Legacy Officer

Employer
Bluetownonline
Location
England,London,Hampton
Salary
Up to £31000 per annum
Closing date
16 Dec 2021

View more

Job Discipline
Campaign Management
Sectors
Charities
You need to sign in or create an account to save a job.

Job Details

Job Title: Legacy Officer

Location: Hampton

Salary: £18,600 (£31k FTE)

Job Type: Permanent, part-time

The Role:

We are looking for someone special to join our experienced and high achieving legacy team as our new Legacy Officer. You will be working closely with colleagues in the marketing team (particularly digital) to drive our legacy pipeline and future income.

This role is vital in contributing to the care and well-being of the amazing veterans and their partners that we look after. Our legacy income ensures that veterans will always have a home, now and in the future.

You will be joining a values-led organisation working within our dedicated fundraising & marketing department. We are passionate about making a difference to the lives of the people we care for and ensuring they receive the care they need to live life to the full.

Purpose:

* To develop, drive and deliver a fully integrated marketing campaign designed to generate legacy enquiries and ultimately increase number of pledgers
* To provide an excellent supporter experience to legacy donors with a focus on converting all enquiries to help create a secure income pipeline
* To assist with the administration of pecuniary and residuary legacy cases up to the value of £100k.

Key Responsibilities and Accountabilities:

* Design and deliver an annual programme of marketing and communications designed to support a stable long term legacy pipeline
* To oversee the creation and design of all associated marketing materials and messaging working effectively with colleagues in the marcomms team
* To work collaboratively with the Digital Officer on a year-long online marketing programme which includes our free will offers
* To be innovative in our marketing, taking a test and learn approach. We are not afraid to push the boundaries of what we do
* To conduct regular analysis on all marketing activity and report accordingly, adjusting the programme as needed
* To manage and develop the legacy stewardship programme ensuring there is a clear journey from enquirers to pledger to donor
* To create appropriate levels of recognition from the provision of information and materials, to potential events (pandemic dependent).
* Manage the administration of a small portfolio of legacies with a value up to £100k ensuring that all potential benefits to Royal Star & Garter are maximized referring complex or contentious issues as appropriate
* To work effectively and sensitively with a range of external professionals including solicitors, executors (including lay) and other beneficiary charities
* Effective and accurate recording of all legacy cases using both First Class and Raisers Edge and following agreed procedures
* Identifying matters which pose a significant financial and/or reputational risk making appropriate referrals as per the agreed delegated authority policy.
* Identify potential supporter stories for use in marketing materials - utilising both in mem and legacy gifts
* Effective cross team working, particularly with colleagues in the fundraising, marketing and finance teams
* Promote and deliver the highest standards of care, respect and support to residents, colleagues and others
* Role model our values in all aspects of work
* Undertake other duties as may be required and which are consistent with the nature of this role.

The Candidate:

* Self-starter who is an independent thinker
* Able to set and manage own priorities
* Flexible and adaptable - particularly as the team evolves both its structure and processes
* Demonstrable experience of running successful marketing campaigns, ideally with a focus on legacy giving
* Proven experience of providing high quality legacy administration support in a charity environment, including knowledge of will, tax and probate matters and the ability to scrutinise and reconcile estate accounts, to ensure Royal Star & Garter's interests are protected
* Proven planning and multi project experience with the ability to manage own workload
* Ability to effectively manage a range of external professional relationships
* Excellent communication skills in person, over the telephone and via email
* Experience of working in a busy and complex and specialist environment with high levels of organisational skills
* Computer literate, confident with excel, word, email, power point and using databases (preferably First Class and Raisers Edge)

Please click the APPLY button and to submit your CV and Cover Letter.

Candidates with experience or relevant job titles of; Legacy Officer, Legacy Administrator, Legacy Support Officer, Legacy Engagement Manager, Legacy Development Officer may also apply for this role.

Company

Bluetownonline is the one of the top online recruitment agencies in the UK, saving companies time and money with our innovative fixed fee model.

Find Us
Telephone
02071836293
Location
Office 8, Suna House
65 Rivington Street
London
London
EC2A 3QQ
GB

Apply for Legacy Officer

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:
Your communication preferences

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on MarketingWeek.com you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert

Similar Jobs