Interim Legacy Fundraising Executive

Job Overview:

A leading charity is seeking a dedicated and enthusiastic Legacy Fundraising Executive to join their team. This vital role, managed through our agency, focuses on providing exceptional customer care to legacy enquirers and supporters, managing key projects, and supporting fundraising campaigns. The successful candidate will play a crucial part in achieving the charity's Legacy Fundraising team’s key objectives: recruiting and converting new legacy supporters, growing their pipeline of legacy pledgers, and increasing the value of gifts left in Wills. This is a fantastic opportunity to develop supporter care and legacy fundraising skills within a supportive and impactful environment. 

Key Responsibilities:

• Deliver outstanding customer care by responding promptly and effectively to emails, calls, and letters from supporters, staff, and volunteers, providing information on free Will writing and legacy giving, and stewarding in-memory donors.
• Manage legacy enquiries efficiently, ensuring actions are recorded accurately on the supporter database.
• Collaborate with the Supporter Services team to enhance supporter service and ensure Legacy communications and FAQs are up-to-date and reflect best practice.
• Promote the charity's free Will writing services and oversee the distribution of related resources.
• Process legacy invoices, track transactions, and ensure timely supplier payments.
• Manage stock levels of printed resources and order reprints as needed.
• Support the Legacy Fundraising Officer with direct and digital marketing activities, product development, and events.
• Stay informed about changes in the regulatory environment (e.g., Fundraising Regulator Codes, ICO guidance, DMA code, CIOF Legacy code) to ensure compliance.

Person Specification:

• Proven experience in a fundraising or supporter care role.
• Demonstrable experience in delivering high-quality customer service, handling complex queries, and resolving issues via various channels.
• Working knowledge of relevant regulatory frameworks and compliance requirements.
• Excellent communication skills (written and verbal).
• Strong interpersonal skills and the ability to build collaborative relationships, demonstrating sensitivity when interacting with bereaved supporters.
• Effective organisational skills to plan, prioritise, and manage tasks independently and as part of a team.
• Basic digital marketing skills, including data export.
• Self-motivated, flexible, and adaptable approach.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Outlook, and Teams.
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What's on Offer:

• Salary: £120.17 daily rate + £14.95 daily holiday pay = £135.13 total PAYE
• The opportunity to work for a leading charity and make a real difference in people's lives.
• A supportive and collaborative work environment.
• Opportunities for professional development.

To Apply:

How to Apply:
To apply, please submit your CV demonstrating your suitability for this role by clicking the “apply now” button via our website.

We aim to get back to all successful candidate within 48 working hours.

Commitment to Diversity:
The Talent Set and our partner organisation are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age, or gender. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.