Lee James Grant
Hoddesdon,Hertfordshire
Summary
Dynamic professional with a strong background in leadership, income generation, and relationship building. Expertise in strategy and disruptive innovation, project and process management, as well as communications and IT. Proven ability to drive organisational success through innovative strategies and effective management. Committed to leveraging skills to achieve impactful results and foster growth within a forward-thinking organisation.
Overview
31
31
years of professional experience
10
10
years of post-secondary education
Work History
Planned Giving Manager
Lutheran World Relief
01.2021 - 04.2025
- Created and implemented a planned giving and legacy fundraising strategy from the ground up
- Embedded a sector leading donor recognition program, to build loyalty and excellent donor relationships
- Identified existing pledges and expand the future gift pipeline by $20m per annum to $100m by 2030
- Created and implemented a five-stage donor stewardship journey to measure and manage supporter commitment
- Increased annual planned giving income to $10m / annum through excellent stakeholder and relationship management
- Five and ten-year planning, involving innovative campaign and appeal approaches to secure progressive income growth
Chairman and President
The Poultry Club of Great Britain
11.2016 - 04.2025
- Representing the charity in all areas of compliance, governance and fundraising - as well as its Royal Patronage and adherence to best practice
- Responsible for GDPR and overhauling the membership propositions
Senior Partnership Manager (Professional)
Cancer Research UK
08.2018 - 01.2021
- Directed the UK's principal audience-specific legacy administration and engagement team of 30 specialist staff over two distinct disciplines: estate administration and relationship development
- Strategy creation and ongoing implementation to utilize solicitor relationships created through excellent legacy administration to influence an increase legacy prompts and residuary gifts in wills
- Delivering and showcasing (to smaller charities) a sector-leading approach to legacy administration on 4,500 estates each year - seeking to maximize values to £130m through 2,500 professional executors
- Pioneering audience-focused fundraising through a combination of solicitor-engagement, estate administration and supporter stewardship to create and maintain a £1bn legacy pipeline
- Influence relevant stakeholders, government departments and other intermediaries to instigate a step-change in the volume of wills written, the number that include a charitable gift and efficiencies therein
- Create and deliver a national program of training and CPD content for solicitors and will writers that influences behavioral change in language and efficient and effective administration of estates
- Performance manage the UK's most well-used free will service, worth circa £40m in annual pledges
- Thought leadership in showcasing legacy fundraising to international audiences, as far afield as Korea
Head of Service & Community Development
Institute of Workplace and Facilities Management
09.2014 - 12.2017
- Responsible for generating annual income of £3.2m in three distinct teams: Membership Services, Corporate Partnerships and Community Development, serving 17,000 members with 18 staff
- Delivered financial growth in membership subscriptions of 23% over three years through the implementation of an improved recruitment and retention strategy and engagement-led partnerships
- Secured significant and long-term commercial partnerships through the introduction of an account managed approach, ensuing in a public-sector partnership of £350K and 8% of BIFM's membership
- Five-year planning, budgeting, and target setting for the income-generating divisions - directing annual performance to influence success, and ongoing forecasting to identify / rectify potential issues
- Introduced community groups in the areas of diversity & inclusion, youth and international to extend the political outreach and member-benefits through over 200 volunteer-led events annually
- Championed the advancement of the profession through the public promotion of qualifications, training and professional development - utilizing strategic partnerships to promote FM as career of choice
Head of Membership Communities
Chartered Institute of Fundraising
04.2011 - 09.2014
- Responsible for delivering membership growth; introduced distinct value propositions for organizations and individuals respectively, resulting in an overall membership growth of circa 10% year-on-year
- Responsible for improving membership retention; enhanced the engagement strategy to improve membership retention rates to over 85% - which generated revenue of over £2m per annum
- Responsible for membership upgrades; introduced an innovative upgrade program, encompassing training and qualifications, which facilitated a 5% increase in annual membership-upgrades
- Responsible for membership culture; embedded the organizational values throughout the membership and introduced evaluation mechanisms to demonstrate the overall impact, challenges and successes
- Responsible for new products; developed and managed a member consultancy support-service, which included the recruitment, training and outsourcing to fundraising professionals - also responsible for national volunteering program
Tax-Effective Giving Project Manager
Chartered Institute of Fundraising
02.2006 - 03.2011
- Directed the multifaceted £2m UK government-funded Tax-Effective Giving Initiative and £1m Payroll Giving Program to increase charities' use of the UK tax-reliefs and incentives exponentially
- Successfully influenced policy makers within the Cabinet Office, HMRC and HM Treasury to re-define the charity tax-reliefs package and introduce transitional relief worth £270m over 3 years
- Within five years, this project directly facilitated an increase in annual Gift Aid claims from £634m to over £1bn and influenced and supported over 40,000 fundraisers to increase their voluntary income
- Directed a national volunteer-led training and mentoring program that directly engaged over 4,000 charities and provided online support to over 9,000 charity fundraisers and volunteers
- Administered the development of an information resource center and online discussion forum; created a smartphone application to support tax reclaims and an accompanying series of 'toolkit' publications
Fundraising and Events Manager
PDSA
07.2001 - 02.2006
- Created and embedded a successful community engagement and fundraising strategy that provided a development journey for volunteers and supporters during the time of a re-brand and transformational income growth
- Utilized the regional networks to introduce a legacy donor development and engagement program, which improved legacy pledges by 50% and increased annual bequest income exponentially thereafter
- Reviewed and revised the suite of direct mail campaigns to focus on organizational impact rather than outputs - instantly increasing revenue on a single annual supporter campaign from £1.2 to £2m and implemented a challenge-event portfolio
Herd Manager
Frankham Farm
07.1994 - 10.1997
Education
Bachelor of Science (Hons) - Markeng & Management
Harper Adams University
10.1997 - 06.2001
Naonal Diploma - Agriculture
Kirkley Hall College
09.1991 - 07.1994
8 GCSEs - A to C including English & Math
Haydon Bridge High School
09.1987 - 06.1991
Skills
- Leadership
- Income Generation
- Relationships & Influence
- Strategy & Disruptive Innovation
- Project & Process Management
- Communications & IT
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Custom
Personal and professional endorsements (since 1994), all details available on request
Timeline
Planned Giving Manager
Lutheran World Relief
01.2021 - 04.2025
Senior Partnership Manager (Professional)
Cancer Research UK
08.2018 - 01.2021
Chairman and President
The Poultry Club of Great Britain
11.2016 - 04.2025
Head of Service & Community Development
Institute of Workplace and Facilities Management
09.2014 - 12.2017
Head of Membership Communities
Chartered Institute of Fundraising
04.2011 - 09.2014
Tax-Effective Giving Project Manager
Chartered Institute of Fundraising
02.2006 - 03.2011
Fundraising and Events Manager
PDSA
07.2001 - 02.2006
Bachelor of Science (Hons) - Markeng & Management
Harper Adams University
10.1997 - 06.2001
Herd Manager
Frankham Farm
07.1994 - 10.1997
Naonal Diploma - Agriculture
Kirkley Hall College
09.1991 - 07.1994
8 GCSEs - A to C including English & Math
Haydon Bridge High School
09.1987 - 06.1991
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