Legacy Giving Officer in England

Legacy Giving Officer in England

England Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage legacy giving activities and engage with supporters across South East England.
  • Company: Join the Alzheimer's Society, a leading charity making a difference.
  • Benefits: Flexible home-based role with competitive salary and travel opportunities.
  • Why this job: Make a meaningful impact by helping others leave a legacy for a great cause.
  • Qualifications: Customer service experience and strong communication skills are essential.
  • Other info: Dynamic role with opportunities for personal growth and networking.

The predicted salary is between 36000 - 60000 £ per year.

We are recruiting for a Legacy Giving Officer to join on a full-time basis, working 35 hours per week on a permanent contract. This is a home-based role, within South East England (covering Kent, West Sussex, East Sussex, Hampshire & Surrey), with frequent travel across the region and to our Head Office in Central London.

As Legacy Giving Officer you will be responsible for developing and managing all legacy giving activities within the South East region. You’ll represent the Society, raise our profile and promote legacy giving in the region. You’ll work collaboratively across departments and directorates at all levels to maximise promotion of legacy giving opportunities to both internal and external audiences.

You’ll be the lead contact for the warmest legacy enquiries in the region and through a framework of excellent stewardship, you will ensure that supporters are converted up through the legacy cycle. In this role you’ll be the trusted guide for individuals considering leaving a gift in their will, helping them feel valued, informed, and inspired every step of the way.

About you

Joining us, you will have good customer service skills with experience in a sales, marketing, fundraising or similar role, with the ability to interact positively with a wide range of audiences. You’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively.

Crucially, you’ll have experience building rapport with others, with the confidence to network, speak publicly and communicate effectively with a wide range of people. You’ll also be able to combine persuasiveness and influencing with empathising and understanding the issues faced by the people you communicate with.

What you’ll focus on:

  • Responding to enquiries from supporters in the region interested in leaving a gift in their will or wanting to know more about our will writing offers by phone, email or via in-person meetings in an agreed time frame.
  • Planning, delivering, hosting and presenting at legacy events including post-event follow up stewardship activity.
  • Developing and implementing new regional opportunities to promote legacy giving both internally and externally.
  • Meeting agreed annual targets relating to legacy promotion and will writing promotion and the number of promised legacies from individual supporters.
  • Developing and delivering the stewardship plan ensuring ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger.
  • Identifying and establishing relationships with key Ambassadors who are passionate about legacy giving.

Legacy Giving Officer in England employer: Alzheimers Society

Alzheimer's Society is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. As a Legacy Giving Officer, you will enjoy the flexibility of a home-based role while making a meaningful impact in your community across South East England. With a commitment to excellent stewardship and a focus on building lasting relationships, you'll find a rewarding environment where your contributions are valued and recognised.
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Contact Detail:

Alzheimers Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Legacy Giving Officer in England

✨Tip Number 1

Get to know the company inside out! Research Alzheimer’s Society, their mission, and recent projects. This will help you tailor your conversations during interviews and show that you’re genuinely interested in the role.

✨Tip Number 2

Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for your interview. Plus, it shows initiative and can give you insider info!

✨Tip Number 3

Practice makes perfect! Prepare for common interview questions related to legacy giving and customer service. Role-play with a friend or use a mirror to boost your confidence and refine your answers.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. It shows appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!

We think you need these skills to ace Legacy Giving Officer in England

Customer Service Skills
Sales Experience
Marketing Experience
Fundraising Experience
Networking Skills
Public Speaking
Effective Communication
Persuasiveness
Influencing Skills
Empathy
Relationship Building
Event Planning
Stewardship Management
Target Achievement
Initiative

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Legacy Giving Officer role. Highlight your experience in customer service, sales, or fundraising, and show how your skills align with the responsibilities mentioned in the job description.

Showcase Your Communication Skills: Since this role involves interacting with a wide range of audiences, emphasise your ability to communicate effectively. Share examples of how you've built rapport and influenced others in previous roles, as this will resonate well with us.

Demonstrate Your Initiative: We love candidates who take the initiative! In your application, mention specific instances where you've exceeded targets or implemented new ideas. This will show us that you're proactive and ready to make an impact in the role.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it makes the whole process smoother for everyone involved.

How to prepare for a job interview at Alzheimers Society

✨Know Your Legacy Giving Stuff

Make sure you brush up on legacy giving concepts and the specific activities of the organisation. Understand how legacy giving works, why it’s important, and be ready to discuss how you can promote it effectively in the South East region.

✨Show Off Your People Skills

Since this role involves a lot of interaction with supporters and stakeholders, be prepared to demonstrate your customer service skills. Share examples of how you've built rapport and engaged with diverse audiences in previous roles.

✨Be Ready to Talk Targets

The interviewers will want to know about your track record in exceeding targets. Come armed with specific examples of how you’ve met or surpassed goals in sales, marketing, or fundraising, and explain the strategies you used to achieve them.

✨Prepare for Scenario Questions

Think about potential scenarios you might face as a Legacy Giving Officer. Prepare to discuss how you would handle enquiries from supporters or plan a legacy event. This will show your problem-solving skills and your ability to think on your feet.

Legacy Giving Officer in England
Alzheimers Society
Location: England
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