Job Description

Main duties and responsibilities:

As the Legacy Giving Lead you will develop and establish a Legacy Giving programme for The Hospice of St Francis. Currently, legacy income generates on average 1 million a year, but we are ambitious about growing this.

Reporting into the Director of Fundraising, and with responsibility for all legacy income you will develop and execute a high-performing Legacy Giving programme that will deliver strategic, sustainable income and play an important part in ensuring the Hospice can continue to provide care to the community.

Working closely with fundraising, communications and clinical colleagues, you will personally identify, cultivate and steward legacy pledgers by creating and delivering an engaging and impactful stewardship and marketing programme that raises awareness of the impact and importance of legacy income and encourages new pledges. With a solid understanding of the administration of wills, you will also liaise with executors and professional advisors to ensure the sensitive and timely administration of legacies.

You will advise colleagues and the Board internally on forecasting for Legacies at the Hospice and along with the Director of Governance and Wellbeing, act as a key focal point and champion for Legacies in the Hospice community.

This is an exciting opportunity for a Legacy Giving specialist to curate a new legacy programme, building on previous work, to grow income for the future. Strategy Development

Develop and deliver an ambitious Legacy Giving strategy and operational plan, driving sustainable income growth and achieving KPIs

Develop and implement associated objectives, workplans and KPIs to track progress

Work closely with stakeholders, to curate and implement compelling legacy marketing plans to promote awareness of gifts in wills and recruit new pledgers

Management of Legacy Programme

Responsible for ensuring legacy programme meets annual targets, with appropriate stretch targets in place

Work collaboratively across fundraising, volunteering, trading, wellbeing and clinical services, to drive growth in the identification and cultivation of new legacy pledgers

Organise legacy events to support cultivation and stewardship of legacy givers

Provide exceptional stewardship of legacy pledgers individually and collectively, through the development and implementation of a legacy stewardship programme

Sensitively and expertly manage legacy administration at the Hospice, including communication with executors and professional advisors as required, exploring and initiating stewardship and impact reporting activities in this realm

Collaborate on and personally take steps to maximise existing initiatives such as Make a Will Month and the National Hospice Legacy Campaign, and identify new opportunities to market legacies and grow pledgers

Lead on developing and leading initiatives to improve awareness of legacies amongst Hospice staff, volunteers and the Board

Collaborate with and delegate activities, as appropriate and in agreement with AD of Development to the Regular Giving Officer

Strategic Leadership

Act as an Ambassador for Fundraising and for the Hospice of St Francis internally and within the local community Take personal and collective responsibility for ensuring legacy fundraising is conducted in a legal and ethical manner in line with Charity Commission guidance, and other regulators as appropriate

Advise and effectively manage income targets and expenditure budgets, including reforecasting and target setting

Identify and develop strategic opportunities across fundraising, championing new initiatives and ways of working as necessary Serve on the Fundraising Leadership Group and take responsibility for developing and implementing cross-cutting department objectives and workstreams Engage strategically with the Income Generation Committee and Board of Trustees

Qualifications, Skills, Experience, Knowledge & Approach

Essential

At least five years' experience of delivering a Legacy Giving programme

Experience of successfully driving acquisition of new legacy pledgers, including through close-collaboration with other fundraising income streams and operational/volunteering teams

Experience of relationship management in fundraising and developing supporter journeys

Strong understanding of the practical implications of legal and financial aspects surrounding bequests and gifts in wills

Experience of developing and producing legacy marketing and stewardship materials

Experience of developing and effectively managing income and expenditure budgets, including forecasting for legacy income

Knowledge of key trends affecting legacy fundraising and able to apply insights to own work

Experience of developing and tracking progress using KPIs

Experience of using and a CRM database, and of developing systems and processes to ensure good donor management

Working knowledge of the Code of Fundraising and Data Protection laws

Strong project management skills and ability to manage multiple, complex projects simultaneously

Experience of executing legacy awareness initiatives internally and externally

Experience of running stewardship and cultivation events

Desirable

Experience working with professional advisors such as lawyers, accountants and wealth managers

Experience of working within or with a matrix management structure with dispersed accountability for income Operational understanding and experience in in-mem, regular giving and mid-value programmes Previous experience of successfully delivering legacy fundraising in a Hospice setting Knowledge of DonorFy
Fundraising qualification - Certificate in Charity Legacy Administration or Certificate in Legacy Fundraising

Key Accountabilities, Responsibilities & Tasks

Communication

Strong written and verbal communication skills

Ability to develop and present an emotive and compelling case for hospice care

Excellent interpersonal skills with ability to build relationships and negotiate with internal and external stakeholders

Celebrate successes within legacy fundraising and broader fundraising department across the Hospice

Ability to manage difficult and sensitive situations, and negotiate to reach a conclusion

Deliver inspiring leadership across fundraising department

Internal & External Contacts

Build strong working relationships within the fundraising team, and forge collaborative ways of working in particular with Communications, Wellbeing, Clinical Services and Finance teams

Build trusted and transparent relationships with donors, prospects, volunteers and the Board

Ability to deal sensitively with hospice patients, their families, and people who are newly bereaved

Decision Making

Analytical thinker with ability to make data-informed decisions

Ability to manage own workload and strategically prioritise in the face of competing demands on resource

Take ownership for area of work, with minimal support

Ability to track and evaluate progress and take action to respond to changing internal/external environment in order to achieve objectives

Ability to influence decisions to achieve desired outcome for area of work, whilst remaining pragmatic and considered of operating context

Proactive and operate with a solutions-focused approach

The post holder is required to apply the level of judgement commensurate with role, act at all times in the best interests of the Hospice in accordance with the Nolan Principles of Public Life.

Understanding of and management of reputational risk, including execution of due diligence screening as required

Mental and Physical Consideration. Working Conditions & Environment

Commitment to the aims and ethos of the Hospice

Strong personal awareness and empathy, and ability to manage sometimes challenging emotional situations

Able to work flexibly in order to deliver role including maintaining regular presence at the Hospice - likely to require some evening or weekend working, and travel to meet supporters and prospects

Health & Safety

Understand and comply with all Health and Safety, Fire and Infection Control regulations

Complete all mandatory training and ensure compliance of direct reports and contractors

Safeguarding

Act in a manner at all times to safeguard the interests of individual patients/clients and their families and justify public trust and confidence in the Hospice of St Francis

Job Type: Part-time

Pay: 33,437.00-38,643.00 per year

Expected hours: 30 per week

Benefits:

Company pension Employee discount On-site parking
Work Location: In person

Application deadline: 03/09/2025