Legacy Administrator

WHO WE ARE University Hospitals Birmingham Charity consists of four hospital charities supporting some of the busiest hospitals in Birmingham – Queen Elizabeth Hospital Birmingham, Heartlands Hospital, Good Hope Hospital and Solihull Hospital. Being in hospital can be really tough physically and emotionally. This is why our hospital charities do as much as they can to help patients and their families feel as supported as possible during their treatment. Each hospital charity provides the added extras that are "over and above" what the NHS can fund as standard. This includes life-saving equipment, state-of-the-art facilities, training and research, as well as free accommodation and patient comforts. Across UHB Charity we are currently raising funds for a Total Body PET CT Scanner as well as our Children's and Newborn Appeals and Home from Home accommodation for civilians and military personnel, to name just a few. As a Legacy Administrator you will help us raise much needed funds that will make a real difference to our patients and their families. JOB SUMMARY This role is primarily based at Queen Elizabeth Hospital Birmingham, with the expectation of occasional travel to other hospital sites. This post is within the Fundraising Team at University Hospitals Birmingham Charity, which is the official charity of Heartlands Hospital, Good Hope Hospital, Solihull Hospital and the Queen Elizabeth Hospital Birmingham. This is a new role within the Charity Team. In this role, you will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders. This role will involve occasional evening and weekend work at charity events and events organised by our supporters. PRINCIPAL DUTIES Work with the Senior Fundraising Officer responsible for Legacies to actively manage a varied caseload Handle a mixture of pecuniary, residuary and reversionary legacy cases Tailor your approach to each case depending on the circumstances, having a flexible approach whilst ensuring that all gifts are administered in a timely manner Work to optimise University Hospitals Birmingham Charity legacy income where appropriate Ensure that all bequests to UHB Charity are received and utilised, in accordance with UHB Charity policies Maintain your knowledge of current legislation Play an active role in the wider legacy team and promoting Gifts in Wills where necessary Working alongside the Stewardship Team, ensuring accurate data inputting and correspondence both written and verbal with supporters Managing and prioritising unpredictable and frequently interrupted busy workload. Working with and deliver clear objectives and key performance indicators. Proactively contributing to the achievement of targets and the ongoing fundraising success of the Charity as a whole and to be a supportive, effective and collegiate team member. COMMUNICATION Relaying accurate and timely information to the fundraising team, communications team, grants team and stewardship team. Communicating with donors and fundraisers. Dealing with enquiries from the general public, disseminating information and ensuring that the appropriate action is taken, whilst maintaining the Charity’s policies and procedures ORGANISATIONAL RESPONSIBILITIES Maintaining Raiser's Edge donor management system. Accurate data inputting of donations, fundraising, thank you letters and general archiving, production and upkeep of databases. PROFESSIONAL RESPONSIBILITIES Ability to present oneself in a professional manner as a representative of the hospital and the charity. To maintain confidentiality in all aspects of duty including fundraiser and donor data. To assist in maintaining accurate records and to complete and return as requested statistical data. To maintain an accurate effective database, recording essential information and providing statistical data in accordance with guidelines and policy using Raiser's Edge, Microsoft Office, Word and Access. To represent the Charity in a variety of different contexts and to a variety of different audiences. To ensure that a positive image of the hospital and the Charity is projected at all times. To hold a flexible approach to working hours (the role will require the post holder to work evenings and weekends as necessary). To hold a flexible approach to work when asked to take on other fundraising or admin duties when the team needs to cover holidays, or at times of workload pressure. To adopt a supportive and collegiate approach when working with the fundraising team and other colleagues within the hospital. The Legacy Administrator will also carry out other projects and duties as directed by the Head of Fundraising, Director of Fundraising and Charity Chief Executive. NOTES : This is not intended to be an exhaustive list of responsibilities but more an outline framework against which the post holder will be given flex