The Dulverton Trust is an independent grant-making charitable trust established in 1949. We make grants to a wide range of both national and regional charities operating mainly in England, Scotland and Wales. Last year, the Trust awarded nearly £4 million in grants in the categories of Youth Opportunities, General Welfare, Conservation, Heritage and other fields. Since its foundation, the Dulverton Trust has made grants totalling over £100 million, which have provided much-needed support to thousands of charities. For more information please see our website (www.dulverton.org).
This is an exciting time to join the Dulverton Trust. In recent months we have been working to support the charities in our portfolio, new applicants and the wider voluntary sector to respond to the impact of COVID-19. Like many organisations, we have been reflecting on our working practices and adapting our processes and decision-making to meet the current circumstances. As we move in to 2021, we want to maintain this critical focus to most effectively partner with funded charities.
The Dulverton Trust is seeking a Grants Officer to join our team as soon as possible.
The Trust is run by a team of five people based at its offices in St James’s Place, central London (although currently working remotely), under the direction of a Board of Trustees. You will assess grants applications, correspond with applicants by telephone, email and letter and visit their offices and projects (social restrictions allowing), and will produce final cases to be put to the Director and the Board of Trustees. You will also be responsible for monitoring and reporting on outcomes of grants in your portfolio.
The position is full time. Some travel within the UK will be required with the possibility of very occasional overnight stays.
- Process grant applications – to include visits to and meetings with applicants, correspondence with applicants, preparation of written recommendations for submission to the Board of Trustees and presentations at Board meetings.
- Monitor progress on grants awarded.
- Ensure the timely and accurate recording of activities and transactions with applicants and grantees through the Trust’s database, Salesforce CRM.
- Represent the Trust at public events, such as seminars and receptions.
- Contribute to the Trust’s ‘grants-plus’ activity, which aims to enhance the effectiveness of the work of applicant charities through sharing knowledge and experience of good practice, and brokering pro-bono consultancy support.
- Take on specific research in relation to current funding priorities or potential new areas of activity, as required.
- As part of a small team, you will also be required to provide administrative support, such as handling telephone calls and preparation of papers for the Board.
Specification for Applicants
- Evidence of right to work in the UK.
- References to evidence integrity and good character.
Skills and Qualifications
- Knowledge of the policy context of the Trust’s priority areas (see https://www.dulverton.org/)
- A good understanding of the financial management and governance of charities, including the ability to read and interpret management accounts, cash-flow forecasts and strategic plans.
- Experience of grant-making and the processes of due diligence and monitoring desirable.
- Experience of providing administrative support to a team.
- Excellent written and oral presentation skills. You will need to be able to analyse information, probe sensitively but thoroughly to identify strong and weak points, and produce clear and accurate written summaries to be put to the Director and Trustees.
- Good interpersonal skills, a positive and can-do attitude. We are a small team and flexibility and mutual support are important. You will have direct dealings with a wide range of individuals and organisations.
- Proficiency in using IT. All of the Trust’s systems are cloud-based (Microsoft Office 365, Box and Salesforce).
Main Terms and Conditions
Salary: £28,000-£31,000 per annum pro rata depending on agreed contract hours. One-year fixed term contract.
Pension: 8% non-contributory of qualifying earnings.
Probation period of three months.
25 days annual leave (plus bank holidays) per annum pro rata.
Please send an email to email@example.com by 18.00 on 23 November 2020 with the phrase Grants Officer and your name in the subject line. You should attach a CV and a covering letter outlining why you think you would be suitable for this role. Shortlisted candidates will be invited to interview online in early December.