Establishing and Maintaining Productive, Collaborative Relations with Internal and External

Role Profile

Title: Legacy Manager
Reports to: Head of Individual Giving
Directorate: Fundraising
Grade:D
Role Purpose
To develop and implement the legacy strategy and lead and manage the team in setting and achieving annual plans.
Key Dimensions
Budget Responsibility:
Income target of £5m, expenditure budget of £300k
Management Responsibility:
Management of 2direct reports- Legacy Officer and Legacy Fundraiser
Key Contacts:
Internal Contacts / External Contacts
Fundraising staff / Creative agencies
External affairs; PR, marketing and digital / Suppliers
Retail staff and volunteers / Consultants
Key contacts in services / Fundraising networking groups
Key Accountabilities
Generic

To provide a facilitative and inclusive management style, to encourage team members to maximise their potential through continuous learning whilst challenging and dealing with under performance and high achievers.
Establishing and maintaining productive, collaborative relations with internal and external stakeholders
To promote a culture of high standards, expectations and continuous improvement that values and empowers staff
To recruit, manage and develop staff within Scope’s HR and operational polices and procedures
To utilise volunteers appropriately within the department and encourage and appreciate staff who support Scope outside of their job role by volunteering in shops, events or services or by other discretionary efforts
Lead effective and engaging meetings, reporting back on key issues and questions raised

To work seamlessly across department or team boundaries in a collaborative and constructive manner to implement Scope’s strategic direction
To demonstrate a commitment to customer service excellence and deliver against the requirements of Scope’s quality framework
To work within Scope’s policies and procedures at all times and providing feedback for improved ways of working where appropriate
Champion Scopes behaviours

Role Specific accountabilities

To lead on the development and implementation of the legacies strategy including in memoriam giving, developing annual plans and budgets in order to grow the legacy prospect and pledger databases to secure future years’ income
To develop appropriate, personalised supporter journeys for legacy prospects and pledgers, ensuring the delivery of an outstanding supporter experience
To work across fundraising and with other departments to identify and target legacy prospects within the existing supporter base and potential legacy audiences across all of Scope’s networks
To act as an advocate for legacy giving by working across the organisation to ensure that the legacy message is communicated effectively including identifying, training and developing internal legacy champions
To develop and project manage significant legacy marketing campaigns, including Scope’s annual legacy week ensuring they are on budget, brand and schedule
To select and commission agencies and suppliers to deliver against plans and budgets, negotiating contracts and managing and reporting on performance in order to ensure that value is maximised
To ensure that our legacy administration is of the highest standard, that the caseload is progressing, income received in a timely fashion and that complex and contentious cases are managed appropriately
To undertake month end reporting, including legacy pipeline movements, notification trends, variance analysis and forecasting at campaign, strategy and unit level as required
To keep abreast of developments in the external market place in order to identify opportunities and risks to plans and devise and propose opportunistic or contingency action plans accordingly
To deputise for the Head of Individual Giving as and when required

Specific tasks assigned
* these duties may be added to or deleted from, and may be subject to change.
Agreed by:
Line Manager
Date