hospice’s reputation and standing within the community and with private, statutory and voluntary sector agencies and organisations.
· Undertake any other duties which may be reasonably required.
· All staff have a responsibility to adhere to the Health and Safety policy and report all accidents, incidents or near misses promptly and when requested to co-operate with any investigations undertaken.
· HHWC has adopted an equal opportunities policy, and all employees must be aware of their obligations to abide by the spirit and nature of the policy to avoid direct and indirect discrimination.
Person Specification
Trusts, Grants and Legacies Officer
Qualities Required - Essential (E) / Desirable (D)
Practical Knowledge and Qualifications
Fundraising qualification OR qualification in a related subject OR relevant experience such as working in a customer care, bid writing or sales environment (E)
Knowledge of the trusts and grant income and where to source potential funding (D)
Knowledge of legacy giving (D)
Skills and competencies
Ability to devise creative communications that contain accurate grammar and spelling in different formats, adapting style and language for a variety of audiences, ensuring exceptional attention to detail (E)
Ability to work to tight deadlines and under pressure, and able to prioritise and use initiative (E)
Strong admin and organisational skills with excellent attention to detail (E)
Skilled communicator, able to persuade, influence, enthuse and engage others (E)
Ability to see the bigger picture, grasp opportunities and find practical solutions to problems (E)
Able to work independently and on own initiative with minimum supervision, as well as work well with team members (E)
Confident IT skills with a good working knowledge of all Microsoft Office applications (E)
Self-motivated with a positive attitude and demonstrable strive to find practical solutions to problem; seeing what needs to be done and gets on and does it (E)
Approachable, professional and compassionate, able to engage and develop positive relationships with colleagues and other contacts (E)
Flexible, with a willingness to work occasional weekends/evenings to fulfil the requirement of the post, and to travel and attend meetings and training as required (E)
Experience
Experience of working in a customer facing, administrative and/or finance role and engaging effectively and appropriately with customers (E)
Experience of composing high quality written communications (E)
Experience of using databases; inputting, managing and manipulating information (D)
Please refer to the job description and person specification for full details of role and responsibilities.
For an informal discussion please email us at hr@hhwc.org.uk and leave a contact telephone number for us to call you back. A Standard DBS is required for this role.
For an application form and application pack please go to our website at www.hospiceathomewestcumbria.org.uk or hr@hhwc.org.uk
Closing date: Monday 9th November 2026 at 10.00am
Interviews will be held on: Monday 16th November 2026
Pay: £33,020.00 per year
Benefits:
- Company pension
- Health & wellbeing programme
Work Location: In person