Fundraising officer jobs in Liverpool
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At Alzheimer’s Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.
We are looking for a Assistant Legacy Case Officer who wants to be part of that mission. This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.
What You Will Do
Every day in this role is about people and purpose. You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy. You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
Your work will ensure that all legal requirements are met and that every legacy is handled with integrity. You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.
You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society. Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.
This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment. Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.
About You
We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience. You might:
- Have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems
- Have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge
- Be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development
- Be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team
- Be comfortable using Microsoft Office, including Outlook and Excel
- organised self-starter with attention to detail and pride in delivering accurate, high-quality work
- Communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia
You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
Thank you!
1. Role Purpose
A key element of Trussell’s high value income is from individual donors and Trusts, who support our work and mission. The Philanthropy Officer is accountable for managing a caseload of trusts and major donors who are giving up to £10k annually, stewarding them effectively to help secure income to fund Trussell’s work.
The Philanthropy Officer is responsible for developing appropriate engagement and stewardship journeys for this group of donors, with the aim of retaining and increasing financial support for Trussell.
This role is part of the Together with Trussell programme, the goal of which is to build stronger connections with our supporters, partners and donors in order to increase funding, campaigning, and other forms of support for our work.
2. Key Responsibilities
1. Steward a caseload of major donors and trusts
Manage a caseload of c.150 major donors and c.600 trusts (c. £5k-£10k per annum giving levels). Effectively steward a cohort of donors and Trusts who support Trussell’s work and mission to ensure that Donors and Trusts are updated, understand the impact of their support, loyalty is strengthened and income secured.
2. Deliver high‑quality stewardship communications
Produce personalised thank‑yous, updates, impact reports, and tailored asks, and developing some one-to-one relationships to ensure donors and Trusts receive timely, meaningful engagement that demonstrates the impact of their support and inspires them to continue giving.
3. Develop and submit funding applications
Prepare and submit bespoke applications to trusts when required, in order to secure additional income through compelling funding applications. Opportunities to secure income and cultivate relationships are maximised.
4. Maintain accurate supporter records
Maintain accurate records on our database; facilitating accurate data management and effective stewardship. Delivering analysis, forecasting and segmentation for mailings, to enable compliant, insight‑led fundraising activity.
5. Design and manage supporter journeys
Context: Work collaboratively across the team to design and manage supporter journeys for Major Donor and Trusts which enhance the consistency and quality of engagements, building stronger donor experience and improved engagement.
6. Provide administrative and team support
Context: Support the team with administrative tasks, when required to ensure smooth operations and timely delivery of team projects and tasks, supporting efficient team delivery and coordination.
3. Person Specification
Core Knowledge:
- Understanding of major donor and/or trust fundraising principles.
- Knowledge of GDPR and fundraising‑related data protection.
- Knowledge of CRM systems and data management.
Essential Skills:
- Excellent written communication.
- Strong verbal communication.
- Ability to manage multiple projects and meet conflicting deadlines.
- Ability to distil complex information into compelling and succinct communication.
- Accurate data handling.
- Collaborative and proactive approach.
Key Experience:
- Experience in high‑value fundraising or transferable experience.
- Experience using CRM databases.
- Demonstrable relationship‑building experience.
4. Stakeholders
Internal: Line Manager, Philanthropy Manager (Trusts), Supporter Care, Comms & Marketing, High Value Team.
External: Major Donors, Trusts, Donor Research Consultant, Suppliers.
Registered Charity 
101 - 500
The client requests no contact from agencies or media sales.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Main Role & Responsibilities
The overall purpose of this role is to support the Head of Fundraising in establishing a corporate partnerships income stream as part of Ygam’s new Income Generation strategy, which underpins the organisation’s ambitious aims and objectives. This role offers a unique opportunity to make a significant impact in diversifying our range of income streams to ensure financial health for the future of the charity, underpinned by sustainable and ethical fundraising models.
You will have the chance to work with a diverse range of organisations and develop compelling, creative pitches and applications for corporate support. You will also play a key role in identifying opportunities and developing relationships with corporates to strengthen the chance of bid success in both the short and medium term.
Join us in this pivotal role and be part of a mission-driven team dedicated to making a difference. Your contributions will bolster our fundraising efforts and advance our mission in meaningful ways.
Who are we looking for?
Ygam is seeking an experienced corporate fundraiser, or individual with transferable skills, to join our tight-knit and ambitious team. This role offers a fantastic opportunity to use your communication skills and initiative to manage and develop a pipeline of corporate partnerships opportunities, spotting synergies and developing relationships with potential donors. By writing proposals and managing a calendar of supporting activities, you will not only hone your communication skills, corporate account development and management, but also make a tangible impact on our mission to Safeguard our Digital Generation.
Key tasks:
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manage and grow a portfolio of small to medium corporate partners, increasing income by identifying new prospects and through the stewardship of existing donors.
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write high quality applications and communicate accurately and transparently on the progress made in partnerships.
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work with our programme experts to develop expertise in key programme areas and build your knowledge of Ygam’s work.
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support with applications and reports to large corporates and other associated fundraising activity.
The ideal candidate will be motivated, creative, and organised, with a knack for relationship building. This role suits an ambitious self-starter with excellent research, communication, writing, IT, and presentation skills. We are looking for someone who believes in Ygam’s mission and is excited to collaboratively shape and develop our fundraising work.
Role Requirements
Duties will include but not be limited to:
Business Development
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Work with the Head of Fundraising to develop strategies which increase Ygam’s visibility in the corporate space.
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Conduct prospective supporter research; establish and grow the partnerships pipeline, and develop pitches to meet shared objectives, working with the Head of Fundraising.
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Build strong relationships with organisations that share our values.
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Manage the prospect pipeline using Salesforce, segmenting the pipeline into areas of programme interest and tracking applications, expected and actual income and reporting deadlines.
Relationship Building:
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Craft engagement plans to deepen existing relationships and maximise fundraising opportunities
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Provide excellent account management for new and established partners, including regular and meaningful communication.
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Produce relevant, creative, and compelling proposals, reports and updates to keep our corporate partners motivated and engaged.
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Identify and execute creative ways to bring our work to life for funders.
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Ensure that relationships with donors (both new and existing) are maintained and managed effectively before, during, and after receipt of funds.
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Effectively communicate Ygam’s vision, mission, and programmes to potential donors. Delivering and shaping engaging and emotive copy for appeal letters, emails, newsletters, and other promotional materials.
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Contributing to wider Fundraising Department objectives, sharing innovative ideas, supporting all income streams, and promoting a culture of positive team-working.
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Working closely with the External Affairs team to ensuring effective use of case studies, photography, statistics, and organisational information and that all communications are consistent and in line with Ygam brand guidelines.
The client requests no contact from agencies or media sales.