Manager*in Legate / Testamentspenden
Core
Strategically develop and manage a legacy and testament donation program, building long-term relationships with potential donors and handling estate case processing.
Role type
Senior Relationship Fundraising Manager (Legacy/Bequests)
Builds
Legacy donation program, donor relationships, estate case processing workflows
Domain
Non-profit fundraising, philanthropy, estate law coordination
Required skills
Strategic program development, relationship management, estate case processing, CRM data analysis, project management, external stakeholder coordination, budget planning, reporting
Preferred skills
Experience in bequest fundraising, knowledge of inheritance law, experience managing external legal experts
Technologies
CRM systems, MS Office
Responsibilities
Develop and operationalize the legacy program strategy and target group measures; Build and maintain long-term trust-based relationships with interested parties and testament donors; Professionalize internal legacy management processes and establish standards; Monitor trends in philanthropy and bequest fundraising; Analyze CRM data to derive concrete measures and development potentials; Organize information and relationship formats for donors; Build and coordinate a network with inheritance law experts; Accompany the processing of estate cases in close coordination with internal and external legal experts; Responsible for measure and budget planning, service provider management, and success measurement.