Location: Hybrid working with a minimum of one day per week in our Hampton Office
Reports to: Director of Supporter Engagement
Hours: 35 hours per week – we will consider requests for part time working
Salary: £48k -50k FTA, depending on experience.
Applications sent to: ajla.dizdarevic@starandgarter.org
Closing date: Monday 8 July 24
We have the privilege of ensuring that the veterans and their partners we care for and support can lead happy and fulfilled lives. We currently run three Homes and have also launched new services reaching out into the community. Our care staff are nothing short of exceptional, while colleagues in Central Services provide unrivalled support.
We are looking for an experienced Legacy Manager to lead a small but high performing team generating significant fundraising revenue from legacies and in-mem giving. You must be able to demonstrate a high level of knowledge of legacy case management, be able to deal with a wide range of stakeholders and have experience of successful marketing to generate a long-term pipeline of potential income. You will need to work closely with colleagues across the Fundraising and Marketing department and be able to both lead and participate in relevant planning and strategy development.
We are looking for someone who shares our values and is confident in their field of work. Hybrid working is in place and so your ability to operate independently to achieve agreed outcomes, and to manage others in doing the same, is also key. We would expect this person to hold an appropriate qualification and to have a high knowledge of will, probate and tax laws. They should also be supporter centric with the understanding and ability to deliver a first-class customer experience to the range of people involved in the legacy journey. If this is you, then we look forward to receiving your application.
Purpose
- 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
- To lead a highly effective legacy management service working with stakeholders, both internal and external, at a variety of levels
- 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
- 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.
