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- Tasks: Manage legacy estates and support donors on their legacy journey.
- Company: Join PETA, a leading organisation dedicated to animal rights and welfare.
- Benefits: Enjoy remote work flexibility and a competitive salary of £29,000 - £34,000.
- Why this job: Make a real impact in animal protection while developing your skills in fundraising.
- Qualifications: One year of planned-giving experience and excellent communication skills required.
- Other info: Maternity cover role with potential for part-time hours.
The predicted salary is between 25000 - 34000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
Role Summary: As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Manager will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA's free will services.
Position Objective: Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA's mission to protect animals. Effectively communicate PETA's mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.
Term of Employment: Fixed-term, maternity cover
Hours of work: Full-time (part-time hours considered)
Reports To: Director, Major Gifts and Gift Planning
Salary: £29,000 - £34,000
Location: Remote in mainland UK
Primary Responsibilities and Duties:
- Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
- Maintain departmental information, files, and records related to legacy estates
- Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
- Work with various stakeholders on contested legacies, collaborating with other charities where needed
- Be able to communicate to supporters how important and desirable legacies are to PETA
- Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
- Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
- Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
- Keep up to date on probate and tax laws, informing the team of any changes
Other:
- Maintain a clear understanding of - and the ability to articulate - PETA's objectives as well as details about specific global PETA programmes
- Assist in the training of new major gifts and/or planned giving assistants
- Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser’s Edge, and Convio) in order to improve communication with donors
- Assist with the preparation and proofreading of mailings
- Perform any other tasks assigned by the supervisor
- Maintain strict confidentiality at all times
Qualifications:
- Minimum of one year of planned-giving or other development experience
- Excellent written and verbal communication skills
- Thorough knowledge of animal rights issues and PETA campaigns
- Demonstrated exceptional attention to detail
- Demonstrated ability to prepare professional business communications
- Proven ability to organise and manage multiple projects simultaneously and effectively
- Proven ability to use initiative and work independently
- Proven experience in legacy fundraising and administration
- Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
- Commitment to PETA's objectives
- Adherence to a vegan lifestyle strongly preferred
Legacy Manager employer: PETA Foundation
Contact Detail:
PETA Foundation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Manager
✨Tip Number 1
Familiarise yourself with PETA's mission and values. Understanding their objectives will help you communicate effectively with potential legacy supporters and demonstrate your commitment to their cause during any discussions.
✨Tip Number 2
Network with professionals in the non-profit sector, especially those involved in legacy fundraising. Attend relevant seminars or workshops to build connections and gain insights into best practices that can enhance your candidacy.
✨Tip Number 3
Stay updated on estate-planning practices and tax laws related to legacies. This knowledge will not only boost your confidence but also show your proactive approach to managing legacy estates effectively.
✨Tip Number 4
Prepare to discuss your experience with managing multiple projects and your attention to detail. Be ready to provide examples of how you've successfully handled similar responsibilities in past roles, as this will be crucial for the Legacy Manager position.
We think you need these skills to ace Legacy Manager
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities and qualifications required for the Legacy Manager position. Tailor your application to highlight how your experience aligns with managing legacy estates and supporting donors.
Craft a Compelling Cover Letter: Your cover letter should clearly express your passion for animal rights and PETA's mission. Use specific examples from your past experience in planned giving or legacy fundraising to demonstrate your suitability for the role.
Highlight Relevant Experience: In your CV, focus on your experience related to legacy fundraising, administration, and communication. Be sure to include any relevant software skills, such as familiarity with databases like Raiser’s Edge or Convio, as these are important for the role.
Proofread Your Application: Attention to detail is crucial for this position. Before submitting your application, thoroughly proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at PETA Foundation
✨Understand PETA's Mission
Before the interview, make sure you have a solid grasp of PETA's objectives and campaigns. This will help you articulate how your role as a Legacy Manager aligns with their mission to protect animals.
✨Showcase Your Communication Skills
As this role involves liaising with various stakeholders, be prepared to demonstrate your excellent written and verbal communication skills. Consider sharing examples from your past experiences where you effectively communicated complex information.
✨Highlight Your Attention to Detail
Given the nature of managing legacy estates, it's crucial to showcase your attention to detail. Prepare to discuss specific instances where your meticulousness has positively impacted your work, especially in legacy fundraising or administration.
✨Familiarise Yourself with Relevant Software
Since the role requires knowledge of software like Revolution Online and Raiser’s Edge, it would be beneficial to mention any experience you have with these tools. If you're not familiar, consider doing a bit of research to show your willingness to learn.
