Legacy Manager

Harris Hill are delighted to be working with a fantastic charity to recruit for the Legacy Manager.

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.

• 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.

• 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.

• 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.

• 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.

• Contract type:
  Permanent, full- time and part-time (minimum 30 hrs a week)
• Location:
  
  Stevenage, hybrid working
• Deadline: on rolling basis

We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.