Legacy Giving Officer

Alzheimer's Society; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading charity organization is seeking a Legacy Giving Officer to join their team full-time, working from home in South East England. The role involves managing legacy giving activities, responding to supporter enquiries, and promoting legacy giving opportunities. Candidates should have strong customer service and sales experience, with the ability to network and engage effectively with diverse audiences. This position offers a chance to make a meaningful impact while working within a respected charity.

Qualifications

• Experience in sales, marketing, fundraising or similar role.
• Track record of exceeding targets.
• Ability to effectively prioritise work.

Responsibilities

• Respond to enquiries from supporters about legacy gifts.
• Plan and host legacy events with follow-up activities.
• Develop new opportunities to promote legacy giving.
• Meet annual targets for legacy promotion.
• Deliver stewardship plans for ongoing engagement.
• Establish relationships with key ambassadors for legacy giving.

Skills

Customer service skills

Sales experience

Networking skills

Public speaking

Persuasion and influence

Job description

About the role

We are recruiting for a Legacy Giving Officer to join on a full-time basis, working 35 hours per week on a permanent contract. This is a home-based role, within South East England (covering Kent, West Sussex, East Sussex, Hampshire & Surrey), with frequent travel across the region and to our Head Office in Central London.

As Legacy Giving Officer you will be responsible for developing and managing all legacy giving activities within the South East region. You’ll represent the Society, raise our profile and promote legacy giving in the region. You’ll work collaboratively across departments and directorates at all levels to maximise promotion of legacy giving opportunities to both internal and external audiences.

You’ll be the lead contact for the warmest legacy enquiries in the region and though a framework of excellent stewardship, you will ensure that supporters are converted up through the legacy cycle. In this role you’ll be the trusted guide for individuals considering leaving a gift in their will, helping them feel valued, informed, and inspired every step of the way.

Interviews for this role have been provisionally scheduled to take place on Friday 6th and Monday 9th February.

About you

Joining us, you will have good customer service skills with experience in a sales, marketing, fundraising or similar role, with the ability to interact positively with a wide range of audiences. You’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively.

Crucially, you’ll have experience building rapport with others, with the confidence to network, speak publicly and communicate effectively with a wide range of people. You’ll also be able to combine persuasiveness and influencing with empathising and understanding the issues faced by the people you communicate with.

What you’ll focus on:

• Responding to enquiries from supporters in the region interested in leaving a gift in their will or wanting to know more about our will writing offers by phone, email or via in-person meetings in an agreed time frame.
• Planning, delivering, hosting and presenting at legacy events including post-event follow up stewardship activity.
• Developing and implementing new regional opportunities to promote legacy giving both internally and externally.
• Meeting agreed annual targets relating to legacy promotion and will writing promotion and the number of promised legacies from individual supporters.
• Developing and delivering the stewardship plan ensuring ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger.
• Identifying and establishing relationships with key Ambassadors who are passionate about legacy giving.

About Alzheimer's Society