Legacy Officer - Part time

Legacy Officer - Part time

Development and Alumni Relations are recruiting a Legacy Officer position.  The Legacy Officer will Support the University by raising significant legacy income both of a restricted and unrestricted nature to support University priorities, through effective face-to-face cultivation, solicitation and stewardship of existing and potential legacy pledgers. 

It is anticipated that interviews for this post will be held on the 3rd December.  Please confirm your availability to attend interview in your application. For an informal conversation prior to applying for this role, please email Caroline Semmens, Senior Development Manager (Leadership), at semmensc@cardiff.ac.uk.

This is a part-time (21 hours per week), open-ended position.

Salary: £27,025 - £31,302 per annum (Grade 5)

Closing date: Saturday, 17 November 2018

Please be aware that Cardiff University reserves the right to close this vacancy early should sufficient applications be received.

Cardiff University is committed to supporting and promoting equality and diversity and to creating an inclusive working environment. We believe this can be achieved through attracting, developing, and retaining a diverse range of staff from many different backgrounds who have the ambition to create a University which seeks to fulfil our social, cultural and economic obligation to Cardiff, Wales, and the world.  In supporting our employees to achieve a balance between their work and their personal lives, we will also consider proposals for flexible working or job share arrangements.

Job Purpose

  • Support the University by raising significant legacy income both of a restricted and unrestricted nature to support University priorities, through effective face-to-face cultivation, solicitation and stewardship of existing and potential legacy pledgers. 
  • Devise and implement marketing and stewardship programmes to promote and support legacy and In Memoriam giving to the University, in support of the University’s fundraising strategy. 
  • Provide advice and guidance to other members of staff on legacy and In Memoriam fundraising as appropriate.
  • Undertake all main aspects of legacy administration, including liaison with external legal advisors in complex cases.
  • To support the University’s ambitions as expressed in The Way Forward 2018-23, and to undertake all this in keeping with the mission and values of the Development and Alumni Relations department.

Key Duties 

  • Raise significant funds for the University through legacy gifts, In Memoriam Giving and other forms of planned giving from individuals including alumni, staff and former staff, and other friends of the University. Fundraising activities will include wide-ranging marketing, highly personalised communications, face-to-face meetings, events, etc. Stewardship will be both standardised across the programme, and highly personalised where appropriate.
  • Manage and develop relationships with the portfolio of University legacy pledgers and ensure that legacy pledgers agreed levels of stewardship and support. Where appropriate, to work closely with academic and other staff members to develop relationships and secure and steward pledges.
  • Undertake all aspects of legacy administration, liaising with solicitors and executors to receive gifts due to the University in a timely fashion, and liaising with internal colleagues to ensure that donations received are allocated in a timely fashion to the right internal recipient(s). Seek legal advice in the event of complex estate administration or other relevant legal issues.
  • Devise and implement legacy marketing and stewardship programmes with the support of the Supporter Relations team, other administrators and academic colleagues.
  • Devise and implement an in memoriam fundraising programme in collaboration with the Leadership Giving and Supporter Relations Teams.
  • Ensure that all stakeholders including academic members of staff, prospective and existing legacy pledgers, as well as next of kin of legacy pledgers receive timely information about the progress and outcome of projects supported or potentially funded through legacy gifts.
  • Establish excellent working relationships with key contacts, developing appropriate communication links with the University’s Schools/Directorates, including academic staff, the fundraising team and the supporter engagement team; and outside bodies including solicitors and lay executors.
  • Advise and guide other staff across the University on legacy fundraising, policies and practice as required, and ensure that all legacy activity is co-ordinated.

General Duties 

  • Ensure that an understanding of the importance of confidentiality is applied when undertaking all duties
  • Abide by University policies on Health and Safety and Equality and Diversity
  • Perform other duties occasionally which are not included above, but which will be consistent with the role

Essential Criteria

Qualifications and Education 

  • Degree / NVQ 6 or equivalent Professional membership/experience

Knowledge, Skills and Experience 

  • Substantial experience of stewarding and cultivating relationships with high-level donors / clients; and the ability to represent the University to a wide range of individuals including at a senior level.
  • A good knowledge and understanding of the processes and best practice involved in raising and managing legacy pledges and gifts, including awareness of estate administration and other relevant legislation in the UK and abroad.
  • Demonstrable ability to make successful telephone and face-to-face asks for legacy support, as well as the ability and knowledge to advise on appropriate handling of high-level legacy pledgers and prospects.
  • Ability to develop and continuously improve standard systems for legacy management, utilising knowledge of databases and the internet, and MS Office.

Customer Service, Communication and Team Working 

  • Strong communication and negotiating skills, demonstrating honesty and integrity in all interactions, coupled with an articulate and confident manner, demonstrating sensitivity and diplomacy in order to develop good relationships and solicit both legacy and lifetime gifts.
  • Excellent written communication skills to produce fundraising proposals and accurate reports to a high standard of presentation; including the ability to understand and convey technical or scientific information, sometimes communicating complex academic visions to non-academic supporters.

Planning, Analysis and Problem solving 

  • Evidence of ability to solve unusual problems using initiative and creativity, identifying and proposing practical solutions and resolving problems;
  • Evidence of ability to work unsupervised to deadlines, planning and setting priorities for own work and that of others and monitoring progress.

Personal qualities 

  • Ability and willingness to travel and occasionally to work at evenings or weekends.  Ambition to support the University’s mission, supported by a strong understanding of the operation of a university and of the importance and impact of fundraising success.

Desirable Criteria

  • Good working knowledge of the Raiser’s Edge fundraising software or other CRM databases.
  • Experience of fundraising in a Higher Education environment
  • Possession of a full clean UK driving licence and appropriate car insurance cover to include business use
  • The ability to communicate through the medium of Welsh, orally and/or in writing

Click here or the Apply Now button below be submit an application via our website.

Company Description

We are one of the UK’s most innovative, ambitious, and successful universities and recognise that our success depends largely upon the commitment, energy and enthusiasm of our people.

Join us and help us achieve our ambition of becoming a world-leading, research-excellent, educationally outstanding university, driven by creativity and curiosity, which fulfils its social, cultural and economic obligations to Cardiff, Wales, and the world.

Closing Date:
17/11/2018

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