Individual giving manager jobs in ickenham, greater london

Senior Fundraising Manager – Trust and Philanthropy

Salary- £40,940 per annum

Location- Remote working in the UK, with regular travel to London and other parts of the UK.

Reporting to- Director of Fundraising

Contract- Full-time, permanent

Closing Date- 11th January 2026 at Midnight

Who we are?

Futures For All is the largest social mobility charity in the UK. We help to level the playing field between state and independent schools by giving all young people access to the same prestigious networks available to the top fee-paying schools. 

We believe that by inspiring young people to explore their ambitions through our speaker programme, facilitating access to multi-day experiences of the world of work, and supporting young people to successfully seize opportunities available to them, then we can make a profound difference to the lives of young people, their future happiness and prosperity. 

By 2028, our ambition is that every young person in the UK has access to high quality work experience. Yet today, less than half of young people leave secondary school having had any work experience whatsoever.

Role Summary:

Whilst Futures For All has been fundraising for all of our 15 year history, we are now at a point in which increasing voluntary income and diversifying our charitable income streams is vital to the charity’s long-term success.  The new role of Director of Fundraising took up management of the team in 2024, and is now in the process of building a bigger and brighter team to support increasing income over the next few years.

The Senior Fundraising Manager – Trust and Philanthropy will play a pivotal role in raising funds from grantmaking trusts and HNWIs (philanthropists) towards the work of Futures For All.  They will go beyond simply writing applications and reports, to build relationships with prospects and donors, ensuring that each are guided through the solicitation cycle towards maximising their grant to the charity.  They will work closely with colleagues, volunteers and leadership to ensure each prospect/donor is engaged appropriately and accurate information is provided in a timely manner.  They will also support the overall function of the Fundraising team, supporting other forms of fundraising. They will build relationships with prospects and donors, ensuring that each are guided through the solicitation cycle towards making major donations. 

Futures for All (formerly Speakers for Schools) seeks an individual with experience working with high-value supporters and strong relationship-building skills to become our new Senior Fundraising Manager – Trust and Philanthropy.  With an exceptional network of senior stakeholders and volunteers, the potential for growth in fundraising is great.

As the UK’s leading social mobility charity, we’re on a mission to help state-educated students nationwide to reach their potential by providing work experience placements and inspirational talks. 

If you’re an enthusiastic, self-motivated, team-player with experience of major donor fundraising, then this is the role for you.  You’d join the team at a time of progression, with a new, focussed plan for the organisation targeting growth in our work experience and inspirational school talks. For this to be successful, we need to grow and diversify our income, particularly from grants and gifts, and are growing the fundraising team from 3.5 to 5+ members to support this increase.

Your role as Senior Fundraising Manager will be to help identify, cultivate, ask and steward philanthropists and grantmaking trusts, working with the Director of Fundraising, Fundraising team, wider colleagues and volunteers to ensure they are solicited to the highest possible standards. The team will support you and there’ll be training on offer to help you succeed.

If you are an expert communicator and relationship-builder, you could join an ambitious, collaborative team, passionate about raising funds to increase the richness of state education and level the playing field for children across the UK.

Key Duties / Responsibilities

Strategic Purpose

• Fundraising from grantmaking trusts and foundations – build and maintain a pipeline of trust prospects and donors with potential to give £10k+ per annum.
• Fundraising from major donor individuals – building relationships with prospects and donors leading to gifts of £5k or more.
• Collaboration – working with colleagues, Ambassadors and Trustees to engage potential supporters, attend events and solicit donations.
• Proposals and reports – develop and deliver accurate and inspiring fundraising applications and reports meeting and surpassing donor and prospect expectations.

Engagement

• Stewardship – work closely with the Donor Relations Manager to ensure all trust donors are stewarded effectively.
• Collaborate with staff, volunteers and leadership – ensuring you have an expert knowledge of the work of Speakers for Schools and can communicate it passionately and accurately to prospects and donors.

Delivery

• Events – utilise and support fundraising events to create a culture of giving and fundraising within Futures For All. Working alongside the Events Co-ordinator to identify attendees and shape engagement events.
• Data and reporting – ensure information on donors is correctly recorded in Salesforce, and supporting KPI and other reports created by the Director of Fundraising.
• Other duties – supporting the work of the Fundraising team and wider organisation as required.

Education / Experience / Knowledge

Essential

Experience of making the direct asks for funds from prospective donors.

Strong relationship-building skills, with the ability to cultivate and steward philanthropic relationships effectively.

Experience of compelling proposal and report writing for a grantmaking and philanthropy audience.

Excellent communication skills, both written and verbal.

Enthusiastic and a self-motivated team player.

Desirable

Proven ability to raise income from grantmaking trusts, manage a portfolio of established and new trust donors, achieve targets as part of a fundraising business plan.

Experience working in a social mobility or education-focused charity.

Proven ability to engage philanthropists and senior volunteers and speakers who support these approaches.

Futures for All Values:

Passion: 

We are committed to levelling the playing field for young people across the UK, creating social mobility and tackling disadvantages.

Agility: 

We challenge our ideas of what is possible in order to better meet the needs of those we support. We are human, make mistakes, learn, evolve and adapt.

Integrity: 

We act with empathy and bring our authentic selves to work every day. We value and respect the talent, time and intentions of those we work with.

Collaboration: 

We are one team with one mission and only by working together can we deliver better outcomes for young people. We support each other unconditionally and feel motivation in shared success as well as individual progress.

Diversity: 

We know it takes people with different ideas, strengths, identities, interests, and cultural backgrounds to make our organisation succeed. We encourage constructive debate and critical friendship.

Diversity at our core

Futures for All is an equal opportunities employer. We are committed to encouraging equality and diversity among our workforce and eliminating discrimination.

About You:

• Have the ability to raise income from HNWIs , manage a philanthropy portfolio of established and new donors, building strong relationships and confidently making the ask.
• Experience in creating inspiring and informative bids to grantmakers, utilising your written communication skills.
• Comfort in working with, and engaging HNWIs and business leaders who will donate and help the organisation to succeed.
• Be able to develop strong relationships with the charities senior stakeholders and staff, identifying opportunities for growth and innovative engagement.

Impatience Earth is a non-profit climate philanthropy consultancy founded in 2020 with a mission to educate, challenge and inspire wealth holders to take bolder funding decisions to address the climate emergency.

For the first time, we will be undertaking work to focus specifically on climate resilience in the UK. Currently this work sits with two existing team members, and a network of Associates and advisors. We are hiring a new team member to support this work on a fixed-term contract running from 2026-2027. 

Why UK resilience? We can see the impacts of climate change in the UK are rapidly increasing  - from direct impacts such as extreme heat, flooding and heavy rainfall, to direct knock-on effects such as increasing food prices. What is often hidden is the social, economic and racial injustice at the core of climate vulnerability in the UK. The people who are disproportionately impacted by climate change are also most likely to be excluded from the process to address it. This includes women and girls living  at the intersections of poverty, disability and race who remain overlooked by climate policy and interventions, even though the inclusion of women in environmental decision-making processes has been shown to have a positive impact on their outcomes.

Climate change is occurring at the same time as trust in British society, democracy and politics is collapsing. As recent research from Climate Outreach shows, voters in the UK feel overlooked, disillusioned about the present and fearful for the future, and many are yet to be convinced that net zero offers a positive way forward. 

Yet research also shows that the majority of the public do care about climate change and protecting nature, and we know from our work that there are individuals and groups across the UK who are taking action to create a more resilient future - often on a shoestring budget. When Impatience Earth convened funders around the topic of climate resilience in the UK, we had a lot of interest. We also heard that a common challenge is identifying resilience-building work to fund. A recurring question was ‘resilience-building work: how do we know it when we see it?”

This new role at Impatience Earth is designed to help us answer two key questions: 

1. How do we use our position and bird's-eye view of the philanthropy ecosystem to make climate philanthropy work more effectively for marginalised communities in the UK and withstand political headwinds?

2. How do we build the ecosystem for gender just climate action in the UK?

To answer these, it will be important to work in partnership and collaboration with other UK philanthropic support organisations (such as the Environmental Funders Network); help build bridges between the different organisations and groups doing this work across the UK; and shine a light on the opportunities for funders and policy-makers to support climate action that builds the resilience of the people who are most affected, but often overlooked. This role is an exciting opportunity to increase awareness and action in the philanthropic sector around the different dimensions of climate risk in the UK, especially as a result of gender inequity, poverty and other intersecting forms of marginalisation. 

About Impatience Earth

Impatience Earth is a non-profit climate philanthropy consultancy with a mission to educate, challenge and inspire wealth holders to take bolder funding decisions to address the climate emergency. Since 2020, IE has catalysed over £250 million in new philanthropic funding for climate action around the world, of which over £90 million has already been disbursed to impactful organisations working to mitigate climate change and build the resilience of communities in the face of increasing climate risk.

With a core focus on climate justice, Impatience Earth explores with funders how they can effectively resource and partner with the leaders and communities on the frontline of climate actions who are often overlooked and underfunded by mainstream climate philanthropy. Impatience Earth’s portfolio of work in the UK is increasingly focused on how funders can build the power of local communities to increase their resilience against increasing climate impacts - such as extreme weather events - that also exacerbate existing vulnerabilities. 

Requirements for this role

1. You live and are legally able to work in the UK (unfortunately we are unable to sponsor UK work visas)

2. You have a good understanding of the way that climate change will intersect with different forms of oppression and vulnerability in the UK, particularly gender but also: racism, poverty and class inequality, disability, discrimination due to sexual orientation, faith, migration status and other factors.

3. You have a good understanding of the ways that climate change is already impacting communities in the UK, as well as solutions relating to resilience-building.

4. You have a good understanding, likely through your own lived experience, of the difference in economic opportunities and investment beyond London and across the different parts of the UK. 

5. You have a demonstrated ability to build trusted working relationships with a range of stakeholders, which might include: community-based organisations, philanthropic foundations and local authorities. 

6. You are respectful of people with different backgrounds, cultures, faiths and lived experiences. 

7. You are curious and a good listener. 

8. You are highly organised and motivated to work in a fast-paced organisation. 

9. You enjoy working in-person with different stakeholders, and you’re happy to travel to other parts of the UK when required to attend in-person meetings, events and represent Impatience Earth (travel expenses will be covered).

10. You can lead, and contribute to, research and written reports that can be shared with funders and external audiences. 

11. You are highly competent with online working and online collaboration including: email, Zoom conferencing, and online documentation.

Day-to-Day Activities 

Whilst this work is still being developed, and you will have an opportunity to shape it, the day-to-day activities will likely include the following. 

Strategy

• Support the development of Impatience Earth’s UK resilience strategy, by reviewing existing plans and providing feedback and suggestions.

• Throughout this role, share learnings and feedback with the Impatience Earth team, Associates and other stakeholders, aiming to ‘work in the open’.

• Help Impatience Earth to recruit and work with a group of advisors.

Relationship building and new collaborations

• Connect with the UK organisations and individuals that Impatience Earth has already built relationships with, identify opportunities to collaborate, and take plans forward. This could include convening a roundtable or co-designing an event.

• Make new connections with individuals and organisations outside of Impatience Earth’s existing network who are working to build the resilience of communities across the UK. This could be through attending conferences, community events, or cold outreach and calls. 

• Build bridges between organisations and funders working across different themes (such as climate and gender) to strengthen the ecosystem on intersectional climate resilience. 

• Develop and maintain excellent external relationships, always acting as an ambassador for Impatience Earth, to help build our reputation and profile.

• Manage the planning and execution of events, including developing an agenda, giving presentations, facilitating group discussions, and providing logistical support. 

Research and writing

• Support Impatience Earth to develop a taxonomy for gender-just climate resilience in the UK, that will later be shared with funders and other external stakeholders.

• Work with other team members  to conduct research and mapping that can form the basis of recommendations for funders.

• Draft high-quality written reports, blogs, presentations and other online materials on the topic of intersectional, gender-just climate resilience.
   

Internal knowledge management and communication

• Communicate across the Impatience Earth team, with colleagues working in different parts of the world, to share information and cross-check opportunities. As a remote team, our work is made possible by internal knowledge management and communication. This will include:

  • Timely writing up of notes and actions from meetings you attend and saving on our Google Drive

  • Sharing time-sensitive insights and opportunities with the team on Slack

  • Joining weekly online team meetings

Benefits

As part of this role, you will have a pro rata allowance of 25 days paid annual leave, individual coaching, a professional development budget and be part of a passionate team committed to advancing climate action. We have taken a range of steps to build an inclusive and welcoming work culture and we hope we will receive applications from people from a range of backgrounds.

How To Apply

We are not able to sponsor visas unfortunately and are not doing calls with candidates in advance of applications. 

We are committed to inclusive recruitment. If you have any access requirements or need reasonable adjustments at any stage of the recruitment process, please let us know so we can discuss how to support you.

Stage 1: Submit your CV plus either a cover letter (1.5 pages max), or a short video, that includes details about your relevant experience for the role and why you think you’ll be a good fit. Please consider the Requirements for this role section when you write your cover letter/record your video, particularly points 2-5. Please submit documents in PDF format as we are unable to open MS Word files.
 

Stage 2: Shortlisted candidates will be invited to an initial video interview carried out via Zoom to discuss your experience and what excites you about the role. We will send all candidates the interview questions in advance.

Stage 3: You will be asked to complete a short assignment at a time that suits you. At this stage in the process, we will offer candidates a £50 stipend to cover the time invested in this exercise.

Stage 4: As part of the final interview stage, you’ll be invited to a full interview and we will be sending all candidates the interview questions in advance. At this stage in the process, we will offer candidates an additional £50 stipend to cover the time invested in preparing for interview.

Who You Will Meet

As part of the interview process, you will meet our CEO Yasmin Ahammad, Director Sarah Farrell and People and Wellbeing Director, Heather Salmon. For more information, see our website impatience.earth.

Starlight has a long and successful track record of delivering high-profile, high-value special events, including the prestigious Blenheim Ball, Newbury Race Day, and until recently, the Highclere Clay Pigeon Shoot. These events are supported by influential committees and play a critical role in raising income, stewarding donors and connecting supporters with our purpose.

With a gap in our Philanthropy team and maternity leave expected to begin in March, this 18-month fixed-term role exists to lead and deliver Starlight’s flagship events at a senior level, with immediate responsibility for the Blenheim Ball (April) –  the event Tatler refers to as “ society’s smartest ball “chaired by Lady Alexandra Spencer Churchill; and Newbury Race Day (May) – one of Starlight’s longest-standing and most successful supporter events, hosted by Nicky Henderson and his Committee.

This is a senior, delivery-focused role designed for an experienced events professional who can hit the ground running and immediately take ownership of two flagship events. Working closely with the Committees, you will bring leadership, strategic judgement and outstanding project management to ensure these events continue to excel in reputation, income and supporter experience.

We are specifically looking for talented individuals who have a short notice period and are available to start in January. Candidates need only apply if available through to April 2026 with no planned significant periods of leave.

Join us and help transform lives.

We are looking to recruit a talented fundraising administrator who wants their work to make a real difference. In this pivotal role, you’ll be the backbone of our fundraising team, helping us secure the resources that change lives.  This is an exciting role that will work alongside our Fundraising and Legacy Administrator, and you’ll ensure that all our supporters, whether individuals or organisations, feel valued and appreciated, receiving superb customer care.  

As first point of contact for enquiries, you’ll take pride in ensuring that every donation is accurately logged and processed flawlessly and that all enquiries are managed with care.  A team-player, you’ll thrive in supporting your line management and recognise the opportunity to be part of something meaningful.

Please refer to the job description for further information.

In your cv and cover letter please outline how you meet the requirements of the role and why you would like to work for us. You must account for any gaps in your employment history.

The Centre is an equal opportunities employer.  We are always looking for talented people from all backgrounds to join us and help improve the lives of homeless young people, insecurely housed families and their children.  We particularly want to encourage people from under-represented groups in the not-for-profit sector to step forward and apply to work with us. We require our staff to recognise the valuable role that volunteers play in our work and to welcome and support volunteers with whom they work.

We are committed to safeguarding and promoting the welfare of children. We require job applicants, staff and volunteers to complete a criminal records self-declaration and to undertake a basic DBS check for this role.

Applicants must have the right to work in the UK. We are unable to sponsor visas.

Benefits

· 26 days’ leave, rising to 28 days’ leave after two years’ service (pro rata for part time staff)

· Discretionary wellbeing and celebratory days

· Workplace pension scheme and we’ll match employee contributions up to a maximum of 6%

· Life assurance cover (after probation passed)

· Employee assistance programme

· Season ticket loan

· Training and development opportunities

· Access to Blue Light Card discounts

We’re here to help families facing some of life’s toughest challenges to experience the anticipation, joy and impact of a break from the day to day. Can you help?

Thanks for taking the time to explore the role of Trusts Fundraising Manager at the Family Holiday Charity. The role is becoming vacant as our current Trusts Fundraiser is taking early retirement. We’re super happy for her. But it means time for change! So, we're looking for a new colleague to join us and build forward from all the hard work that she’s put in!

This role is a critical one in our fundraising plans - raising around £300k annually, with pipeline potential for more as you unlock partnership working and programme development across the organisation.

You’ll need to be a bit of an all-rounder - researching and keeping pipelines updated, eccure gifts and donations, consider applications, adapt data and information and inspire with your words, reporting on progress and income. Add a dash of strategic thinking as we develop programmes and look for new funding support to achieve that. We currently raise about £200k (with about ¾ of that as secure as any pipeline can be) but have a budget target of £100k to raise from partnership working and programme development with others in the team. There’s a lot of potential in this area!

The trusts environment is, quite frankly, a bit bonkers so we know that this won't appear on paper to be the easiest role in the world. You’re going to need grit and tenacity as well as all the other skills a good trust fundraiser needs. But we’re a great team, going great things and in a fantastic position to build forward from our existing strong position in Trusts.

We’re a small but flexible team - just like our approach to work. This is a hybrid role, and you’ll need to show your face in the office periodically (for things with a purpose, not just for the sake of it!). I’m open to suggestions on job share or other flexible ways of working so just get in touch and ask.

It's vital that you're happy and confident in making your next career move, so lt's take the time to chat if you'd like to!

London: 3-4 days (22.5-30 hours)

Flexibility can be discussed at the interview. The salary shown is for full time hours and would be pro rata for part time. 
 

CAP celebrates the value of diversity and our aim is for our workforce to be as inclusive as possible as well as representing the communities we serve. With this in mind, we welcome and encourage job applications from people of all backgrounds. We particularly welcome applications from candidates from black and ethnic minority backgrounds. We are committed to continue building an environment that embraces diversity and includes all. 

Partnership Development Managers (PDM) are motivated and driven to broaden and deepen CAP's relationship with the church to fulfil CAPs Purpose, Vision & Mission.

Purpose Statement

To inspire and equip churches across the UK to help people out of debt andpoverty and invite them to become followers of Jesus.

Vision:

Transformed lives - We want to see people across the UK released from poverty, living with faith in Jesus and hope for the future.

Thriving churches - We want to see churches that have become the beating heart of their communities, actively serving them and bringing the hope of Jesus.

An end to UK poverty - We want to see a hope-filled society, free from poverty, with churches united to improve the lives of those facing debt and financial hardship. 

Mission

No one should face debt and poverty alone:  The steadfast presence of a local church, ready to walk alongside you during the toughest financial storms.

Our aim is that when a vulnerable person who needs our type of face to face help is experiencing financial crisis or vulnerability, there will be a church in their community that is ready to walk alongside them. That church will offer steadfast support as they restore their financial resilience and hope for the future whilst  introducing them to the fullness of life that Jesus offers.

Partnership Development - Team Purpose

Our work is fundamental to the growth and success of CAP, encapsulated in our Mission statement: to have a partner church in every community ready to walk alongside the poorest and most vulnerable people. We are responsible for achieving this by establishing Church Partnerships. 

Together with our Church partners, we deliver our life-changing services, firstly our core Debt Help service that is then supported by essential wrap-around resilience programs like Job Clubs, Life Skills, and Money Coaching. This work isn't just about helping people get out of debt and poverty; it's about seeing lives radically changed. We are driven by a passion to see people not only find financial freedom, thriving in life, but also become followers of Jesus and find a true sense of belonging in a local church.

Our team

We're looking for a compassionate, self-starting individual who is tenacious, goal-oriented, and target-driven with a make it happen mentality, because they know the impact growing this movement will have on thousands of people's lives.

This role is part of the Partnership Development Team within the Mission & Movement Directorate. Reporting to the Head of Movement Development, you will be responsible for initiating and engaging with senior church leaders and wider networks to partner with CAP, primarily through our life-changing Debt Centre service.

As a Partnership Development Manager, you'll be a key driver of our mission. We're looking for a self-motivated, results-oriented, problem solving individual who can build and nurture relationships across diverse church networks and denominations.

You will be responsible for generating new partnership opportunities, inspiring church leaders and wider networks to engage with CAP's vision and partner with us. You'll need to be an entrepreneurial self-starter with a proven ability to build a robust pipeline and deliver on growth targets, specifically around Debt Centre growth motivated by our desire to help more people out of debt and poverty and see them become followers of Jesus.

Partnership Development Manager Scope

• The team is split between full time and part time PDMs. 
• Significant amount of travel with large regions to cover. 
• This role has no direct reports.
• In line with our expenses policy, all expenses (e.g. mileage costs) are claimed retrospectively via our CAP Expenses system. 

Role:

Accountabilities:

• Responsible for expanding CAP's partnership network across your region alongside the Regional Director and Head of Movement Development, strategically prioritizing and developing relationships with church leaders and networks to establish new partnerships and services. You'll achieve this by collaborating with other teams, proactively networking with Christian organizations and denominational leaders (where appropriate), and representing CAP at various events, all with the goal of growing our influence and opening new services in every community.
• Proactive management of contacts as they progress through the pipeline, working alongside churches to identify if a CAP service supports their church vision, and if appropriate, manage them through the church journey and experience to open a new CAP service.
• To open new Debt Centre Partnerships as laid out in regional Development plans in target areas of deprivation and communities across the region. 
• To open resilience services (Job Clubs, Life skills & Money Coaching) with new and existing church partnerships.
• Alongside Regional Director to identify key areas from across the region to host and organize a targeted number of CAP Spotlight Events per term. These events are designed to gather church leaders around a table to have conversations around opening a multi Church Debt Centre. 
• To proactively build, manage and progress a self generated caseload of churches within your region, through cold calling, face to face meetings and all other appropriate forms of communication. This will include frequent travel across the region to meet with appropriate churches/ leaders.
• Refer potential new Debt Coaches or Churches that might want to work with an existing or expanding Church Partnership to the relevant Area Partnership Managers who are responsible for existing centre growth and sustainability.
• To work with Regional Leaders and Area Partnership Managers to deepen local knowledge and connections in order to deliver new church partnership opportunities. 
• To collaborate across departments where needed to support and engage with Church Events, Talks, Conferences, Festivals, Church Leaders Meetings and other relevant events within your region, working on exhibition stands (when necessary) to help generate enquiries.
• To work with local church teams to ensure appropriate candidates are identified and have a full understanding of the role and responsibilities involved, ensuring CAP¿s selection team receive the appropriate information in a timely manner. 
• To advocate and make introductions where appropriate for Church talks, CCT and fundraising opportunities.
• Where appropriate, to represent Partnership Development in additional projects which improve the delivery and content of CAP's products and services.

Measurable Outputs:

• Consistently exemplifies a can do, above and beyond go-getter attitude to deliver results, keeping the main thing, the main thing. 
• Achieve targets around the number of new Debt Centre openings in your region per term and year. 
• Achieve targets around the number of new to CAP, Job Clubs, Life Skills and Money Coaching openings in your region per term and year. 
• Achieve targets around the number of self generated warm leads (warm = actively engaging in conversation with a view to partnership).
• Achieve targets around Regional Spotlight events. 
• Active pipeline management (closed, lost, won). 
• Ensure that every new partner church completes and returns partnership agreements, additional policies and all candidate paperwork by the relevant deadlines for every new service prior to training (including Direct Debit Agreements).
• Active involvement to support the wider team around logistics, processes and a small amount of project management.

Culture:

• Clearly live out and embrace the cultural values of CAP.
• Clearly demonstrate a heart and passion for the charity.
• Sincere acceptance, understanding and practice of the Christian ethos and purpose of the Charity.

Other Responsibilities Include:

• Being willing to pray with staff and be fully engaged with our Christ Centred  culture.
• To encourage friends, family and other contacts to support the charity through the Life Changer program, and other fundraising initiatives.
• Attendance at annual CAP staff conferences 

• Ability to self generate opportunities through hard work, tenacity and relationship.
• Ability to build relationships and inspire others to take action, especially church leaders from across a range of denominations, your passion for the mission is infectious and is your key motivator. 
• Ability to manage the whole sales process, confidently leading the conversation and directing the next steps for action at every step. 
• Ability to talk confidently and with compassion about the subject of poverty inspiring Churches to respond to the need.
• High levels of emotional intelligence with an ability to progress relationships and conversations to reach desired outcomes.
• Strong telephone manager with an ability to connect over the phone.
• Strong influencing and negotiating skills.
• Naturally decisive and proactive.
• Natural relationship builder.
• Able to work remotely, unsupervised, under pressure and juggling multiple priorities and deadlines.
• Resilient.
• Confident Public Speaker
• A confident communicator who promotes CAP's culture and values at all times.
• Ability to prioritise time, tasks and attention effectively in a pressured environment.
• High levels of organisation skills and drive to reach targets quickly and efficiently

The above job profile is a guide to the work you may be required to undertake but does not form part of your contract of employment and may change from time to time to reflect changing circumstances. 

Experience

• Absolute passion and experience to advance the Kingdom of God, either through, with or as part of your local church.
• Demonstrable example & experience of what it takes to grow a business / portfolio / partnership / and or client base. 
• Demonstrable examples & experience of what it takes to drive success in a commercial context. 
• Demonstrable experience of what it takes to be a self starter
• Experience of managing multiple stakeholders.
• Experience in driving and delivering results.
• Experience of building networks and relationships with external organisations.
• You know what it takes and what¿s required to work to deadlines and targets. 
• Administrative experience.
• Good I.T. skills
• Comfortable praying for and with Church leaders

 Christian Commitment:

The candidate must be able to give both verbal assent to and practical demonstration of Christians Against Poverty's Statement of Faith and Core Values

Must be able to actively participate in prayer and worship, whether individual, small group or corporately, as an expression of own personal faith and in line with CAP's Statement of Faith.

All adults working in, or on behalf of the CAP have a responsibility to safeguard and promote the welfare of children and adults. This includes: A responsibility to ensure a safe environment in which CAP Services can be delivered. Identify children and adults where there may be safeguarding concerns and to follow the CAP Safeguarding Policy in addressing any concerns appropriately.

Educational requirements:

• A proven track record is what matters to make this role a success.

About The Role

It’s an exciting time to join Regional Fundraising. We’re a growing team with big ambitions over the next 5 years. This role will play a huge part in making these ambitions a reality and paving the way for our future.

We are recruiting for an additional Regional Fundraising Manager to join the Regional Fundraising Team here at the Alzheimer’s Society covering the South East of England, which covers Surrey, Sussex, Kent, Hants and East Dorset.

This is a fantastic opportunity for an experienced team manager with expertise in community, corporate or relationship fundraising. This role will enable you to demonstrate your impact by both growing the overall income within your sub-region by managing and developing your amazing team of 4 Regional fundraisers, and through leading by example on securing new sources of income where the opportunity is greatest. This will range from new business acquisition through to delivering high level bespoke stewardship and key account management for our high value supporters. This is a real opportunity for you to make your mark on the sub region. 

From multi-year partnerships and supporters, right through to managing volunteers and raising awareness in our communities, the team you will lead is talented, fast-paced and on a mission to create a world where dementia no longer devastates lives. This is where you come in - we need somebody who can harness this passion, help us to maximise on the opportunities that our unique locations give us, and ultimately grow income so we can be there for everybody affected by dementia. 

The role will work closely with the Senior Regional Fundraising Manager and other Regional Fundraising Managers in the region to plan, execute and deliver our core community income and expenditure budget, ensuring that no opportunity is left unturned.

Whilst this is a homeworking role, you will need to be based in and able to travel across your sub region (Surrey, Sussex, Kent, Hants, East Dorset) to meet supporters and attend internal meetings at locations across the country including our flagship offices (London, Birmingham, Warrington and Belfast). You must reside in the UK and have the correct right to work documents to work in the UK. 

About you

We are looking for somebody with strong experience of community, corporate or relationship fundraising who has a track record in managing a team, alongside winning new business and providing strong high-level stewardship.

- You won’t be afraid to challenge the status quo
- You will be a confident communicator who can influence and negotiate at a high level and views feedback as an essential tool for development
- You will have previous financial experience in managing budgets and forecasting for income and expenditure
- You will understand the strengths and challenges of managing a geographically dispersed team
- You will have a strong local knowledge of the area and, using organisational data, will use this to inform plans and decisions

 
About Alzheimer's Society - who are we and what’s our mission?

Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we’re working towards a world where dementia no longer devastates lives. 

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. 

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 

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 DBS check at the relevant level.

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.

St. Bride Foundation is partnering with Robertson Bell to recruit a Part-Time Finance Manager (21 or 28 hours a week) on a permanent basis. Established in 1891 with a clear social and cultural purpose, St Bride Foundation is one of London’s hidden gems.

We are looking for a highly competent Part-Time Finance Manager to join our team who displays a passion for St Bride Foundation. Responsible for producing financial and management accounts and reports. Also providing effective and efficient financial and administration support to the Board of Trustees, Foundation Manager and Heads of Departments. 

The key responsibilities of the Finance Manager include:

• Manage the Annual Report process and prepare statutory accounts for St Bride Foundation Trust Ltd, St Bride Foundation and Bridewell Centre Limited.
• Prepare monthly management accounts and supporting reports, ensuring timely and accurate financial information.
• Prepare month end journals and maintain robust supporting documentation.
• Maintain and reconcile all balance sheet accounts, including fixed assets.
• Manage the accounting system, including oversight of sales and purchase ledgers, cash book, bank reconciliations and debt collection.
• Lead the migration from Sage Line 50 to Xero, due for completion by March 2026.
• Manage payroll processing, RTI submissions and pension administration.
• Manage relationships with HMRC, prepare VAT returns and ensure VAT and Corporation Tax submissions are accurate and on time.
• Prepare the annual budget and work closely with budget holders to ensure forecasts are accurate and up to date.
• Prepare cash flow forecasts, manage working capital and produce periodic income and expenditure forecasts.
• Liaise with investment managers, reconciling income and ensuring appropriate information is received for financial reporting.
• Prepare financial papers for the Board and Finance Committee, including financial analysis and commentary.
• Maintain and update the Risk Register, working with senior stakeholders to identify and manage financial risks.

About St. Bride Foundation:

Housed in a beautiful Grade II listed Victorian building just off Fleet Street, the Foundation was originally created to serve the print and publishing trades. Today, it continues to thrive as a centre for print, design and the creative arts, welcoming new generations of designers, printmakers, typographers and researchers through its events, workshops and collections.

At its heart are our internationally renowned collections on printing, typography, graphic design and publishing. Alongside thousands of books and printing-related periodicals, the library holds one of the world’s most important collections of type specimens, as well as historic presses, punches, and matrices. Researchers, students and practitioners continue to draw inspiration from its unparalleled holdings.

The Bridewell Theatre, an intimate venue within the building, stages a lively year-round programme of drama, music, comedy and festivals, while the Bridewell Bar (once the laundry) provides a relaxed social space.

Through its blend of heritage, learning and performance, the St Bride Foundation remains a hub for London’s creative and cultural life—connecting past and present, tradition and innovation.

The successful candidate will:

• Have a background in, or strong passion for, the not-for-profit sector and a keen desire to give back to the local community in a fantastic organisation
• Be an experienced Accountant with an understanding of financial and management accounts
• Have great communication skills and have the ability to translate complex financial reports to non-financial stakeholders
• Ideally have experience with line management, however candidates eager to develop in this area will be considered
• Be willing to gain a knowledge of, or have experience of, fundraising and restricted funds

This opportunity is being offered on a hybrid basis with the expectation you can visit their Central London based office 50% of the time.

Applications will be under constant review before the closing date so please submit your application to our exclusive agent Robertson Bell. Apply now to be considered!

To develop policy goals and recommendations in line with Women for Refugee Women’s (WRW) overarching campaigns strategy to improve the lives of women seeking asylum in the UK; to develop and deliver policy interventions such as policy briefings, evidence for parliamentary committees, responses to inquiries and consultations; to plan and carry out research projects for influencing purposes, ensuring that these are informed by and co-delivered with women in WRW’s network.

We are part of the Experts by Experience Employment Initiative. The network supports inclusive recruitment of people with lived experience of the UK asylum or immigration system. If this is your experience, you can find useful resources on the Experts by Experience Employment Initiative website.

Philanthropy Manager

We are seeking a proactive and relationship-led fundraiser to drive major donor and legacy giving for a growing and ambitious charity.

Position: Philanthropy Manager

Salary: £40,000

Location: Hybrid, with weekly office day in Kennington, London SE11

Hours: Full time

Contract: Permanent

Closing Date: 10am, Wednesday 7 January 2026

Interview Dates: 15 January (online) and 22 January (in person)

About the Role

This is a hands-on and rewarding role where you will lead the day-to-day delivery of major donor fundraising and help grow legacy giving. Working closely with the Development Director, senior leaders and trustees, you will oversee the major donor pipeline, build strong and meaningful relationships, and deliver personalised supporter experiences that inspire long term commitment.

You will line manage the Philanthropy Officer and work collaboratively with colleagues across the organisation to plan and deliver events, develop compelling donor communications and support data driven insight into supporter behaviour and opportunities.

Key responsibilities include:

• Managing and growing a portfolio of major donor prospects and supporters
• Developing tailored cultivation, solicitation and stewardship plans
• Planning and delivering high quality donor events and engagement activities
• Leading on legacy giving development, communications and stewardship
• Researching new prospects and preparing donor briefings
• Overseeing due diligence processes and ensuring compliance with fundraising standards
• Producing regular reports to support income forecasting and pipeline management
• Coaching, motivating and developing the Philanthropy Officer
• Supporting the implementation of improved CRM and data systems

About You

As Philanthropy Manager you will be confident, organised and proactive, with strong relationship management skills and the ability to communicate impact with clarity and warmth. You will be motivated by building meaningful supporter relationships and delivering exceptional experiences.

Essential skills and experience:

• Strong background in major donor or individual giving fundraising
• Experience securing five or six figure gifts
• Ability to manage pipelines and donor journeys using CRM systems
• Experience planning and delivering donor cultivation events
• Excellent written and verbal communication skills
• Strong organisational and project management skills with attention to detail
• Ability to work collaboratively with senior leaders, trustees and colleagues
• Experience researching and cultivating new prospects

Personal qualities:

• Warm, engaging and confident working with people from all backgrounds
• A proactive mindset with the ability to spot opportunities
• Commitment to inclusion and belief in the transformative power of the arts
• A collaborative team player with a supportive leadership style

About the Organisation

This organisation works nationally to make music education equitable, inclusive and joyful for every child. Through long term programmes in partner schools, teacher training, advocacy work and sector wide initiatives, it supports thousands of children and young people each year. The charity is entering the next phase of strategic growth, scaling its most impactful work and strengthening its national influence.

Other roles you may have experience of could include; Major Donor Manager/officer, Individual Giving Manager/officer, Fundraising Manager/officer, Philanthropy Lead, Development Manager/officer, Supporter Engagement Manager/officer.

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.

Robertson Bell is pleased to be supporting NSPCC in their search for a Financial Accounting & Control Manager to join their Finance & Procurement team on a permanent basis. NSPCC are the UK’s leading children’s charity, committed to ending cruelty to children and ensuring every childhood is safe and supported. They have been working to protect children for over 100 years, providing services, advice, and campaigning for change.

The Financial Accounting & Control Manager will report into the Head of Central Finance and lead a team of four, overseeing primary ledgers, balance sheet reconciliations, statutory accounts production, tax compliance, and treasury management. The postholder will be responsible for ensuring operational effectiveness and technical compliance across financial processes, while providing high-quality financial advice and guidance to colleagues across the organisation.

The organisation:

From their campaigns to their services, the NSPCC strive to make a difference in everything they do. They work with schools, provide support and advice for families and deliver therapeutic services. They undertake ground-breaking research, campaign for change, and run two free helplines providing support and advice: Childline (for children and young people) and Helpline (for adults seeking advice). Between 2016 and 2021, they helped make 6.6 million children safer from abuse - but they won’t stop until they stop child abuse and neglect altogether.

The key duties of this Financial Accounting & Control Manager will be:

• Lead the production of consolidated statutory accounts for NSPCC and its subsidiaries, ensuring compliance with SORP and accounting standards.
• Implement, monitor, and enforce internal financial controls to ensure integrity of ledger and reporting.
• Manage VAT, direct tax, and corporate tax compliance, including planning, returns, and negotiations with HMRC.
• Oversee cash flow monitoring and treasury management, including investment and banking relationships.
• Critically evaluate and improve financial processes, documenting procedures and ensuring adherence across the team.
• Manage month-end and year-end close processes, balance sheet reconciliations, and financial reporting.
• Lead and develop a team of Financial Accountants and Finance Officers, ensuring workload management and staff development.

The successful candidate will have:

• A CCAB-qualified accountancy qualification with experience in a complex financial environment.
• Experience producing consolidated statutory accounts and managing external audits, ideally within the charity sector.
• Proven experience in implementing, documenting, and enforcing financial controls.
• Experience managing, developing, and motivating a small team.
• Strong attention to detail, excellent communication skills, and the ability to convey financial information to non-finance colleagues.
• A proactive and solution-focused approach with experience of process improvement and compliance initiatives.

By joining NSPCC, you will have the opportunity to work for an influential organisation making a real difference to children’s lives.

This role will be based out of their offices near Liverpool Street, with two days per week required in the office and the remaining days remote. The salary on offer is £53,623 to £62,629 plus £3,366 London Weighting Allowance. Applications are being reviewed daily, so submit your CV for consideration ASAP to ensure you don’t miss out!

 
Job Description

Job Title:Catchment Partnership Programme Manager

Salary: £42,546 - £48,846 (Manager Band B, Manager Band C,)

Contract length: Permanent, Full time.   

Location:Hybrid, flexible, based at Thames21 office in Guildhall and/ or Bromley by Bow

Responsible to: Head of Improving Rivers

Responsible for: Catchment Partnership Officers and Roding Rises Project Manager

About Thames21

Thames21 is an environmental charity that works across London and the Thames Basin to deliver high-impact, nature-based solutions to the climate and biodiversity crisis by restoring rivers, while also connecting communities to their local green-blue spaces and inspiring long-term stewardship of them. 

Diversity at Thames21

Equity, Diversity and Inclusion at Thames21 is key to our success and as such we employ staff from a diverse range of backgrounds, this we feel is key in ensuring that everybody has an equal opportunity and is not treated differently or discriminated against because of their characteristics. We value the voices of our individual employees, and we strive to work in a collaborative, innovative balanced way. The postholder must actively support this.

Purpose of the job

Thames21 is seeking an energetic, experienced and committed person to lead our team of Catchment Partnership hosts. This role will involve overseeing the development of our portfolio of 10 hosted and co-hosted Catchment Partnerships across a diverse landscape of urban and rural river catchments spanning London and the wider Thames Basin.

Each partnership is unique, and we pride ourselves in developing each according to the local partners’ vision and as is appropriate for the character of the area and river. Our primary aim is to deliver the Catchment Based Approach and tangible on-the-ground improvements that achieve clean, healthy rivers which deliver social benefits for our communities.

The successful candidate will have operational experience at catchment level as well as management experience. The candidate will take a strategic overview of all catchment partnerships and guide our team of Catchment Partnership hosts and officers, enabling the enhanced delivery of the four priority themes: –

Stakeholder and community engagement as part of active, delivery focused partnerships.
Project identification and development to support delivery of catchment plans, sub-catchment plans and Thames21’s 5-year plan.
Successful fundraising for delivery of river catchment improvement projects.
Knowledge sharing, to bring people together in a way of working that is inclusive, collaborative, cross boundary and catchment wide.

Finally, the role will take a lead in ensuring the Thames21 Catchment Officer/host role is resiliently funded by working closely with partner organisations to increase investment in catchment partnerships to deliver healthy rivers and catchments.

Key responsibilities

· Work with Thames21’s Catchment Partnership Officers/hosts to develop their Catchment Partnership networks and ensure each is delivering against clear catchment and sub catchment action plans.

· Lead on the administration and reporting of Catchment Partnerships programme and line management of the Catchment Partnership team.

· Oversee the management of the Catchment Partnership Team budget, working proactively to identify and fill any funding shortfalls.

· In partnership with the Head of Improving Rivers and Catchment Partnerships Officers, develop each catchment partnerships value to partner organisations with a view to them investing in the catchment partnership host role.

· Support Thames21’s strategic work with external stakeholders through working alongside the Chief Executive Officer to administer the River Partnerships in London (RiPL) group.

· Work closely with Environment Agency catchment coordinators to develop multi-year strategic approaches to delivering national Water Environment Improvement objectives and National Success Measures for Catchment Partnerships.

· Help Catchment Partnership Officers identify, develop and raise funding for river catchment improvement projects, taking a leading role in strategic technical funding bids and working closely with the Heads of Improving Rivers and Fundraising team.

· Contribute to the strategic direction of Thames21 Improving Rivers Team and long-term. sustainability of the organisation.

· Arrange, host and coordinate Catchment Partnership Meetings including production of agendas, minutes and actions.

· Oversee the delivery of strategic projects.

This job description cannot cover every issue or task that may arise within the post at various times and the post-holder will be expected to carry out other reasonable duties from time to time which are broadly consistent with other Thames21 activities and those in this document.

This role has been reopened and the closing date role has now been extended to 5pm Friday 2nd January 2026

Interviews are expected to take place on the weeks of 12th and 19th January 2026, but this is subject to change. 

We are working with a highly collaborative and innovative heath charity to recruit this key position, they are looking for an individual with extensive experience of producing innovative and insight-led campaigns from conception to delivery and a passion for line managing a team whilst developing people.

You will be responsible for driving donor acquisition and retention, with a particular focus on digital campaigns.

This is a 4 month contract to start asap, the charity are interviewing on a rolling basis.

This position will be a hybrid role based between their offices in either London, Brighton or Glasgow and home working, with one day in the office.

47,485 if based outside London / 49,142 if based in London

The Company The charity is generally considered the UKs leading health and advice charity of its kind and widely considered the largest in Europe. A lively and dynamic place to work the charity is committed to personal and professional growth and development. Staff are encouraged to be innovative and creative in their work and given the opportunity to develop their area of responsibility.

The Role
Lead the Individual Giving acquisition programme across direct mail and digital channels.
Manage the warm cash appeal programme through print and email and digital channels.
Develop and manage digital fundraising campaigns.
Line manage the Individual Giving Officer and the Senior Legacy Officer.

The Candidate
Ability to create and deliver operational plans for direct mail and digital giving
Audience-focused approach, prioritising the preferences and motivations of supporters in fundraising efforts.
Proven experience of developing Direct Marketing and digital fundraising strategies, annual operating plans and budgets.
Experience of managing teams.

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

About Us

At Sedulo we are building a world-class team to deliver our mission to make positive change in the communities we work in. We do this by:

· Working with our clients to transform their business and personal finances

· Connecting and contributing to the business community in the cities we are located in

· Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation

· Being a great place to work and develop your career

We offer a full range of services from the inception of the business concept, throughout growth of the entity and on to exit strategies. There is no typical clientele; we work with start-ups through to multinational, listed companies.

At Sedulo we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients, being genuinely interested in their work, or by simply being the best version of themselves. At Sedulo, we know how important it is to create an environment for positive change, both in work and in the communities, we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. You can make an impact at Sedulo, not only through delivering amazing work, but also through participating in the charity campaigns we run throughout the year. Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative and Deliver Beyond Expectation.

The Role

We are a leading accountancy practice with a department specialising in delivering tailored financial services to the not-for-profit sector. Our clients include charities, social enterprises, and other nonprofit organisations dedicated to making a positive impact. We pride ourselves on our expert knowledge, collaborative approach, and commitment to supporting the unique needs of this sector.

We are seeking a proactive and skilled Management Accountant to join our team and play a pivotal role in providing exceptional service to our clients while contributing to the growth and development of the firm.

This is a unique opportunity for an individual who is passionate about the not-for-profit sector and wishes to support numerous organisations through their financial knowledge and experience.

Role Objectives

Technical Expertise:

• Prepare accurate and timely management accounts, including income and expenditure, balance sheets, cashflow reports and fund tracking.
• Advise on financial systems and policies, with the skills to implement any agreed changes.
• Act as a finance business partner to operational teams, providing financial guidance.
• Assist with internal and external audits, preparing schedules and responding to queries.
• Prepare and submit VAT Returns, often under Partial Exemption scheme.

Client Management:

• Oversee a portfolio of clients in the not-for-profit sector, ensuring high-quality service delivery.
• Build and maintain strong client relationships, acting as a trusted advisor for their financial and compliance needs.
• Review and interpret financial information to provide insights and recommendations to clients.

 Knowledge, Skills and Experience Required

• Proven experience in a similar role and will consider candidates that have worked previously within an accountancy practice or within a not-for-profit organisation.
• Must have strong knowledge and understanding of the not-for-profit sector, including Charities SORP.
• ACA/ACCA qualified or working towards a qualification is highly desirable.
• Experience working with Xero and Excel is highly desirable.

What we really need

• Strong technical accounting skills.
• Excellent communication and interpersonal skills, with the ability to build lasting client relationships.
• High level of organisation and attention to detail, ensuring accuracy and efficiency in all work.
• Proactive and solution-oriented mindset, with strong problem-solving skills.

What we offer

• A company mantra of having fun together, getting results together and giving back together
• The opportunity to work with some of the fastest growing and most exciting companies in the country
• A bespoke training and development plan with the opportunity to expand and diversify your skills
• 26 days holiday, company pension scheme, health care plan, cycle to work scheme, death in service benefits and access to our in-house Wealth Planning and Mortgage departments