Legacy and Endowment Fundraiser

Legacy and Endowment Fundraiser

Fundraising - Dublin , Leinster (Hybrid)

Post Title:     Legacy and Endowment Fundraiser

Status:            Three-year fixed term contract; Full-time.

Salary:          €80,000 - €85,000 (Associate Director grade)

Reports to:   Head of Regular & Legacy Giving

Closing Date:    10th March 2025

More Information: https://www.tcd.ie/alumni/about-us/careers/  

About the Role

Are you passionate about building enduring legacies and fostering meaningful connections? Trinity College Dublin, through its philanthropic arm TDA, is seeking a dedicated and visionary Endowment Fund and Legacy Fundraiser to join our Fundraising Team. In this pivotal role, you will play a key part in securing the long-term financial sustainability of the University by cultivating relationships with alumni, donors, and supporters to grow Trinity’s Endowment Fund and expand our legacy and in-memorial giving programs. With a rich history of academic excellence and a commitment to transformative education, Trinity College Dublin offers an inspiring environment where your fundraising expertise can make a lasting impact. Join us and help shape the future of our institution for generations to come.

In Legacy Fundraising, you will:

• Develop, implement, and direct a multi-year legacy giving strategy and operational plan which includes digital, direct mail, phone, and face-to-face fundraising.
• Manage all aspects of Trinity’s legacy fundraising from the identification, engagement, and stewardship of prospective legators.
• Work with our Alumni Giving team to develop and implement bespoke supporter journeys for legacy enquirers, pledgers, prospects and in memory gifts.
• Collaborate with our major gift fundraisers and prospect research team to proactively manage the legacy giving pipeline and effectively manage the relationship of individuals who fall into multiple donor categories. 
• Work closely with the BI and data analytic colleagues using insights to deliver a supporter led marketing approach as well as identifying and testing new audiences, marketing creative and channels.
• With the Stewardship, Communications & Events team source impactful stories that inspire supporters to leave a legacy and deliver memorable events that thank and steward.
• Along with our Stewardship team, develop a full engagement programme for the University’s Legacy Trinity 1592 Circle, and actively manage recruitment to the Circle.
• Maintain up-to-date expertise in the tax benefits affecting legacy giving.
• Be the first point of contact for all legacy enquiries from supporters, solicitors, executors, and other stakeholders.
• Lead on administering all new legacy income including liaising with University Schools and Departments to ensure all gifts received are used in accordance with the legal requirements of each Will and within donors’ wishes.

 In Endowment Fundraising, you will:

• In conjunction with the University’s Chief Financial Officer (CFO), develop a strategy for increasing donations to the Trinity Endowment Fund ensuring the plan is ambitious, achievable, and measurable.
• Actively promote the Endowment Fund with alumni and supporters of the University, managing all aspects of the fundraising process from identification of funding sources, building relationships with potential donors, managing the ‘ask’, and ensuring effective stewardship.
• Work with the University’s Investment Committee and Trinity Endowment Fund Administrator to increase the profile of the Endowment Fund across TDA fundraising activities and within the University, ensuring consistent messaging across all stakeholder groups.
• Develop impactful collateral which effectively promote the benefits of giving to the Endowment Fund.
• Engage with the University’s Faculties and Schools to ensure existing benefactions are aware of available funds and work other internal stakeholders to ensure the agreed strategy for donations to the endowment is implemented effectively.
• Be the point of contact for all queries from potential supporters regarding the Endowment Fund

Key relationships:

The Legacy and Endowment Fundraiser reports to TDA’s Head of Regular & Legacy Giving. The position collaborates closely with TDA colleagues across the office, including major gift fundraisers, Comms & Events, Stewardship, BI & Data Analytics and the Alumni Giving team. 

There is also a requirement to engage proactively with a wide range of University personnel, including the CFO, University Investment Committee and Trinity Endowment Fund Administrator, and external stakeholders such as donors, alumni and friends, legal advisors and trustees.

About the Person:

As the Legacy & Endowment Fundraiser, you will: 

• Be educated to degree level or professionally trained with appropriate qualifications.
• Have experience of managing legacy campaigns and track record of meeting and exceeding targets across a wide range of channels and products.
• Be a professional fundraising experience with a track record of delivering philanthropic gifts or equivalent in private sector sales. Experience of endowment fundraising is preferred.
• Have experience of liaising with executors, trustees and solicitors, and examining financial and legal documents.
• Have demonstratable experience of working within a results-orientated environment, with a successful record of achieving personal KPIs and targets.
• Be experienced with working with in a large and complex organisation to deliver projects and achieve strategic goals.
• Be IT literate and experienced in Microsoft Office suite.

Skills and Knowledge:

• Strong Communication Skills: Ability to convey ideas clearly, both verbally and in writing, tailored to a diverse audience of donors, alumni, academics and volunteers.
• Empathy and Active Listening: Understand and respond thoughtfully to the needs and perspectives of others.
• Collaboration and Teamwork: Foster a cooperative work environment by engaging constructively with colleagues.
• Conflict Resolution: Effectively mediate and resolve interpersonal disputes with tact and sensitivity.
• Customer Service Orientation: Commitment to delivering excellent service and exceeding expectations.
• Strategic Thinker: adept at identifying new opportunities for developing the fundraising programme with the ability to manage multiple projects and deadlines.
• Data Driven: Ability to interpret and analyse data both during and after a campaign to performance and help inform future strategies.

What we can offer you: 

You will be offered an attractive benefits package which includes 28 days annual leave, annual salary increments, hybrid working, and a generous contribution to TDA’s pension scheme (providing for pension, life assurance and prolonged disability pension), in a supportive, inclusive, and collaborative team environment.

Your continued professional development is important to us, and you will be encouraged and supported as you participate in training be that on-the-job training, participation in externally delivered workshops or courses, or conference attendance.  https://www.tcd.ie/alumni/about-us/careers/

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