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- Tasks: Drive legacy and in-memory fundraising, building strong supporter relationships.
- Company: Join the Royal Berks Charity, making a real difference in the community.
- Benefits: Flexible working, generous leave, NHS pension, and health service discounts.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Be part of a compassionate team, creating impactful experiences for supporters.
- Qualifications: Degree level education or relevant experience in legacy fundraising.
The predicted salary is between 36000 - 60000 £ per year.
Legacy and In-Memory Fundraising Officer
Join to apply for the Legacy and In-Memory Fundraising Officer role at Royal Berks Charity
Job overview
The Legacy and In-Memory Fundraising Officer will be responsible for day to day delivery of our legacy and in-memory fundraising activity, with the aim of helping to grow income whilst building strong relationships with supporters and their families.
This is a vital role in helping the Charity build long-term income and deepen its relationships with the community, offering compassionate, sensitive and impactful supporter experiences.
They will use experience and creativity to inspire supporters to give and pledge as well as provide compassionate stewardship. They will be the first point of contact within the organisation for legacy and in memory fundraising and will liaise with colleagues (both within the charity and the wider Trust) and external suppliers (such as memorial tribute online platform organisations, crematoriums, funeral directors, solicitors and financial advisors) to develop exciting new opportunities.
Main duties of the job
Legacy Giving
- Support the Fundraising Manager in developing and delivering the legacy strategy
- Promote legacy giving via events, literature, digital content, and internal engagement.
- Liaise with solicitors and executors to ensure timely income receipt and compliance with regulations.
- Maintain accurate legacy records, pipeline, and reporting on the database.
In-Memory Giving
- Support development and delivery of in-memory giving
- Provide compassionate care and stewardship for bereaved families and individuals.
- Process and acknowledge all IMO donations, ensuring timely reporting and accuracy.
- Build and maintain relationships with funeral directors and other referral partners.
- Produce in-memory promotional materials with the marketing team.
Campaigns & Events
- Lead and support legacy and in-memory campaigns, from planning to evaluation, integrating into wider fundraising campaigns
- Organise supporter engagement and remembrance events.
- Represent the charity at events (evening/weekend ).
Administration & Compliance
- Ensure accurate, GDPR-compliant supporter data management.
- Reconcile and report legacy and in-memory income monthly, liaising with finance.
- Administer legacy files, estates, and related documentation.
- Monitor notifications from all sources and ensure compliance with legal/charity regulations.
Person specification
Education, qualifications & training
- Educated to degree level or equivalent relevant experience.
- Detailed understanding of GDPR regulations for the recording and maintaining of data.
Experience
- Proven experience of working in a legacy giving role including understanding legacy administration and relevant legal frameworks
- Experience in legacy marketing and fundraising methods, including developing and implementing campaigns
- Experience of in-memory fundraising.
- Experience of analysing data, tracking campaign performance, to identify areas for improvement to maximise income.
Skills, Knowledge & Abilities
- Developed keyboard skills, requiring accuracy and speed to input data into the Charity database and excel spreadsheets.
- Proficiency in Microsoft Office (word, excel, powerpoint, outlook) and fundraising databases.
- Ability to compose accurate written and/or verbal responses to donors, supporters, and other stakeholders where there may be sensitive situations.
Staff Benefits
- Flexible working opportunities and a strong emphasis on your work, life balance
- Annual leave – 27 days for new starters, plus bank holidays. Increasing to 29 days after 5 years and 33 days after 10 years NHS service. Pro rata for part time staff
- NHS pension scheme
- Employee Assistance Programme
- Money Advice Service
- Generous maternity, paternity and adoption leave for eligible staff
- On-site nursery (based at RBH)
- Full educational library services
- Cycle to work scheme, lockable storage for cycles
- Bus to work scheme
- Excellent rail and bus links
- A huge range of Health Service Discounts at hundreds of big brands from holidays to gadgets and restaurants to retail.
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Legacy and In-Memory Fundraising Officer employer: Royal Berks Charity
Contact Detail:
Royal Berks Charity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy and In-Memory Fundraising Officer
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those involved in legacy and in-memory fundraising. Attend events, join relevant online groups, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show your passion! When you get the chance to chat with potential employers, make sure to express why you care about legacy and in-memory fundraising. Share personal stories or experiences that connect you to the cause. This will help you stand out as a candidate who truly understands the mission.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to charities you admire, like Royal Berks Charity, and express your interest in working with them. Sometimes, creating your own opportunity can lead to amazing results!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through our site can give you a better chance of being noticed. So, get on there and start exploring!
We think you need these skills to ace Legacy and In-Memory Fundraising Officer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Legacy and In-Memory Fundraising Officer role. Highlight your relevant experience in legacy giving and in-memory fundraising, and show us how you can contribute to our mission.
Show Your Compassion: This role is all about building relationships with supporters and their families. Use your application to demonstrate your understanding of sensitive situations and how you can provide compassionate stewardship.
Be Data Savvy: Since you'll be managing supporter data, it's crucial to showcase your experience with data analysis and compliance with GDPR regulations. Let us know how you've successfully tracked campaign performance in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Royal Berks Charity!
How to prepare for a job interview at Royal Berks Charity
✨Know Your Legacy and In-Memory Fundraising
Make sure you understand the ins and outs of legacy and in-memory fundraising. Familiarise yourself with the key concepts, current trends, and best practices in this area. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Compassionate Communication Skills
Since this role involves sensitive interactions with bereaved families, practice how you would communicate compassionately. Prepare examples from your past experiences where you've demonstrated empathy and effective communication, especially in challenging situations.
✨Prepare for Data Management Questions
Given the importance of accurate data management in this role, be ready to discuss your experience with databases and GDPR compliance. Think of specific instances where you've successfully managed data or improved processes, as this will highlight your attention to detail.
✨Engage with Campaign Strategies
Be prepared to talk about your experience with fundraising campaigns. Think of creative ideas you could bring to the table and how you would evaluate their success. Showing that you can think strategically about campaigns will impress the interviewers.