Legacy Fundraiser

Job description

Job responsibilities

Income Generating Function:

To generate voluntary resources: money, volunteers, donations of goods and services to enable Douglas Macmillan Hospice to deliver the organisation mission and strategy in keeping with DMH values and principles.

Job Summary:

To implement cultivation plans/donor journeys for individual donors with the ultimate goal of securing a legacy gift (a gift to Dougie Mac in their Will).

The Legacy Fundraiser is responsible for:-

Contributing to the delivery of an agreed annual budget, as a minimum, by building relationships with active and lapsed individual donors through individual giving initiatives, leading individual givers to make a commitment to a gift to the Hospice in their Will (a legacy), and supporting the fundraising strategy;

Amplifying the Iegacy donations and cultivating relationships with existing and new supporters who have chosen to leave a gift in their Will.

Leading, facilitating and administering Make A Will Month campaign, including managing relationships with supporting solicitors;

Supporting the department with marketing requirements, quotations and orders impacting on individual giving income streams;

Duties & Responsibilities:

1. Execute an existing annual calendar of communications with individuals who have indicated support for the Hospice to raise additional donations through the current portfolio of individual giving initiatives and promote the legacy ask. This will include creating marketing materials, arranging postal mailings and supporting marketing campaigns as well as leading legacy/Gift in Wills events and presenting to appropriate audiences.

2. To utilise bespoke Hospice database (Donorflex) to accurately record all supporter activity ensuring:

creation & maintenance of unique donor records

a complete donation history

a full record of correspondence

a clear audit trail

3. To comply with and develop procedures, in liaison with the Individual Giving & Trusts Head to provide the following processes:

Utilise Donorflex

to build up donor relationship history on potential and actual supporters (legators) whom have left a gift in their Will.

liaise with finance and fundraising database coordinators regarding continued development of the legacy module to ensure best practice.

4. To attend to any queries relating to legacy donations from campaigns and carry out any additional research necessary.

5. To be responsible for personalising and producing appropriate communications within defined timescales.

6. To pass on for action requests requiring a personal response from other staff members, monitoring completion of action.

7. To ensure any monies received for a specific area are recorded accurately in line with accepted Hospice protocols.

8. To manage, monitor and work with others to improve the activities that deliver supporter and stakeholder satisfaction, engagement and positive experiences.

General

1. To receive and respond to legacy enquiries made by supporters or members of the general public by sending out relevant literature and advising the Head of Individual Giving & Trusts of action taken for future contact.

2. To assist the Head of Individual Giving & Trusts to develop and maintain links with possible and confirmed Legators, communicating with them both verbally and in writing. Assist with safeguarding the legacy relationship between supporters and the Hospice by ensuring correct contact procedure is adhered to as directed by the Individual Giving team.

Legacy Marketing and Promotional Activities

1. To assist Head of Individual Giving & Trusts in marketing and promotional activities e.g. compiling annual Will Making & Legacy promotional documentation, advertising and marketing materials. Liaise with supporting solicitors and record results for analysis.

2. To be responsible for ensuring that legacy related mailing files are accurate and fit for purpose.

3. To liaise with Solicitors for contacts, making appointments, preparing Certificates of Appreciation and ensuring Solicitors and Accountants offices have promotional materials.

4. To assist with maintaining the Legacy pages on the Hospice website, BLOG and other social network media, working with the Head of Department and Marketing & Communications team to ensure information is up to date, relevant and appealing.

5. To maintain and develop good relations with staff and volunteers, working in the team and all other Hospice Departments.

Secondary Duties & Responsibilities:

1. To attend meetings, seminars and training courses as appropriate to maintain and develop skills.

2. To provide support to ensure the smooth running of special interest groups, eg Legacy Focus Group, Legacy Events and Income Generation activities.

3. To be aware of legislation relevant to role e.g. data protection.

4. Report hospice/supporter incident and adverse comments when necessary to the Head of Individual Giving & Trusts.

Person Specification

Other Job Requirements

Essential

• - Due to the nature of the workplace, a Covid vaccine is necessary for all new starters. You will be required to provide proof of your vaccine status.
• - Dress in a manner that conforms to accepted formal codes of business dress
• - Access to a vehicle and have a driving licence with Business usage insurance
• - Have a flexible approach to hours and days of work on a regular basis.
• - Able to meet the requirement of the job role

Desirable

• -Willing to undertake training and development when required.

Aptitudes & Attributes

Essential

• - Personable, professional
• - Self-motivated
• - Have initiative
• - Outstanding face to face and telephone manner, eloquent, clear diction and enunciation.
• - Resourceful and creative
• - Relate to the multi-disciplinary team in the hospice.
• - Exceptional accuracy and attention to detail
• - Delegate
• - Assertive

Desirable

• -Outgoing and confident about asking for voluntary support from the general public
• -Experience of working with both professionals, Trustees and Volunteers.

Qualifications

Essential

• - Evidence of formal education, educated to minimum of GSCE A level/NVQ 4

Desirable

• - Educated to degree level
• - Relevant fundraising certificate/qualification
• - Marketing/Sales Training and/or qualifications

Experience

Essential

• - Significant sales/fundraising experience involving a range of direct marketing techniques and channels e.g. direct mail, email, telephone
• - Experience in undertaking office admin utilising a PC and associated software, including databases and Microsoft Excel.
• - Excellent customer service skills with experience of communicating effectively with members of the public face to face, over the telephone and written
• - Considerable experience of networking with potential stakeholders.
• - Experience of dealing sensitively with Individual Supporters (e.g. recently bereaved, people living with a life-limiting illness)
• - Flexible approach to change, innovation and progress in the work environment
• - Professional, confident and compassionate approach to work

Desirable

• -Used to working with volunteers and supporters of a good cause.
• -Operating in a multi-disciplinary environment
• -Experience of working at an operational level and strategically
• -Experience of working within a financial/customer care environment
• -Previous experience of working with professionals (eg solicitors)

Skills & Knowledge

Essential

• - Excellent understanding of all aspects of Direct Marketing techniques and methods
• - Excellent written and verbal communication
• - Time management and prioritisation
• - Appreciation and understanding of Individual Giving
• - Confident in delivering presentations

Desirable

• - Advanced Microsoft Excel skills
• - Knowledge of Donorflex database
• - Knowledge of Institute of Fundraising & Charity Commission guidelines and regulations.
• -Appreciation of internal auditing procedures.
• -Knowledge of statistical reporting and producing reports
• - Demonstrable knowledge of mechanics of voluntary income generation
• - Ability to report on income and expenditure

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Douglas Macmillan Hospice

Address

Barlaston Road

Stoke-on-Trent

Staffs

ST3 3NZ

Employer's website

https://www.dmhospice.org.uk/ (Opens in a new tab)