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Legacy Executive (Fundraiser)

Legacy Executive (Fundraiser) - London - c£28K plus benefits

Overall Objectives of the Job - The post-holder will

  • Work closely with the Individual Giving and Legacy Manger to implement the new 5 year strategy with the purpose of maximising long term income growth
  • To take the lead on the development and delivery of legacy marketing programme, overseeing campaigns within the budgeted income and expenditure levels
  • To oversee the work of the legacy consultant, ensuring efficient administration of legacy income and providing accurate updates on expected income

Key Responsibilities

  • Work closely with the Individual Giving and Legacies Manager on the implementation of strategic plans to develop legacy
  • To lead on the legacy marketing programme, including commissioning TV advertising, direct mail, online media and events portfolio development etc.
  • To analyse and report on the performance of all campaigns and activities
  • Work with external agencies and the internal database team to identify supporters on their database with a propensity to leave a legacy gift and implement communication plans to this affect
  • To liaise with other internal teams to increase understanding of and maximise cross marketing of legacies and giving
  • To ensure suitable levels of supporter care, stewardship and ongoing communication are delivered once someone has enquired about, shown intention to, or pledged a legacy gift in their will
  • Oversee the work of the external legacy consultant
  • Ensuring all paperwork is delivered as well as information being recorded accurately on pipeline document
  • Ensure accurate reporting of legacy information onto database.
  • Keep up to date with developments in direct marketing and fundraising practice
  • Comply with all relevant codes (e.g.

    IOF codes of fundraising practice, IDM etc) and charity/fundraising laws – including those relating to tax effective giving, gambling, direct debits and data protection
  • Attend and contribute to fundraising and wider staff meetings as and when required
  • Carry out other duties as required by the Director of Fundraising and the Individual Giving and Legacy Manager

Education & Training

  • Educated to degree level or equivalent
  • Evidence of and a continued commitment to Continuous Professional Development

Skills & Experience -Essential

  • At least one year’s experience of working in a voluntary organisation, or similar, preferably in the fundraising department
  • Proven experience of managing legacy and/or in mem campaigns across a range of media, including direct mail, TV advertising and online media
  • Experience of working effectively with fundraising or marketing agencies
  • Ability to work with complex cohorts of data and segmentation to maximise campaign effectiveness
  • Experience of communicating the importance of legacies to internal and external audiences Ability to accurately monitor income and expenditure budgets

Personal Attributes

  • Excellent communication skills (telephone, written and personal)
  • Sensitive approach to legacy stewardship
  • A thorough approach and strong attention to detail
  • Able to prioritise and plan workload efficiently
  • Willingness to work flexibly in response to changing requirements
  • Creative and innovative approach to dealing with issues and problem solving

Other Requirements

  • Some travel to other UK locations (including other offices) as required by the charity
  • Flexibility and willingness to work outside normal office hours when the occasion demands Awareness of, and comfort with, the charity funding medical research which may on occasion involve animal research
  • Non-smoker
  • Flexibility and willingness to work outside normal office hours when the occasion demands, including some weekends

Benefits - Below is a summary of the typical Statement of Main Terms and Conditions of Employment

  • Working Hours - Normal working hours are 36 hours per week.
  • Annual Leave Generous 30 days plus bank holidays
  • Additional annual leave entitlements at service anniversaries
  • Pro-rata entitlements for part-time staff Option to ‘buy’ and ‘sell’ holiday entitlement – up to 5 days.
  • Pension Employer contribution at 5% Other benefits
  • Health care cash plan scheme
  • Computer/Laptop loan
  • Cycle Scheme SeasonTicket loan
  • Childcare vouchers
  • Life assurance scheme

  • Start: ASAP
  • Duration: Permanent
  • Rate: 28000
  • Location: London
  • Type: Permanent
  • Industry: Charities
  • Recruiter: ACR Solutions Ltd
  • Contact: Allan Carlin
  • Tel: +44 (0) 141 237 2522
  • Email: to view click here
  • Reference: 4A-3842-167
  • Posted: 2016-09-06 15:28:44 -

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