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Legacy Officer

Development and Alumni Relations Office

Birmingham, United Kingdom


  • Posted on: 17th Jan 2022
  • Salary: £27,924 to £30,497, with potential progression once in post to £34,304.
  • REF: 98886
  • Closes: 16th February 2022
  • Contract Type: Permanent
  • Hours: Full Time

Main Duties

Legacy and In-MemoriamGiving

  • Assist the Legacy and Endowment Manager to coordinate legacy communications and direct marketing activity across multiple channels. This includes compiling case studies and stories to celebrate the impact of legacy giving at Birmingham.
  • Create impactful digital content for social media and digital appeals, drawing on legacy impact case studies and stories.
  • Be a first point of contact for supporters interested in leaving a gift in their will to the University.
  • Help to coordinate a programme of stewardship for legacy pledgers in the Rowbotham Fellowship, our recognition group for those who have chosen to leave a gift to Birmingham in their will.
  • Work with the Legacy and Endowment Manager and Donor Experience Team to arrange stewardship and cultivation events.
  • Work with the Legacy and Endowment Manager to liaise with solicitors and legal professionals to support new legacy pledges and the administration of legacy gifts.
  • Support administration of our current partnership with an online will writing service.
  • Ensure all documentation supporting legacy and endowment giving is up to date and accurately recorded on the CRM system.
  • Track and record the use of legacy gifts across the University for the purpose of governance, storytelling, and donor reporting.
  • Work with the Gift Accounting Team to ensure gifts are used appropriately and to make maximum impact.
  • Take interest in legacy trends and activity across the sector and engage in fundraising networks to identify new opportunities and methods.
  • Take responsibility for in-memoriamgiving by creating an attractive proposition for donors interested in giving in memory of a loved one, colleague or friend.
  • Work alongside DARO colleagues to administer in-memoriamgifts and to support prospective donors, directly, to remember loved ones through their giving.
  • Work alongside the Donor Experience Team to steward in-memoriamand endowment donors.

Communication and Relationship Building

  • Communicate effectively with prospects and donors by phone, email, LinkedIn, letter, and face-to-face.
  • Work closely with the Volunteering, Regular Giving, and Philanthropy Teams to maximise opportunities for collaboration with prospective donors and to coordinate communications and activities.
  • Work collaboratively with colleagues in DARO, particularly the Communications, Events, and Prospect Research Teams, to maximise legacy fundraising opportunities and to ensure messages and plans are joined up.
  • Build strong relationships with the Gift Accounting Team and other University colleagues to ensure legacies are effectively managed and administered.
  • Promote equality and value diversity, acting as a role model and fostering an inclusive working culture.

IT and Data

  • Maintain DARO’s CRM system to keep records up to date, including recording interactions with alumni and supporters. Ensure that data is recorded to a high-quality standard and in line with relevant policies and regulations.
  • Support the analysis of data collected and produced from legacy and in-memoriam programme activity, and act on any trends or recommendations.

Person Specification

Communication and Relationships

  • Strong interpersonal skills and the ability to interact effectively with a wide range of audiences including senior colleagues, donors, alumni, academics, students, and external organisations.
  • The ability to work collaboratively and effectively with other members of DARO and the wider University.
  • Strong verbal and written communication skills, including the ability to write creatively.
  • The ability to prepare information and reports.
  • The ability to represent the University to senior prospects and donors in the UK and overseas with confidence, diplomacy, and authority.
  • The ability to manage outgoing communications to a range of audiences.
  • A good track record of building strong relationships and engaging with a variety of stakeholders, and confidence to make a financial ask.

IT and Data

  • Good all-round IT skills, including competence with all aspects of MS Office (especially Excel), email, and the internet.
  • Experience of working with databases and analysis of large data sets – knowledge of Blackbaud CRM is desirable.
  • Awareness of the relevant charity, Freedom of Information, GDPR, and Data Protection legislation.
  • Awareness of digital fundraising platforms and mechanisms for giving.


  • Educated to degree level or equivalent experience.
  • A passion for, and experience of, working in a fundraising environment and eagerness to stay up to date with new and emerging fundraising channels.
  • A demonstrably high level of organisational skills and attention to detail.
  • The ability to prioritise own workload and to work under pressure.
  • Personal confidence, independence, and the determination to succeed as an individual and as part of a team.
  • A collaborative team player – the desire to support colleagues in the achievement of their individual and the collective goals, and to celebrate others’ success as positively as your own.
  • The ability to work with initiative, to take decisions, and to think creatively and laterally.
  • Experience of coordinating and prioritising multiple projects, events, and/or groups of people.
  • The flexibility to work unsociable hours (evenings and weekends) when required.
  • Compassion and empathy to deal with people on matters of high sensitivity.
  • Knowledge of the protected characteristics of the Equality Act 2010, and how to actively ensure in day-to-day activity in own area that those with protected characteristics are treated equally and fairly.

Interviews are currently scheduled to take place week commencing 28 February 2022.

For an informal discussion about the role please contact Tom Kay, Legacy and Endowment Manager, at t.a.kay@bham.ac.uk

We are committed to supporting hybrid working and look forward to receiving your application.

Valuing excellence, sustaining investment

We value diversity and inclusion at the University of Birmingham and welcome applications from all sections of the community and are open to discussions around all forms of flexible working.

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