Role description:
We are excited to be seeking a talented and motivated individual to join Southampton Hospitals Charity as our legacy and in-memory manager to help shape our legacy development programme and in-memory strategy.
The role will involve leading on the operational delivery of both legacy and in-memory marketing and legacy case management. The postholder will implement donor-centric approaches to legacy and in-memory campaigns and events, case management, and supporter stewardship.
We are looking for an individual who is as passionate about fundraising as the work we do as a Charity to join our team. This role will be key, as we launch our ambitious new strategy to grow our income, reach and impact.
Main responsibilities
Legacies
* Develop and implement a comprehensive legacy strategy, identifying new opportunities, products, and campaigns to increase engagement, consideration, and pledger numbers.
* Work across the Charity to ensure legacies are integrated across relevant channels to reach key audiences.
* Build a portfolio of case studies to showcase how legacy giving has had a transformative impact across our hospitals.
* Build and nurture relationships with legacy pledgers and prospects, organising legacy information and engagement events to position the Charity prominently in legator consideration.
* Responsible for legacy case management and be the main contact for our legacy consultancy partner, ensuring all processes are compliant, efficient, and deliver for the Charity and for its supporters.
* Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
* Work with the director of operations & resources on disputes and contested legacies, to ensure these are handled appropriately and sensitively.
* Work with the director of finance to ensure all information is recorded appropriately to ensure correct accounting and accrual of legacy income.
* Support the director of finance on legacy matters relating to the Charity’s annual external audit.
In-Memory
* Support with the development and management of stewardship programmes for in-memory donors, ensuring journeys are sensitive, supportive, and effective.
* Have responsibility for the efficient use of all in-memory payment platforms, ensuring that they are utilised correctly, report accurately, and are employed as part of a strong stewardship programme.
* Work closely with the hospital engagement team for the promotion of in-memory giving opportunities
* Working with the marketing & campaigns manager, develop and implement relevant campaigns, including within our hospitals, to increase awareness of in-memory giving
* Support the events & community fundraising officer with events organised by families and friends in memory of loved ones, ensuring appropriate stewardship processes are put into place.
* Look for new opportunities for developing in-memory products, developing cases for support and implementation plans to ensure the Charity’s in-memory programme is at the forefront of new practice.
* Work closely with the grants manager to ensure restricted and tribute funds are able to have an impact in the areas donors wish to see.
* Develop and cultivate strong relationships with supporters by offering suitable opportunities to remember someone special.
* Working with the marketing and communications team, source and develop case stories for use across the in-memory programme and charity.
Knowledge and experience
* Proven experience in legacy administration within the charity sector
* Certificate in Charity Legacy Administration (ILM) is desirable
* Proven experience in developing and delivering legacy, in-memory, and/or individual giving strategies and campaigns across multiple channels.
* Extensive experience in donor stewardship, fine-tuning supporter journeys, and delivering excellence in supporter care.
Personal qualities
* Curiosity, with an ability and willingness to explore issues and opportunities to their fullest potential
* Commitment to learning and developing knowledge and understanding of the Charity and how it operates
* Desire to improve things– dissatisfaction with inefficiency
* Self-motivated, pro-active and solutions focused, with ability to work on own initiative and to provide recommendations.
* Personable with excellent manner and ability to engage stakeholders.
* Flexible approach to working hours to meet the needs of the role.
Skills
* Excellent stakeholder engagement and relationship management skills, with the ability to work collaboratively across teams and externally with agencies and solicitors.
* Strong organisational and project management skills, with the ability to manage multiple campaigns and priorities, and deliver to deadlines.
* Ability to analyse campaign data and insights, applying learning to improve activity and outcomes.
* Working knowledge and experience of budget management, forecasting, and reporting.
* Strong IT skills including Microsoft word, Excel, as well as bespoke systems