SALARY - CIRCA 30K PER ANNUM, DEPENDING ON EXPERIENCE

Reports to: Global Philanthropy Research and Insight Lead
Job Purpose - The Philanthropy Research Assistant will deliver research, due diligence, and support the management of our philanthropic pipeline, in order to support the growth of philanthropic income, in line with The HALO Trust’s (HALO) strategic funding priorities and programmatic need.

SKILLS & ATTRIBUTES:

• Demonstrable experience of delivering research and due diligence to support pipeline development for an NGO, or in another sector
• Interest in philanthropic giving, key trends and the role networks and personal connections play in encouraging engagement and support
• Experience of using a CRM is essential; experience of using Salesforce is desirable
• High levels of discretion and an understanding of how GDPR requirements apply to fundraising and prospect research.
• Strong intellectual curiosity and the ability to understand complex information, identifying appropriate insights and presenting these concisely.
• A proactive, self-motivated approach with the ability to manage competing priorities in a fast-paced environment
• Low-ego, collaborative team-player with strong ability to self-reflect
• An excellent communicator, written and verbal with exceptional attention to detail.
• A commitment to HALO’s mission and objectives.

ABOUT THE ROLE:

Although HALO is over 30 years old, it had until recently a relatively small philanthropy programme. This has changed over the past five years with global income from philanthropic donors (including the US) increasing from £4 million to £44 million in 2023/24 of which UK philanthropic income (led by the Global Philanthropy Team) increased from £3.6m to £8.9m. The most recent increase is attributable to exceptional US donor support for Ukraine.
Underpinning this, is growth in six and seven figure partnerships with philanthropists, corporates and foundations, supported by our exceptionally well-connected network of trustees and ambassadors and overseen by our committed and professional global philanthropy team.
The Global Philanthropy Team is a team of 12 professionals, predominantly based in the UK, who are working to secure new support and steward donors across the UK/Europe and increasingly international markets including the Middle East and beyond. The team works collaboratively with philanthropy colleagues in the US who are responsible for US philanthropy strategy and implementation.
Following the success achieved to date, HALO has recently taken the decision to invest further in growing philanthropic funding to diversify to our income portfolio and provide greater agility in the face of a decline in Government funding. This will include developing mass market individual giving as well as bolstering our major gifts fundraising capacity through recruitment to new roles over the coming year.
This is an exciting time for a highly motivated individual with experience of prospect research to join our high performing team and contribute to the next phase of philanthropic growth.

JOB RESPONSIBILITIES:

• Identify, research and qualify prospective new philanthropic (non-governmental) donors with the capacity to make significant gifts to HALO (to include individuals, trusts and foundations, and corporate partners).
• Map connections to HALO’s Trustees, ambassadors, existing donors and advocates.
• Proactively keep abreast of news and developments for key philanthropic partners/sectors and share with relationship leads.
• Ensure HALO’s CRM database contains up to date information about prospective donors with full adherence to GDPR.
• Share research and insights in a way that equips team members and other internal senior stakeholders (including the CEO) to respond quickly and effectively to new opportunities
• Support due diligence research, in line with HALO’s gift acceptance policy
• Proactively identify new prospects to match agreed strategic funding priorities and projects.
• Work closely with colleagues in the USA, UK and overseas programs as part of a distributed team to provide support to global fundraising efforts.
• Provide flexible support to priority areas of work across the philanthropy team.
• Ensure compliance with international fundraising regulations and ethical standards.