POST OUTLINE

A rare opportunity to create and lead Individual Giving and Legacies at a pivotal point of growth within an ambitious fundraising team. This role will define the strategy and create and deliver on establishing income streams that will be central to future success. It requires an experienced fundraiser who thrives on building; someone who can turn ideas into action and work at pace.

Combining strategic thinking with hands-on delivery to develop programmes that deliver real impact and long-term value.

MAIN DUTIES & RESPONSIBILITIES

The role will lead the creation and delivery of Individual Giving and Legacies programmes, establishing two core income streams that will drive sustainable growth. It will define strategy, build insight-led, multi-channel programmes and design supporter journeys that deepen engagement over time, from first gift to long term support and legacy giving.

Working across the organisation the postholder will embed a strong supporter focus, ensuring that fundraising is integrated into wider engagement activity. You will take ownership of income performance, budgets and continuous improvement through data, testing and learning.

Key Responsibilities

• Develop and deliver the Individual Giving and Legacies strategy, covering acquisition, retention, regular giving and legacy development.
• Design and deliver integrated multi-channel campaigns to grow income and lifetime value.
• Build and optimize end-to-end supporter journeys, including pathways to legacy giving.
• Grow and develop legacy income including awareness, pipeline development and stewardship approaches.
• Use data, segmentation and insight to drive decision making, improve performance and increase retention.
• Set, manage and reforecast budgets ensuring delivery against income targets.
• Lead a test and learn approach, embedding continuous improvement across individual giving and legacy activity.
• Work collaboratively with marketing, services and wider teams to align messaging, case for support and supporter experience.
• Manage external agencies and suppliers to deliver high quality campaigns and strong return on investment.
• Ensure compliance with fundraising regulation, Gift Aid and data protection requirements.

PERSON SPECIFICATION

Essential Criteria:

• Significant experience in Individual Giving and/or Legacy fundraising with exposure to both areas.
• Proven track record of delivering income growth through campaigns or programme development.
• Experience developing and delivering multi-channel fundraising activity.
• Strong understanding of supporter journeys, retention and lifetime value including pathways to legacy giving.
• Experience using data, segmentation and insight to drive performance.
• Experience managing budgets, targets and forecasting.
• Strong project management skills with the ability to prioritise and deliver at pace.
• Excellent communication and stakeholder management skills.
• Knowledge of fundraising regulation, compliance and data protection.
• A proactive, delivery focused approach with the ability to turn ideas into action.

Desirable Criteria:

• Experience developing or scaling a legacy programme.
• Experience building or significantly reshaping Individual Giving programmes.
• Experience with Raiser s Edge NXT or other CRM systems.
• Experience managing external partners.
• Experience working in a growing or changing organisation.
• Line Management experience.