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Legacy Officer (Maternity Cover)
Role Summary:
As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Officer will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.
Position Objective:
- Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
- Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.
Term of Employment:
Fixed-term, maternity cover
Hours of work:
Full-time (part-time hours considered)
Reports To:
Director, Major Gifts and Gift Planning
Salary:
£29,000 - £34,000
Location:
Remote in mainland UK
Primary Responsibilities and Duties:
Augustus Club
- Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
- Maintain departmental information, files, and records related to legacy estates
- Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
- Work with various stakeholders on contested legacies, collaborating with other charities where needed
- Be able to communicate to supporters how important and desirable legacies are to PETA
- Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
- Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
- Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
- Keep up to date on probate and tax laws, informing the team of any changes
Other
- Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
- Assist in the training of new major gifts and/or planned giving assistants
- Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
- Assist with the preparation and proofreading of mailings
- Perform any other tasks assigned by the supervisor
- Maintain strict confidentiality at all times
Qualifications:
- Minimum of one year of planned-giving or other development experience
- Excellent written and verbal communication skills
- Thorough knowledge of animal rights issues and PETA campaigns
- Demonstrated exceptional attention to detail
- Demonstrated ability to prepare professional business communications
- Proven ability to organise and manage multiple projects simultaneously and effectively
- Proven ability to use initiative and work independently
- Proven experience in legacy fundraising and administration
- Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
- Commitment to PETA's objectives
- Adherence to a vegan lifestyle strongly preferred
The client requests no contact from agencies or media sales.
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.
Fundraising lead (fixed term 12-month contract, 0.4 FTE i.e. 14 hours a week)
JustMoney Movement is seeking a part-time Fundraising lead to help us grow a more sustainable funding base. The role will work with senior staff to develop our strategic case for support to target small organisational/ institutional donors (£1-5k grants/ donations).
We are a Christian charity using education and advocacy to work towards our vision of a fairer, greener future, through the transformation of our financial system and wider economy. We want to grow and diversify our funding base, reducing our dependence on a small number of grants, and building a movement of allies who feel part of the community and are willing to financially support it.
The Fundraising lead will work with senior staff to develop a case for support for our overall strategy and use this to target small organisational/ institutional donors including small trusts; corporates and organisations; and churches.
Role description
· Grade 3.1 expected FTE salary £35,700 pro-rated to 0.4 FTE/ 14 hours a week = £14,280 (subject to annual inflationary pay review).
· Fixed term 12-month contract. This post has funding for 1 year. If successful, there could be scope to extend the role for longer.
· Remote based: this role will be based from home, with occasional travel to meetings in London or elsewhere in the UK, for which expenses will be payable. This role is equivalent to 2 days a week but hours can be worked flexibly through the week.
· This role requires applicants to have the right to live and work in the UK.
· Whilst this is advertised as a staff role, we would consider applications from consultants taking on the role as part of their portfolio.
Please apply via Charity Job with your CV and a cover letter outlining how you meet the person specification below, by 9am on 2 June 2025. Interviews (via Zoom) will be on 9 or 10 June.
Role Requirements
· Develop and deliver JustMoney Movement’s core fundraising strategy for small organisational/ institutional donors (donations/ grants of between £1-5k) targeting small trusts, organisations, corporates and churches.
· Work with senior staff to create a ‘case for support’ for JustMoney Movement’s overall strategy.
· Identify, develop and steward relationships with aligned small trusts, organisations, corporates and churches (in conjunction with other staff, especially the Executive Director [ED] and Director of Movement Building [DMB]).
· Design and implement the initial year of an annual programme of fundraising communications with these audiences including proposals, stewardship and reporting.
· Work closely with the ED and DMB to ensure prospects are passed on for a bespoke approach where appropriate.
· Help to set realistic targets for the ‘foundation’ 12/18 months, and take responsibility for meeting these, providing regular updates to senior staff and trustees.
· Maintain contacts and work with others in the team to develop appropriate systems and processes to support this area of fundraising.
Person specification
Essential
· Empathy with JustMoney Movement’s vision and work.
· Experience of leading one or more of the following areas of fundraising for a charity:
o Small trusts and foundations
o Corporate/ organisational
o Churches
· Experience of developing a Case for Support.
· Creative and imaginative thinker finding new opportunities to reach new potential funders.
· Exceptional organisational skills, including attention to detail and the ability to multi-task.
· Persuasive written and verbal communication skills.
· A strong “can-do” attitude, combining practical, hands-on skills with a strategic mindset.
· Ability to work collaboratively within a small team, as well as working independently.
· An understanding of and demonstrable commitment to equal opportunities, diversity and inclusion.
· As the charity is a Christian organisation, the successful applicant will be expected to be in sympathy with the Christian faith and will demonstrate a commitment to the mission, principles, values and practices of the organisation.
Ideal
· Experience of working in a Christian charity or church setting
· Familiarity with economic justice (e.g. banking, finance or tax justice) issues, especially within a Christian framework
Please download the recruitment pack and use the information to submit a cover letter with your CV outlining how you meet the person specification. The recruitment closes at 9am on 2 June 2025. and interviews will take place via Zoom on 9 or 10 June.
We aim to be the go-to organisation for Christians and churches who want to connect faith, money and justice to seek a fairer, greener world.
The client requests no contact from agencies or media sales.
Salary: Grade 4 - £34,085 per annum
Full time: 37.5 hours per week
Location: Flexible with travel as required to deliver training – frequency will vary
Contract: Permanent
Closing date: Sunday 18th May 2025 at 11.30pm
Do you have a good understanding of housing law and proven experience of preparing, planning and delivering training courses to individuals and groups, online and face to face? We are looking for a Trainer and you could soon be helping us to help better support professionals and their clients with housing problems.
About the Role
You will deliver training to a variety of external customers, focussing on housing and homelessness. The overall aim will be to support capacity and capability of the housing and homelessness sector to achieve better outcomes. You will need to keep your knowledge up to date and contribute the insights you gain from training delivery and observing our front-line services to develop existing and new courses, ensuring excellent quality and positive feedback. Also, you will participate in consultancy and mystery shopping as needed.
About you
To succeed, you will need experience of delivering and developing training courses which are engaging and interactive, along with a strong understanding of housing and homelessness law. You will also have a sound knowledge of IT tools such as webinar and e-learning platform and Microsoft applications. The role will involve travel to deliver training as needed.
Benefits
We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.
About the team
You will be joining a multi-disciplinary team that delivers a range of second tier services to support those on the frontline to achieve positive outcomes for people with housing problems. These include training in housing and homeless prevention, housing law consultancy advice, housing debt casework, information and online resources and various targeted projects. We are a national team and work in conjunction with the wider organisation including Legal Services, Learning and Development, Business Support, Telephone and Online services and Operations teams.
About Shelter
Home is a human right. It’s our foundation and where we thrive. Yet every day millions of people are being devastated by the housing emergency.
We exist to defend the right to a safe home. Because home is everything.
We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.
Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.
How to apply
Please click ‘Apply for Job’ below. You are required to submit a CV and responses to the ‘About You’ section of the job description of no more than 350 words each.
Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses:
- We prioritise diversity and have an inclusive and open mindset
Any applications submitted without a supporting statement will not be considered
Safeguarding Statement
Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.
Recruitment Agencies
Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
The client requests no contact from agencies or media sales.
Senior Grants Officer Location: Fully Remote Salary: £28,600 per annum plus benefits We are recruiting for a Senior Grants Officer. The Fundraising Department at The Forward Trust plays a crucial role in supporting our mission to empower individuals to break the cycles of addiction, crime, homelessness and unemployment. Our team is dedicated to securing vital funds, generating around £2million per year, through various channels, including grants, events, corporate partnerships, and individual donations. We work collaboratively across departments to develop and implement effective fundraising strategies, ensuring that we can continue to provide life-changing services to those in need. One of our unique strengths is the ability to place our service-users at the heart of everything we do, including fundraising. With around a third of our workforce in active recovery and/or having had experience with the criminal justice system, and access to our community of over 28,000 individuals who have benefitted from our support, we can provide living proof of our long-lasting impact. By joining our team, you will be part of a dynamic and passionate group committed to making a tangible difference in people's lives. Role Responsibilities An exciting opportunity has arisen within our Fundraising Team to help grow and maximise income from trusts and foundations and other grant giving organisations. As an integral part of the team, you will identify, engage, and approach new grant giving organisations as well as maintain and strengthen relationships with existing supporters to secure funding for our life changing and life-saving services across prisons and communities in the UK. Over the last two years, we have been working hard to lay the foundations to be able to engage and secure more supporters and advocates for the organisation, enabling us to increase the amount of charitable income we secure. With a new strategy, team structure and customer relationship systemin place, it is a great time to be joining a passionate, fun, and target-driven team within a motivating and inspirational environment. You will be working as part of a team of 10 and the role is fully remote with expectation to travel to Vauxhall once per month. You will also be expected to have the flexibility to attend events and be able and willing to travel to the services in the organisation and supporting fundraising events. The Ideal Candidate We are looking for a excellent communicator who is good at building and maintaining relationships and who has writing and fundraising experience. Please also see a list of skills and experience needed for this role below;
About Us We are The Forward Trust, the social enterprise with charitable status that empowers people to break the often interlinked cycles of crime and addiction to move forward with their lives. For more than 25 years we have been working with people to build positive and productive lives, whatever their past. We believe that anyone is capable of lasting change. Our services have supported thousands of people to make positive changes and build productive lives with a job, family, friends and a sense of community.
To Apply If you feel you are a suitable candidate and would like to work for the Forward Trust, please click apply to be redirected to their website to complete your application. |