Legacy Gifts Relationship Manager (Hybrid)

Merrifield Consultants; Milton Keynes; Hybrid; GBP 28,000 - 34,000; Full time

Job summary

Merrifield Consultants are delighted to partner with an international Christian humanitarian and development charity to recruit a Legacy Relationship Executive. This hybrid Milton Keynes role focuses on growing a legacy portfolio and inspiring supporters to consider gifts in their Will to transform communities worldwide.

Responsibilities include managing relationships, proactive calling, moves management, sharing impact stories, andCRM-led KPI reporting in a target-driven environment.

Qualifications

• Experience in telesales, fundraising, account management, supporter engagement or relationship management.
• Strong relationship-building skills with the ability to engage, influence and inspire people from diverse backgrounds.
• High emotional intelligence, with excellent listening and questioning skills.
• A proven track record of working in a target-driven environment and consistently achieving or exceeding goals.
• Excellent verbal and written communication skills, with the ability to tell compelling stories and influence conversations towards a positive outcome.
• Strong organisational skills and the ability to manage competing priorities independently with minimal supervision.
• Excellent administration skills and experience of working with a CRM database.

Responsibilities

• Manage a portfolio of supporters, building trusted, long-term relationships.
• Make proactive calls to existing supporters about Gift, Act and Pray opportunities and the benefits of leaving a gift in their Will.
• Apply moves management to progress supporters from enquirer to pledger, following up legacy mailings and events with personalised calls.
• Share compelling impact stories showing how a future gift can transform lives.
• Identify opportunities to introduce supporters to other World Vision work, referring them to Major Donor, Church Engagement and Mid-Level Giving colleagues, and support legacy events face to face.
• Keep accurate CRM records, capture supporter insight, and report on KPIs daily and monthly.

Skills

Telesales experience

Fundraising experience

Account management

Relationship management

Engagement skills

Communication skills

Tools

CRM software

Job description

Merrifield Consultants are delighted to partner with an international Christian humanitarian and development charity to recruit a Legacy Relationship Executive. This hybrid Milton Keynes role focuses on growing a legacy portfolio and inspiring supporters to consider gifts in their Will to transform communities worldwide.

Responsibilities include managing relationships, proactive calling, moves management, sharing impact stories, andCRM-led KPI reporting in a target-driven environment.