Legacy Relationship Manager

Closed: 31 July 2022
Fundraising Management Individual Giving

Sorry, this vacancy is now closed and applications can’t be submitted!

  • Salary Circa £42,500 per year
  • Location Remote
  • Job Type Permanent, Full-time
  • Sectors Health, Medical
  • Job Reference : LRM/22

One in three of the charity’s pioneering research projects are made possible by the generosity of people who choose to leave a gift in their Will to Alzheimer’s Research UK. This, and in memory giving, are growing areas at the charity.

Due to the importance of this income stream, legacies are an organisational priority which has translated into fundraising teams developing objectives.

This role has been created to support both internal teams with meeting these objectives as well as develop and maintain relationships with pledgers, intenders and enquirers across the country as well as high value in memory donors. You will work closely with our Regional Fundraising, Sporting and Community Fundraising teams to help identify prospects to have conversations about gifts in Wills with, support on holding those conversations and be the main point of contact between the fundraising teams and the Gifts in Wills and In memory team. It is expected that roughly 50% of your time will be focused on internal engagement, inspiring teams to embed legacy fundraising in their way of working and 50% of your time to steward legacy pledgers, intenders, enquirers and high value in memory supporters.

Main duties and responsibilities of the role:

  • Be the main legacy and in memory point of contact for all fundraising teams who hold conversations and mentions with supporters; this covers all of Supporter Led Fundraising and Major Giving. Brief the GIW marketing team as and when resources are required.
  • Run regular training for all appropriate teams on how to identify legacy prospects, hold legacy conversations and how to maximise legacy mentions in order to meet their KPIs.
  • Hold regular one to one catch ups with fundraising employees.
  • Develop excellent working relationships with all teams including Supporter Led Fundraising Directorate and Major Giving Directorate as well as the Data team and Communications team.
  • Develop and implement a telephone programme for all pledger, intender, enquirers and prospects who opt into telephone communications nationwide.
  • Manage and deliver high value recognition and relationship management – pledger, intender, enquirers and prospects, legacy next of kins and lay executors. Arrange bespoke lab tours and similar bespoke events for these audiences. Review and develop as appropriate regionalised communications. 
  • Manage relationships with high value pledgers and intenders – working with the Legacy and In Memory Marketing Manager to develop a strategy for identifying them and then subsequent journeys.
  • Develop and manage relationships with high value in memory donors and tribute fund owners. Stewarding and cross selling appropriate offers in order to increase engagement with the charity.

Additional Responsibilities:

  • Work with the Head of Legacy and In Memory Giving and the Head of Regional Fundraising to create a longer-term regional strategy and core KPIs.
  • Ensure that your activity is monitored and evaluated, clearly communicating progress to the Head of Legacy and In Memory Giving.
  • Support on raising awareness of this way of fundraising internally at all staff briefings and other engagement activities as determined.
  • Ensure the database is maintained with all appropriate and relevant information in line with the Data Protection Act 2018 and all other relevant legislation and best practice guidelines.
  • Adhere to the Fundraising Regulators Code of Fundraising Practice, follow best practice, learn from and be involved in local networking groups.
  • Contribute to the charity’s social media channels and web content, in liaison with the Communications Team.
  • Work closely with the Press team to maximise potential publicity and acknowledgement for supporters and their events.
  • Keep up to date with dementia news and research developments to communicate to supporters.
  • Stay abreast of competitor activity, particularly in your designated area, to inform strategy.
  • Be aware of and able to communicate fundraising products to cross sell.

What we are looking for:

  • Legacy Fundraising experience.
  • Relationship Management experience.
  • Proven track record of meeting or exceeding financial and non-financial targets.
  • Experience in public-speaking, such as giving presentations and talking at events.
  • Experience of recruiting new supporters and or a sales background.
  • Self-starter.
  • Ability to manage multiple projects simultaneously.
  • Ability to prioritise and manage workload.
  • Ability to work with a high level of accuracy and attention to detail.
  • Excellent organisational skills.
  • Excellent communication skills including presentation and influencing.
  • Excellent telephone manner.
  • Willing to travel nationally for appropriate events and attend head office as and when required.

Additional Information:

Ways of working: As part of our Remote ways of working you will be home based. You will only need to attend the office for specific requirements of the role and the business needs.

Roles that are classed as part of the Remote ways of working are able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals.  This includes when attending the office for various meetings/events.

Our Office: Our office is at 3 Riverside, Granta Park, Great Abingdon, Cambridge, CB21 6AD. 

Salary: Circa £42,500 per annum, plus benefits

Please download the Vacancy Pack for more information.

The closing date for applications is the 31st July 2022, with interviews likely to be held week commencing the 8th August 2022. We would encourage you to submit your application at the earliest opportunity as the closing date may be brought forward at any time. Please indicate in your covering letter if you are unable to attend an interview on a certain date.

We value diversity and are committed to creating an inclusive culture where everyone is able to be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures.  Should you need any adjustments to the recruitment process, at either the application or interview stage, please contact us via the channels on our website.

How to apply:

Please create an online account using our Online Recruitment System which can be accessed through our Job Vacancies page. You will be able to attach your CV and covering letter to your application and track the status of your application.

About Alzheimer’s Research UK:

Alzheimer’s Research UK is the UK’s leading dementia research charity dedicated to diagnosis, prevention, treatment and cure. Backed by our passionate scientists and supporters, we’re challenging the way people think about dementia, bringing together the people and organisations who can speed up progress, and investing in research to make life-changing breakthroughs possible.

You will be part of an organisation that has been recognised nationally as an outstanding place to work. In 2021, we were listed 69th in the prestigious 100 Large Best Companies to Work For.  We were also awarded a 2-star accreditation by Best Companies, recognising outstanding levels of workplace engagement and were listed in the 75 Best Companies to Work for in the East of England and the Charity’s 30 Best Companies to Work For.

To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK

The client requests no contact from agencies or media sales.

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