Legacy stewardship manager jobs

About the role:

This is an opportunity to bring your big ideas and ambition to life, taking our Individual Giving and Legacy Marketing to the next level. Identified in our newly launched fundraising strategy as growth areas, this role will build on the successes of the past and push the boundaries of what’s possible – with full support from the fundraising and leadership teams.

You will develop exciting plans to improve communication and create new products for our audiences – all driven by what our supporters want. Alongside this, you will lead on developing an acquisition programme, tripling the number of active supporters over five years. If you have experience of delivering audience and income growth across Individual Giving and Legacy Marketing, have a passion for trying new things and a curious attitude, we’d love to hear from you!

Back Up could offer you an inspiring and fulfilling role making a significant difference to the lives of people affected by spinal cord injuries.

Together we’ll be working hard to make sure everyone affected by spinal cord injury has access to the support they deserve; and we are the only spinal cord injury charity in the UK providing specific services to children and young people.

For full details please see our job description.

About us:

At Back Up, we have big ambitions. Over the next few years, we’re going to be transforming the lives of even more people affected by spinal cord injury.

Inclusion is at the heart of everything we do. Please read our Equality, Diversity and Inclusion Policy Statement. We are committed to creating an inclusive working environment where all our employees are encouraged to reach their full potential, and individual differences are valued and respected. We particularly welcome applications from those from black, Asian or ethnic minority backgrounds or those with higher level spinal cord injuries.

In 2024 Back Up won The Times and The Sunday Times Spotlight Award for Best place to work for disabled employees. As well as this, Back Up has been voted one of the top ten charities to work for (Third Sector Best Charities 2020). The enthusiastic, inclusive and supportive spirit of our very skilled staff ensure excellence in the services we deliver.

Birmingham Cathedral is a beautiful building with a wonderful community of worshippers, volunteers and staff. We are inspired by a strong sense of social justice, a passion for supporting those who are marginalised within the city and a commitment to celebrating all that is wonderful in our diverse city and diocese. We strive for our Cathedral to be fully representative of the richly diverse communities we serve, and have an unwavering desire to share God’s love, and the good news of Jesus Christ in a spirit of service.

Birmingham Cathedral demonstrates daily its attraction as a house of prayer to the people of the city and its international visitors. Alongside daily worship, enriched by the Anglican choral tradition, the Cathedral hosts diocesan, regional and national events and is responsive to immediate community needs for celebration and lament. With growing confidence and newly refurbished Burne-Jones windows, the Cathedral has a clear vision and strategy. The Cathedral’s strategic plan focusses on three priorities: Pray, Serve and Grow and gives Birmingham Cathedral a clear sense of purpose and direction.

The Fundraising Manager will be instrumental in supporting the wider team with our fundraising efforts. They will work closely with the Senior Management Team and the External Relations department along with the wider cathedral community. The Fundraising Manager will be responsible for trust and grangt funding applications as well as identifying new potential sources of income. 

PERSON SPECIFICATION 

Essential
Experience in a Fundraising / Development role.
Demonstrable capacity to raise funds from trusts and foundations.
Exceptional communication skills, together with a confident and professional approach.
Must be self-motivated whilst understanding the importance of working as part of a team.
Sympathetic towards and supportive of the mission and values of the cathedral.
High level of administrative competence and comfortable handling and reporting on financial information.
The ability to establish and maintain good working relationships with a range of people including cathedral colleagues and external organisations.
Willingness to work flexibly, including evenings, weekends and public holidays as required.
Experience of working towards and delivering against an agreed financial target.
Empathy with the ethos of the Church of England. 
 

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

·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.

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.

Role overview: 

A pivotal senior position within the Legacy and In Memory Fundraising team, this role works closely with the Head of Legacy and In Memory Fundraising to lead key fundraising initiatives and stewardship efforts. Responsibilities include overseeing recruitment, staff development, and performance management, as well as contributing to strategic planning and budget oversight. The role also leads the delivery of a multi-channel legacy marketing programme and ensures external suppliers meet agreed service levels. The role will line manage two team members, take on broader leadership responsibilities within the department, and actively promote legacy giving across the organisation.

Key Responsibilities:

• Collaborate with the Head of Legacy and In Memory Fundraising to shape and implement the overarching strategy and budget, with a key focus on expanding the supporter pipeline, increasing In Memory donations, and safeguarding long-term Legacy income.
• Offer expert advice and strategic input to design integrated, personalised supporter journeys that prioritise exceptional supporter experiences, drawing on industry best practices and working closely with internal teams and external agency partners.
• Lead the planning and delivery of multi-channel Legacy and In Memory fundraising campaigns—across acquisition and stewardship—including DRTV, press, print, and digital; monitor performance and report progress against defined KPIs and milestones.
  
  
  Person Specification:
• Deep expertise in all areas of Legacy and In-Memory fundraising, underpinned by strong knowledge and hands-on experience within the sector 
• Extensive track record of successfully managing multiple campaigns across various channels—meeting and exceeding revenue targets, crafting compelling copy, overseeing third-party suppliers, and using data insights effectively, all while ensuring full regulatory and compliance adherence
• Demonstrated success in strategic planning, execution, and management of fundraising strategies 
• Proven excellence as a highly organised and effective project manager, capable of leading multiple complex projects simultaneously while prioritising workload efficiently 
• Strong financial management capabilities, including experience in budget management, creating spending plans, and delivering accurate financial reporting 
• Outstanding leadership and team management skills, with a track record of building and leading high-performing teams, as well as effectively managing external partners such as media and digital agencies, and internal service teams 
• Exceptional communication and interpersonal skills, with the ability to influence senior stakeholders and foster strong, collaborative relationships across all organisational levels 

What’s on Offer:

• A competitive salary £50-£60k 
• A hybrid working pattern, requiring travel into London 2 days per week or remote based is considered

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.

Prisoners Abroad is a small but powerful organisation supporting people through some of the most isolating and traumatic experiences imaginable. Whether it’s someone surviving a prison sentence overseas, returning to the UK with nothing, or a family facing the distress of having a family member imprisoned abroad, your work here will have a direct and lasting impact.

A fantastic opportunity has opened up to lead and grow a well-established major donor programme. Working closely with our Head of Giving & Communications, you’ll manage and develop relationships with high-net-worth individuals, craft compelling cases for support, and deliver thoughtful stewardship that makes donors feel truly valued and connected. You’ll also have the chance to shape how we grow our pipeline, with support from a team that values creativity, emotional intelligence and collaboration, so plenty of opportunities to get creative and make your mark.

With experience of securing 4–5 figure gifts and a flair for building meaningful relationships, you’ll be a confident communicator with strong writing skills, and you’ll enjoy using insight to create personal donor journeys that inspire generosity.

To apply for this position, please read the job pack which provides lots of information about the charity, the role and how to apply (by sending in  your CV and a supporting statement). 

The deadline for applications is 10am Friday 9th May, however we will be reviewing applications as we receive them, so please apply when you are ready and you may be contacted about your application before the closing date. To ensure inclusivity, all applications received up to the closing date will be considered equally.

If you have any questions about the application or recruitment process, or want to schedule a call for more information, then get in touch and we'll happily arrange that.

Are you passionate about marketing and fundraising? If so, we are looking for a marketing expert to help us plan, deliver and optimise the marketing to our most loyal supporters – focusing on Legacy audiences. This role will be instrumental to helping the ongoing success & continued evolution of the marketing and digital tactics for these audiences. 

This Marketing Officer position at Brooke is a pivotal role within the Legacy & Community Engagement team. Legacies are Brooke’s largest single source of voluntary income and fund over half of our international animal welfare work. And it is one of our key fundraising priorities and an integral part of our 5yr fundraising strategy.

Within this role you will help deliver an exciting portfolio of integrated, multi-channel and supporter-centric campaigns that involves all elements of the marketing mix as well as a range of diverse stewardship activities. We are looking for a highly organised individual with great communication skills who will help deliver a range of marketing campaigns and stewardship activity which will acquire new supporters, convert existing Brooke supporters and steward known supporters, with the ultimate goal of increasing the number of supporters who include a gift to Brooke in their Will.

About you
This is a varied role which requires a solid foundation in integrated marketing & stewardship delivery.

We are an ambitious international animal welfare charity and in order to thrive, you will need to be independent, well organised, hands-on, unflappable, creative, analytical, data-driven, focused on results, demonstrate attention to detail and be able to prioritise your work.

This is an exciting opportunity for someone with stewardship & marketing experience who also has a flair for building relationships with a diverse range of internal and external stakeholders. Being a good team player is key to working collaboratively as part of the Legacy and Community Engagement team and wider Fundraising Directorate.

You will have excellent written and verbal communication skills. And you will have excellent organisation skills and the ability to prioritise work effectively to meet targets and deadlines.  You will have a proactive approach and be willing to travel or work unsocial hours on occasion.

You will be joining a friendly and passionate Legacy and Community Engagement team at a really exciting time for Brooke.

If you are interested in the role and meet the criteria, we will look forward to hearing from you.

At Brooke, we celebrate diversity and the creative new ideas it brings. We actively encourage applications from all backgrounds, in particular global majority candidates, candidates from a social mobility background, disabled and neuro-diverse candidates, and candidates under 25 as these groups are currently under-represented at Brooke.

We are aware that studies have shown that women and global majority candidates are less likely to apply for a role if they feel they do not meet the full criteria of the job description. If you feel you meet the majority of the criteria, we would love to hear from you.

We offer a variety of flexible working options to best support our staff and to ensure our working practices are as inclusive as possible.

We will be holding first-round interviews w/c 19th May 2025

Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research? 

Brain Tumour Research is seeking an experienced and motivated Community Development Manager to join our team and lead the West team of Community Fundraisers to reach ambitious goals and grow our presence with our West region.

Position: Community Development Manager (West) 

Location: Home-based, within our West region which includes South West England, West Midlands, Wales, Gloucestershire, Bristol, Hampshire, Berkshire, Dorset and Oxfordshire.

Salary: Circa £43K per annum 

Hours: Full time, 35 hours per week 

Benefits: Holiday entitlement, 25 days per annum, excluding UK Public Holidays, access to an Employee Assistance Programme, personal safety app, and option to join our healthcare scheme. 

Closing Date: Friday 30th May. Early applications will be considered as they are received and, as a result, the closing date may be brought forward.

About the Role 

Brain Tumour Research is a growing charity with a diverse range of exciting and fast-paced campaigns and activities. Our Community Fundraisers are at the heart of everything we do, and responsible for income generated through Regional Workplace Fundraising, Challenge Events, Fundraise your Way (including schools, individuals and community groups), Fundraising Groups and our flagship campaigns which are Walk of Hope and Wear A Hat Day. 

The Community Development Manager will lead of team of Community Fundraisers across the West of England and Wales, stewarding supporters to generate and grow income in order to achieve a regional team target of approximately £1 million. You will work within an innovative and supportive fundraising team, who are passionate about our cause as well as cross-functionally with teams such as PR and Comms, and the Research, Policy and Fundraising departments.

About Brain Tumour Research 

Brain Tumour Research is an exciting, innovative and ambitious charity. You will play a crucial role in helping the charity meet its strategic plans and objectives, which include campaigning to increase the national investment in brain tumour research to £35 million per year, while fundraising to create a network of seven sustainable Brain Tumour Research Centres of Excellence across the UK. 

We are invested in our employees and are proud to be accredited by Investors in People. 

We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.

We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process.  Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.​

​To apply: Please send your CV via our Application System. See attached for a copy of the JD. 

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We're looking for a talented Individual Giving Manager to join our small team. The role will be responsibile for the delivery of our excellent supporter stewardship, care and retention programmes, whilst driving fundraising growth. 

The Individual Giving Manager will be responsible for the development and delivery of Women for Refugee Women’s (WRW) individual giving fundraising strategy, including through a variety of income streams such as regular gifts, High Net Worth giving, corporate support, events, and legacies; to develop and deliver WRW’s support engagement journey in order to generate income from individual donors and to develop strong and long-lasting supporter relationships; to oversee and develop our stewardship retention programme; and to contribute to WRW’s overall fundraising strategy and income generation.

We are delighted to be working with Shaftesbury, the disability charity that enables each child, young person and adult to live a life that adds up for them, and who seek an experienced Individual Giving Manager (Retention) to join their team.

Building on a 180 year track record they work to improve the quality of life for people with disabilities through their wide range of disability care, special education and rehabilitation services across England, Wales and Northern Ireland.

With exceptional people skills, the successful Individual Giving Manager (Retention) will be responsible for developing and delivering strategies that strengthen relationships with existing cash supporters, regular givers and gaming (lottery) supporters to ensure they feel valued, engaged, and connected to Shaftesbury’s mission. This role focuses on enhancing supporter loyalty and lifetime value through personalised, insight-led communications and stewardship initiatives.

Working across a range of channels—including direct mail, telemarketing, gaming, and digital—you will drive income growth by deepening engagement and identifying opportunities to increase income from existing supporters.

You will demonstrate:

• Proven experience in donor retention, direct marketing, or individual giving within the charity sector, with a strong understanding of audience segmentation and donor journeys.
• Outstanding communication skills (verbal and written) and the ability to tailor compelling and persuasive fundraising appeals for a range of audiences.
• Experience of setting, working to, and meeting, fundraising targets, with an innovative approach to developing new fundraising products.
• Excellent organisational skills including experience of planning and managing multiple projects simultaneously.
• Commitment to Shaftesbury’s Mission, Values and Christian ethos

You will be a collaborative, team player with the ability to work under pressure and deliver outcomes to tight deadlines with exceptional project management skills.  Experience of working with telemarketing or similar agencies to drive revenue is desirable, but not essential, as is experience with legacy marketing and gaming products and a familiarity with digital marketing / fundraising, and email automation tools. Knowledge of care sector fundraising, local authority funding and HMRC Gift aid processes would also be an advantage.

For more information, please contact Louise Portnall, Recruitment Consultant, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Closing date: 30 May 2025

Applications are being reviewed by Charisma on a rolling basis, so please apply without delay to avoid disappointment.

Harris Hill is proud to be working with a leading national charity dedicated to advancing research into neurological conditions. We're supporting them in the search for a talented Individual Giving and Legacy Marketing Manager to join their passionate and growing team.

In this vital role, you'll lead the development and delivery of the charity's cash giving programme, including two key postal campaigns and segmented e-newsletters designed to enhance supporter engagement and retention. You'll focus on building meaningful, long-term relationships with donors-boosting lifetime value through reactivation, cross-sell opportunities, and uplift strategies. You'll also play a central role in a major new acquisition programme, working alongside the Director of Fundraising to recruit around 4,000 new regular givers through private site face-to-face fundraising. Additionally, you'll take the lead on the marketing and stewardship of the in-memory giving programme, ensuring a sensitive and impactful supporter journey.

To be considered for this role, you will need:

• Experience of working in individual giving in a charity including some experience of acquisition campaigns.
• Some experience of having worked on legacy marketing or collaborated with legacy marketing colleagues
• Familiarity with developing stewardship approaches and supporter journeys that maximise supporter loyalty
• Excellent interpersonal and verbal communication skills and excellent written skills including strong copy writing

If this role sounds of interest to you and you want to have a chat and review the full job description, please do contact Dominic at Harris Hill on [email protected] or call him on 020 7820 7332.

Salary: Circa £42,500

Permanent, Full-time

Location: Central London with hybrid working (2 days per week in office).

Deadline – Thursday 8th May at 9am.

Application process – CV and Cover Letter

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’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

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