Legacy Engagement Coordinator

Join a life saving crew 

The Northwest Air Ambulance Charity (NWAA) provides enhanced pre-hospital care needed to make a life changing difference. We provide emergency medical treatment when time is critical.

As a Charity we have developed our service by embracing change which has enabled us to implement new and innovative ways of working and increase our impact on patient outcomes. We continuously look to develop our service to ensure we continue to change and save lives.

JOB TITLE: Legacy Engagement Co-ordinator

BASE: Hybrid

DEPARTMENT: Individual Giving - Legacy

SALARY: £27,899

WORKING HOURS: 35 hours per week

The advertised salary will be reviewed in April, with any potential increase considered.

Overall purpose of the role:

To nurture and develop relationships with supporters to grow and maintain the base of legacy pledgers, intenders, and enquirers and contribute towards the ambitious legacy strategy. The role will deliver a programme of in-person and virtual gifts in Wills events. The role will also work with the Legacy Giving Manager on an internal engagement programme to ensure staff and volunteers are aware of legacy giving and confident in talking to potential supporters about it.

Main Responsibilities

· Ensure a high-quality first point of contact experience for all supporter legacy enquiries

· Steward legacy pledgers, considerers and enquirers following our defined legacy

· communication plan.

· Plan, deliver and follow up a series of gifts in Wills events at locations across the North West and virtually to develop new legacy enquiries and pledges.

· Build relationships with staff and volunteers to ensure they understand the importance of legacy giving to the charity and to equip and motivate them to promote legacies with confidence including regular shop and base visits across the North West.

· Work with the Legacy Giving Manager to develop and implement an internal engagement programme for staff and volunteers to increase understanding of gifts in Wills.

· Proactively seek relevant case studies to include in a range of communications to inspire more people to support NWAA through a gift in their Will.

· Work with wider Legacy and Individual Giving Teams, including regular contribution to team meetings and planning processes and identifying opportunities for cross-selling, and collaboration.

· Keep accurate and up-to-date records on charity CRM to ensure efficient legacy processes, compliance, and reporting.

PERSON SPECIFICATION

Qualifications

· GCSEs: including minimum of Grade C in English and Maths or equivalent

Experience

· Experience of delivering supporter stewardship journeys and/or proven experience of delivering outstanding customer service

· Experience in successfully delivering projects to agreed time frames and budgets

· Experience of working with CRM systems

· Experience of legacy fundraising

· Experience of event management

· Experience of donor stewardship)

Skills

· Excellent relationship management skills

· Excellent written and verbal communication skills, including a confident telephone manner

· Excellent attention to detail

· Good organisational and planning skills with the ability to juggle multiple projects to meet deadlines

· Strong interpersonal skills

· Good practical knowledge of Microsoft Office (Proficient in MS Word, PowerPoint, Excel and Outlook

· Knowledge of fundraising databases

Personal Attributes / Abilities

· Trustworthy

· Flexible

· Confident and committed to continued learning and development

Other

· A passion for the cause

· Willingness to work across the NW Region as well as working remotely