Internal Only - Development Officer (Legacies & In Memoriam) at Cardiff University
Cardiff, Wales, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

13 Sep, 25

Salary

36130.0

Posted On

15 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Estate Administration, Gifts, Databases

Industry

Other Industry

Description

Key Duties

  • Raise significant funds for the University – particularly for priority projects in support of University strategy - through legacy gifts, In Memoriam Giving and other forms of planned giving from individuals including alumni, staff and former staff, and other friends of the University. Fundraising activities will include wide-ranging marketing, highly personalised communications, face-to-face meetings, events, etc. Stewardship will be both standardised across the programme, and highly personalised where appropriate.
  • Manage and develop relationships with the portfolio of University legacy pledgers, and ensure that legacy pledgers agreed levels of stewardship and support. Where appropriate, to work closely with academic and other staff members to develop relationships and secure and steward pledges.
  • Undertake all aspects of legacy administration, liaising with solicitors and executors to receive gifts due to the University in a timely fashion, and liaising with internal colleagues to ensure that donations received are allocated in a timely fashion to the right internal recipient(s). Seek legal advice in the event of complex estate administration or other relevant legal issues.
  • Devise and implement legacy marketing and stewardship programmes (both as groups and individually, as appropriate), with the support of the Supporter Relations team, other administrators and academic colleagues.
  • Ensure that accurate records and up-to-date information on all aspects of legacies and legacy pledgers are maintained.
  • Devise and implement an in memoriam fundraising programme in collaboration with the Leadership Giving and Supporter Relations Teams.
  • Ensure that all stakeholders including academic members of staff, prospective and existing legacy pledgers, as well as next of kin of legacy pledgers (where appropriate) receive timely information about the progress and outcome of projects supported or potentially funded through legacy gifts.
  • Establish excellent working relationships with key contacts, developing appropriate communication links with the University’s Schools/Directorates, including academic staff, the fundraising team and the supporter engagement team; and outside bodies including solicitors and lay executors.
  • Advise and guide other staff across the University on legacy fundraising, policies and practice as required, and ensure that all legacy activity is co-ordinated.

General Duties

  • Ensure that an understanding of the importance of confidentiality is applied when undertaking all duties
  • Abide by University policies on Health and Safety and Equality and Diversity
  • Perform other duties occasionally which are not included above, but which will be consistent with the role
Responsibilities

JOB PURPOSE

Support the University by raising significant legacy income both of a restricted and unrestricted nature to support University priorities, through effective face-to-face cultivation, solicitation and stewardship of existing and potential legacy pledgers.
Devise and implement marketing and stewardship programmes to promote and support legacy and In Memoriam giving to the University, in support of the University’s fundraising strategy.
Provide advice and guidance to other members of staff on legacy and In Memoriam fundraising as appropriate.
Undertake all main aspects of legacy administration, including liaison with external legal advisors in complex cases.
The Development and Alumni Relations Team has a blended approach to working.
We currently work on campus on Wednesdays and remotely (from home) for the rest of the week, unless there is a business need to be on campus. The option to work on campus full time is available if staff members choose to do this.

Key Duties

  • Raise significant funds for the University – particularly for priority projects in support of University strategy - through legacy gifts, In Memoriam Giving and other forms of planned giving from individuals including alumni, staff and former staff, and other friends of the University. Fundraising activities will include wide-ranging marketing, highly personalised communications, face-to-face meetings, events, etc. Stewardship will be both standardised across the programme, and highly personalised where appropriate.
  • Manage and develop relationships with the portfolio of University legacy pledgers, and ensure that legacy pledgers agreed levels of stewardship and support. Where appropriate, to work closely with academic and other staff members to develop relationships and secure and steward pledges.
  • Undertake all aspects of legacy administration, liaising with solicitors and executors to receive gifts due to the University in a timely fashion, and liaising with internal colleagues to ensure that donations received are allocated in a timely fashion to the right internal recipient(s). Seek legal advice in the event of complex estate administration or other relevant legal issues.
  • Devise and implement legacy marketing and stewardship programmes (both as groups and individually, as appropriate), with the support of the Supporter Relations team, other administrators and academic colleagues.
  • Ensure that accurate records and up-to-date information on all aspects of legacies and legacy pledgers are maintained.
  • Devise and implement an in memoriam fundraising programme in collaboration with the Leadership Giving and Supporter Relations Teams.
  • Ensure that all stakeholders including academic members of staff, prospective and existing legacy pledgers, as well as next of kin of legacy pledgers (where appropriate) receive timely information about the progress and outcome of projects supported or potentially funded through legacy gifts.
  • Establish excellent working relationships with key contacts, developing appropriate communication links with the University’s Schools/Directorates, including academic staff, the fundraising team and the supporter engagement team; and outside bodies including solicitors and lay executors.
  • Advise and guide other staff across the University on legacy fundraising, policies and practice as required, and ensure that all legacy activity is co-ordinated

General Duties

  • Ensure that an understanding of the importance of confidentiality is applied when undertaking all duties
  • Abide by University policies on Health and Safety and Equality and Diversity
  • Perform other duties occasionally which are not included above, but which will be consistent with the rol
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