At a Glance
- Tasks: Lead and develop a legacy giving programme, managing marketing and supporter engagement.
- Company: Harris Hill is a certified B Corp™ focused on charity recruitment.
- Benefits: Salary ranges from £40,000 to £45,000 with options for full-time or part-time work.
- Other info: The position is based in Stevenage with hybrid working options.
- Why this job: This role offers the chance to make a lasting impact through innovative fundraising campaigns.
- Qualifications: Proven experience in legacy marketing campaigns and strong analytical skills are required.
The predicted salary is between 40000 - 45000 £ per year.
Harris Hill are delighted to be working with a fantastic charity to recruit for the Legacy Manager role. This is an exciting opportunity for an experienced fundraising professional to lead and develop a legacy giving programme, driving sustainable long term income growth through effective marketing, stewardship, administration, and supporter engagement. The successful candidate will play a key role in nurturing relationships with legacy supporters and prospects, delivering exceptional supporter care, and developing innovative campaigns that inspire supporters to leave a lasting impact.
Key Responsibilities
- Legacy Programme Management
- Lead the development and delivery of the organisation's legacy fundraising strategy.
- Deliver agreed legacy income targets and support long term pipeline growth.
- Increase the number of confirmed legacy pledges year on year.
- Monitor and improve conversion rates from enquiry to pledge.
- Produce accurate legacy income forecasts and performance reports.
- Manage a portfolio of pecuniary and residuary legacies, acting as the primary contact for solicitors, executors, beneficiaries, and family members.
- Ensure all legacy income is administered efficiently, sensitively, and in accordance with best practice and compliance requirements.
- Maintain accurate records using the organisation's CRM system and ensure all documentation is securely stored.
- Legacy Marketing & Acquisition
- Develop and deliver engaging legacy marketing campaigns across online and offline channels.
- Manage the legacy marketing budget and maximise return on investment.
- Work collaboratively with fundraising, marketing, and communications colleagues to integrate legacy activity across the organisation.
- Support audience development and pipeline growth through targeted acquisition activity.
- Legacy Stewardship
- Design and deliver meaningful stewardship journeys for legacy supporters and enquirers.
- Manage legacy enquiries via phone, email, and post, providing a high standard of supporter care.
Person Specification
- Proven experience developing and delivering legacy marketing campaigns.
- Experience managing legacy giving programmes, including administration and stewardship.
- Strong understanding of legacy fundraising principles and sector best practice.
- Experience using CRM systems for supporter management and reporting (Salesforce experience desirable).
- Knowledge of probate processes and the legal aspects of legacy giving.
- Strong analytical skills with experience in income forecasting and performance reporting.
- Excellent project management skills and the ability to manage multiple priorities.
- Outstanding communication and relationship management skills.
- Ability to handle sensitive conversations with empathy and professionalism.
- Strong administrative skills and proficiency in Microsoft Office applications.
- Understanding of the charity sector and supporter engagement.
Salary & Benefits
- Salary: £40,000- £45,000 per annum
- Contract type: Permanent, full-time and part-time (minimum 30 hrs a week)
- Location: Stevenage, hybrid working
- Deadline: on rolling basis
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Legacy Manager in Stevenage employer: Harris Hill Charity Recruitment Specialists
Harris Hill, located in Stevenage, is dedicated to equitable recruitment and welcomes diverse applicants. As a certified B Corp™, they uphold high standards in charity recruitment, ensuring a positive impact on the community.
Contact Details:
Harris Hill Charity Recruitment Specialists Recruitment Team
