Legacy Manager

6 days ago


Solihull, Solihull, United Kingdom Royal Star & Garter Full time
About the role

We are a charity providing loving, compassionate care to veterans and their partners living with disability or dementia. We put residents' needs first and provide award-winning care and support.

This is an exciting opportunity for an influential and dynamic Legacy Manager to come onboard and lead a small but high performing team generating significant fundraising revenue (circa £4 million per year) from legacies and in-mem giving. You must be able to demonstrate a high level of knowledge of legacy case management and be able to deal with a wide range of stakeholders. You will also oversee the planning and delivery of an effective marketing and communications schedule that supports the acquisition of new pledgers to support the long-term development of our legacy pipeline.

Purpose of the role
1.To raise annual income targets through the management, development and administration of legacies and In Mem giving with a focus on delivering effective strategies that maximise all potential income
2.To lead a highly effective legacy management service working with stakeholders, both internal and external, at a variety of levels
3.To oversee the planning and delivery of an effective marketing and communications schedule that supports the acquisition of new pledgers to support the long-term development of our legacy pipeline
4.To provide excellent levels of supporter care to legacy pledgers and in memory donors, demonstrating the importance and impact of their gifts.

Strategy

  • ·To develop and deliver cultivation strategies that drive the retention and growth of legacy pledgers with a focus on generating gifts from the existing supporter base and new audiences
  • ·To oversee the planning and delivery of a comprehensive schedule of marketing and communication that incorporates both digital and print activity with a focus on cold recruitment, making use of our free will offers
  • ·To ensure there is an appropriate journey in place for our In Mem donors to include the introduction of Tribute Funds
  • ·To manage large income and expenditure budgets and to update effective tools that enable robust annual projections in line with our annual planning cycle.

Management

  • ·To provide effective line management, including personal development, to the Legacy Marketing Assistant and Legacy & In Mem Assistant Administrator ensuring they deliver in line with identified annual objectives
  • ·To manage a work stream to the Legacy Case Administration Specialist, ensuring relevant cases are referred and the weekly log is maintained for consistency of service
  • ·To work effectively with the Marcomms team to evaluate and review relevant elements of the legacy marketing schedule.

Administration and process

  • ·Oversee estate accounts and the legacy caseload, ensuring appropriate levels of checks and risk to optimise the value of all bequests, working within delegated authority
  • ·To ensure comprehensive procedures are in place for the management of legacies and in mem giving
  • ·To maintain and support accurate record keeping in all aspects fully utilising the functions of First Class and the fundraising CRM.

Other

  • ·To play a key role in the delivery of the overall fundraising strategy, leading, enabling & encouraging cross-team working
  • ·To be a brand ambassador encouraging a deep understanding of the values, ensuring consistency externally to a range of audiences
  • ·To adhere to data protection legislation and to be fully conversant with relevant legislation (Trustee Act 2000) and the guidelines of the Fundraising Regulator and the GDPR and promote where necessary.
  • ·To undertake other such duties as may be required and which are consistent with the nature of this role.

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