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Top job
Canal & River Trust
Birmingham
£30,000 - £33,500 per year
We are looking for a Legacy Development Officer to work with us to help accelerate our charitable income over the next 3 years.

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Page 1 of 2
Birmingham, West Midlands
£30,000 - £33,500 per year
Permanent, Full-time
Job description

About Us

We’re the charity helping millions of people feel happier and healthier by spending more time on and along our canals and rivers. Our rich and tranquil spaces provide places to pause, relax and escape. But without extraordinary people, and the funding to make it happen, all of this would be lost. That’s where you come in.

We are looking for a Legacy Development Officer to join our Fundraising Team and work with us to deliver our ambitious plans to accelerate growth in charitable income over the next 3 years.  This is a new role and will play an important part in growing and building new communities of supporters from the ground up. 

We are looking for people passionate about relationship management and stewarding supporters to give a great experience whilst raising money for the Trust.  We exist as a fundraising team so that we can do more for communities up and down the country using the power and benefits our waterways have to offer for Wellbeing, Nature, Employability & Urban Regeneration. If you are inspired to change lives young and old then we would love to hear from you.  Join us, and make life better by water for everyone. Every day.

Location: This is a remote working role, and as such we are very pleased that we can offer flexibility in location, however the successful candidate will be expected to attend our Birmingham centre hub/office (and other locations on occasions) for team and collaboration meetings on a monthly basis.

About the role

This role will lead development of the Trust’s legacy programme to maximise support and income generation through gifts in wills. Reporting directly to the Head of Individual Giving and Legacies, you will develop and deliver a comprehensive legacy marketing and events programme for our key audiences to create a sustainable legacy income pipeline.  To successfully deliver our Legacy programme you will work closely with your Individual & Legacy Giving Team colleagues, and stakeholders across the Trust, within the Marketing & Supporter Development Team, Insight and Evidence Team,  Strategic Transformation Team & Finance Team. Ability to influence senior stakeholders internally and externally is essential for success.

Key accountabilities:

Legacy marketing programme

  • Develop & lead delivery of the marketing activity that will lead to the Trust having a pipeline for legacy giving. This may include work around direct mail campaigns, telemarketing, digital marketing and production/fulfilment of materials.
  • Co-ordinate, plan and evaluate legacy campaigns and initiatives, including free will-writing schemes, legacy promotion consortia, exhibitions and other relevant promotions.
  • Plan and deliver a bespoke legacy engagement events programme, designed to overcome barriers and move prospects through the legacy decision-making process. The role holder will be expected to work at events, which could be evenings and weekends, and must be able to travel.
  • Develop partnerships with recognised industry specialists such as the Free Wills Network and Co-ordinate with our external legacy administration agency to support day-to-day administrative tasks for the legacy programme including soft thanking.

Fulfilment and Management of Legacy enquiries

  • Receive and collate information such as legacy responses, enquiries and various supporter communications, ensuring timely processing on the Trust’s systems while maintaining accurate and reliable records, including recording of suppressions and data consents.

Supporter Stewardship

  • Ensure accurate reporting frameworks are established & managed to provide clear evidence/monitoring of the Legacy pipeline.
  • Use insight and data to deepen our understanding of our supporters to inform the development of the stewardship programme, working alongside the Supporter Journey  Manager and the Supporter Care Team to ensure there are specific and bespoke Legacy touchpoints.
  • Ensure all supporters receive the best end-to-end supporter journey experience that includes relevant points of inspirational engagement & key messages to deepen relationships & drive conversions.
  • Support the wider Individual Giving and Legacy team when required to steward all supporters and respond to enquiries.
  • Build up a good relationship with the finance team and ensure they understand our systems and processes and can create and pull reports that accurately reflect our forecasting and budgets.

About you

  • You will be able to demonstrate a strong literacy and numeracy skills.  You may be degree level educated, however this is not essential.
  • Experienced legacy fundraiser with a proven track record in securing gifts in wills, with the ability to apply specialist marketing knowledge in legacy giving.
  • Minimum two years’ experience in promotion and coordination of legacy programmes working for or on behalf of a not-for-profit organisation
  • Evidence of creating and organising specialist events and communicate effectively 
  • A sound knowledge of the Code of Fundraising Practice, data protection rules and other relevant sector regulations.
  • Ability to develop relationships with potential supporters but also internal & external stakeholders.
  • Excellent administrative and organisational skills, with a keen eye for detail.
  • IT skills including MS Office (Word, Excel, PowerPoint, Teams) & fundraising databases
  • Strong influencing skills
  • Excellent interpersonal skills with ability to adapt confidently and effectively to face to face, virtual, and telephone meetings
  • Work positively and proactively within a busy and successful individual and legacy giving team.
  • Ability to prioritise and and deliver to sometimes tight deadlines.

To Apply:click on the "Apply for this job" button and follow the process - complete the application form & upload current CV.

Interviews:  Initial interviews will be conducted virtually by MS Teams.   

If you have any questions about the role please contact our Recruitment Team. 

What We Offer

In addition to your salary of £30,000 - £33,545, the Canal & River Trust offers a competitive contributory DC Pension scheme arrangement, great holiday entitlement (increasing with years of service) and numerous other employee benefits, including several salary sacrifice benefits, all of which can be found via our 'apply' portal.

We aim to represent the diverse communities we are part of and welcome applicants from across all sectors of the community. We strongly believe that a diverse workforce brings with it a diversity of ideas, thinking and ways of working which enhances what we do.  All candidates will be treated on the basis of their merits, skills and abilities and solely by being assessed against the requirements for the job. 

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Posted on: 27 July 2021
Closing date: 15 August 2021
Tags: Fundraising,Marketing
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