Purpose and Scope of the Job

Reporting to the Deputy Fundraising Director, the Legacy and Major Gifts Manager is responsible for securing gifts in wills and donations considered major gifts. The role will provide a strategic and expert approach to securing large gifts from individuals. The role requires input into key decision-making and influence internally to strategically align campaigns with opportunities to engage and solicit a growing community of legacy and major gift donors. This role will leverage the middle to high value donor pipeline through strategic alignment of donor development work to unlock the donor potential and significantly raise revenue from these segments. The role will also focus on personally engaging, qualifying, soliciting and acquiring major gift donors. The role would also engage with audiences outside of the existing database to enable new legacy and major gift prospects to support Greenpeace East Asia (GPEA).

Scope

Strategies will be co-designed with the Deputy Fundraising Director. Regular reports, tracking and monitoring of performance are an important part of overseeing this program (E1, E2, E3 & E4).

An expectation of conducting donor visits to personally solicit supporters for major gifts and legacy gifts as well as proactively building relationships through events, one-to-one conversations, stewardship and engagement via mail, email, and other virtual activities will be critical for success in this role (E1, E2, E3 & E4).

This role will manage and develop a portfolio of major gift and legacy prospects and manage relevant expenditure and income budgets (E1, E2, E3 & E4).

The Legacy and Major Gifts Manager (E3 & E4) will work closely with relevant senior Greenpeace staff in East Asia and internationally to:

● Where appropriate, influence and align campaigns with key stakeholders’ areas of interest
● Set goals, implement strategies, and align activities to significantly grow the local legacy and major gift community
● Serve as the local expert in legacy and major gifts fundraising and identify and engage new audiences
● Serve as an influential voice internally and externally to convey the importance and impact of Greenpeace East Asia’s work
● Coordinate and collaborate with the engagement team responsible for key influencers and celebrity supporters strategies
● Feel at ease with and facilitate high level conversations with stakeholders who have significant influence and financial impact on Greenpeace East Asia

Job responsibilities

1. Conceptual tasks, strategy development and/or project management
a. Monitor metrics and KPI’s (E1, E2, E3 & E4)
b. Develop a moves management strategy and touchpoints for prospective donors (E1, E2, E3 & E4)
c. Datamine the existing middle and high value donor segment to identify potential legacy and major gift donors (E1, E2, E3 & E4)
d. Write bespoke funding proposals based on existing campaign objectives (E1, E2, E3 & E4)
e. Conceptualize mini-proposals by bringing together Program areas that align with donor interests (E1 & E2)
f. Lead and develop strategy for a legacy giving program including targeted promotion and solicitation strategies as well as one-to-one donor cultivation and stewardship (E1 & E2)
g. Work with the Deputy Fundraising Director on annual planning, budgeting and goal setting for legacy and major gifts fundraising (E3 & E4)
h. As an expert legacy and major donor fundraiser develop new audiences and networks that enable a growing legacy and major gift program (E3 & E4)
i. Co-create celebrity key influencers strategy and KPIs with Key Influencers team (E3 & E4)

2. Implementation
a. Manage a portfolio of major gift and legacy prospects (E1, E2, E3 & E4)
b. Do stewardship, solicitation, and engagement activities both in person and virtually (E1, E2, E3 & E4)
c. Using moves management strategy and the CRM system proactively update, track and manage prospects (E1, E2, E3 & E4)
d. Conduct annual visits of top prospective major donors to identify, qualify, solicit, and steward (E1, E2, E3 & E4)
e. Develop custom events and work with existing events to engage major donors on and offline (E1, E2, E3 & E4)
f. Use research and data analysis to identify new opportunities for major gift solicitations (E1 & E2)
g. Write cases for support, leverage Programs and senior staff to facilitate solicitation, stewardship and engagement of major gift prospects and donors (E1 & E2)
h. Serve as a key liaison and listening post to legacy and major donors to add value and expand campaign impacts (E3 & E4)
i. Proactively identify key influencers, celebrities, or community leaders who become donors, volunteers, and champions for Greenpeace East Asia (E3 & E4)
j. Work closely with KOL team to engage with celebrity influencers to solicit them for major gifts (E3 & E4)

3. Provide line management and mentorship to key staff a. Line Management of potential future staff who would also conduct one-to-one legacy and major gift fundraising (E3 & E4)

4. Support/Coaching/Leadership
a. Collaborate, share best practice, and align where possible with regional strategies and counterparts (E1, E2, E3 & E4)
b. Encourage testing, collaboration with other teams, and innovation (E1, E2, E3 & E4)
c. Provide input and guidance to other departments or markets (E3 & E4)
d. Influence, coach, and train events, digital, and key influencer staff to align their areas of work in support of stewarding and engaging legacy and major donor cohorts (E3 & E4)
e. Serve as an expert on legacy and major gift fundraising by providing training and sharing with staff from other Greenpeace offices (E3 & E4)

Competencies Profile

Skills and Expertise required

•    Advanced knowledge of portfolio management and relationship-based fundraising
•    Proficiency in budget management and expenditure monitoring
•    Advanced research and donor prospecting skills
•    Highly self motivated and driven
•    Fluency in written and spoken (at least one) local language in the region
•    English proficiency is desired, a working level of English is acceptable
•    Strong communication and presentation skills
•    Strong writing skills
•    Following requirements are a plus:
  o    (i) Experience in using Salesforce CRM system and Marketing Cloud
  o    (ii) Established network of high net worth individuals
  o    (iii) Advanced understanding of or training on environmental issues
  o    (iv) Advanced word, excel, and powerpoint presentation skills and training
 

Specific Work Environment

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