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Legacy manager

Lichfield
St Giles Hospice
Legacy manager
Posted: 10h ago
Offer description

Contract type

Permanent

Location

Whittington with some flexibility for remote working

Hours

Part time (22.5 hours per week) with flexibility to work evenings and weekends when required

Annual salary

E1 £39,224.42 to E3 £46,068.16 - Pro rata for part time hours.

Last day to apply

29/03/2026

Reporting to the Fundraising Development Manager, the Legacy Manager is responsible for leading and delivering the long term growth strategy for legacy income at St Giles Hospice.

The post holder will develop and implement a sustainable and scalable legacy programme that increases the number of legacy pledgers, strengthens the future pipeline of legacy gifts and delivers consistent income growth aligned to organisational objectives.

The role will own the legacy value proposition, marketing strategy and support journey from initial engagement through to pledge stewardship. The post holder will champion a culture of legacy giving across the organisation and position leaving a gift in a Will as a meaningful and natural way to support St Giles Hospice.

In partnership with the Fundraising Administration team, the Legacy Manager will ensure legacy gifts are managed professionally and compliantly, with strong forecasting, reporting and internal oversight.

Knowledge and experience

Essential

· Experience of working within the third sector or a values led organisation

· Demonstrable experience of legacy fundraising or transferable experience within a strategic income stream with clear growth accountability

· Proven experience of delivering income growth against agreed targets and KPIs

· Experience of developing and implementing strategic plans

· Experience of managing budgets, financial planning and reporting with commentary on variances

· Experience of working collaboratively with marketing and data teams to develop insight led campaigns

· Track record of successfully managing and developing relationships with individual supporters, customers or professional partners

· Experience of analysing and interpreting data to inform decision making and maximise return on investment

· Knowledge of the regulatory environment for fundraising from individuals including data protection, Gift Aid and Fundraising Codes of Practice and regulation

· Experience of project management including budget setting and performance monitoring

Desirable

· Specific experience in legacy fundraising within a charity setting

· Experience of developing and delivering a legacy marketing strategy

· Experience of working with professional advisers such as solicitors or will writers

· Experience of contributing to senior leadership or board level reporting

· Experience using Donorflex or a similar CRM database

Values

· Exhibits our hospice values and behaviours

Skills

· Ability to think strategically and translate long term vision into operational delivery

· Strong analytical skills with the ability to interpret financial and performance data and forecast future income

· Excellent written communication skills with the ability to create compelling and sensitive legacy messaging

· Excellent interpersonal and influencing skills

· Ability to build and maintain strong internal and external partnerships

· Confident presenting to a range of audiences including professional partners and senior stakeholders

· Ability to prioritise and manage competing deadlines

· Strong organisational and diary management skills

· Computer literate with experience of CRM systems

· Ability to understand when issues need escalation

· Ability to maintain confidentiality

· Ability to work effectively as part of a team

· Resilience when working towards ambitious targets

Personal Attributes

· Empathetic and emotionally intelligent

· Proactive and growth focused

· Commercially aware and results driven

· Collaborative and supportive

· Ambassador for St Giles Hospice

· Able to work under pressure

Other requirements

· Valid driving licence

· Eligibility to work in the UK

· Please note that St Giles Hospice does not hold a sponsorship licence and is therefore unable to accept sponsorship requests

Just so you know:

This post is subject to a Disclose and Barring Service (DBS) check.

We may review applications before the application review date, however, if you apply after the application review date, your application may not be considered. We will accept applications until we have successfully filled the role; this may be earlier than the closing date.

If you have not heard within 14 days of the application close date, then please consider that your application has been unsuccessful at this time.

As part of your application your data will be managed in line with St Giles Hospice Privacy Policy and kept for 6 months. If you would like to see this in full, please visit our website for our Privacy Policy. This is in extension to Charity Job Privacy Policy.

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