Legacy and Individual Giving Lead

Merrifield Consultants are proud to be partnering with a dynamic and growing national health and research charity in the search for a passionate and skilled Legacy and Individual Giving Lead. This is a pivotal role that will drive essential income to support world-leading research, life-saving advocacy, and compassionate, person-centred care.

As the Legacy and Individual Giving Lead, you will take ownership of the charity's legacy marketing programme, from strategic development to execution. You'll lead campaigns to recruit and retain legacy supporters, creating compelling content across digital (web, email, and social) and traditional (print and advertising) platforms. Your work will strengthen donor engagement and maximise legacy and individual giving income.

Job Title: Legacy and Individual Giving Lead
Organisation: National Health and Research Charity
Salary: £30,000 - £35,000 per annum
Contract: Permanent, Full time
Location: Buckinghamshire
Working Pattern: Hybrid, 3 days in the office per week
Responsible To: Individual Giving and Philanthropy Manager
Closing Date: Thursday 31st July
Required: CV and Cover Letter

Responsibilities:

• Responsible for the end-to-end management of the Legacy Marketing Programme, including Gifts in Wills.
• Optimise and create supporter journeys to increase propensity to give and drive loyalty and consideration among legacy and individual giving prospects.
• Achieve income targets that support the delivery of fundraising goals aimed at delivering in excess of £3m+ per annum.
• Campaign management: Plan, execute, and evaluate multi-channel fundraising campaigns, including direct mail, email, and social media, to maximise giving.
• Create inspiring reports and updates for funders that demonstrate the impact of their support and demonstrate first class stewardship.
• Responsible for aligning legacy acquisition and retention marketing to the individual giving programme, to maximise uptake and engagement. In conjunction with their manager, work together to develop new ideas and best practices to improve the number of legacy pledges and the income from In Memory fundraising to increase annual gift amounts.

Skills/Experience Required:

• Have worked in a charity legacy marketing and individual giving fundraising team delivering significant £m gross income.
• Experience of initiating and running legacy marketing campaigns, including In Memory and Tribute Funds.
• Have strong direct marketing experience of delivering impactful campaigns to achieve KPIs across both online: (web and digital) and offline (print: direct marketing and advertising) channels.
• Strong understanding of end-to-end fundraising supporter journeys, including legacy and individual giving: in particular regular giving and/or membership.
• Experience of acquiring, converting and stewarding existing and new supporters through to legacy(acquisition and retention).
• Up to date, working knowledge of legacy platforms and latest initiatives.

If you are ready to make a significant impact in the field of fundraising within a dynamic and collaborative environment, we encourage you to apply for this exciting opportunity.

Please apply today or contact Moses Thomas-Johnson at Merrifield Consultants if you have any questions, .

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.