Legacy Manager
Harris Hill ·www.harrishill.co.uk
Apply directHarris Hill are delighted to be working with a fantastic charity to recruit for a Legacy Manager. This is an exciting opportunity for an experienced fundraising professional to lead and develop a legacy giving programme, driving sustainable long term income growth through effective marketing, stewardship, administration, and supporter engagement.
The successful candidate will play a key role in nurturing relationships with legacy supporters and prospects, delivering exceptional supporter care, and developing innovative campaigns that inspire supporters to leave a lasting impact.
Key responsibilities
Legacy programme management
- Lead the development and delivery of the organisation's legacy fundraising strategy.
- Deliver agreed legacy income targets and support long term pipeline growth.
- Increase the number of confirmed legacy pledges year on year.
- Monitor and improve conversion rates from enquiry to pledge.
- Produce accurate legacy income forecasts and performance reports.
- Manage a portfolio of pecuniary and residuary legacies, acting as the primary contact for solicitors, executors, beneficiaries, and family members.
- Ensure all legacy income is administered efficiently, sensitively, and in accordance with best practice and compliance requirements.
- Maintain accurate records using the organisation's CRM system and ensure all documentation is securely stored.
Legacy marketing & acquisition
- Develop and deliver engaging legacy marketing campaigns across online and offline channels.
- Manage the legacy marketing budget and maximise return on investment.
- Work collaboratively with fundraising, marketing, and communications colleagues to integrate legacy activity across the organisation.
- Support audience development and pipeline growth through targeted acquisition activity.
Legacy stewardship
- Design and deliver meaningful stewardship journeys for legacy supporters and enquirers.
- Manage legacy enquiries via phone, email, and post, providing a high standard of supporter care.
Person specification
- Proven experience developing and delivering legacy marketing campaigns.
- Experience managing legacy giving programmes, including administration and stewardship.
- Strong understanding of legacy fundraising principles and sector best practice.
- Experience using CRM systems for supporter management and reporting (Salesforce experience desirable).
- Knowledge of probate processes and the legal aspects of legacy giving.
- Strong analytical skills with experience in income forecasting and performance reporting.
- Excellent project management skills and the ability to manage multiple priorities.
- Outstanding communication and relationship management skills.
- Ability to handle sensitive conversations with empathy and professionalism.
- Strong administrative skills and proficiency in Microsoft Office applications.
- Understanding of the charity sector and supporter engagement.
Salary & benefits
- Salary: £40,000- £45,000 per annum
- Contract type: Permanent, full- time and part-time (minimum 30 hrs a week)
- Location: Stevenage, hybrid working
- Deadline: on rolling basis
Recruitment process: CV and supporting statement to Dagmara.depaula@harrishill.co.uk
If this sounds like you, then please do get in touch ASAP!
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Frequently asked questions
Who is hiring for the Legacy Manager role?
Harris Hill is hiring for the Legacy Manager position, a Shazamme client. Apply directly on the employer's career site.
Where is the Legacy Manager job located?
The Legacy Manager role with Harris Hill is based in Stevenage, GB.
What does the Legacy Manager role pay?
Harris Hill lists the Legacy Manager role at GBP 40,000–45,000 per year.
Is the Legacy Manager role full-time or contract?
This is a full time position at Harris Hill.
What experience level is the Legacy Manager role?
The Legacy Manager position is aimed at mid-level candidates.
How do I apply for the Legacy Manager role at Harris Hill?
Apply directly on Harris Hill's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.