Legacy administration officer jobs in birmingham
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Legacy Officer (Maternity Cover)
Role Summary:
As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Officer will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.
Position Objective:
- Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
- Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.
Term of Employment:
Fixed-term, maternity cover
Hours of work:
Full-time (part-time hours considered)
Reports To:
Director, Major Gifts and Gift Planning
Salary:
£29,000 - £34,000
Location:
Remote in mainland UK
Primary Responsibilities and Duties:
Augustus Club
- Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
- Maintain departmental information, files, and records related to legacy estates
- Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
- Work with various stakeholders on contested legacies, collaborating with other charities where needed
- Be able to communicate to supporters how important and desirable legacies are to PETA
- Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
- Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
- Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
- Keep up to date on probate and tax laws, informing the team of any changes
Other
- Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
- Assist in the training of new major gifts and/or planned giving assistants
- Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
- Assist with the preparation and proofreading of mailings
- Perform any other tasks assigned by the supervisor
- Maintain strict confidentiality at all times
Qualifications:
- Minimum of one year of planned-giving or other development experience
- Excellent written and verbal communication skills
- Thorough knowledge of animal rights issues and PETA campaigns
- Demonstrated exceptional attention to detail
- Demonstrated ability to prepare professional business communications
- Proven ability to organise and manage multiple projects simultaneously and effectively
- Proven ability to use initiative and work independently
- Proven experience in legacy fundraising and administration
- Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
- Commitment to PETA's objectives
- Adherence to a vegan lifestyle strongly preferred
The client requests no contact from agencies or media sales.
- Location: Remote
Salary: £38,000-£42,000
Contract Type: Permanent
About Police Care UK
Police Care UK traces its roots back to 1926 following the merger of the charities Police Dependants’ Trust and the National Police Fund. Our mission is to reduce the impact of harm on police and their families across the UK.
The Charity is currently undergoing a period of growth and development and has transformed from a traditional benevolent organisation to a leader in the blue light sector. This exciting phase is allowing us to expand both our services and our reach. With our office based in Woking, Surrey, we operate throughout the UK to deliver groundbreaking research, innovation, and evidence-based action that supports the police community in coping with the impact of policing. Our work has included targeted projects within police forces aimed at improving wellbeing as well as providing emotional and financial support to serving and veteran officers, staff, and their families.
Who We’re Looking For:
We are seeking a proactive and highly self-motivated Fundraising Manager to join our team at Police Care UK and make a critical contribution towards our combined annual fundraising target of approximately £1 million.
With knowledge of the funding landscape for first responders, police, mental health, or wellbeing causes, you will take direct responsibility for income from Trusts & Foundations, Major Donors, and legacy fundraising, alongside oversight of our challenge and community events.
With strong research and writing skills, you’ll identify new funding opportunities and produce compelling, high-quality applications. You’ll also bring excellent relationship-building abilities, managing key donor relationships with care and ensuring grant compliance to maximise impact and income.
If you have a strong track record in securing significant income from trusts, foundations, grant-making bodies and major donors, and a commitment to improving mental health outcomes for those who serve, we’d love to hear from you.
Main Responsibilities:
- Develop and deliver a trusts and foundations fundraising strategy to meet agreed income targets.
- Research and identify new funding opportunities from trusts, foundations, and statutory sources.
- Write compelling, tailored funding proposals, applications, and reports.
- Work closely with finance and clinical teams to monitor and report on grant expenditure.
- Organise meetings, presentations, and site visits to engage and inspire funders.
- Provide timely updates, reports, and impact statements to funders.
- Build and maintain strong, personalised relationships with major donors through regular communication and engagement.
- Plan and deliver an effective legacy marketing strategy.
- Champion Police Care UK and the support it provides to our police, their families and the wider police service.
Experience:
- Proven experience in securing significant income from trusts, foundations, or grant-making bodies.
- Experience of raising substantial fundraising income and achieving performance targets.
- Building and nurturing relationships with grant-making bodies.
- Setting and achieving ambitious income targets from major donors.
- Experience or understanding of effective legacy marketing and administration processes.
- Working with the marketing team to showcase donor impact through storytelling and recognition opportunities.
- Working effectively with a wide range of internal and external stakeholders.
- Demonstrable experience of setting, managing and delivering against budgets, reporting on KPIs, variances and re-forecasting.
- Managing multiple deadlines and working under pressure.
Knowledge:
- Knowledge of the funding landscape for first responders, police, wellbeing and mental health causes.
- Understanding of financial budgeting and grant compliance.
- The regulatory environment for charities, Gift Aid, Fundraising Code of Conduct.
- Proficiency in fundraising databases and Microsoft Office.
Skills:
- Exceptional communication skills.
- Strong research skills to identify new funding opportunities.
- Preparing compelling, tailored proposals to inspire significant philanthropic gifts.
- Analyse donor trends and provide insights to enhance major donor fundraising strategies.
- Maintain a pipeline of prospects and manage a calendar of funding applications and deadlines.
- Strong relationship-building skills with funders and internal stakeholders.
- Ability to craft persuasive funding applications.
Additional:
- Pro-active and highly self-motivated.
- The ability to change and adapt to changing needs and circumstances.
- Ability to work collaboratively and to support a skill sharing agenda.
- An empathy with the police service and the welfare needs of police officers and their families.
Hours of work: The basic hours of work are 35 hours, Monday – Friday
Location: Remote
How to Apply: If you’re ready to join a forward-thinking charity that values innovation, empathy, and collaboration, we’d love to hear from you. You will need to submit your CV and a detailed cover letter explaining why you’re the right fit for this role. Applications are assessed on a rolling basis, so please apply as soon as you are able.
Limitations
This job description is neither exclusive nor exhaustive. The duties and responsibilities may vary from time to time in the light of changing circumstances in consultation with the jobholder.
The jobholder will be required to work within the rules and regulations of the Charity and accept the authority of the Chief Executive, who has the discretion to delegate authority to the jobholder and to withdraw it.
Equal Opportunities Policy
The Charity is committed to eliminating any discrimination and promoting diversity and equality of opportunity in all it does. The Charity is committed to providing equal opportunities in employment, and we will not unlawfully discriminate against job applicants, employees of the Charity, volunteers, workers, or contract workers on the grounds of their age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (which includes colour, nationality and ethnic or national origins) religion or belief, sex or sexual orientation.
REF-221397
Development Manager
Are you a passionate and skilled land and property professional with a heart for serving older Christians? We are seeking a Development Manager to play a key role in expanding and strengthening our mission to provide compassionate, faith-based care. This is a unique opportunity to make a tangible difference in the lives of our residents while working alongside a dedicated and motivated team.
We are looking for a Development Manager who will be instrumental in driving our vision forward, identifying new land and acquisition opportunities, and ensuring the highest standards of development and innovation.
As a Development Manager, you will be responsible for leading on strategic development projects, forging key partnerships, and ensuring our growth and renewal programme moves forward in alignment with our mission.
If you are a dynamic and experienced land and property professional with a strong background in acquisitions, planning, project management, and a heart for Christian service, we invite you to apply now.
Responsibilities:
- Lead and manage strategic development projects from inception to completion.
- Identify and develop new opportunities for growth and expansion.
- Work collaboratively with key stakeholders .
- Manage budgets effectively and ensure financial sustainability of development initiatives.
- Prepare reports and provide updates to senior management and trustees.
Skills/Experience:
- Strong leadership and strategic thinking skills.
- Proven experience in land acquisition, development project management, or a similar role.
- Ability to communicate effectively with a wide range of stakeholders.
- Strong financial acumen and experience in managing development budgets.
- A proactive and innovative approach .
- IT proficient, including Microsoft Office Suite.
- Ability to work under pressure and manage multiple priorities.
Applicants must be evangelical Christians (This role has an Occupational Requirement to be filled by a Christian under the provisions of the Equality Act (2010).)
Hours:
Full-time, 40 hours per week.
Benefits:
- Salary: £54,000 per annum
- Remote working
- 5 Weeks' paid holiday per year as well as bank and public holidays
- On-going training and support
- Team events
- Pension scheme
- Care Friends referral
- Medicash
- Perkbox – including an Employee assistance programme.
- Long-standing service rewards
- Birthday rewards
— What our staff say about us: “It is a friendly and welcoming place to work.” —
We are committed to having a diverse leadership team and encourage applications from disabled and Black, Asian, and Minority Ethnic candidates, as these groups are currently underrepresented at the senior management level.
Closing date: 23rd May 2025 – However, this vacancy may close sooner if sufficient applications are received, so please apply as soon as possible if interested.
The client requests no contact from agencies or media sales.