Job Purpose

There has never been a more exciting time to join Age UK.

Last year, our Fundraising team raised over £50M; the most we’ve ever raised. We’re now investing in an ambitious new Fundraising strategy to help us deeply engage more supporters and partners in our work, so that we can be there for more older people who need someone to turn to.

The newly created Head of Legacies role is pivotal to our strategy and will provide leadership and strategic direction to the legacy administration and legacy marketing teams, delivering income and pipeline growth for Age UK and Age International. This is an exciting new role for an individual who has thorough knowledge of legacy management and marketing, and is looking to develop their career and use their passion and ambition to make a significant difference to older people in need of our support.

Main Responsibilities

• Lead on developing Age UK’s legacy marketing strategy to acquire new legacy pledgers/supporters – ensuring that such strategies are evidence based and of the greatest long-term benefit to Age UK (and where relevant the wider Age UK network – domestic and international)
• Be the Leader in developing Age UK’s Legacy management and administration strategy ensuring that it’s grounded in best practice and ensures the greatest long-term benefit to Age UK (and where relevant the wider Age UK network – domestic and international)
• Provide expert leadership to the Legacy Management and Legacy Marketing teams
• Work hand-in-hand with the Head of Individual Marketing & Management and the Director of Public Fundraising to ensure that Legacy Marketing and Management strategies are in harmony with wider public fundraising strategies
• To actively participate as a member of the Fundraising Leadership team to help shape and deliver the Directorate strategy
• To oversee the efficiency, performance and delivery of Legacy business plans
• Be responsible for Legacy team budgets, forecasting and KPIs and accurately advise the Director of Public Fundraising, the Director of Fundraising and the CFO on future legacy forecasts
• Be responsible for ensuring legacy supporters and prospects are appropriately stewarded, and relationships nurtured throughout the legacy lifecycle
• To be the senior-lead contact with relevant external suppliers, agencies and industry bodies managing the relationship, ensuring that they meet the needs of all our internal stakeholders and have oversight over their performance and contractual delivery and negotiation.
• To collaborate across the Charity Directorate, to ensure cohesion, alignment of strategic objectives and integration with all opportunities utilised
• To represent the Fundraising Director and the Director of Public Fundraising in a senior capacity, including presenting papers for decision to SMT and Board of Trustees
• Be proactive across new trends and developments in legacy marketing strategies to ensure that Age UK stays ahead of the curve and future-proofs this critical income stream
• Provide strong leadership and management of your team and embed a culture of ambition, collaboration and problem solving to achieve results
• Ensure our fundraising products and plans comply with all legal and sector legislation and best practice guidelines

Experience

• Profound understanding of Charity Legacy Administration process and demonstrable experience of having successfully delivered multi-million income through effective legacy administration
• Demonstrable experience and success in leading and managing Legacy Marketing and Legacy Marketing functions as well as having a profound understanding of Individual Marketing and Management strategies across the full range of channels
• Experience of working in a large multi-faceted organisation at a senior level
• Comprehensive understanding and experience of audience and donor segmentation, analytical modelling such as LTV and use of insight to drive strategy and performance
• Experience and understanding of creative process and relationship with brand identity through different channels and audiences
• Demonstrable experience on negotiating and contracting with external agencies and suppliers
   
• Proven people management experience and expertise
   
• Profound understanding of all relevant legal, data and governance issues and obligations

Skills & Knowledge

• High level of numerical, business planning, monitoring and budgeting control skills
• Highly confident, articulate and able to present business cases for investment to the most senior level
• Ability to prioritise, manage and coordinate multiple projects and multi-disciplined team to deliver to tight deadlines
• Ability to manage and develop effective working relationships with people at all levels internally and externally
• Ability to understand legal frameworks and requirements, and implications of decisions in the best interest of the charity
• Skills to respond to internal and external factors, trends and opportunities

If your interested in applying for this role then please click the apply button