Shelley Greenacre
Legacy and In Memory Executive (1)
Job Description:
Position title: Legacy and In Memory Executive
Reports to: Individual Giving and Legacy Manager
Location: London, EC1V
No. of hours: Full time, 36 hours per week
Period of employment: Permanent
Salary guideline: Circa £28,000
Overall Objectives of the Job
The post-holder will:
- Work closely with the Individual Giving and Legacy Manger to implement the new 5 year strategy with the purpose of maximising long term income growth for the British Lung Foundation (BLF)
- To take the lead on the development and delivery of BLF’s legacy marketing and n em programme, overseeing campaigns within the budgeted income and expenditure levels
- To oversee the work of BLF’s legacy consultant, ensuring efficient administration of legacy income and providing accurate updates on expected income
Key Responsibilities
- Work closely with the Individual Giving and Legacies Manager on the implementation of strategic plans to develop BLF’s legacy and O programme
- To lead on the legacy marketing and In Mem programme, including commissioning TV advertising, direct mail, online media and events portfolio development etc.
- To analyse and report on the performance of all campaigns and activities
- Work with external agencies and the internal database team to identify supporters on our database with a propensity to leave a legacy and In Mem gift and implement communication plans to this affect
- To liaise with other internal teams to increase understanding of and maximise cross marketing of legacies and in-memorium giving
- To ensure suitable levels of supporter care, stewardship and ongoing communication are delivered once someone has enquired about, shown intention to, or pledged a legacy gift in their will
- Oversee the work of our external legacy consultant. Ensuring all paperwork is delivered as well as information being recorded accurately on pipeline document
- Ensure accurate reporting of legacy information onto CARE database.
- Keep up to date with developments in direct marketing and fundraising practice
- Comply with all relevant codes (e.g. IOF codes of fundraising practice, IDM etc) and charity/fundraising laws – including those relating to tax effective giving, gambling, direct debits and data protection
- Attend and contribute to fundraising and wider BLF staff meetings as and when required
- Carry out other duties as required by the Director of Fundraising and the Individual Giving and Legacy Manager
Education & Training
Educated to degree level or equivalent
Evidence of and a continued commitment to Continuous Professional Development
Skills & Experience
Essential
- At least one year’s experience of working in a voluntary organisation, or similar, preferably in the fundraising department
- Proven experience of managing legacy and/or in mem campaigns across a range of media, including direct mail, TV advertising and online media
- Experience of working effectively with fundraising or marketing agencies
- Ability to work with complex cohorts of data and segmentation to maximise campaign effectiveness
- Experience of communicating the importance of legacies to internal and external audiences
- Ability to accurately monitor income and expenditure budgets
Personal Attributes
- Excellent communication skills (telephone, written and personal)
- Sensitive approach to legacy stewardship ? A thorough approach and strong attention to detail
- Able to prioritise and plan workload efficiently
- Willingness to work flexibly in response to changing requirements
- Creative and innovative approach to dealing with issues and problem solving
Other Requirements
- Some travel to other UK locations (including other BLF offices) as required by the charity
- Flexibility and willingness to work outside normal office hours when the occasion demands
- Awareness of, and comfort with, BLF funding medical research which may on occasion involve animal research
- Non-smoker, due to the nature of the BLF’s work
- Flexibility and willingness to work outside normal office hours when the occasion demands, including some weekends
Benefits
Below is a summary of our typical Statement of Main Terms and Conditions of Employment. Working Hours
Working Hours
- Normal working hours are 36 hours per week. Annual Leave
Generous
- 30 days plus bank holidays
- Additional annual leave entitlements at service anniversaries
- Pro-rata entitlements for part-time staff
- Option to ‘buy’ and ‘sell’ holiday entitlement – up to 5 days. Pension
- Employer contribution at 5% Other benefits*
- Health care cash plan scheme
- Computer/Laptop loan
- Cycle Scheme
- Season Ticket loan
- Childcare vouchers
- Life assurance scheme
*Some benefits are subject to successful completion of probationary period