Legacy manager jobs

We are seeking a proactive, strategic and donor-centred fundraiser to lead and implement our

Individual Giving and emerging Legacy Giving programmes. This role is ideal for a fundraiser with experience in donor stewardship, campaign development and relationship-based fundraising who is ready to play a key role in growing sustainable voluntary income.

You will lead on the end-to-end delivery of supporter acquisition, retention, and stewardship plans, ensuring that every donor feels valued and understands the impact of their support. Alongside managing an established portfolio, you will proactively build a strong pipeline of new prospects, driving year‑on‑year income growth.

In addition, you will lead the development of our first Legacy Giving programme. With no formal legacy activity in place and a large, engaged volunteer network, this is a unique opportunity to establish a long-term income stream from the ground-up – raising awareness, creating accessible materials and nurturing warm supporters who may consider leaving a gift in their Will.

This role blends strategic planning with “hands-on” campaign delivery. You will use insights from supporter data to refine supporter journeys across both digital and traditional channels, managing budgets and key relationships to achieve our growth targets. We are a growing charity, and this role offers the opportunity to innovate and shape the future of our Individual Giving and Legacy Giving programmes with strong support from Head of Fundraising and the CEO.

Main Duties and Responsibilities:

• Develop and implement a year‑round Individual Giving strategy to acquire new supporters and increase donor loyalty.
• Plan and deliver multi‑channel fundraising campaigns including two established annual Big Give campaigns.
• Plan and deliver legacy awareness moments throughout the year (e.g., Remember A Charity Week).
• Monitor and strengthen donor retention, reactivation and upgrade strategies through consistent, high‑quality stewardship.
• Build strong relationships through meetings, events, tailored communications and impact reporting.
• Work with Head of Fundraising, SMT and Trustees to support high-value donor engagement.
• Lead the creation and delivery of Schoolreaders first Legacy Giving strategy.
• Develop clear and accessible legacy information for supporters, volunteers and the wider public.
• Collaborate closely with the Comms Manager to develop impactful campaign assets and compelling stewardship content and legacy messages across multiple channels.
• Ensure all donations and supporter interactions are promptly and accurately recorded in the fundraising CRM (Salesforce) and ensure donors receive timely and well‑managed acknowledgements.
• Create personalised cultivation plans, stewardship strategies and donor engagement touchpoints, particularly for the charity’s 100 Club members and HNWI’s.
• Represent Schoolreaders at face-to-face meetings and events to raise the charity’s profile and secure individual support.
• Work alongside colleagues and volunteer County Teams to maximise local and national fundraising opportunities.
• Identify PR opportunities generated by fundraising activities and coordinate with the Comms Manager to optimise visibility and income.

Benefits:

As part of our commitment to making Schoolreaders a great place to work, we offer access to the following employee benefits:

• 25 days annual leave (3 of which must be taken over Christmas), 1 day paid leave for your birthday, plus public/bank holidays (pro-rated for part-time staff)
• Contributory pension scheme
• Access to a free 24/7 support service providing legal, financial, emotional, and medical advice
• A positive, supportive working environment which actively supports a healthy work-life balance
• Charity away days and social events
• Free parking and on-site facilities such as a canteen

• Hours: Full-time, 37.5 hours per week (flexible working available)
• Location: Hybrid (2 days in our office in East Oxford, OX4 1RW)
• Salary: £37,001 - £43,500 per annum
• Closing date: 8th April 2026 at 12 noon
• Interview date: 15th April 2026 (in person)

Are you passionate about building meaningful relationships and creating lasting impact?

We’re looking for an In-Memory & Legacy Manager to join our Fundraising team at a pivotal time in our charity’s journey. This is a brand-new role within our Income Generation Directorate, designed to lead the delivery of our in-memory fundraising programme and support the implementation of our new legacy strategy. You’ll play a key role in shaping how we engage with supporters who give in memory of loved ones and those considering leaving a gift in their will.

What you’ll do:

• Develop and deliver our in-memory fundraising strategy, including events and campaigns.
• Champion exceptional supporter stewardship and create tailored supporter journeys.
• Support the rollout of our legacy strategy, increasing engagement and pledger numbers.
• Collaborate across teams to embed legacy messaging and in-memory opportunities throughout our fundraising activities.
• Manage relationships with key stakeholders, including funeral directors, solicitors, and financial advisors.

What we’re looking for:

• Experience in in-memory fundraising and/or legacy marketing campaigns.
• Strong project management and organisational skills.
• Excellent relationship-building and communication abilities.
• Knowledge of fundraising regulations, GDPR, and best practice.
• A creative, proactive approach and enthusiasm for working in the charity sector.

Why join us?

You’ll be part of an ambitious team with a bold five-year strategy and a commitment to putting supporters at the heart of everything we do. This is an exciting opportunity to make a real difference and help grow sustainable income for our vital work.

Ready to bring your skills to a role that matters?

Applications will be reviewed and invited to interview as received. We reserve the right to close the advert at any time, therefore we encourage applicants to apply as soon as possible. 

Please note that everyone working for Helen & Douglas House are required to undertake a Disclosure and Barring Service check. Helen & Douglas House is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We are an equal opportunities employer and value the benefits of a diverse workforce. We positively encourage applications from all areas of the community.

Role Overview:
The Talent Set are delighted to partner with a well-established charity on a fantastic Legacy Engagement Manager role. This position offers the opportunity to create meaningful connections with supporters, enhance legacy giving programmes, and contribute to a cause that directly impacts the lives of pets and their owners.

Key Responsibilities:

• Develop and implement strategies to engage supporters and legacy pledgers through events, email campaigns, and personalised communications.
• Manage supporter journeys, ensuring donors feel valued and inspired to continue their involvement.
• Grow in-memory activity by exploring new avenues to honour supporters’ wishes for their pets’ future care.
• Organise and facilitate supporter events, including onsite visits and engagement activities, to showcase the charity’s work.
• Collaborate with team members to optimise communication approaches, improve sign-up processes, and increase supporter conversion rates.
• Contribute ideas for future campaigns and events, aligning with the charity’s evolving brand and messaging.
• Support the charity’s community engagement initiatives, helping foster a strong supporter community.

Person Specification:

• Proven experience in legacy or charitable fundraising, with a focus on stewardship and supporter engagement.
• Confident communicator, comfortable engaging with diverse audiences both face-to-face and via email.
• Strong organisational skills, with the ability to manage multiple campaigns and events efficiently.
• Creative thinker with a proactive approach to developing supporter retention activities.
• Ability to work collaboratively within a team, sharing ideas and supporting organizational goals.
• Experience organising and supporting onsite events and supporter activities.
• Ability to adapt to changes in branding and messaging while maintaining a customer-centric approach.

What’s on Offer:

• Salary: £35,598 - £43,507 per year
• Location: 2 days per month in Cambridgeshire Office
• Contract: 9-month FTC

How to Apply:
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity:
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

Location: London, Old Street Head Office with Hybrid working in the office two days per week

Contract type: Permanent

Salary: £34,596.75 per annum plus £5023.71 London Weighting per annum 

Hours: 35 per week

Closing date: Wednesday the 8th of April at 11:30pm

Are you a legacy fundraiser looking for the next step in your career? Or do you have transferable direct marketing experience gained within a charity or commercial industry? Then join Shelter as a Legacy and In –memory Fundraising Manager and you could soon be playing a big part in our Income Generation directorate’s future fundraising plans.

About the role

Shelter is seeking a proactive and organised Legacy and In-Memory Manager to work with delivering agreed income and engagement targets. This will involve recruiting, retaining and developing individual donors whilst maximising legacy and in-memory giving opportunities. You will support and deliver multi-channel marketing campaigns including acquisition and stewardship communications, digital campaigns, telemarketing, events and professional press advertising. Furthermore, you will manage  web content and partnerships with free will providers. 

The role will involve leading the in-memory marketing programme, stewarding supporters and prospects through custom communications and acting as a first point of contact for enquiries. You will work collaboratively across Income Generation, internal comms and the brand teams, working to embed legacy messaging across the organisation and support with initiatives such as Shelter Will Week and build strong cross-team relationships. You will also provide essential administrative support managing budgets and invoices and you will have line manager responsibilities whilst ensuring all activity complies with relevant legislation and meets sector best practice.

About you

We are looking for someone with experience in legacy and/or in-memory fundraising, or transferrable skills within the charity or commercial sector.

You will bring excellent written and verbal communication skills, with the confidence to build effective relationships with stakeholders at all levels, both internally and externally. You will be highly organised and detail oriented and be able to manage a varied workload, balancing multiple deadlines and competing demands with a flexible and proactive approach.

Strong IT skills are essential for the role including proficiency in Microsoft Office applications and experience using Microsoft Dynamics 365, FirstClass or similar CRM and email systems. 

Benefits

We offer a wide range of benefits, including 30 days of annual leave (pro rata), 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

 Shelter’s High Value Partnerships (HVP) team is an energetic group of around 50 talented professionals who collectively raise over £30 million each year through voluntary and statutory income. By harnessing the support, networks, influence, and expertise of our supporters, the team plays a crucial role in powering our mission to fight for home.

How to Apply

Please click ‘Apply for Job’ below. You are required to submit your work history and a supporting statement. Please provide specific examples of how you meet the criteria in the 'About you' section of this advert, following the STAR format, and ensure you demonstrate how you address the behaviours 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.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet everyday 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.

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.

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them

Pancreatic Cancer UK is on an ambitious journey to double our income, and our Legacy programme is central to achieving that.

What you’ll be doing

• You’ll set the strategic direction of our Legacy programme by developing innovative campaigns and stewardship across multiple channels that move supporters through the legacy journey.
• You’ll work collaboratively across the organisation and influence senior stakeholders to embed a culture of legacy giving across the organisation.
• Inspire and develop a team, fostering a positive culture while ensuring targets are met.

About You 

• A Legacy specialist with experience leading a high‑performing Legacy team and influencing senior stakeholders to champion legacy giving.
• A data‑driven person who uses insight to refine strategy, improve processes and drive growth.
• A confident leader who brings strong communication skills.

If this sounds like you – we’d love to hear from you!

Contract type

Permanent

Location

Whittington with some flexibility for remote working

Hours

Part time (22.5 hours per week) with flexibility to work evenings and weekends when required

Annual salary

E1 £39,224.42 to E3 £46,068.16 - Pro rata for part time hours.

Last day to apply

29/03/2026 

Reporting to the Fundraising Development Manager, the Legacy Manager is responsible for leading and delivering the long term growth strategy for legacy income at St Giles Hospice.

The post holder will develop and implement a sustainable and scalable legacy programme that increases the number of legacy pledgers, strengthens the future pipeline of legacy gifts and delivers consistent income growth aligned to organisational objectives.

The role will own the legacy value proposition, marketing strategy and support journey from initial engagement through to pledge stewardship. The post holder will champion a culture of legacy giving across the organisation and position leaving a gift in a Will as a meaningful and natural way to support St Giles Hospice.

In partnership with the Fundraising Administration team, the Legacy Manager will ensure legacy gifts are managed professionally and compliantly, with strong forecasting, reporting and internal oversight.

Knowledge and experience

Essential

·Experience of working within the third sector or a values led organisation

·Demonstrable experience of legacy fundraising or transferable experience within a strategic income stream with clear growth accountability

·Proven experience of delivering income growth against agreed targets and KPIs

·Experience of developing and implementing strategic plans

·Experience of managing budgets, financial planning and reporting with commentary on variances

·Experience of working collaboratively with marketing and data teams to develop insight led campaigns

·Track record of successfully managing and developing relationships with individual supporters, customers or professional partners

·Experience of analysing and interpreting data to inform decision making and maximise return on investment

·Knowledge of the regulatory environment for fundraising from individuals including data protection, Gift Aid and Fundraising Codes of Practice and regulation

·Experience of project management including budget setting and performance monitoring

Desirable

·Specific experience in legacy fundraising within a charity setting

·Experience of developing and delivering a legacy marketing strategy

·Experience of working with professional advisers such as solicitors or will writers

·Experience of contributing to senior leadership or board level reporting

·Experience using Donorflex or a similar CRM database

Values

·Exhibits our hospice values and behaviours

Skills

·Ability to think strategically and translate long term vision into operational delivery

·Strong analytical skills with the ability to interpret financial and performance data and forecast future income

·Excellent written communication skills with the ability to create compelling and sensitive legacy messaging

·Excellent interpersonal and influencing skills

·Ability to build and maintain strong internal and external partnerships

·Confident presenting to a range of audiences including professional partners and senior stakeholders

·Ability to prioritise and manage competing deadlines

·Strong organisational and diary management skills

·Computer literate with experience of CRM systems

·Ability to understand when issues need escalation

·Ability to maintain confidentiality

·Ability to work effectively as part of a team

·Resilience when working towards ambitious targets

Personal Attributes

·Empathetic and emotionally intelligent

·Proactive and growth focused

·Commercially aware and results driven

·Collaborative and supportive

·Ambassador for St Giles Hospice

·Able to work under pressure

Other requirements

·Valid driving licence

·Eligibility to work in the UK

·Please note that St Giles Hospice does not hold a sponsorship licence and is therefore unable to accept sponsorship requests

Just so you know:

This post is subject to a Disclose and Barring Service (DBS) check.

We may review applications before the application review date, however, if you apply after the application review date, your application may not be considered. We will accept applications until we have successfully filled the role; this may be earlier than the closing date.

If you have not heard within 14 days of the application close date, then please consider that your application has been unsuccessful at this time.

As part of your application your data will be managed in line with St Giles Hospice Privacy Policy and kept for 6 months. If you would like to see this in full, please visit our website for our Privacy Policy. This is in extension to Charity Job Privacy Policy.