Legacy and Supporter Relationships Manager

We are looking for a Legacy and Supporter Relationships Manager to join a wonderful health charity based in Liverpool.

This is a permanent, full-time (35 hours per week) role offering hybrid working with a minimum of two days in their Liverpool based office).

The role

The Legacy and Supporter Relationships Manager is part of a small, collaborative fundraising team.

Responsible to the Head of Fundraising, this post will steward and grow relationships with our individual supporters across their journey - ensuring supporters feel known, valued and inspired.

This role leads on legacy and in memory fundraising, two areas of significant strategic importance, whilst sustaining and developing our wider base of individual donors through appeals, regular giving and digital communications.

Developing and delivering a legacy and in mem marketing programme that builds awareness of gifts in wills, cultivates prospective pledgers and stewards existing pledgers with meaningful, personalised communication.

Identifying opportunities to convert engaged long-term supporters into legacy pledgers, using supporter data and insight to inform approach In Memory Giving.

Working with the Communications team to ensure IG content across digital channels and the website is appropriate, up to date and compassionately presented

Monitoring retention indicators across the individual giving portfolio, identifying and responding proactively to any signs of lapsing.

Using supporter data and insight (including findings from our ongoing supporter research) to improve segmentation, personalisation and the overall donor experience.

Identifying opportunities for supporter upgrade and conversion, recognising that many of our supporters move through multiple giving relationships with us over the course of their lives

Project managing a small number of fundraising appeals across print and digital channels, and our impact report mailings, working with the Communications team on creative development, the data manger on segmentation and coordination of the mailing house.

To ensure digital supporter communications are active, personalised and of the same quality as our print-led activity.

The candidate

Demonstrable experience in individual giving fundraising, with experience across at least two of the following areas:
legacy marketing, in memory giving, fundraising appeals, regular giving.

Strong project management skills, with experience of taking fundraising or communications projects from brief through to delivery.

Digitally confident and able to work effectively with an email platform, contribute to digital donor journeys and
understand the principles of digital stewardship.

Confident and accurate working with a CRM system, including maintaining data quality, running reports and
using data to inform stewardship decisions.