Job Purpose
Provide administrative, events and communications support to assist in the delivery of legacy and trust fundraising
including the management of legacy gifts and the management of relationships with donors’ families, executors
and legacy pledgers.
Main Duties and Responsibilities
1. Secure and schedule appointments with legacy pledgers, prospective pledgers, Trustees and Trust Administrators for
all members of the Legacies and Trust teams. Draft meeting plans where necessary, book and arrange travel, and
prepare and compile briefing packs with meeting locations, directions etc. Use own judgment to resolve any
problems because of last-minute changes to appointments and travel arrangements. This will involve dealing with
influential people external to the University including prospective and existing donors.
2. Use Raiser’s Edge to maintain accurate records and manage data relating to legacy pledgers and donors and their
gifts, ensuring that all information is up-to-date and correct. Make judgements on the best way to reflect
meetings and relevant information on the database, ensuring a complete record of the relationship with the
University is maintained and that privacy regulations are complied with. Use expertise to suggest improvements
to procedures.
3. Assist in the process of identifying and managing segments of the alumni/donor database from which potential
legacy pledgers could be drawn. Interrogate databases and spreadsheets to support stewardship, events and
fundraising and run legacy activity reports in liaison with Planning & Development Operations staff to
monitor progress.
4. Maintain an action timeline to ensure all legacy administration and stewardship activity is completed efficiently
and ensure legacy fundraisers maintain efficient contact and follow up, “managing up” where required to ensure
actions are completed.
5. Work with gift management staff to ensure legacy gifts are correctly allocated to the appropriate fund.
6. Co-ordinate arrangements for events for the 1451 Society of legacy pledgers, including drafting invitations,
liaising with guests and venues, compiling materials such as information packs, presentations, signage and
badges. Ensure the correct people receive the correct invitation and that an accurate picture of invitations and
attendees is maintained and recorded on Raiser’s Edge database.
7. Support the delivery of selected follow up actions for legacy pledgers or prospective pledgers, for example
co-ordinating campus visits involving academic departments and the University’s Senior Management Team, liaising
across the University and with donors to compile schedules.
8. Support the communication strategy for legacy fundraising and stewardship by writing and editing communication
materials, sourcing quotes and content and liaising with bequest pledgers and executors. With guidance, draft,
upload and ensure the maintenance of content for the University’s web pages on legacy giving in liaison with
Development & Alumni and Marketing colleagues. (CMS T4, training will be given).
9. Act as liaison with the Regular Giving Team and Digital team to provide legacy information to support mass
mailings, telephone fundraising and legacy communications on social media.
10. Act as first point of contact for enquiries related to legacies and, when appropriate, act in the place of the
Legacy Gift Manager / Philanthropy Officer - Legacies when they are absent or unavailable by responding to
queries in a timely and efficient manner to maintain the smooth running of the operations.
11. Provide the Strategic Philanthropy Manager (Legacies and Trusts), Trusts and Foundations Manager and Philanthropy
Officer-Trusts with administrative support as and when required to maximise income from Trusts and Foundations.
This may include producing gift acknowledgements, proof reading of applications, formatting of applications,
coordinating information and assisting in the submission of applications to Trusts and Foundations as and when
appropriate .
12. Keep general administrative procedures up to date, including drafting correspondence, opening mail, photocopying
and filing as well as arranging catering and supporting visits with donors.
13. Act as a purchasing officer as required.
14. Participate fully as a member of the Development & Alumni and External Relations teams, ensuring strong links
and good working relationships.
15. Be prepared to undertake projects appropriate to the grade of the role but that might fall outside its direct
remit of as the line manager, Director and/or Vice Principal External Relations may advise. This will include
providing administrative support in other areas of the Development and Alumni team and External Relations
directorate from time to time.