Gifting Manager NEW

Petty Pool Trust

Job Title: Gifting Manager
Reporting to: Head of Marketing & Fundraising
Location: Petty Pool Trust, Cheshire (hybrid)
Contract: Part-time 3 days a week.
Salary: £23,631.23 £26,597.16 pro rata (£39,385.38 £44,328.59 FTE)

Job Purpose

The Gifting Manager will lead the development and delivery of Petty Pool Trust s legacy giving and alumni programmes. This is a new and strategically important role, responsible for creating and embedding a sustainable legacy pipeline that will generate long-term income to support young people with learning disabilities to thrive.

The postholder will design and implement a comprehensive legacy strategy, build awareness among supporters, cultivate future legacy pledgers, and establish systems and processes to steward legacy gifts effectively and sensitively. They ll oversee development of an alumni programme for learners and their families for medium term major gifts and donations to ensure sustainable incomes streams for the charity, towards both restricted and unrestricted funding requirements. W

This is an exciting opportunity to make a meaningful impact within a values-led charity dedicated to improving life chances for young people with learning disabilities. Petty Pool is proud to have been recognised as Outstanding to Work For 2025 by Best Companies, a reflection of our strong culture, clear values, and deep commitment to our people.

Key Responsibilities

Strategy & Programme Development

• Develop and implement a multi-year legacy strategy aligned with Petty Pool s wider fundraising and organisational goals.
• Establish clear income projections, KPIs and reporting mechanisms for legacy fundraising. Identify and segment target audiences for legacy giving.
• Develop the case for support for legacy giving in collaboration with senior leadership and communications teams.
• Ensure compliance with all relevant legislation and best practice, including the Fundraising Regulator and GDPR.
• Design and promote a Free Wills programme, working with local law firms and partners. Create an Alumni Strategy for engaging learners and their families, creating support that lasts into the future and a medium-term giving pipeline.

Marketing & Awareness

• Work collaboratively with fundraising, marketing, and comms teams to develop legacy and alumni marketing materials (print, digital, web, events), integrated campaigns, and engage with volunteers.
• Ensure legacy messaging is embedded across supporter communications and fundraising activities.
• Work with the Communications team to share impact stories that demonstrate long-term transformational outcomes.

Supporter Engagement & Stewardship

• Build and manage relationships with legacy pledgers, alumni families, and high-potential supporters.
• Develop a stewardship programme for legacy/alumni supporters and prospects, face to face, via email, telephone and post, to proactively keep supporters inspired and engaged.
• Organise cultivation events and engagement opportunities.
• Work closely with fundraising colleagues to identify legacy prospects. Handle sensitive conversations about gifts in wills with professionalism and empathy.
• Contribute to our Annual Impact Statement, working closely with Fundraising, Marketing and Communications Teams.

Pipeline & Data Management

• Establish systems to track legacy and alumni prospects, pledges and realised gifts.
• Develop processes for recording and forecasting legacy income.
• Analyse data to inform targeting and strategy development.
• Ensure legacy administration processes are robust and legally compliant.

Internal Collaboration

• Work collaboratively with senior leadership to embed legacy thinking across the organisation.
• Support trustees and senior volunteers to act as ambassadors for legacy giving where appropriate.
• Provide internal training and awareness sessions to staff about legacy fundraising.

Income Management & Reporting

• Monitor and report on pipeline growth, pledges and realised legacy income.
• Provide regular updates to senior leadership and trustees.
• Contribute to annual budgeting and long-term financial forecasting.

Key Outcomes

• Fully developed and embedded legacy giving and alumni programmes within 12 months.
• A measurable and growing pipeline of both legacy pledgers and alumni supporters.
• Increased awareness of legacy giving among Petty Pool supporters and stakeholders.
• Sustainable, forecastable long-term income generation

Staff Benefits

• 28 days annual leave, plus 8 public bank holidays
• On-site parking
• Company Sick Pay (after passing probationary period)
• Employee Assistance Programme
• Free meals when commuting by car sharing, walking or cycling
• Bike rack facilities
• Company pension scheme
• Smart casual dress

Essential Experience

• Proven experience in legacy fundraising, in memory fundraising, or major donor fundraising.
• Experience developing and implementing fundraising strategies.
• Track record of building and managing supporter relationships.
• Experience of managing fundraising campaigns or marketing initiatives. Knowledge of legacy administration, probate law and UK charity fundraising regulations.

Essential Skills & Knowledge

• Strong understanding of legacy fundraising best practice.
• Ability to develop compelling cases for support and donor communications, and to work collaboratively with marketing and fundraising teams.
• Excellent relationship-building and interpersonal skills.
• High level of sensitivity and emotional intelligence when discussing gifts in wills, and empathy and compassion when dealing with bereaved families and supporters.
• Strong analytical skills with experience using CRM/database systems.
• Excellent written and verbal communication skills.
• Ability to work strategically while delivering operationally.

Desirable Experience

• Experience working in disability, education, or youth charities.
• Experience launching a new legacy programme.
• Knowledge of probate processes and estate administration.
• Experience working with solicitors and funeral directors.
• Experience working with trustees or senior stakeholders.

Personal Attributes

• Passion for Petty Pool s mission and values.
• Strategic thinker with a long-term perspective.
• Self-motivated and able to build a programme from the ground up.
• Collaborative and able to influence across teams.
• Highly organised with strong attention to detail.