Legacy Administration Officer Jobs in Birmingham
About the Role:
This post plays a key role in developing and delivering the strategy for major donors and gifts in Wills. Gifts in Wills has been identified as a high potential growth area for our income over the coming years. The post holder will be responsible for the growth and strategic direction of both RDA’s legacy and major gift programmes. You will design and implement a brand-new legacy marketing and administration programme and identify, cultivate, engage and steward existing and new major donor prospects, generating income and achieving ambitious targets.
Specific Responsibilities:
Strategic Planning and Development
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In collaboration with the Head of Fundraising, develop and implement robust strategies to secure income from major donors and legacies;
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Responsiblity for developing and implementing annual activity plans to achieve targets;
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Engagement with the wider sector and monitoring of trends to maximise opportunities.
Operational
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Lead on the creation of impactful collateral to attract new donors (major gifts and legacy pledgers) and retain existing donors and legacy pledgers;
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Work effectively with the Fundraising Team and RDA teams to identify new opportunities for income growth;
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Lead on building, updating and generating donor portfolios (both major donors and legacies) and income pipelines, reporting against Key Performance Indicators (KPIs);
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Ensure all prospects have a positive donor journey, creating unique and engaging development plans to support relationship management;
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Identify potential major donors and research other prospects with a likely interest in our cause;
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Lead and directly manage a portfolio of key donor relationships, while maintaining accurate records, and growing RDA’s supporter database.
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Support the excellent stewardship of major donors, liaising with RDA teams as required, to ensure donor objectives are fully met.
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Lead on developing a special events programme for high value supporters and for promoting legacy giving;
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Lead on the management of major donor and legacy fundraising content on MyRDA (RDA network web platform).
Financial
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Responsibility for the development of annual income targets in relation to major donors and legacies, in agreement with the Head of Fundraising and Director of Finance and Resources.
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Process all incoming donations in line with internal procedures and ensure prompt and appropriate acknowledgement of all income.
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Assist in quarterly forecasting, weekly and monthly reporting across a range of financial and non- financial KPIs.
Other
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Implement the Equal Opportunities Policy into daily activities;
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Ensure compliance with the General Data Protection Regulations (2018) across all relationships, including data collection;
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Keep abreast of key fundraising trends/issues and the regulatory environment around fundraising. Ensuring standards are set, procedures are followed, and issues addressed or escalated as appropriate.
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Ability to travel and work evenings and weekends on an occasional basis.
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Undertake any other duties as may reasonably be required in this post.
Person Specification:
Knowledge and Experience (Essential)
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Experience of strategy development and implementation in major donor or legacy fundraising;
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Experience of managing and developing relationships with existing and potential major donors, influential individuals and senior volunteers to inspire them to support the charity;
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Demonstrable success in proactively identifying, cultivating and recruiting new donors and soliciting new major gifts/uplifting gifts;
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Experience of prospect research, formulating project and bespoke budgets to create proposals for high value donors;
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Experience of coordinating stewardship and engagement programmes which underpin a successful high value annual gift strategy;
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Experience of supporting senior volunteers, staff and trustees to maximise donor relationships;
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Proven experience of meeting targets and deadlines, and ability to work under pressure;
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Exceptional organisational skills with experience of managing multiple tasks and prioritising effectively;
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Proven ability to work collaboratively across teams to achieve organisational objectives;
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Ability to plan and report on activities;
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Excellent oral and written communication skills;
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Strong analytical and creative skills;
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Experience of using administrative systems and Central Relationship Management (CRM) systems.
Knowledge and Experience (Desirable)
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Experience of reviewing and adapting plans;
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Experience of working with volunteers;
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Experience and/or understanding of working in a federated charity structure;
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Previous experience of building or running high profile and professional events;
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Some knowledge of working with disabled people.
Attributes and Behaviours
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High level of motivation;
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Credible, with exceptional relationship development skills;
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Organised with great attention to detail;
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Collaborative approach;
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Desire to give RDA supporters an excellent experience;
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Empathy with the aims and values of RDA.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Fundraising Relationships Officer
£32,000 (full-time, permanent) – open to flexible working requests
Hybrid – 1 – 2 days per month in London office
The Talent Set is delighted to be partnering with a renowned animal welfare charity whose mission is to improve the welfare of working animals around the world and supporting the communities that depend on them.
We are seeking a proactive Fundraising Relationships Officer to support the team in driving the growth and development of the high value donor and corporate fundraising programme. You will take charge of managing mailings, conducting insightful donor research, organising impactful events, and providing crucial administrative support to ensure the smooth running of our fundraising efforts. You’ll play a crucial role in helping to deliver exceptional stewardship to high-net-worth individuals, legacy pledgers and corporate partners to ensure continued success.
The Role:
- Support on high value donor and corporate partnership fundraising and engagement activities, and lead on managing all initial enquiries
- Administer the high value donor thanking programme according to set procedures and timelines, all whilst providing exemplary stewardship
- Maintain the prospect pipeline, identifying potential donors and corporate partners, and conducting detailed, GDPR compliant research to enable effective cultivation
- Coordinate and organise fundraising and engagement events
- Support on the development and production of fundraising and marketing materials
- Provide general administrative support to ensure the smooth running of the team’s fundraising programme, such as drafting documents, updates and meeting minutes, dealing with telephone queries, data entry and filing
About You:
- An enthusiastic and proactive individual with experience in a fundraising or charity role
- A great understanding of and proficiency in using a database
- Excellent verbal and written communication skills, and ability to engage with stakeholders confidently
- Strong organisational skills and attention to detail, with the ability to manage multiple tasks and deadlines
- A team player with a collaborative approach to getting involved and supporting across a small team as required
Closing Date: Rolling applications
Interviews: TBC
To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.
We are committed to diverse and inclusive recruitment practices that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.
Thank you!
Are you passionate about public libraries? Do you want to see them move up the political and public agenda? Can you help the library sector get the right message to the right people at the right time?
Libraries Connected is a small organisation with big ambitions for public libraries. As part of our ongoing growth, we are establishing a new team to turbocharge our work advocating for the library sector, influencing policy, delivering research and shaping the national conversation around libraries. This is a unique opportunity to establish and recruit a new team, set our priorities for this area of work and make a lasting impact on public libraries.
Registered Charity
11 - 20
Our vision is an inclusive, modern, sustainable and high-quality public library service at the heart of every community in the UK.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Make an Impact: Join us as a Sale and Marketing Executive at NFER
As a Sales and Marketing Executive, you’ll play a crucial role in promoting our assessments, engaging with schools, and driving revenue growth through targeted campaigns. With a competitive salary, excellent benefits, and the chance to work with a globally respected charity, this is your opportunity to make a lasting impact.
Salary: £30,000–£34,000 per annum (non-negotiable)
Annual Leave: 30 days plus 4 paid closure days and bank holidays
Pension Contributions: 10% employer contributions
Family Support: Enhanced maternity/parental leave and paid compassionate leave
Flexible Working: Hybrid setup with 1 day a month in Slough office, full-time (35 hours). Also open to flexible working from day 1 including compressed hours and job share.
JOB DESCRIPTION
As a Sales and Marketing Executive, you’ll be at the heart of our collaborative Product Marketing team, working together to engage schools, build lasting relationships, and promote our assessment solutions. You'll be part of a supportive and motivated team that shares ideas, celebrates successes, and works towards a common goal.
This role is perfect for someone who thrives in a team-oriented environment, is eager to drive revenue, and enjoys building strong customer relationships while delivering creative and effective marketing campaigns.
Key Responsibilities:
• Support sales activities – engage with schools, provide quotes, and manage customer queries.
• Drive marketing campaigns – create compelling content, manage social media, and optimise digital channels.
• Coordinate events – organise webinars, school engagement activities, and product launches.
• Analyse market insights – use data to refine strategies, improve engagement, and enhance product positioning.
• Maintain compliance – ensure GDPR and ethical marketing standards are met.
PERSON SPECIFCATION
Essential Skills and Experience:
- Experience in sales and marketing, preferably within education or a related sector but not essential.
- Strong communication and writing skills – you can create engaging content for diverse audiences.
- Excellent organisational skills – able to manage multiple tasks and prioritise effectively.
- Confidence with digital platforms – social media, email marketing, Google Ads, and CRM tools.
- Analytical mindset – comfortable working with data and reporting on campaign effectiveness.
Other roles you may have experience of include: Sales executive, Marketing executive, sales and marketing coordinator, CRM executive, junior marketing officer.
WHY NFER?
At NFER, we are recognised globally for providing trusted research, resources and insights that drive meaningful change. By joining us, you’ll contribute to a mission that prioritises impact over profit, working in an environment where collaboration, flexibility, and inclusion are valued.
What we offer:
- A supportive and inclusive workplace culture.
- Opportunities to develop your skills and advance your career.
- Flexible working arrangements to support work-life balance.
- The chance to make a real difference in the education sector.
APPLICATION PROCESS
We are reviewing applications on a rolling basis and encourage you to apply early. Shortlisting will commence from 17th March 2025.
We are committed to creating an inclusive and accessible recruitment process. If you require any adjustments or accommodations at any stage, please don’t hesitate to contact us. We’re here to support you and ensure a positive experience. For further details, please review the Job Information Pack.
If you’re ready to bring your skills and passion to a role that makes a difference, we’d love to hear from you. Apply now and start your journey with NFER.
The client requests no contact from agencies or media sales.