Legacy and In-Memory Fundraising Officer
| Posting date: | 15 September 2025 |
|---|---|
| Salary: | £31,049.00 to £37,796.00 per year |
| Additional salary information: | £31049.00 - £37796.00 a year |
| Hours: | Full time |
| Closing date: | 29 September 2025 |
| Location: | Reading, RG1 5AN |
| Company: | NHS Jobs |
| Job type: | Permanent |
| Job reference: | C9193-25-0759 |
Summary
PRINCIPLE RESPONSIBILITIES Role responsibilities The post holders primary duties and responsibilities are as follows: KEY RELATIONSHIPS Internal External Charity colleagues Legacy pledgers and in-memory donors Finance colleagues Solicitors, executors, and funeral directors Communications colleagues Campaign ambassadors and volunteers Trust leadership and clinical teams Local community groups and bereavement organisations Legacy Giving To support the Fundraising Manager in developing and delivering a legacy strategy in line with the charitys overall fundraising plan. To manage relationships with potential and existing legacy pledgers with a high level of empathy and sensitivity. To promote legacy giving through events, literature, and digital content and internal engagement. To monitor and manage legacy notifications and liaise with solicitors and executors to ensure timely receipt and accurate recording of income, and make sure any provisos or restrictions relating to the use of legacies are strictly adhered to. To maintain accurate records of legacy intentions and pipeline on the charity database. To work with the charitys marketing and communications lead to produce copy for the development of any legacy promotional materials required within the agreed budget, including website and newsletters. To develop a range of targeted legacy awareness communications and events for prospective legacy pledgers and local solicitors. To work collaboratively with charity colleagues and Trust staff to ensure opportunities to fundraise for IMO and legacies are appropriately communicated to bereaved families and friends. In-Memory Giving To support the Fundraising Manager in developing and delivering a strategy to increase income from in-memory giving, including tribute pages, donations in lieu of flowers, and memorial events. To provide compassionate supporter care for bereaved families and individuals, ensuring timely acknowledgment and sensitive stewardship. To accurately report income from IMO platforms and process IMO cheque donations and acknowledge the same to next of kin or other IMO donors. To build and maintain relationships with funeral directors and other referral partners. To work with the charitys marketing and communications lead to produce copy for the development of any In Memory Of (IMO) materials required within the agreed budget, including website and newsletters. Campaigns and Events To support and lead on relevant legacy and in-memory campaigns, ensuring they are effectively planned, marketed and evaluated. To work with the Fundraising Manager to integrate legacy and in-memory messages across wider campaigns. To organise supporter engagement events, such as remembrance events or legacy supporter thank-you receptions. To represent the Charity at events as and when required this will require some working at weekends and/or evenings so a flexible approach to working patterns is needed. Administration and Compliance To ensure supporter data is recorded accurately and securely in line with GDPR and internal policies. To maintain up-to-date records of IMO and legacy matters, reconciling and providing updates and reports on income and performance on a monthly basis, and liaising with finance colleagues. To administer all the legacy files including: signing receipts, checking estate accounts and raising queries where necessary, conducting regular reviews of all open files. To ensure that any legal provisos or restrictions relating to the use of legacies made to the charity are strictly adhered to. To monitor and reconcile legacy notifications from all sources, such as Smee and Ford, solicitors, white mail etc. in-line with charity regulations. To act as a source of advice on best practice in legacy and in-memory fundraising. Personal development To keep well informed of all Royal Berks Charity activity and the work of the Royal Berkshire NHS Foundation Trust. To participate in any specific projects, such as technology improvements or outsourcing requirements and carry out other associated duties as may arise, develop or be assigned in line with the broad remit of the post.