Legacy and Supporter Relationships Manager in Liverpool

Make a lasting difference. Build relationships that change lives. We're looking for a Legacy & Supporter Relationships Manager to join the Huntington's Disease Association. Hybrid – 2 days a week in our Liverpool office.

If you have experience in individual giving, legacy or supporter stewardship and are passionate about building meaningful, lifelong relationships with donors, we'd love to hear from you. Join our small, supportive fundraising team and help secure vital funding for families affected by Huntington’s disease. Apply now and help create a lasting legacy.

About Huntington's Disease Association: Huntington's disease has a profound and lasting impact on families, often across generations. Our supporters frequently have a deep, personal connection to the cause and many stay with us for years - as fundraisers, donors and advocates. We are a small, passionate fundraising team working to grow the income that funds vital services and support for everyone affected by HD.

About the Team: You will join a small, collaborative fundraising team comprising a Trusts and Foundations Manager, a Community Fundraising Coordinator, a National Activity Events Coordinator and a Fundraising Administrator. The Head of Fundraising leads on corporate partnerships, major donors and fundraising strategy. Each team member works with a degree of autonomy whilst contributing to shared income goals and a collective approach to supporter care.

Role Purpose: To steward and grow relationships with our individual supporters across every stage of their journey with HDA - ensuring that however someone first connects with us, they feel known, valued and inspired to stay with us for life. This role leads on legacy and in memory fundraising, two areas of significant strategic importance to us, whilst sustaining and developing our wider base of individual donors through appeals, regular giving and digital communications. Working closely with colleagues across fundraising and communications, you will help ensure that every supporter feels genuinely connected to our cause and to the community of people whose lives are shaped by Huntington's disease.

Key Responsibilities:

• To develop and deliver a programme of legacy fundraising that builds long-term income for HDA.
• Monitoring Smee & Ford for new legacy notifications and managing all correspondence with solicitors and executors across our active estates in a professional and timely manner.
• Recording and maintaining accurate legacy records on Donorfy and the First Class portal, and filing all relevant documentation.
• Notifying the CEO and relevant trustees of new notifications, estate accounts and other significant updates.
• Adding legacy gifts to Donorfy and ensuring solicitors and executors receive appropriate acknowledgement for their role in administering estates.
• Developing and delivering a legacy marketing programme that builds awareness of gifts in wills, cultivates prospective pledgers and stewards existing pledgers with meaningful, personalized communication.
• Monitoring the Free Wills Network for new referrals and pledges, maintaining accurate records on Donorfy and ensuring pledgers receive appropriate acknowledgement and ongoing stewardship.
• Identifying opportunities to convert engaged long-term supporters into legacy pledgers, using supporter data and insight to inform approach.

In Memory Giving: To steward and develop our in memory giving programme, recognising the particular sensitivity required when working with bereaved families and the long-term potential of these relationships.

• Building sustained and sensitive relationships with next of kin beyond the initial acknowledgement, deepening their connection with our charity over time.
• Developing in memory giving as a growing income stream, identifying opportunities to improve the supporter experience and increase income.
• Working with the Communications team to ensure in memory giving content across digital channels and the website is appropriate, up to date and compassionately presented.

Individual Giving – Stewardship and Development: To sustain and develop our individual giving programme, ensuring donors at every stage of their journey feel valued and engaged.

• Stewarding and retaining our existing base of regular and single donors, ensuring they receive warm, timely and relevant communication throughout the year.
• Monitoring retention indicators across the individual giving portfolio, identifying and responding proactively to any signs of lapsing.
• Using supporter data and insight (including findings from our ongoing supporter research) to improve segmentation, personalization and the overall donor experience.
• Identifying opportunities for supporter upgrade and conversion, recognizing that many of our supporters move through multiple giving relationships with us over the course of their lives.

Appeals and Mailings: To lead on the planning and delivery of our fundraising appeals and impact communications.

• Project managing a small number of fundraising appeals across print and digital channels, and our impact report mailings, working with the Communications team on creative development, our data manager on segmentation and coordination of the mailing house.
• Writing compelling fundraising copy that reflects the deeply personal nature of our cause and the long-term relationships our supporters have with our charity.

Digital Donor Journeys: To ensure our digital supporter communications are active, personalized and of the same quality as our print-led activity.

• Working closely with the Communications team on digital donor journeys, including onboarding and email stewardship, providing clear fundraising briefs and sign-off on fundraising content.
• Ensuring individual giving is actively and consistently promoted digitally, identifying opportunities in collaboration with Communications across email and social media channels.
• Using supporter segmentation to ensure digital communications are relevant and personalized to different donor groups and stages of the supporter journey.
• Working collaboratively with the Community Fundraising and National Activity Events Coordinators to ensure that supporters who both fundraise and give individually receive joined-up, consistent stewardship, with clear mutual respect for each colleague's supporter relationships.
• Contributing positively to a team culture of shared ambition, open communication and collective problem-solving.

Reporting and Income Accountability: Monitoring and reporting regularly on individual giving income performance, contributing to the fundraising team's collective accountability for income goals.

• Maintaining accurate and up-to-date records across all individual giving activity in Donorfy, ensuring data integrity and GDPR compliance.

Person Specification:

• Demonstrable experience in individual giving fundraising, with experience across at least two of the following areas: legacy marketing, in memory giving, fundraising appeals, regular giving.
• Strong project management skills, with experience of taking fundraising or communications projects from brief through to delivery.
• Excellent written communication skills with the ability to write warmly, compellingly and sensitively for a fundraising audience.
• Confident and accurate working with a CRM system, including maintaining data quality, running reports and using data to inform stewardship decisions.
• Digitally confident and able to work effectively with an email platform, contribute to digital donor journeys and understand the principles of digital stewardship.
• Highly organized and self-sufficient, with the ability to manage a varied and sometimes emotionally demanding portfolio of work in a small team environment.
• A clear understanding of and commitment to income accountability – comfortable contributing to and reporting against individual giving income performance.
• A genuine commitment to relationship-led fundraising and an understanding of the particular value of long-term donor stewardship in a cause with a close-knit, personally connected community.
• Experience of legacy fundraising specifically, including legacy marketing and/or the administration of estates going through probate.
• Experience of in memory fundraising and working sensitively with bereaved families.
• Experience of working in a small charity or with a cause community where supporters have a deep and personal connection to the work.
• Familiarity with Donorfy or a comparable CRM system.
• Familiarity with Mailchimp or a comparable email platform.

Personal Qualities:

• Warm, empathetic and emotionally intelligent. Able to communicate with authenticity and sensitivity with supporters who have a deeply personal connection to Huntington's disease.
• Resilient and pragmatic – comfortable with the breadth of a small team role and able to work independently without significant infrastructure around them.
• Collaborative and collegial – a genuine team player who builds trust across the organisation and works openly across teams.
• Proactive and curious – interested in understanding supporters more deeply and motivated by finding ways to improve their experience of Huntington’s Disease Association.