STRATEGY FOR CORPORATE FUNDRAISING

• To support the development of a long-term strategy for ensuring sustainable processes for corporate fundraising in the assigned region.
• To implement the strategy to meet the fundraising targets for the assigned geography.

DONOR PROSPECTING & ACQUISITION

• To set up and hold meetings with the senior management teams (such as HR head, CSR head, Marketing head and Head of Corporate Affairs) of potential corporate organizations to explain Plan India’s focus thematic areas and showcase the work currently being done at the grassroots
• To explain various avenues, ideas and opportunities to explore mutual areas of interests with potential corporates
• To regularly interact and coordinate with the counterparts in NOs for programme funding from international corporates
• To support the Sr. Manager in representing Plan India in different corporate forums and events, CSR seminars and conferences, nationally and internationally, to network and with prospective corporates and improve the visibility of the organization
• To handhold the Regional/State Managers in the Programme Team in the donor prospecting and acquisition process in the particular Region/State
• Create and update the prospect trackers, monthly proposal trackers, and weekly meeting calendars and submit to the Head – Corporate Partnership.

DEVELOPMENT OF PRODUCTS & MATERIALS

• To coordinate with the Programme Implementation team to obtain inputs on current programmes, case studies, etc. that can be incorporated in the pitch presentations
• To create pitch presentations, case studies, and audios/videos for showcasing existing interventions
• To brainstorm with the team to develop products for corporate fundraising, such as payroll giving and co-branding initiatives

PROPOSAL DEVELOPMENT

• To ensure the timely development of proposals and concept notes as per donor requirements in coordination with the programme team
• To participate in the process of conceptualizing and writing proposals and provide donor perspective and clarify donor requirements
• To finalize the proposal to be sent to the donor after incorporating all the feedback received from the Sr. Manager – Corporate Partnerships

KEY ACCOUNT MANAGEMENT & RETENTION

• To extensively communicate with the Programme Implementation team to obtain programme information and updates.
• To conduct regular meeting with donors to provide them programme updates and current programme status.
• To ensure regular interaction with the National Office team to share programme updates and exchange information regarding events, activities and new partnerships.
• To encourage donors to conduct programme visits for getting first-hand experience and information regarding the programmes being implemented by Plan India and their impact.
• To review the itinerary for field visits and accompany the donors on these field visits.
•  To ensure effective key account management to enhance donor retention and receive grant extensions.

DONOR SERVICING

• To provide timely resolution of queries raised by corporate donors.
• To review and ensure timely submission of donor reports to all the corporate donors.
• To ensure timely, accurate and effective donor servicing in terms of the standard processes, such timely dispatch of donor receipts, tax certificates, sharing the annual reports, etc.

DONOR PIPELINE

• To maintain an active pipeline of prospective corporate partners to meet Fundraising targets for Corporate partnerships as per the mandate (twice the fundraising target).
• To maintain a pipeline for closures and realizations in the financial year comprising both new and existing corporate partners.

PARTNERSHIP AGREEMENTS

• To provide inputs for the creation of grant agreements/contract with the corporate partners to ensure they meet donor requirements.
• To review the grant agreements to ensure compliance to Plan India’s procedures, system and ethical guidelines issues (incl. the CP policy).
• To manage the grant agreements for corporate partners in terms of seeking extensions or tracking under-spends.