Individual Giving Legacy Fundraiser
Job Description
Job summary
The role
In this role, youll lead the development of individual giving and legacy income attracting new supporters, deepening relationships, building strong pipelines and creating journeys that grow long-term value and loyalty.
Using data, insight and creativity, youll shape and deliver campaigns, strengthen regular giving and build awareness of legacy giving in ways that feel personal, relevant and impactful - driving the income that ensures more children and families can access the care they need.
What youll do
Strategic Planning
Develop and implement a growth strategy for Regular Giving, including acquisition, retention, upgrade pathways, and mid-level donor development.
Lead on the development and effective delivery of legacy messaging across channels, ensuring consistent and inspiring communication that builds awareness and drives pledges.
Support strategic planning for Trusts & Grants, In Memory Giving, and Legacy awareness, ensuring alignment with overall fundraising goals.
Campaign & Product Delivery
Lead the creation and delivery of Regular Giving and mid-level donor products, campaigns, and donor journeys.
Develop and promote legacy giving initiatives, including Make a Will Month, seasonal appeals, and messaging that builds a pipeline of legacy pledges and gifts.
Work with external suppliers (e.g. creative agencies, mailing houses) and internal teams to deliver high-quality assets and campaigns.
Main duties of the job
Collaboration & Support
Work closely with Marketing, Supporter Engagement, Commercial Insights and Finance teams to ensure integrated delivery and maximise supporter value and retention.
Support fundraising events and initiatives as needed.
Respond to supporter enquiries via mail, email, and phone, providing excellent customer service.
Work positively and proactively with our volunteer supporters.
Manage relationships with external consultants for Trusts & Grants and Legacy fundraising, oversee canvassing agents and ensuring all activity aligns with the hospices fundraising strategy and values.
What youll bring
Experience in individual giving, legacy fundraising, donor development or a similar supporter-focused fundraising role.
A creative approach to campaigns, communications and supporter journeys.
Confidence using insight, data and performance measures to improve results and grow income.
Strong relationship-building skills and a positive, proactive approach to supporter engagement.
Experience of working with agencies, suppliers or external partners to deliver high-quality activity.
A values-led mindset, with the initiative to take ownership, work collaboratively and make things happen.
About us
At Bluebell Wood, our vision is for every baby, child and young person with a life-limiting condition to access specialist palliative care, wherever and whenever they need it. Every role here plays a part in making that happen.
Our support is wide-ranging and tailored to every family. From symptom management and short breaks to counselling, sibling support, music therapy, home visits and end-of-life care, we provide expert care when and where it matters most.
We support families across South Yorkshire, North Nottinghamshire, North Derbyshire and parts of North Lincolnshire. To keep our doors open, we need to raise £6.7m every year with only around 17% of our income coming from government sources. Thats why this role matters.
Job responsibilities
JOB DESCRIPTION
Job title
Individual Giving & Legacy Fundraiser
Reports to
Marketing & Engagement Manager
Job Band:
G
Location
Bluebell Wood Childrens Hospice
JOB PURPOSE:
To lead and grow income from the Individual Giving portfolio by driving acquisition of new individual donors, strengthening donor journeys, and deepening relationships with existing supporters.
A key focus is to grow Regular Giving through the development of compelling supporter packages and upgrade pathways, while also advancing legacy giving through targeted messaging and initiatives that build a sustainable pipeline of pledges and gifts for the future.
KEY RESPONSIBILITIES
Strategic Planning
Develop and implement a growth strategy for Regular Giving, including acquisition, retention, upgrade pathways, and mid-level donor development.
Collaborate with Marketing to create compelling Regular Giving and mid-level donor packages and promotional assets.
Lead on the development and effective delivery of legacy messaging across channels, ensuring consistent and inspiring communication that builds awareness and drives pledges.
Promote staff engagement in Individual Giving across the organisation to embed a culture of fundraising and promote excellent supporter care and engagement.
Support strategic planning for Trusts & Grants, In Memory Giving, and Legacy awareness, ensuring alignment with overall fundraising goals.
Lead strategic networking with:
o Organisations within the hospices catchment area to support growth in Individual and mid-level Giving.
o Other hospices and the wider charity sector to share best practice and drive innovation.
Campaign & Product Delivery
Lead the creation and delivery of Regular Giving and mid-level donor products, campaigns, and donor journeys.
Develop and promote legacy giving initiatives, including Make a Will Month, seasonal appeals, and messaging that builds a pipeline of legacy pledges and gifts.
Work with external suppliers (e.g. creative agencies, mailing houses) and internal teams to deliver high-quality assets and campaigns.
Ensure all activity complies with relevant legislation and best practice.
Data & Reporting
Use data to inform campaign targeting, segmentation, and performance analysis.
Monitor and report on KPIs across Regular Giving, mid-level giving, and other income streams.
Use insights to identify donor upgrade opportunities and inform mid-level donor strategy.
Ensure accurate and timely data management in the fundraising CRM.
Collaboration & Support
- Work closely with Marketing, Supporter Engagement, Commercial Insights and Finance teams to ensure integrated delivery and maximise supporter value and retention.
Support fundraising events and initiatives as needed.
Respond to supporter enquiries via mail, email, and phone, providing excellent customer service.
Ensure fundraising remains within legal constraints and pays attention to health and safety.
Work positively and proactively with our volunteer supporters.
Manage relationships with external consultants for Trusts & Grants and Legacy fundraising, oversee canvassing agents and ensuring all activity aligns with the hospices fundraising strategy and values.
QUALIFICATIONS, SKILLS & EXPERIENCE
Essential
Good levels of literacy, numeracy and general education.
Experience creating and delivering compelling campaigns / Packages that connect emotionally with audiences and drive engagement or income
A record of achieving financial targets & Return on Investment.
Proven ability to plan and manage projects and budgets, ensuring activity is delivered effectively and within agreed resources
Experience developing and bringing to life creative, compelling supporter and fundraising campaigns and communications
Works collaboratively across teams to plan and deliver joined-up activity to achieve shared organisational goals
Strong negotiation skills, with confidence in managing third party supplier relationships e.g. creative agencies.
Empowered to take initiative and make sound decisions within defined responsibilities.
Ability to communicate effectively with staff, volunteers, children, young people and families
Desirable
Background in individual giving, fundraising or a similar role focused on generating income or supporter engagement
Experience of data selection/segmentation and the effective use of donor data for campaign purposes
Good knowledge and experience of using a fundraising database for reporting and analysis
Understanding of direct mail campaigns.
Knowledge and understanding of fundraising CRM Systems
Other
Legally entitled to work in this country.
Able or willing to drive around the catchment area of Bluebell Wood
This job description is not exhaustive.It will be subject to periodic review ...
