Legacy executive jobs

Sightsavers is looking for a Legacy Manager - a vital role within our in-house Legacy team to manage and operate the administration of all legacies received by Sightsavers

Salary: £45,000 - £50,000 per year - depending upon experience

Location: UK remote - with occasional travel to Haywards Heath, West Sussex when required

Contract: Permanent

Hours: This is a full-time role with some flexibility around hours worked and lots of home working

Each year Sightsavers receives over £10m from gifts in the wills of our generous supporters. Administering these gifts sensitively and professionally is vital for us to continue to grow this key income stream and eliminate avoidable blindness and promote the rights of people with disabilities through our work.

Responsibilities:

Reporting to the Head of Legacies, the Legacy Manager will manage and operate the administration of all legacies received by Sightsavers in the UK and Ireland, liaising with Executors, Solicitors, Trust Corporations, together with Legacy Managers/ Officers at other charities.

Key duties include:

• managing and developing our small, dedicated legacy team
• maximising potential funds for Sightsavers, whilst protecting the reputation of the charity
• optimising the collection of legacy income in line with current legal frameworks
• complying with internal and external audit and compliance requirements in relation to legacy administration
• providing a legal and advisory service through the Head of Function
• maintaining all case documentation and records
• responsibility for and managing of the Legacy Officer and Legacy Assistant

About you - skills and experience

We are looking for an individual with outstanding customer service and strong technical and influencing skills as well as bags of tact and diplomacy and a team ethos.  

You will have: 

• previous experience in Charity Legacy Management or equivalent areas of specialism in the legal sector, ideally with managerial responsibility, with the Institute of Legacy Management Certificate CICLA (Certificate in Charity Legacy Administration), STEP (Society of Trust and Estate Practitioners) qualification or equivalent
• demonstrable experience of working in a senior position in the legacy department of a charity or Probate department of a firm of Solicitors, Bank or Trust Corporation
• good finance and accounting knowledge, particularly estate accounts, investment management and share valuations
• strong knowledge of relevant Charity Law legislation
• strong knowledge of relevant Probate and Trust Law and procedures
• working knowledge of GDPR
• experience of working with the FirstClass legacy management system (desirable)

This is an involved role, and further details may be found within the job description

The team mostly work from home however, our expectation is that we will need the successful candidate to be able to travel to the offices in Haywards Heath, West Sussex (RH16 3BW) at least once per quarter but there is also the option to work in the office for three days per week, working the other two days from home. It’s an easy 20-minute train journey from Brighton or 45 minutes from London. We’re located close to Haywards Heath rail station and on lots of bus routes. Please note that this role must be worked from within the UK.

Our comprehensive benefits package includes generous annual leave allowance, pension, season ticket loan, cycle to work scheme, discounted gym memberships and wellness discounts

As an equal opportunity employer, we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people living with a disability are particularly encouraged to apply. 

To apply for this exciting opportunity, please complete an application via our recruitment portal. We are particularly interested in learning of your motivations for applying.We anticipate that final stage interviews will take place in mid-June 2025 but applications will be reviewed as they are received with first stage interviews being arranged as soon as possible.

Closing date: 4 May 2025

Legacy and In Memory Manager

Do you want to be part of a passionate team and help support a lifesaving cause? If so then read on for more details as to how you can work for our Charity!

The Legacy and In Memory Manager is responsible for developing and delivering plans to maximise gifts in wills and in memory giving, ensuring a sustainable income stream for the charity whilst providing exceptional levels of supporter care.

This role will oversee the administration of legacies, drive the growth of the charity’s Free Wills programme, steward legacy pledgers, and expand in memory fundraising. The Legacy and In Memory Manager will also ensure supporter journeys, audience insight and effective targeting are at the heart of the charity’s programme, working with the Individual Giving and Development Lead to create impactful marketing campaigns across a variety of channels.

The post holder will raise awareness of the importance and impact of gifts in wills and in memory giving to a wider audience, both internally and externally, ensuring these vital income streams are embraced at all levels of the organisation.

#Legacy_and_In_Memory_Manager #Legacy #Supporter_Journey #Gifts_and_wills #In_Memory #Legacy

Harris Hill are delighted to be working with a national charity to recruit for a Legacy and in Memory Manager in order to create and deliver strategies to maximise gifts in wills and in memory giving, ensuring sustainable income for the charity while providing exceptional supporter care. As part of this role, you will manage legacy administration, drive the growth of the charity's Free Wills programme, and develop meaningful ways to engage legacy and in memory supporters.

As a Legacy and in Memory Manager you will:

• Develop and implement a legacy giving plan to grow future income streams.
• Oversee legacy gift administration, ensuring efficient processing and compliance.
• Lead a team, providing support and guidance to the Legacy Executive and Administrator.
• Expand the charity's Free Wills programme and promote in memory fundraising.
• Develop innovative marketing campaigns to raise awareness of legacy and in memory giving.
• Build and maintain relationships with key stakeholders, including funeral directors and law firms.
• Ensure exceptional stewardship of legacy and in memory supporters through personalised engagement.

To be successful, you must have experience:

• Proven experience in legacy and/or in memory fundraising.
• Experience in a supporter/customer-facing role, ideally in the charity sector.
• Strong understanding of legacy administration, probate law, and regulatory requirements.
• Excellent relationship building skills and ability to manage multiple projects.
• Empathy and sensitivity when working with bereaved families and supporters.
• Passion for the mission and values of the charity.

Salary: £38,000 - £45,000 per annum

Contract type:Full-time, permanent 

Location- Midlands, 3 days in the office 

Closing date: 7th May at 8am  

Interview: TBC

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

Unfortunately, due to resource capacity, we will only contact candidates that are shortlisted for interview. Therefore if you do not hear from us within 2 weeks of the closing date please note your application has been unsuccessful.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

We offer hybrid working with candidates to attend the London office in Farringdon 8 days per month. However we can be flexible if candidates from outside the London area would like to apply.

Role:  Legacy Case Executive

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

Are you an experienced legacy professional with a keen eye for detail and a passion for making a difference? We are looking for a dedicated Legacy Case Executive to lead on all operational aspects of legacy administration and case management. In this vital role, you’ll ensure legacy gifts are processed efficiently and accurately, securing the best possible financial outcomes for the charity whilst safeguarding our reputation. Working closely with colleagues in Finance and Legal, you’ll help to maintain a robust and reliable income stream that directly supports our life-saving work across communities.

About You

• Demonstrable experience within a related role in Charity Legacy or Estate Administration
• Demonstrable experience of using databases such as Dynamics 365 and Microsoft applications
• Evidence of effective relationship management with a range of external stakeholders including solicitors, lay executors and auditors
• Experienced user of First Class

About the Role

• Manage and maximise legacy income by overseeing cases, monitoring legal/admin costs, and ensuring compliance with policy and best practice.
• Act as the main point of contact for solicitors, executors, supporters, and third-party suppliers to maintain strong relationships and communication.
• Lead on complex and high-value cases, offering expert advice on probate, tax, and legal matters while escalating as needed.
• Maintain accurate records and reporting, working with Finance and Database teams to ensure audit compliance and effective forecasting.
• Drive continuous improvement by updating legacy processes, advising on policy changes, and supporting recognition programmes for legacy donors.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

·Overseethe setting up and management Sight for Life’s new Client Relationship Management (CRM) system.

·Ensure timely donor acknowledgments in line with stewardship policies.

·Track, monitor, and maintain regular engagement with donors.

·Lead donor recruitment and retention efforts to secure long-term support.

·Develop compelling fundraising campaigns and cases for support.

·Manage applications for external funding from Trusts & Foundations, ensuring strong stewardship from inception to renewal.

·Convert one-time donors into regular direct debit contributors.

·Increase legacy donations (sometimes also x referred to as Sadaqah Jariah).

·Provide periodic fundraising activity reports to the executive committee to enhance internal processes and return on investment (ROI).

·Stay updated on fundraising best practices and emerging trends, sharing insights across teams.

One of the key organisational priorities at parkrun is to develop its charitable fundraising reach. Whilst fundraising is relatively new to parkrun, it is our fastest growing income stream and critical to us continuing to deliver parkrun to more communities across the world . The successful candidate will play a crucial role in expanding some of our existing activities like individual giving, third party events and corporate fundraising. They will also be responsible for supporting new activity as we look to expand and diversify our activity in areas like legacies and major gifts.

We're looking for a passionate Marketing & Fundraising Executive to join our charity team and spearhead innovative strategies that will transform the lives of street dogs in Thailand.

Your role will be pivotal in representing and communicating everything Jai to Ministry of Sound Group partners, managing communications with our members, event partners, and other stakeholders, and keeping our website and blog vibrant and upto-date.

You will be developing marketing and fundraising strategies that inspire donors.

You'll support our Thai agency on public campaigns and the Regular Giving initiative, driving legacy programs that leave a lasting impact.

You will engage and retain one-off and regular donors through effective acquisition and stewardship, increasing donations and cultivating major donor relationships.

You'll oversee newsletters, website updates, and blog management and lead the Sponsor A Dog initiative, providing quarterly updates that will warm donors' hearts.

You will work to expand Jai’s presence on TikTok, YouTube, and other sites, leveraging your expertise in Google Ads and paid search. You will also maximize Jai’s corporate exposure through strategic LinkedIn postings.

Operationally, you'll develop and manage the CRM database, possess a solid understanding of WordPress and website SEO. Experience with Meta Business Manager and ad management would be ideal.

You will collaborate with The Ministry Marketing Manager on member communications and updates, supporting at events with enthusiasm and dedication.

Bring your charismatic drive and passion for environmental issues to lead CPRE London towards its vision and manage its strategic direction and delivery. This is a rare opportunity to lead an organisation at the cutting edge of policy regarding green spaces and the environment, housing and planning. You will manage a small but motivated team of staff and dedicated volunteers. We are looking for candidates with the confidence to pitch for new funding, coupled with achievements in lobbying and liaison work across the environmental space.

CPRE London is a leading environmental charity in the capital, an independent charity and the London regional branch (1 of 42) of the national CPRE organisation, ‘The Countryside Charity’.

The focus of our campaigning is to make London a well-planned, greener, climate-resilient and nature rich city, which benefits everyone.

Skills in leadership, communication, negotiation, and project management are needed to run our operations. In addition to leading CPRE London you will run our London-based urban projects with allies in the environmental sector.  You will also work closely with a supportive board of trustees. 

Currently at the exciting stage of developing the London Tree Ring project, additionally we are involved in many more initiatives such as Healthy Streets Scorecard and GoParks London.

The School:

Merchant Taylors’ School is a large Independent Boys’ School, situated in 280 acres of parkland in Northwood, Middlesex.  The School was founded in 1561, is owned by the Merchant Taylors’ Educational Trust and moved to its present site in 1933. There are four distinct boys’ day schools on campus. The Nursery, the Pre-Prep & the Prep cater for 370 boys, while the Senior School has over 960 pupils. The Senior School employs over 110 teachers and 160 Support staff across Merchant Taylors’ School.

Main duties and responsibilities:

Fundraising

· Developing and innovating the school’s regular giving programme, the Merchant Taylors’ Fund, to ensure a consistent income stream and increased participation from alumni, parents and friends.

· In conjunction with external consultants, running our (currently) biennial telephone fundraising campaigns and Giving Days.

· Liaising with school departments, clubs and societies to identify exciting projects to motivate supporters.

· Segmenting and targeting recipients for appeals to ensure the greatest impact and returns.

· Devising the strategy for promoting legacy giving as a means of supporting Merchant Taylors’, and to implement this strategy to increase the number of known legacy pledges to the school.

 Stewardship

· Establishing and running a comprehensive benefactor stewardship programme that thanks and stewards donors at all levels, including legacy pledges, through regular communication and events.

Reporting

· Reporting on progress against all objectives to the Development and Alumni Relations Sub-Committee of Governors.

· Where appropriate, working with the Development Executive (Events and Communications), to produce benefactor report publications and contribute to other Development publications.

· Ensuring that all contact with OMTs and parents is recorded on the Development Office’s database, the Raiser’s Edge.

Safeguarding responsibilities:

It is the post holder’s responsibility for promoting and safeguarding the welfare of children and young persons for whom s/he is responsible, or with whom s/he comes into contact and to adhere to and ensure compliance with the School’s Safeguarding Policy Statement at all times.  If in the course of carrying out the duties of the post, the post holder becomes aware of any actual or potential risks to the safety or welfare of children in the School s/he must report any concerns to the Head Master.

Merchant Taylors’ School is an equal opportunities employer committed to safeguarding and promoting the welfare of children. As this role will bring you into contact with children you are expected to share this commitment. This post is exempt from the Rehabilitation of Offenders Act 1974.  Applicants will be required to undergo child protection screening appropriate to the post, including checks with past employers and the Disclosure and Barring Service (DBS).

Further information on how the School uses personal data is set out in the School’s Staff Transparency Notice, which can be found n the Vacancy page of the School Website.

CEO

Aberlour Child Care Trust

£112,000

Stirling

Aberlour Child Care Trust, known as Aberlour Children's Charity, is one of Scotland's leading children's charities, dedicated to supporting vulnerable children, young people, and families.  It operates across urban and rural communities in Scotland and is one of the largest, most established children’s charities in the country. This year it celebrates 150 years of providing a wide range of services, including support for children with disabilities, assistance for families affected by substance misuse, early years intervention, residential care, and help for young people transitioning out of care.

We are now seeking an outstanding Chief Executive to build on a proud legacy and to lead Aberlour’s ongoing development. Our next Chief Executive will be an inspiring, values-driven leader, who embodies compassion and respect. Leading a talented senior team, they will provide sound stewardship of the charity’s resources and reputation and will work closely with the Board of Trustees to steer the next phase of our development.

Principal Responsibilities

• Working collaboratively with the Board of Directors, the Senior Leadership Team and staff, develop and ensure the effective implementation of a vision and strategy for Aberlour that satisfies the core purpose.
• Provide advice and support to Board Members to ensure that the Board fulfils its corporate and statutory requirements.
• Develop and implement an annual business plan and budget that provide a framework for the achievement of organisation objectives.
• With the Chair and Committee leads, develop a reporting schedule covering all key performance indicators for Board discussion and decision.
• Build relationships with politicians, the media and government officials to advance the aims of Aberlour.
• Lead and manage the executive team, ensuring their professional performance and development needs are addressed.
• Maintain effective networks with all principal supporters and stakeholders. This will require an ambassadorial role on behalf of Aberlour, attending events, speaking on platforms and being the face of the organisation. At all times seek opportunities to expand and promote the role of Aberlour.
• Be cognisant of risks and changes in the external environment that could impact on Aberlour.
• Develop processes to ensure continuous business improvement through the implementation of effective quality management and risk systems.

For a confidential discussion please contact Catriona Mackie or Lauryn Pringle at Aspen People.

How to Apply

To apply, please upload your CV and cover letter (as one document). Applicants will be shortlisted for interview by matching the details given in their CV and covering letter, as one document, against the job description. We would therefore ask applicants to provide clear evidence to show how your experience, skills and knowledge match those requirements as well as why you are interested in the role.

Please note that you will receive an automatic acknowledgement of your application – if you do not receive this please contact Nicole Don at Aspen People.

Recruitment Timetable

We have provided below a note of all the critical dates within this recruitment campaign which we hope will help you plan your diary:

Closing date:Monday 5th May
Interviews: Wednesday 11th June

We’ve recently refreshed and invested in our fundraising team,creating four fantastic new roles that reflect our bold ambitions for the future. This is an incredible opportunity to join a passionate, purpose-driven charity at a pivotal time — bringing your ideas,energy,and experience to a team that’s all about collaboration, creativity, and making a real difference.

Individual Giving Manager 

Annual Salary - £29,000-£33,000   
Weekly Hours - 35 hours (full time) 

Reporting To - Head of Fundraising   
Contract Type - Permanent   
Work Location - Primarily based in Guildford (GU1 1TU) with flexible work options.    

BENEFITS - Why Work With Us? 

• Generous Holiday Allowance – Enjoy 32 days off a year, (including Bank Holidays), with extra days for long service. Plus, we’ll give you your birthday off after your first year – because cake should be mandatory! 

• Real Work-Life Balance – We care deeply about your wellbeing and believe in supporting our teams as much as we do the children and families we serve. 

• Training That Grows With You – Plus, every team member gets a personal training budget and access to a holistic learning platform to support your development. 

• Perks That Make Life Easier – We’ll cover the cost of your DBS check, and you’ll get access to a NEST pension and Simply Health cash plan for everyday healthcare costs. 

• Room to Recharge – After 3 years, you’ll be eligible for a career break to refresh, reflect, or do something amazing. 

• Parking - No need to play musical chairs with parking spots – we've got free parking just for you!

ABOUT US 

Challengers is a charity dedicated to transforming the lives of disabled children and young people through the power of play. We provide inclusive, fun, and safe spaces across the Southeast where children aged 2–18 can make friends, enjoy new experiences, and develop vital life skills. Our unique non-exclusion policy ensures that every child, regardless of the complexity of their needs, is welcomed and supported. 

DUTIES & RESPONSIBILITIES 

In this exciting role, you will take the lead on delivering our Individual Giving and Legacy strategies — bringing fundraising campaigns to life through engaging appeals, supporter newsletters, and donor journeys that inspire action. You’ll develop and grow our young legacy programme, nurturing meaningful relationships with pledgers and prospects. Championing exceptional supporter care will be at the heart of everything you do, making sure every donor feels truly valued. You’ll work strategically, staying ahead of sector trends and ensuring we’re always following best practice, while also diving into the data — managing budgets, reporting performance through Salesforce, and using insights to drive smarter, more impactful fundraising. As part of the Fundraising Managers Team, you’ll collaborate across the charity and play an active role in shaping the future of our work. 

You’ll Be Great If... 

• Have hands-on experience managing individual giving and legacy programmes that truly connect with supporters. 

• Know how to create compelling supporter journeys and deliver outstanding donor care that keeps people coming back. 

• Can confidently juggle multiple projects with great attention to detail and top-notch time management. 

• Are a natural communicator, able to tailor your message to any audience — from donors to internal teams. 

• Feel at home using CRM systems (bonus points for Salesforce!), Canva, email tools, and social media ads to drive fundraising forward. 

Confidence can sometimes hold us back from applying for a job- There is no such thing as the perfect candidate.  Challengers is a place where everyone can grow.  We follow equal opportunities, so however you identify and whatever your background you bring with you, please apply if this is a role that would make you excited to come into work every day  

Application closing date:   Mon 5th May

RSPCA Woodside – Head of Income Generation

Salary: £50,000 per annum.

Contract: Permanent, full time hours.

Location: Leicester, two days per week in the office, with flexibility.

The RSPCA Woodside Animal Centre is seeking a Head of Income Generation to provide expertise, leadership, vision and guidance to drive forward the strategic direction of their Income Generation programme.

Founded in 1881, RSPCA Leicestershire Branch has been helping animals in need for over one hundred years. From 1975 the charity has been based at Woodside Animal Centre in Leicester and provides vital care to animals in need across Leicestershire, Peterborough and Rutland, alongside educating the public about animal welfare.

This role will be responsible for developing and implementing a comprehensive Income Generation strategy for RSPCA Woodside and is an exciting opportunity for a fundraising leader, with the support of the CEO, to make the role their own in a post with scope and opportunities for career progression. The successful candidate will be responsible for identifying, researching and pursuing new opportunities for fundraising and revenue generation. The post will set and achieve ambitious income targets across multiple income streams, including corporate sponsorships, major donors, trusts and grants, and digital fundraising initiatives. It will also lead on growing the individual giving, legacy giving, and major donor programmes.
 
Candidates will have a proven track record in leading successful fundraising or income generation strategies, as well as a strong background in managing diverse income streams, including individual giving, corporate partnerships, trusts and grant applications. You will have exceptional leadership skills and have a creative approach, with the ability to inspire the Income Generation team, fostering a culture of innovation, collaboration and high performance.

Commercial acumen with experience in identifying and developing revenue-generating opportunities will be combined with outstanding communication and interpersonal skills for engaging donors, partners, and stakeholders.

Finally you will be a strategic thinker and will relish working in an environment where no one day will be the same.

Please download our Candidate Pack for further information [PDF], which includes details on how to apply.

Closing date: Monday 19th May, 9.00am.

Corporate Partnership Executive

Do you want to be part of a passionate team and help support a lifesaving cause? If so then read on for more details as to how you can work for our Charity!

As part of Midland Air Ambulance Charity’s (MAAC) corporate team, the Corporate Partnership Executive is responsible for taking a proactive approach to raising the profile of the charity and deepening relationships with businesses in the communities we serve.

You will provide support to the Senior Partnership Executive and the wider team helping to implement the corporate fundraising strategy via in person and online engagement methods, leading on activity within Staffordshire.

Your focus will be to ensure income growth from corporate sources and activity comprising of new business development, account management and affinity partnerships.  As a longstanding charity, we have established networks in place, however alongside this the post holder will need to innovate and develop new ways of working in line with the ever-changing external environment (i.e., global/national trends, corporate best practise such as CSR and ESG) as well as in response to opportunities and challenges happening in the south of our region.

#Corporate_Partnership_Executive #Corporate_Partnerships #Staffordshire #Partnerships #Corporate_Fundraising #Fundraising 

Role purpose

To diversify, develop and deliver fundraising initiatives with a focus on major donors and legacies, securing significant funding for the Trust that will enable delivery of our new 2030 strategy of more space for nature, with more people on nature’s side. 

1. Main Responsibilities

1.1 Devise and deliver annual plans, together with associated budgets, in line with strategic objectives

1.2 Monitor and report on fundraising targets and budget

1.3 Line management of the Fundraising Officer

2. Major Donors

2.1 Growing the scale of donations – both the number of donors and the value of donations by managing an impactful major donor programme for the Trust 

2.2 Use the Trust’s Customer Relationship Management (CRM) software to manage and grow a pipeline of prospects including high value donors, major donors and potential legators 

2.3 Develop and manage a portfolio of high value donors and prospects to include working closely with appropriate colleagues on research, cultivation, ask and stewardship, including planning and delivery of inspiring events

2.4 Work with the CEO, Senior Management Team and Trustees to appropriately involve them in planning and managing relationships with major donors 

2.5 Develop a stewardship programme, developing meaningful relationships with donors and potential donors, involving them in our work and ensure they feel valued and part of the Trust.

2.6 Manage the Patrons Circle, providing a fantastic experience for WWT Patrons, including delivering engaging events and maintaining regular communication

2.7 Ensure appeal donors receive relevant stewardship communications, including holding specific events and activities

3. Legacies

3.1 Support the development of the Trust's legacy strategy, leading to an increase in number of pledges and value pledged

3.2 Identify and recruit new legacy pledgers including but not exclusively from WWT members and supporters, ensuring a legacy pipeline

3.3 Steward known legacy pledgers to maximize and retain their loyalty to WWT and to maximize their lifetime giving, including their support for current appeals.

3.4 Ensure ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger 

3.5 Create and run a series of events to engage potential and existing legators and legacy professionals

3.6 Liaise with departments across the Trust in relation to legacy campaigns 

3.7 Work closely with the marketing team to ensure effective communication about legacy giving with members, supporters and pledgers/legators 

3.8 Use the CRM’s legacy module to manage relationships with pledgers and legators

4. General Fundraising

4.1 Support the Trust's new Project Oversights Board, ensuring projects align with the strategy, are fully developed, and help secure appropriate funding

4.2 Input into funding bids

4.3 Support Trust fundraising appeals 

4.5 Work closely with the marketing team to update and improve third party fundraising materials, online material and guidance to enable supporters to fundraise for us independently 

4.6 Ensure that the Trust is up to date and compliant with legislation, regulators and GDPR requirements in relation to fundraising

4.7 Stay up to date with current best practice in fundraising techniques and track any upcoming trends 

4.8 Work with the Membership Services Manager and Membership Development Officer to ensure data is recorded on the CRM accurately and effectively to enable required analysis, tracking, reporting, segmentation and future targeting

5. General Responsibilities

5.1 Promote the work, mission and vision of the Trust at all times.

5.2 Work across teams to develop and implement activity plans across the 2030 strategy business plan.

5.3 Use every opportunity commensurate with other duties to contribute to the Trust’s membership recruitment, fundraising and engagement of people. 

5.4 Ensure a high level of customer service in all dealings with the public.

5.5 Ensure continuous development of skills and knowledge required for the post, undergoing training and performance review as required by the Trust.

5.6 Work within all the policies and procedures of the Trust, ensuring own compliance with the 5.7 Trust’s health and safety policies and procedures and that of any resources for whom you are responsible. 

5.8 Work at all times within the Warwickshire Wildlife Trust’s Equal Opportunities Policy and to promote equal opportunities.

Comply with all legal and contractual obligations concerning the responsibilities of your post.

5.9 Carry out any other reasonable duties commensurate with the level of responsibility of the post, as requested by the Chief Executive.

For more information please refer to the full job description which is available to download below

Benefits

Generous pension scheme Generous holidays Employee Assistance Program (EAP) Death in Service benefit Flexible working WWT Membership Continuous Training & Development opportunities On-site parking