Royal Star & Garter – Legacy Manager

Job listing

Job Title: Legacy Manager
Organisation: Royal Star & Garter
Salary: £48000 - £50000 per annum
Contract Type: Full time, Permanent
Hours: 35 hours per week
Location: Hybrid
Closing Date: 8 July 2024

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 focused on the acquisition of new pledgers to support the long-term development of our legacy pipeline.

We are looking for someone who shares our values and wants to work as part of a close team, sharing ideas. We provide excellent training and benefits.

Purpose

  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.

Knowledge and experience:

  • Significant experience of managing legacy and in memory giving with the ability to oversee complex case management
  • Knowledge of will, probate and tax law
  • ILM certificate in charity legacy administration, or appropriate legal qualification
  • Experience in delivering supporter-centric care
  • Demonstrable line management experience
  • Experience of devising, implementing and leading on strategic projects including KPIs, budgets and reports
  • Ability to devise and implement effective marketing strategies both on and off line, ensuring appropriate data management use of CRM
  • Experience of working in a busy fundraising environment with the ability to plan, prioritise and manage a varied workload and
  • Good knowledge of relevant charitable legislation and guidelines.

Skills:

  • Excellent communication skills both written and verbal with the ability to manage complex referrals and recommendations relating to estate administration
  • Excellent relationship building working with senior individuals
  • The ability to work across teams and get the best from line reports through effective direction, support and listening
  • Good IT skills including Word, Excel, PowerPoint, First Class and those related to communicating online (email & social media channels).

Personal characteristics should include:

  • A self-starter with energy, who motivates with enthusiasm
  • Sets high performance standards for oneself and others
  • Reliable, professional manner; flexible and calm under pressure

We reserve the right to update and amend this job description to ensure it accurately reflects the role.

This will be agreed in consultation with the job holder.


Closed on 8 July 2024


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