Community Development & Social Enterprise
Job Purpose
Provide administrative, events and communications support to assist in the delivery of legacy and trust fundraising including the management of legacy gifts and the management of relationships with donors’ families, executors and legacy pledgers.
Main Duties and Responsibilities
1. Secure and schedule appointments with legacy pledgers, prospective pledgers, Trustees and Trust Administrators for all members of the Legacies and Trust teams. Draft meeting plans where necessary, book and arrange travel, and prepare and compile briefing packs with meeting locations, directions etc. Use own judgment to resolve any problems because of last-minute changes to appointments and travel arrangements.
2. Use Raiser’s Edge to maintain accurate records and manage data relating to legacy pledgers and donors and their gifts, ensuring that all information is up-to-date and correct.
3. Assist in the process of identifying and managing segments of the alumni/donor database from which potential legacy pledgers could be drawn.
4. Maintain an action timeline to ensure all legacy administration and stewardship activity is completed efficiently.
5. Work with gift management staff to ensure legacy gifts are correctly allocated to the appropriate fund.
6. Co-ordinate arrangements for events for the 1451 Society of legacy pledgers, including drafting invitations, liaising with guests and venues.
7. Support the delivery of selected follow up actions for legacy pledgers or prospective pledgers.
8. Support the communication strategy for legacy fundraising and stewardship by writing and editing communication materials.
9. Act as liaison with the Regular Giving Team and Digital team to provide legacy information.
10. Act as first point of contact for enquiries related to legacies.
11. Provide the Strategic Philanthropy Manager (Legacies and Trusts), Trusts and Foundations Manager and Philanthropy Officer-Trusts with administrative support as and when required.
12. Keep general administrative procedures up to date.
13. Act as a purchasing officer as required.
14. Participate fully as a member of the Development & Alumni and External Relations teams.
15. Be prepared to undertake projects appropriate to the grade of the role.
Minimum Requirements
Proven track record and commitment to, pan-sectoral knowledge of, and passion for Learning for Sustainability.
Ability to lead, facilitate and contribute to the development of the overall strategic direction of Learning for Sustainability Scotland.
Ability to lead, manage and develop the content of forward work plans and budgets.
Strong organisational, team collaboration, self- and line-management, and networking skills.
A full driving licence and access to your own vehicle (essential).
Location: Hybrid: Glasgow. Minimum of 2 days in the office.
Closing: 11th February 2025
Advertised from: 16th January 2025
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