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The Legacy Officer role is your opportunity to join our excellent team at an exciting time. You will be passionate about progressing your career and understand the impact that the University’s teaching and research has on the world. This is a time of significant investment for our individual giving programme with three posts currently being recruited across legacy and regular giving with ambitions to grow income from both these streams. You will have enthusiasm for working in a higher education fundraising environment and to help grow our legacy and in-memoriam giving programme significantly in the coming years.
You will work with our Legacy and Endowment Manager to generate new gifts to the University and to care for our existing donors. You will require a broad skillset to take on a varied role, encouraging donors at all levels by utilising both mass communication and personal relationship building techniques.
We are an ambitious and successful research-intensive University (one of the top 100 research-led universities globally) and have produced 10 Nobel Prize winners, including three who received their awards in 2016. Academics here are tackling some of the world’s most pressing global challenges such as antibody testing and Covid-19, the impact of climate change on our woodlands and forests, issues caused by migration and displacement, the rise in youth mental health issues, and the prevention of needless maternal deaths in the developing world. Our students come from nearly 150 countries and our flagship outreach programmes mean that almost 25% of our student population come from disadvantaged backgrounds, one of the highest proportions in the UK. Philanthropy has always played an important role in shaping the University, most recently in 2015 when we closed the Circles of Influence Campaign, which raised £193 million, making it the largest HE fundraising campaign outside Oxbridge and London. Through the ‘Birmingham In Action’ campaign, philanthropy will continue to play a vital role in delivering projects to change lives locally, nationally, and internationally.
As an office, we are committed to sustainability and value green working practices. The environment is an integral part of our campaign and we encourage eco-friendly ways of working in order to have a positive impact on our campus and global surroundings.
Interviews are currently scheduled to take place week commencing 28 February 2022.
We are committed to supporting hybrid working and look forward to receiving your application.
The client requests no contact from agencies or media sales.
Who We Are
Open Doors is a Christian charity looking to recruit active, practising Christians to help meet the growing needs of the persecuted church worldwide. Hostility, violence and abuse of Christians around the globe is on the increase. Open Doors works in over 50 countries to ensure that those facing such persecution are not forgotten, but can stand strong to serve their communities and give life.
The purpose of this role is to raise funds for the work of Open Doors internationally by engaging high-net-worth individuals and trusts in the UK and Ireland. The Head of Major Donors, Trusts & Legacies leads and manages all aspects of the major donor and legacies strategy, including managing key donor relationships, leading a team of relationship managers, developing bespoke proposals to meet individual and corporate giving criteria, commissioning appropriate events, travel, and other communications. They are responsible for researching and recruiting new major donors, and planning, implementing, managing, and coordinating activities to connect people into a long-term vision of support for the persecuted church, deepen relationship with Open Doors, and deliver on substantial income targets.
- Create an annual plan that delivers an agreed strategy for high-value donors (current and prospective) and trusts
- Engage donors, the Board and senior leaders and their networks in prospecting and funding events
- A willingness to host major donors on field trips to high-risk locations where Christians are persecuted for their faith (training provided; risk assessments dependent)
- Line management of Partnerships Team (Relationship Manager, Prospects Manager, Coordinator and Legacy & Trusts Officer)
- Deliver income as well as acquisition, conversion, and retention targets by managing a portfolio of prospects and current high-value donors and trusts
- Detailed planning (schedule, budget, response rate and outcomes) for key activity as outlined below
- Data management - measuring response to all activity and applying insights to maximise engagement
- Close collaborative working with key contacts in Open Doors International and field to facilitate funding opportunities, impact reporting and other, as required
- Management of internal and external suppliers/freelancers/agencies to deliver communication and campaign needs
- Ensure all communications are accurate, consistent, reflect the OD brand values and observe the appropriate security levels
About the Team
Reporting to the Director of Supporter Engagement, you will have key relationships with:
- Head of Marketing
- Line management of staff within the Partnerships team
- Inspire Team Leader (contact/call centre)
- Open Doors International and field contacts
37.5 hours per week. Usually between 8.00am to 6.00pm Monday to Friday. This position may involve some evening and weekends at conferences and events for which TOIL (time off in lieu) may be claimed. Our policy is a minimum of 40% of hours in the office, with the remainder remote working.
Responsibilities and Requirements
- Collaboration – Working with the CEO and other senior staff from the UK, the Board and field bases to manage personal contact programmes, briefings and face-to-face meetings for higher value donors and prospects, delivering appropriate propositions verbally and in print/digital form.
- Prospect Development - working with the Prospecting Manager and senior leadership to identify and connect with potential high value and major donors from the main file: at events, in welcome and other acquisition activities; whilst also developing a plan to use new acquisition channels and tactics
- Welcome – Work with the Head of Marketing to ensure an appropriate welcome process is in place for new high value donors
- Development – Ensure individuals with capacity or history are offered appropriate fundraising propositions through all available channels. This includes special projects, general appeals, travel and event follow-up, regular giving programme(s).
- Communication – Develop policies and procedures to ensure that any contact higher value donors have with the organisation is coordinated and strategic. Working with the marketing team to ensure higher value donors receive appropriate communications through appropriate channels.
- Retention – ensuring higher value donors receive appropriate feedback on the impact of their support and experience. Ensure appropriate follow-up and reporting requirements for trusts and other organisations.
- Reactivation – ensuring lapsed and lapsing higher value donors are contacted appropriately and where possible drawn back into the ministry.
- Trusts – develop a trusts strategy and plan, building on existing relationships, identifying new sources of funding, and ensuring appropriate project proposals are presented to achieve trusts income target - along with exceeding trusts' reporting requirements.
- Legacies and In Memoriam – management of the Legacy & Trusts Officer, oversight, and input into the successful delivery of the growth strategy for Legacies and In Memory segments.
- Monitoring and Insights – Ensuring appropriate flagging and tracking of higher value donors through the database and monitoring of performance of all sections.
- Events – Overseeing the delivery of events and private briefings, liaising with senior staff and events team to ensure effective promotion (invitations), events and follow-up.
- Travel – maximising the opportunities for travel to ensure prospects and higher value donors have the potential for transformative experiences of the persecuted church through first-hand exposure.
- Hands-on – Personal responsibility for a caseload of high value or major supporters.
- Budget – Responsibility for the overall budget spend for the team.
- Project Management – Overseeing the delivery of appropriate propositions through communications and relationship channels liaising with other fundraising staff, communications (internal and field) to identify projects, case-studies, and other content
- To carry out other tasks, projects and assignments as reasonably requested by your line manager.
- Patience and resilience – Open Doors is a NGO with over 60 offices worldwide that work in dangerous and complex environments. A patient, trustful yet resilient disposition is critical to work alongside colleagues in other global locations to deliver projects, extract information and influence change.
The above job description is a guide to the work the jobholder may be required to undertake but does not form part of the contract of employment and may change from time to time to reflect changing circumstances.
Applying Your Christian Faith to This Role
There will be many ways you will be able to apply your Christian faith and the outworking of your faith to the context of Open Doors. The list below gives some of the expectations of this role but is not exhaustive or intended to limit you:
- contributing to and leading daily devotions (this can be for the whole team or just smaller departmental groups)
- participating in retreats, days of prayer and fasting, etc
- committing to private prayer for the work associated with this role, for the volunteers, and closest colleagues
- working in such a way to reflect biblical principles of leadership and service
- applying biblical principles of godly stewardship to operational responsibilities
- being open and obedient to God’s voice and direction in relation to any strategic matter and to always seek His will above all else
- responding to the prompting of the Holy Spirit in making decisions or communications.
Because of the essential Christian context in which the role will be performed, the role is subject to an occupational requirement under the Equality Act that the post-holder be a practising Christian. Each working day will involve collective prayer and worship, together with shared reflections on the work of Jesus Christ. All members of staff at Open Doors are expected to actively participate in this shared time and members of staff take it in turns to lead the act of collective worship.
Limits of Authority
To operate within the ethos and aims of Open Doors, adhering to budget parameters and the Open Doors’ confidentiality agreement.
The following represent key attributes we are looking for in the successful candidate:
- Committed Christian who is completely in sympathy with the calling and mission of Open Doors
- Teachable, humble, approachable, and able to maintain confidentiality
- Able to work under pressure, flexible and adaptable to get the job done
- Self-starter with positive and proactive outlook and approach to dealing with obstacles
- Confident and mature approach to taking responsibility with and for others
- Excellent interpersonal skills and ability to deal with a wide cross-section of people
- Leading by example in servant-heartedness, empowering and respecting others
- Impact committed to get the job done for the direct benefit of the suffering church
- Focus able to stay on task and achieve outcomes within agreed time frames
- Team relational, fit, able to work with and for others, to step in and step up when needed
- Presentation: maintaining Open Doors’ standard of clean, tidy, modest and professional appearance
- Educated to A Level standard or equivalent
- Clear experience of creating systems, processes and structures to turn a strategy into a working, measurable reality that delivers to clear objectives
- Previous experience in a senior manager role
- Strong mix of task and people skills
- Experienced Project management
- Good financial management
- Understanding of data and experience of delivering improved results through data planning using platforms like PowerBI, Google Analytics
- Excellent communication skills both written and verbal
- Strategic thinker with the ability to develop and deliver a strategy
- Working knowledge of Microsoft Office 365 suite
In addition, it would be beneficial for you to demonstrate the following:
- Member of the Institute of Fundraising
- Marketing and/or fundraising experience at Management level in the Charity Sector
- Strong networks/connections within the UK Christian community
- Experience with high-net-worth individuals and trusts
Enhanced disclosure information may be requested from the DBS in the event of a successful application.
The client requests no contact from agencies or media sales.
The Legacy Executive will oversee every aspect of Midlands Air Ambulance Charity’s legacy case portfolio, building on the £4+ million per year raised via gifts in wills to help fund the charity’s lifesaving work.
With one in four of our missions being funded by gifts in wills, this is a crucial role within our Individual Giving and Development team focused largely on legacy administration but also having responsibility for delivering effective stewardship of potential legators, legacy pledgers, lay executors, and family members of MAAC’s generous legators.
The role will be responsible for proactively managing the pipeline of legacy cases, as well as playing an active role in generating future gift in will pledges and increasing the awareness of legacy giving with existing and new supporters, specifically via the charity’s free will scheme.
Liaising closely with internal teams, the successful candidate will ensure all legacy income generating and supporter engagement activities are coordinated, monitored, and reported on.
You will ideally hold a CiCLA qualification and have strong experience of working with external suppliers and partner agencies, negotiating costs, managing relationships, driving performance, and working to specific financial and non-financial targets.
You will join a friendly and inclusive office team which provides support for the charity’s vital life-saving service. Our office hours enable flexible working, with 27 days annual leave (including bank holidays), plus Birthday day off,
Following completion of a six-month probationary period, we offer up to 6% employer pension contributions, a health cash plan which covers a wide range of healthcare treatments and life insurance.
The client requests no contact from agencies or media sales.
We’re looking for a proactive Legacy Manager with experience managing the full breadth of legacy giving.
Salary: circa £35,000 per annum
Location: King’s Cross, London/hybrid working
Hours: Part Time
In January 2022 we will launch a new 5-year strategic vision to develop all aspects of our grant-giving and invest in access to art for everyone, across the UK, as never before. We are now recruiting a new key member of the Development team to manage and develop our legacy income during this exciting time. Legacy donations are a significant source of income for Art Fund, and the successful candidate will play a key role in raising support for Art Fund’s charitable activity in 2022 and beyond.
With a CiCLA qualification and excellent knowledge of legacy legislation and best practice, the role will liaise with solicitors, executors and co-beneficiaries to process and record legacy income accurately and efficiently. The postholder will develop promotional strategies to encourage more people to include Art Fund in their wills and will steward legacy pledgers during their lifetime, building relationships and showcasing the full impact of their support for UK museums and galleries.
The position is part time (0.5 - 0.6) with details of days and hours open for discussion.
This role is located at our King’s Cross office (2 Granary Square, London N1C 4BH), although a 6 month hybrid working trial has commenced from October (paused due to government work from home directive). This trial period requires staff to attend the office 6-8 days per fortnight (pro-rata for part time employees).
This post is UK-based. Non-UK nationals will require current and valid permission to work in the UK.
Closing date: 19th January 2022
Please read the Job Description attached in 'additional documents' before clicking the 'apply' button to be redirected to our website where you can complete your application.
No agencies please.
Legacies are vital to Diabetes UK with gifts in Wills funding, on average, over a third of our work every year. As the Senior Legacy Manager, you will pay a pivotal role in leading on the development and management of the legacy marketing programme.
Managing a small team, you'll be responsible for the development and delivery of end-to-end recruitment and retention plans including supporter stewardship journeys and involved in the delivery of direct marketing campaigns across a range of offline and digital channels. In addition, the role will support colleagues across the charity to develop relationships with legacy prospects and supporters. You'll also be responsible for managing the Legacy expenditure budget as well as liaising regularly with the Legacy Administration Team in order to monitor and forecast legacy income.
First stage interviews: 16, 17 and 18 February 2022 (online)
Second stage interviews: 21 and 23 February 2022 (TBC)
Please note that all job offers are subject to you providing acceptable evidence of your eligibility to work in the UK. You might find the following resources useful:
- To view a full list of accepted documents and the checks employers are required to make
- To view guidance on proving your right to work to an employer
If you have any questions, please contact
What we can offer you:
- Generous annual leave starting at 25 days plus bank holidays
- A Cash Healthcare Plan (giving you up to £1,500 towards a range of out of pocket health expenses like new glasses, dentist, chiropractor or osteopath appointments)
- Early finish Friday and flexible working as part of our approach to activity based working
- Discounts on gym membership
- Employee assistance programme to give you support on any issues that come up in life
- Annual season ticket loan* (on completion of your probation period and if contract is permanent or longer than 12 months)
- Very active social scene including sport teams, gardening and other activities
- Generous pension provision, life assurance and income protection insurance
- Cycle to work scheme* (eligible for scheme if contract is permanent or longer than 12 months)
*Some benefits aren't available until you've passed your probation period and are dependent on the length of contract.
The successful applicant will manage, implement and develop the annual plan and budget for the Legacy Marketing team. The role will require a strategic approach to evaluating the existing legacy marketing programme as well as how we promote the gifts in Wills to a range of new audiences through advertising and events, identifying opportunities for growth both within the Individual Giving department and by engaging key stakeholders in cross-organisational activities.
We are looking for someone who is passionate about legacies and passionate about our cause. Someone that is fired up by the challenge of increasing the number of legacy supporters on our database, and stewarding them so that we can safeguard future income and meet our vision of a world where diabetes does no harm.
It goes without saying that you'll be a strategic thinker and an expert in legacy marketing, bringing ideas and energy to help us bring our cause to life.
You'll have extensive experience of managing direct marketing campaigns. You will have excellent project management skills, organised, calm under pressure and working closely with leadership teams.
Legacy and In Memory Executive, an excellent opportunity to join a growing and ambitious Health charity, based in London.
With heavy investment across Legacy and In Memory, and with a growing Legacy program, this role offers endless opportunity to work on new campaigns and projects.
As the Legacy and In Memory Executive, working with the Legacy and In Memory Manager, you will provide excellent stewardship and campaign marketing support related to Legacies, Gifts in Wills and In Memory Giving such as:
- Supporting with the development of multichannel marketing collateral; copywriting, compiling design briefs. Designing, delivering, and improving multi-channel stewardship journeys for new and existing supporters.
- Liaising with internal teams and external suppliers to coordinate engagement activities.
- Develop creatives, source and develop case stories for use across the Gifts in Wills and In Memory programme.
- Monitoring and reporting on various marketing activities.
- Ensuring appropriate thanking and ongoing stewardship is delivered.
This is an excellent opportunity to progress your career with Legacy Marketing Fundraising.
Our client is looking you to have worked in fundraising and with a passion for marketing. Ideally experience of working on fundraising campaigns and appeals, preferably Gifts in Wills and In Memory programmes, though not essential.
You will have excellent database skills to support, inform and report on fundraising activities.
Also experience of using or working with digital channels for marketing and the ability to review results would be an advantage.
St John's Hospice, London,
Legacy and In Memoriam Manager
Full time, London office/hybrid, salary £38,000
Key Tasks to include:
- Work closely with the Director of Fundraising to develop Legacy and In Memoriam strategies, leading on its implementation and contributing to its progression continually.
- Research and develop new income generation opportunities, leading on the production of applications.
- Ensure proactive growth of all aspects of legacy and In Memoriam fundraising with a view to retaining engagement through a targeted, supporter focused approach to stewardship.
- To work with colleagues within the fundraising team to proactively maximise opportunities from other income streams.
- To ensure income maximisation through Gift Aid and tax effective giving, where applicable.
- Monitor potential opportunities and risks and ensure internal and relevant external audiences are aware of both.
- Manage the Legacy and In Memoriam Executive, providing clear objectives and reviews as well as effective and supportive line management.
- Act as a supervisory capacity to other team members when Director of Fundraising is on leave
- Ensure the team work to the Institute of Fundraising’s Code of Practice, GDPR and provide an excellent standard of supporter care.
Person specification to include:
- 2 -3 yrs experience in high value fundraising or commercial equivalent
- Line management or supervisory experience
- Budget Management Experience
- Experience of developing and managing Legacy and In
- Memoriam giving programmes
- Track record of stakeholder engagement and working with staff at all levels
- Experience of contributing to strategies in line with organisational plans
- Experience in using Windows-based software packages
- Experience of Raiser’s Edge or other CRM system
For a copy of the full job description please apply via this website.
Opportunity to work as a Legacy Manager within a national charity that is putting a lot of investment into significantly growing their legacy fundraising.
TPP's Fundraising and Development team is currently working with a very well-known Children's charity as they look to recruit a Legacy and Tribute Manager to cover at 13-month maternity contract. This is an exciting time to join this team as they are looking to put significant investment into their legacy programme which is already their second largest source of income for the charity.
Job title: Legacy and Tribute Manager
Charity type: Children's
Salary: £38,800 to £45,100
Contract length: 13 months
Location: London head office with home working involved
As the Legacy and Tribute Manager you will work closely with the Associate Head to deliver plans across both mass market and relationship fundraising. You will create and implement a range of marketing materials for a range of channels such as TV, press, supporting booklets and social media. You will also be responsible for the supervision of two legacy officers within the team, supporting with their personal develop and ensuring they are delivering their work on time and to high standards. A key aspect to continuing their growth within legacies is taking an audience led approach, bringing new products to market and a new proposition. You will also manage the relationships with external agencies and suppliers.
The ideal candidate will have prior experience and knowledge of legacy fundraising and the management of fundraising products. Experience working at a senior level within fundraising, being able to manage budgets, financial planning, and experience of working with external agencies. You will have line management experience, supporting in the development and success of a team.
If you have read through this advertisement with great interest and feel you have the experience they are looking for then please do not hesitate to apply.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Here at Charity Horizons we are delighted to be supporting the wonderfully values orientated Heart Research UK in their search for an ambitious and experienced fundraiser to join their team at this crucial time. Heart Research UK have been helping hearts for over 50 years and have, to date, invested £25m into research across the UK. People now live longer as a result of the advancements in prevention, treatment and cure of heart disease that have been made possible by this incredible charity.
We are looking for an In Memory and Legacy Marketing Officer to join the team to raise invaluable funds to tackle coronary heart disease, one of the single biggest killers in the UK. As In Memory and Legacy Marketing Officer you will be responsible for delivering growth and maximising fundraising in these two crucial areas for the charity. The role will include legacy marketing, the opportunity to play an integral role in devising the legacy marketing strategy for the charity, and also the development of in-memory products. The role will be varied and interesting and allow the successful applicant the scope to be creative in writing content to engage supporters and in developing the charity’s stewardship processes.
To be considered for this role you should ideally come to us with experience in legacy marketing or in-memory fundraising and be comfortable working towards income targets within these income streams. We are, however, happy to consider people looking to transition into this interesting area and who have the skills and appetite to join the team in this capacity. A strong and confident communicator, you should possess the ability to communicate effectively with a wide range of internal and external stakeholders and be able to write persuasive, creative and compelling content. Heart Research UK is dedicated to fundraising ethically and ensuring supporters donations are spent in the best possible way so, perhaps most importantly, you should be a determined and values orientated individual enthusiastic about fundraising and the work of this charity. We are looking for someone who will add to the charity’s positive culture and have the drive and passion to help HRUK achieve their ambitious goals.
This role will offer the flexibility for the successful candidate to work from home, with just some travel into the offices in Leeds. The role is contracted for a 30 hour week and the charity are happy to offer flexible working patterns where possible. With a generous remuneration package and an inclusive and welcoming working culture this really is a role not to be missed.
The role is scheduled to close on 14th January, but may be extended. If you’d like to find out more, either apply here or please contact Charlie or Leanne at Charity Horizons.
Please note: If you would like to submit an application, or express your interest in an alternative format, such as audio or video upload, please contact either Charlie or Leanne who will be happy to advise on this.
Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition and pregnancy.
We are looking for two Legacy Officers to support Battersea’s Legacy work to ensure legacy income is maximised and delivered in a timely way, and to proactively manage their caseload, including contentious cases.
Battersea is here for every dog and cat and has been since 1860. We are a leading animal welfare charity and over the last 160 years we’ve grown from one home in London to three rescuing and rehoming centres across the South East. With c500 staff and 1000 volunteers, we have cared for over three million vulnerable animals We also campaign tirelessly to make things better for dogs and cats; sharing our expertise and educating the public and policymakers about responsible pet ownership. Join us and make a difference for every dog and cat.
Our Finance & Corporate Services Team
Battersea’s Finance and Corporate Services Department incorporates a range of functions that support the rest of the organisation. From IT helpdesk and systems support, to financial accounting, legacy administration, procurement and facilities management, these teams work strategically and collaboratively to ensure that Battersea can be here for every dog and cat.
The Legacy department is responsible for c£23million of income per annum and engages actively with potential donors as well as the estates of people who have remembered Battersea in their will. They work proactively with the Legacy marketing team and other departments to ensure that future income pipelines are maximized and represent Battersea to audiences likely to be receptive to making a gift in death.
What we can offer you
Our dedicated people mean that we can be here for every dog and cat. Whether you are sharing an office with our dogs or directly caring for our cats, our animals show their appreciation every day. There is no better reward than seeing the difference you make to the lives of our dogs and cats first-hand; although we also provide a wide range of employee benefits, including:
- 28 days of annual leave (plus 8 days paid public holidays) per year
- Generous pension contributions – up to 10% employer contribution
- Free healthcare cash plan, where you can claim for a range of treatment including dental (£100), optical (£100), physiotherapy, chiropody and acupuncture (£325) every year
- Annual interest-free season ticket loans
- Discounted gym memberships and cycle to work schemes
- Life insurance
During the recent Coronavirus restrictions, our animal-facing staff have continued to work on site and our office based staff have been working from home. We are currently piloting a hybrid working model for our office-based staff to split their time between site based and home working. We believe this will support office-based staff to maintain the benefits of home working, while allowing for collaboration and interaction with our animal-facing staff and maintaining a connection to our cause.
As this role is office-based, you’ll be expected to work in our Battersea office for 3 days each week and you’ll be able to work up to 2 days each week from home.
So, if you are passionate about dogs, cats and about our work, then we’d like to hear from you.
We are committed to providing equality of opportunity and valuing diversity for all current and prospective staff, volunteers and Trustees. We aim to ensure that this commitment, reinforced by our values, is embedded in our day-to-day working practices and our work together. We would particularly welcome applications from black and minority ethnic and disabled candidates, who are currently under-represented at Battersea.
Closing date: Tuesday 25 January 2022
Interview date(s): Tuesday 1 & Wednesday 2 February 2022
For full details, please download our recruitment pack. To apply, click the button below. All applications must be submitted before the closing date advertised; we reserve the right to close the vacancy early if a high volume of applications is received.
Brilliant opportunity to take a step into a management role at a charity where legacy fundraising is highly regarded.
About the role
- There is cross-organisational appetite, budget and collaboration to drive legacy income
- Legacy income accounts for half of fundraising income for the charity
- It is its own department within the directorate ·
- The legacy team is very well-regarded and respected across the organisation
- Excellent learning and development opportunities
- Creative and empathetic environment
- Reporting to the Head of Legacy Engagement, responsible for acquiring, developing, and stewarding legacy supporters
- Management and development of a legacy officer
- Ensures internal engagement and understanding of legacies throughout the charity
- Work with colleagues to run legacy events
- Large focused on retention activities, with new legacy retention campaigns launching
- Ongoing development and management of the Free Wills campaign that generates most of the legacy pledges, target of 400 new pledges a year
- Ideally at senior officer level at a medium or large organisation, with line management experience
- Legacy experience is desirable but candidates with direct marketing or general fundraising experience are of interest
- Line management essential
- Collaborative and enjoys being in a close-knit, supportive team
- Excellent stewardship and supporter journey experience
- Can evidence ability to develop relationships with colleagues across a fundraising department, working across an organisation on multiple projects
- Remote role with travel to meetings/events paid for
Delighted to be working with a national health charity looking for a Legacy & In Memory Executive to join its small, yet busy team with a huge potential to grow. This is key role in helping the charity grow its income through successful marketing and stewardship activities. This role will focus on continually raising awareness of the importance of gifts I n Wills and inspiring supporters with an in memory motivation to build a long-term relationship with the charity.
You will be responsible for administration and marketing related to gifts in Wills enquirers, intenders and pledgers; sensitive and timely stewardship for in memory givers; and ongoing reporting and analysis of results. You will work with colleagues across the charity and with external suppliers and be part of the developing and testing inspiring gifts in Wills campaigns and in memory products.
The successful candidate with have proven experience in:
- Working on fundraising campaigns and appeals, preferable gifts in Wills and in memory programmes
- Providing timely, sensitive and inspiring supporter stewardship communications that contribute to building relationships and longterm income generation
- Using digital channels for marketing and stewardship activity and analysing results to improve activity
- Working with external suppliers and agencies
Location: London office in Aldgate, currently working highly flexibly
Deadline: 17th December, 9am
If you would like to have an informal discussion, please call Christina on 020 30 062787 or email [email protected]
Ashby Jenkins Recruitment are a specialist charity recruitment agency, we are experts in charity recruitment and excel at matching fundraisers to charity jobs. We take a relationship-led approach to recruitment, working ethically and supporting people to find their perfect fundraising jobs.
We are passionate about improving equality across the sector, you can read more about our commitment to diversity here.
You will manage and develop a portfolio of trust donors, as well as identifying and cultivating prospective funders, giving you an exciting opportunity to grow and develop this funding stream for the organisation.
You will also develop and market a basket of legacy products to build and steward productive legacy pledger relationships.
The successful candidate will have demonstrable experience in fundraising, excellent communication skills and the ability to think strategically and creatively. The ability to work independently to tight critical deadlines is essential.
If you'd like to be part of a small and passionate team of people supporting the work of thousands of volunteers in prisons across England and Wales, we would love to receive your application!
This job is based at our Support Office in Westminster, with the opportunity for remote working available.
Applicants wishing to work part-time hours will be considered. Please state this preference in your application.
Please see the full job description attached.
Please apply via the Charity Job website with a full CV and cover letter.
The client requests no contact from agencies or media sales.
St Luke’s Hospice – Caring for Harrow and Brent St Luke’s Hospice cares for people approaching the end of their life in Harrow and Brent. We aim to give the people we care for the best possible quality of life, each and every day. Supporting local people and their families is at the heart of what we do – focusing on what matters the most to them is at the centre of our care.
The care we give is free of charge, available to all, and respects the cultures, religions and beliefs in our richly diverse community. Our care is given with compassion and dignity and involves not just looking after the patient, but also includes supporting the people closest to them.
We receive around 40% of our funding from the NHS and the rest is raised from the amazing generosity of the organisations and people who make our care possible. Our local community is a vital partner in our care, kindly supporting us through their donations and fundraising alongside the dedication of over 800 incredible volunteers who freely give us their time to support the best possible end of life care for local people.
Job Purpose and scope
Legacies is an exciting key area of growth for St Luke’s Hospice.
A wonderful opportunity has arisen to join our fundraising team, as a Legacy Marketing Fundraiser. This is a newly created position, working part-time, 3 days / 22.5 hours a week, playing a key role in the development of our legacy marketing programme for existing and new supporters, in order to increase income from legacies and to grow our pipeline of legacy prospects.
You will support the Major Donor and Legacy Manager to generate income for St Luke’s by leading on our legacy strategy, building and maintaining legacy partnerships and providing excellent supporter care. You will develop and deliver a legacy marketing programme to engage our clinicians, volunteers and retail staff. You will project manage the development and production of legacy marketing materials, preparing briefs, and managing key supplier relationships; and you will manage a growing pool of legacy prospects and pledgers, recording and tracking donor metrics.
We are looking for someone who has a passion for legacy fundraising and can promote the difference gifts in wills make to our cause. We want legacies to become embedded in normal, regular conversations with our supporters, and to make it easy for people to give, if they so choose. You will play a key role in helping St Luke’s Hospice foster a legacy fundraising culture to ensure future growth for our charity.
Main Duties & Responsibilities
Maximise income for St Luke’s Hospice from legacies by:
- Implementing a legacy marketing and stewardship strategy (the St Luke’s Hospice Forever Fund) aimed at increasing awareness of St Luke’s need for legacies
- Maintaining a pipeline of legacy prospects and pledges and, managing the ongoing relationship with current legators
- Managing relationships with external suppliers to ensure there is an effective legacy presence through design, print, online and digital, outlining the importance of legacy gifts to the work of St Luke’s Hospice
- Analysing data to ensure that the right targets or potential new audiences are selected for any legacy marketing campaigns
- Taking full responsibility for ensuring that the database records of legacy pledgers and donors are as accurate and up to date as possible
- Organising our Make a Will promotions by recruiting solicitors, arranging informative seminars, and marketing to our supporter base and a wider audiences.
- Analysing the effectiveness of previous promotions to inform and improve our future activity
- Collaborating with internal teams to target supporters effectively, share expertise and best practice on legacy messaging, and to ensure all messaging is embedded across the hospice
The Senior Fundraiser will work closely with other members of the hospital charity, and will be responsible for developing and delivering the Charity’s in memoriam and legacy giving programme.
The post is suitable for someone with a minimum of 12 months experience in fundraising.
The role will include:
- Create a sustainable legacy pipeline for UHB Charity and to ensure that legacy income increases and continues to be a strong element of our voluntary income.
- Build and maintain strong relationships with those leaving gifts in memory including thank you events for these supporters.
- Be the first point of contact for all enquirers about in memory giving and gifts in wills for all supporters, patients and families.
- Plan, develop and deliver an In-memoriam action plan which will maximise future income
- Organise and execute events to raise awareness about leaving a legacy to the Charity as part of the legacy stewardship plan.
- Act as an ambassador for legacy marketing, ensuring all stakeholders are aware of the importance of legacies to the organisation.
- Develop and implement the ‘Will Month’ campaign and oversee on-going and new relationships with local solicitors and develop materials for them to promote legacy giving to the Charity.
- Devise and manage appropriate donor journeys and accompanying communication plans for legacy pledgers and develop donor profiles to better understand the profile of potential legators.
- Shape, plan and deliver a cross – organisational legacy action plan which will maximise future income.
- Engage in other areas of fundraising where there are opportunities to meet supporters and/or volunteers to help promote legacy giving and build relationships.
- Working alongside the finance team to report on legacy income, pipeline and to liaise with solicitors and executors of estates.
- To work with and deliver clear objectives and key performance indicators.
- To proactively contribute to the achievement of targets and the ongoing fundraising success of the Charity as a whole and to be a supportive, effective and integrated team member.
For full details please download the job description and person specification below.
This is a full time post in the Fundraising Team at University Hospitals Birmingham Charity (‘UHB Charity’), the official NHS Charity for the four hospitals of University Hospitals Birmingham NHS Foundation Trust - Queen Elizabeth Hospital Birmingham, Heartlands Hospital, Good Hope Hospital and Solihull Hospital.
The post offers the opportunity for office working at any of our four hospital sites with the opportunity for some home working as suits the job holder and line manager.
The client requests no contact from agencies or media sales.