Sonny Gardiner
Norwich,Norfolk
Summary
Experienced and effective Legacy Manager adept in all aspects of successful legacy management. Passionate about the charity sector, and eager to bring my experience and growth to another establishment.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work history
Legacy Manager
University of East Anglia
Norwich, Norfolk
2022.06 - Current
- Ensuring the University's Legacy Strategy remains current, fit for purpose and relevant to our audiences
- Proactive approach to checking Wills and estate accounts
- Working with the University's Communications team and others to ensure legacy gifts receive appropriate publicity, executor stewardship and impact reports
- Working closely with the Communications Executive to generate positive stories to promote UEA's Legacy programme, benefits, and opportunity.
- Deliver effective engagement and stewardship plans which have led to legacy donor retention.
- Managing a portfolio of high-value donors capable of giving significant legacy gifts.
- Coordinated activities allied to fundraising, including website management, social media and departments communications to ensure effective promotion and maximise audience reach.
- Participated in brainstorming to develop new methods to increase legacy donors.
- Managed and updated databases to record donor contact and preference information.
Category Manager
University of East Anglia
Norwich, Norfolk
2019.09 - 2022.06
- Provided advice and guidance on complex procurement matters as well as developed mechanisms to monitor and improve the performance of suppliers
- Developed specifications and procurement processes that embed the University's principles and achieved good value for money on significant purchases
- Worked with budget holders on significant purchases
- Analysed purchasing needs by considering management data on spend information obtained from our finance system and other sources
- Monitored performance of existing contracts by arranging contract reviews and reviewing Key Performance Indicators.
- Monitored market to capitalise on latest trends.
- Built and nurtured productive client relationships to meet requirements.
- Managed and negotiated contracts to achieve compliant, low-risk business transactions.
Paralegal
Birketts
Norwich, Norfolk
2018.09 - 2019.09
- Drafted contracts for non-contentious construction projects
- Networked with multiple high value clients
- Conducted case specific research, obtained documentary evidence, drafted case summaries and provided various legal documents
- Acted as the point of contact for clients and intermediaries, demonstrating technical skill and commercial awareness in meeting clients' legal needs, amongst other duties.
- Analysed elements of civil litigation, including evidence gathering and presentation and client counselling.
- Drafted, signed and certified key legal documents for judicial review.
- Reviewed and evaluated legal documents, including discovery materials and contracts.
- Communicated pertinent information to clients via phone, email and mail.
Paralegal
Norton Peskett
Gorleston, Norfolk
2017.01 - 2017.08
- Worked in residential & commercial conveyancing, with some experience in wills & probate
- Managed own case load
- Drafted general administrative correspondence and assisted with drafting conveyancing legal documents
- Acted as the point of contact for clients and intermediaries, demonstrating technical skill and commercial awareness in meeting clients' legal needs.
- Reviewed legal documents for accuracy and compliance.
- Managed high volume client caseloads through planning and organisation.
Paralegal
Chamberlins Solicitors
Lowestoft, Suffolk
2015.09 - 2017.01
- Duties were the same as at Norton Peskett above.
Education
LLM - Law
University of East Anglia
Norwich, Norfolk 2017.09 - 2018.09
LLB - Law
University of Lincoln
Lincoln, Lincolnshire 2012.09 - 2015.09
Skills
- Fundraising Codes of Practice knowledge
- Fundraising event management
- Stewardship plans
- High value donor retention
- Database management
- Sustainable fundraising strategies
Languages
English
Native
Timeline
Legacy Manager
University of East Anglia
2022.06 - Current
Category Manager
University of East Anglia
2019.09 - 2022.06
Paralegal
Birketts
2018.09 - 2019.09
LLM - Law
University of East Anglia
2017.09 - 2018.09
Paralegal
Norton Peskett
2017.01 - 2017.08
Paralegal
Chamberlins Solicitors
2015.09 - 2017.01
LLB - Law
University of Lincoln
2012.09 - 2015.09